FT Vest US Equity Moderate BGJUNETF
13F holders, Q2 2026 (June 30)136holders +17
25new positions
9sold out
1famous investor
$40.81avg. 13F price*
At the end of Q2 2026, 136 institutions reported holding FT Vest US Equity Moderate B (GJUN) in their 13F filings, up 17 from Q1 2026. 25 opened new positions and 9 sold out. The largest holders were Raymond James Financial Inc. ($29.9M), Cetera Investment Advisers ($20.3M) and Envestnet Asset Management Inc. ($19.5M). 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 (Q2 2026)
- CUSIP
- 33740F433
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $13.9M |
| Exits | 9 | $4.5M |
All 13F filers, Q1 2026 → Q2 2026: 2,263,813 shares bought and 376,349 shares sold, net +1,887,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Raymond James Financial Inc. | 0.01% | Add +213.4% | 725,061 | $29.9M |
| Cetera Investment Advisers | 0.02% | Add +36.5% | 492,470 | $20.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +110.3% | 474,211 | $19.5M |
| Osaic Holdings, Inc. | 0.02% | Add +248.9% | 429,079 | $17.7M |
| Atria Investments, Inc | 0.18% | Add +61.3% | 424,651 | $17.5M |
| LPL Financial LLC | 0.00% | Add +132.2% | 375,220 | $15.5M |
| Mariner, LLC | 0.01% | Reduce -2.0% | 263,272 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.6% | 238,641 | $9.8M |
| First International Bank of Israel Ltd. | 2.25% | No change | 200,000 | $8.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -13.4% | 148,862 | $6.1M |
| Focus Partners Wealth | 0.01% | Reduce -4.1% | 141,194 | $5.8M |
| Avantra Family Wealth, Inc. | 2.86% | Add +0.6% | 108,930 | $4.5M |
| MAI Capital Management | 0.02% | Add +798.5% | 105,248 | $4.3M |
| BAM Wealth Management, LLC | 2.69% | New | 104,305 | $4.3M |
| CreativeOne Wealth, LLC | 0.08% | Add +170.8% | 86,666 | $3.6M |
| VestGen Advisors, LLC | 0.10% | Reduce -11.4% | 84,174 | $3.5M |
| Schulz Wealth, LTD. | 1.19% | — | 55,886 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.7% | 50,994 | $2.1M |
| Founders Financial Securities LLC | 0.10% | Add +5.6% | 45,688 | $1.9M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -3.6% | 45,627 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.5% | 43,979 | $1.8M |
| Tanglewood Legacy Advisors, LLC | 0.57% | Add +53.0% | 43,132 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -43.1% | 39,784 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +2.6% | 36,627 | $1.5M |
| Keystone Wealth Services, LLC | 0.28% | Reduce -1.4% | 36,071 | $1.5M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Add +157.3% | 35,913 | $1.5M |
| Archer Investment Corp | 0.28% | Add +14.8% | 35,535 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.02% | New | 35,099 | $1.4M |
| Diligent Investors, LLC | 0.32% | Add +7.3% | 34,481 | $1.4M |
| Range Financial Group LLC | 0.37% | New | 33,091 | $1.4M |
| Americana Partners, LLC | 0.03% | Reduce -65.9% | 32,256 | $1.3M |
| City Holding Co. | 0.14% | No change | 31,100 | $1.3M |
| HighTower Advisors, LLC | 0.00% | New | 31,020 | $1.3M |
| Triad Wealth Partners, LLC | 0.07% | Add +3.4% | 30,122 | $1.3M |
| AdvisorNet Financial, Inc | 0.06% | Reduce -0.5% | 29,814 | $1.2M |
| Nvest Financial, LLC | 0.36% | No change | 27,341 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +164.0% | 26,558 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +17.1% | 25,302 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.4% | 25,146 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.04% | Add +33.5% | 23,198 | $956K |
| MML Investors Services, LLC | 0.00% | Add +13.4% | 23,111 | $952K |
| Icon Wealth Advisors, LLC | 0.05% | No change | 21,935 | $903K |
| Global Retirement Partners, LLC | 0.01% | — | 21,800 | $898K |
| Ignite Planners, LLC | 0.12% | Reduce -17.4% | 21,156 | $871K |
| Langley Wealth Management, LLC | 0.85% | — | 21,138 | $871K |
| Mutual Advisors, LLC | 0.02% | Add +48.2% | 20,150 | $830K |
| Kintra Wealth, LLC | 0.04% | Reduce -1.9% | 18,750 | $789K |
| Strategic Blueprint, LLC | 0.04% | New | 18,219 | $750K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -13.4% | 18,031 | $743K |
| NovaPoint Capital, LLC | 0.15% | Reduce -56.1% | 17,822 | $734K |
| Brookstone Capital Management | 0.01% | Add +78.8% | 17,571 | $724K |
| Farther Finance Advisors, LLC | 0.01% | Add +440.7% | 17,545 | $723K |
| Park Avenue Securities LLC | 0.00% | New | 17,309 | $713K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -60.0% | 16,947 | $698K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +24.9% | 16,666 | $686K |
| Madrona Financial Services, LLC | 0.12% | New | 16,047 | $661K |
| Harbour Investments, Inc. | 0.01% | Add +1254.6% | 15,415 | $635K |
| Arax Advisory Partners | 0.00% | Add +100.0% | 15,318 | $631K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +84.6% | 41,341 | $616K |
| Harvest Investment Services, LLC | 0.09% | Reduce -6.1% | 14,350 | $591K |
| Santori & Peters, Inc. | 0.16% | No change | 14,070 | $580K |
