FT Vest US Equity Moderate BGJUNETF

13F holders, Q1 2026 (March 31)
119holders −3
10new positions
9sold out
1famous investor
$39.37avg. 13F price*

At the end of Q1 2026, 119 institutions reported holding FT Vest US Equity Moderate B (GJUN) in their 13F filings, down 3 from Q4 2025. 10 opened new positions and 9 sold out. The largest holders were Cetera Investment Advisers ($14.2M), Mariner, LLC ($10.6M) and Atria Investments, Inc ($10.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q1 2026)
CUSIP
33740F433
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 78Q1 2024Q2 2024: 104Q2 2024Q3 2024: 122Q3 2024Q4 2024: 112Q4 2024Q1 2025: 107Q1 2025Q2 2025: 112Q2 2025Q3 2025: 111Q3 2025Q4 2025: 122Q4 2025Q1 2026: 119Q1 2026Q2 2026: 136Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions10$5.0M
Exits9$1.9M

All 13F filers, Q4 2025 → Q1 2026: 519,802 shares bought and 491,077 shares sold, net +28,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 119 holders

Cetera Investment Advisers 0.02% Add +35.0% 360,800 $14.2M
Mariner, LLC 0.01% Add +11.8% 268,630 $10.6M
Atria Investments, Inc 0.12% Add +15.9% 263,286 $10.4M
Raymond James Financial Inc. 0.00% Reduce -7.5% 231,340 $9.1M
Envestnet Asset Management Inc. 0.00% Add +214.6% 225,435 $8.9M
Commonwealth Equity Services, LLC 0.01% Reduce -16.1% 213,883 $8.4M
First International Bank of Israel Ltd. 2.32% No change 200,000 $7.9M
Kestra Advisory Services, LLC 0.03% Add +4.5% 171,906 $6.8M
LPL Financial LLC 0.00% Reduce -1.7% 161,571 $6.4M
Focus Partners Wealth 0.01% Reduce -12.5% 147,231 $5.8M
Osaic Holdings, Inc. 0.01% Reduce -31.2% 122,989 $4.8M
Avantra Family Wealth, Inc. 3.18% Add +3.0% 108,329 $4.3M
VestGen Advisors, LLC 0.11% Add +21.0% 95,057 $3.9M
Americana Partners, LLC 0.10% Reduce -21.9% 94,476 $3.7M
Sunbelt Securities, Inc. 0.23% Reduce -1.3% 92,385 $3.6M
Captrust Financial Advisors 0.00% Add +0.5% 69,975 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.9% 49,670 $2.0M
Foundations Investment Advisors, LLC 0.02% Add +1.1% 47,339 $1.9M
Arkadios Wealth Advisors 0.03% Add +1.3% 44,179 $1.7M
Founders Financial Securities LLC 0.10% Add +14.4% 43,262 $1.7M
Nations Financial Group Inc, /Ia/ 0.09% Add +2.0% 42,341 $1.7M
NovaPoint Capital, LLC 0.40% Reduce -2.4% 40,640 $1.6M
Keystone Wealth Services, LLC 0.31% Reduce -73.0% 36,571 $1.4M
ACT Advisors, LLC. 0.60% No change 35,808 $1.4M
Truist Financial Corp. 0.00% Add +0.0% 35,688 $1.4M
HRT Financial LP 0.00% New 32,470 $1.3M
Diligent Investors, LLC 0.31% Reduce -1.6% 32,131 $1.3M
CreativeOne Wealth, LLC 0.03% Add +101.6% 32,002 $1.3M
City Holding Co. 0.15% No change 31,100 $1.2M
Archer Investment Corp 0.26% No change 30,959 $1.2M
AdvisorNet Financial, Inc 0.06% No change 29,965 $1.2M
Triad Wealth Partners, LLC 0.09% Add +8.0% 29,119 $1.1M
Tanglewood Legacy Advisors, LLC 0.40% No change 28,190 $1.1M
Nvest Financial, LLC 0.40% No change 27,341 $1.1M
Ignite Planners, LLC 0.16% Reduce -24.1% 25,619 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -0.4% 25,254 $996K
Independent Financial Group, LLC 0.02% Reduce -34.0% 24,226 $955K
Icon Wealth Advisors, LLC 0.06% Reduce -0.1% 21,935 $892K
NewEdge Advisors, LLC 0.00% Reduce -18.1% 21,610 $852K
Citadel Advisors 0.00% Add +213.4% 20,896 $824K
Signal Advisors Wealth, LLC 0.06% New 20,823 $821K
Sequent Planning LLC 0.20% Reduce -4.1% 20,781 $819K
MML Investors Services, LLC 0.00% Add +82.8% 20,371 $803K
Wood Tarver Financial Group, LLC 0.21% Reduce -3.4% 19,541 $770K
Kintra Wealth, LLC 0.05% New 19,116 $754K
Ausdal Financial Partners, Inc. 0.03% Reduce -1.8% 17,378 $685K
VestGen Investment Management 0.37% New 16,998 $670K
Integrity Financial Corp 0.30% No change 15,284 $602K
Harvest Investment Services, LLC 0.11% Reduce -13.3% 15,284 $602K
Royal Bank of Canada 0.00% Reduce -13.4% 14,913 $588K
Janney Montgomery Scott LLC 0.00% Reduce -81.4% 14,443 $569K
Santori & Peters, Inc. 0.17% No change 14,070 $555K
Gallagher Fiduciary Advisors, LLC 0.02% Add +4.1% 13,958 $550K
Mutual Advisors, LLC 0.01% No change 13,599 $536K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.3% 13,341 $526K
REAP Financial Group, LLC 0.10% Reduce -1.3% 12,881 $508K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -24.4% 22,392 $488K
MAI Capital Management 0.00% Reduce -1.1% 11,714 $462K
BFI Wealth Solutions, LLC 0.43% Reduce -8.6% 11,230 $445K
Robertson Stephens Wealth Management, LLC 0.01% No change 10,880 $429K
Centaurus Financial, Inc. 0.02% No change 10,484 $413K
Norden Group LLC 0.04% Reduce -12.4% 10,165 $401K
NorthCrest Asset Manangement, LLC 0.01% Reduce -12.7% 10,059 $398K
Brookstone Capital Management 0.00% Reduce -7.6% 9,827 $387K
Uptick Partners, LLC 0.08% No change 9,820 $387K
CoreCap Advisors, LLC 0.01% Add +1.9% 9,394 $370K
Old Mission Capital LLC 0.01% New 8,976 $354K
Summit Financial Wealth Advisors, LLC 0.05% Reduce -28.9% 8,127 $320K
Catalina Capital Group, LLC 0.20% No change 8,110 $320K
Concurrent Investment Advisors, LLC 0.00% New 7,901 $311K
Quad-Cities Investment Group, LLC 0.12% Reduce -6.4% 7,825 $308K
Stephens Inc. 0.00% No change 7,665 $302K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -1.3% 7,660 $302K
Arax Advisory Partners 0.01% New 7,659 $302K
Susquehanna International Group, LLP 0.00% Reduce -35.0% 7,655 $302K
AE Wealth Management LLC 0.00% Reduce -0.9% 7,648 $301K
1776 Wealth LLC 0.12% No change 7,560 $298K
Prosperity Financial Group, Inc. 0.11% Reduce -0.5% 7,520 $296K
Silver Oak Securities, Incorporated 0.02% Add +2.2% 7,499 $296K
Mgo One Seven LLC 0.01% No change 7,468 $294K
IFP Advisors, Inc 0.01% No change 7,391 $291K
Crusonia Wealth Advisors LLC 0.06% No change 7,275 $287K
Chris Bulman Inc 0.13% Reduce -0.3% 7,256 $286K
United Capital Financial Advisors, LLC 0.00% No change 6,781 $267K
Parallel Advisors, LLC 0.00% New 6,750 $266K
Keating Financial Advisory Services, Inc. 0.04% Add +1.9% 6,269 $247K
Sanctuary Advisors, LLC 0.00% Reduce -22.3% 6,252 $246K
First Heartland Consultants, Inc. 0.02% Add +0.3% 6,184 $244K
Stratos Wealth Advisors, LLC 0.01% Reduce -0.9% 6,163 $243K
Waverly Advisors, LLC 0.00% Reduce -3.0% 5,831 $230K
Cornell Pochily Investment Advisors, Inc. 0.07% No change 5,830 $230K
Envestnet Portfolio Solutions, Inc. 0.00% New 5,495 $217K
HBW Advisory Services LLC 0.02% Reduce -2.8% 5,232 $206K
Kestra Private Wealth Services, LLC 0.00% No change 5,215 $206K
FSB Premier Wealth Management, Inc. 0.06% Reduce -0.0% 5,181 $204K
Castle Rock Wealth Management, LLC 0.04% No change 5,138 $203K
Lanark Financial, Inc. 0.01% No change 4,682 $185K
DHJJ Financial Advisors, Ltd. 0.06% No change 4,613 $182K
Barclays PLC 0.00% Reduce -5.4% 4,566 $180K
GoalVest Advisory LLC 0.03% Add +6.5% 4,116 $162K

"% of holder's portfolio" is GJUN's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.

Show all 119 holders