| Sequent Planning LLC | 0.12% | Reduce -34.6% | 13,596 | $560K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.0% | 13,435 | $553K |
| Wood Tarver Financial Group, LLC | 0.13% | Reduce -33.7% | 12,962 | $533K |
| Uptick Partners, LLC | 0.08% | Add +26.8% | 12,455 | $513K |
| REAP Financial Group, LLC | 0.09% | Reduce -3.5% | 12,431 | $512K |
| PKS Advisory Services, LLC | 0.08% | New | 11,737 | $483K |
| Integrity Financial Corp | 0.23% | Reduce -24.2% | 11,584 | $477K |
| Independent Financial Group, LLC | 0.01% | Reduce -52.7% | 11,459 | $472K |
| World Equity Group, Inc. | 0.10% | New | 11,283 | $465K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 10,880 | $448K |
| New Wave Wealth Advisors LLC | 0.12% | New | 10,782 | $444K |
| BFI Wealth Solutions, LLC | 0.33% | Reduce -4.7% | 10,708 | $441K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +32.9% | 10,499 | $432K |
| Citadel Advisors | 0.00% | Reduce -53.2% | 9,782 | $403K |
| Ameritas Advisory Services, LLC | 0.01% | New | 9,627 | $397K |
| Norden Group LLC | 0.03% | Reduce -5.7% | 9,585 | $395K |
| CoreCap Advisors, LLC | 0.01% | Add +1.8% | 9,562 | $394K |
| United Capital Financial Advisors, LLC | 0.00% | Add +36.1% | 9,231 | $380K |
| StoneX Group Inc. | 0.01% | New | 7,960 | $327K |
| Prosperity Financial Group, Inc. | 0.10% | Add +5.5% | 7,933 | $327K |
| Mgo One Seven LLC | 0.01% | Add +5.0% | 7,839 | $323K |
| Quad-Cities Investment Group, LLC | 0.12% | No change | 7,825 | $322K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Reduce -5.1% | 7,714 | $318K |
| Stephens Inc. | 0.00% | No change | 7,665 | $316K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 7,660 | $316K |
| AE Wealth Management LLC | 0.00% | Reduce -0.0% | 7,647 | $315K |
| 1776 Wealth LLC | 0.11% | No change | 7,560 | $311K |
| IFP Advisors, Inc | 0.01% | Reduce -1.0% | 7,316 | $301K |
| Crusonia Wealth Advisors LLC | 0.05% | No change | 7,275 | $300K |
| First Heartland Consultants, Inc. | 0.02% | Add +11.1% | 6,869 | $283K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +11.4% | 6,868 | $283K |
| Parallel Advisors, LLC | 0.00% | No change | 6,750 | $278K |
| FSB Premier Wealth Management, Inc. | 0.08% | Add +29.3% | 6,697 | $276K |
| US Bancorp \de | 0.00% | New | 6,611 | $272K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Add +42.0% | 6,548 | $270K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.1% | 6,104 | $251K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.3% | 6,048 | $249K |
| Keating Financial Advisory Services, Inc. | 0.03% | Reduce -7.8% | 5,778 | $238K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.4% | 5,747 | $237K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Reduce -1.9% | 5,720 | $236K |
| Principal Securities, Inc. | 0.00% | New | 5,550 | $229K |
| Centaurus Financial, Inc. | 0.01% | Reduce -48.9% | 5,360 | $221K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.3% | 5,335 | $220K |
| Castle Rock Wealth Management, LLC | 0.04% | No change | 5,138 | $212K |
| Commonwealth Financial Services, LLC | 0.03% | New | 5,093 | $210K |
| Chris Bulman Inc | 0.08% | Reduce -29.8% | 5,091 | $210K |
| VestGen Investment Management | 0.11% | Reduce -70.2% | 5,070 | $209K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 4,900 | $202K |
| Barclays PLC | 0.00% | Add +6.7% | 4,870 | $201K |
| Lanark Financial, Inc. | 0.01% | No change | 4,682 | $193K |
| Tounjian Advisory Partners, LLC | 0.08% | New | 4,372 | $180K |
| GoalVest Advisory LLC | 0.03% | No change | 4,116 | $170K |
| Fiduciary Financial Advisors | 0.01% | New | 3,357 | $138K |
| JPMorgan Chase & Co. | 0.00% | New | 3,068 | $126K |
| Benson Wealth Management INC | 0.09% | No change | 2,100 | $86K |
| Kilter Group LLC | 0.03% | No change | 1,986 | $82K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,900 | $78K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 1,142 | $47K |
| Financial Network Wealth Advisors LLC | 0.05% | No change | 1,113 | $46K |
| Rexford Capital Inc. | 0.03% | New | 1,005 | $41K |
| Bullseye Investment Management, LLC | 0.02% | No change | 1,000 | $41K |
| Capital Analysts, LLC | 0.00% | No change | 670 | $28K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 675 | $28K |
| Smartleaf Asset Management LLC | 0.00% | No change | 632 | $26K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 607 | $25K |
| IMG Wealth Management, Inc. | 0.01% | No change | 412 | $17K |
| Reicon Wealth Advisors, LLC | 0.01% | New | 300 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | New | 200 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -80.2% | 184 | $8K |
| Assetmark, Inc. | 0.00% | New | 177 | $7K |
| Wells Fargo & Company | 0.00% | New | 64 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 37 | $2K |
| LM Advisors LLC | 0.01% | Add +2448.1% | 31,290 | $1K |
| IFG Advisory, LLC | 0.00% | New | 10 | $412 |
| Compass Financial Management LLC | 0.00% | — | 5 | $210 |
"% 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.