FT Vest US Equity Moderate BGMARETF

13F holders, Q2 2026 (June 30)
128holders +8
14new positions
5sold out
2famous investors
$44.06avg. 13F price*

At the end of Q2 2026, 128 institutions reported holding FT Vest US Equity Moderate B (GMAR) in their 13F filings, up 8 from Q1 2026. 14 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($24.3M), First International Bank of Israel Ltd. ($21.2M) and Commonwealth Equity Services, LLC ($14.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 2026)
CUSIP
33740F482
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 61Q1 2024Q2 2024: 96Q2 2024Q3 2024: 95Q3 2024Q4 2024: 115Q4 2024Q1 2025: 109Q1 2025Q2 2025: 118Q2 2025Q3 2025: 119Q3 2025Q4 2025: 120Q4 2025Q1 2026: 120Q1 2026Q2 2026: 128Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions14$4.0M
Exits5$493K

All 13F filers, Q1 2026 → Q2 2026: 287,550 shares bought and 590,038 shares sold, net −302,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 128 holders

Raymond James Financial Inc. 0.01% Reduce -37.9% 548,484 $24.3M
First International Bank of Israel Ltd. 5.79% No change 480,000 $21.2M
Commonwealth Equity Services, LLC 0.02% Reduce -9.7% 315,570 $14.0M
Osaic Holdings, Inc. 0.01% Add +6.8% 284,112 $12.6M
Kestra Advisory Services, LLC 0.03% Reduce -14.8% 187,198 $8.3M
Cetera Investment Advisers 0.01% Add +3.4% 185,173 $8.2M
LPL Financial LLC 0.00% Add +0.6% 168,180 $7.4M
Bull Harbor Capital LLC 1.36% Add +15.1% 157,982 $7.0M
Wood Tarver Financial Group, LLC 1.45% Add +0.0% 138,744 $6.1M
City Holding Co. 0.64% Reduce -2.2% 128,430 $5.7M
AssuredPartners Investment Advisors, LLC 0.52% Reduce -5.8% 120,579 $5.3M
Bouchey Financial Group, Ltd. 0.28% Reduce -7.5% 97,140 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.0% 92,482 $4.1M
Envestnet Asset Management Inc. 0.00% Reduce -1.2% 90,745 $4.0M
MML Investors Services, LLC 0.01% Add +15.9% 77,192 $3.4M
Citadel Advisors 0.00% Add +463.4% 71,717 $3.2M
MAI Capital Management 0.01% Reduce -0.6% 61,588 $2.7M
Janney Montgomery Scott LLC 0.00% Reduce -8.6% 54,719 $2.4M
Arax Advisory Partners 0.01% Add +396.4% 48,771 $2.2M
Uptick Partners, LLC 0.31% Add +0.6% 45,171 $2.0M
Founders Financial Securities LLC 0.09% Reduce -68.8% 39,702 $1.8M
Arkadios Wealth Advisors 0.03% Reduce -7.5% 39,578 $1.8M
Schulz Wealth, LTD. 0.86% — 37,497 $1.7M
Keystone Wealth Services, LLC 0.31% No change 37,215 $1.6M
Truist Financial Corp. 0.00% Reduce -8.5% 34,321 $1.5M
Chris Bulman Inc 0.48% Add +5.3% 29,614 $1.3M
REAP Financial Group, LLC 0.22% Reduce -12.9% 29,350 $1.3M
Mgo One Seven LLC 0.02% Add +0.3% 27,561 $1.2M
Tanglewood Legacy Advisors, LLC 0.38% No change 26,430 $1.2M
Brookstone Capital Management 0.01% Reduce -2.3% 25,759 $1.1M
Madrona Financial Services, LLC 0.20% Add +8.2% 24,869 $1.1M
Ignite Planners, LLC 0.15% Reduce -2.9% 24,157 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -7.2% 23,074 $1.0M
Diligent Investors, LLC 0.22% Reduce -2.5% 22,355 $989K
Susquehanna International Group, LLP 0.00% Reduce -51.6% 20,212 $894K
Waverly Advisors, LLC 0.01% No change 19,721 $872K
AQR Capital Management 0.00% No change 18,460 $817K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.7% 18,289 $809K
Harbour Investments, Inc. 0.01% Reduce -2.6% 18,037 $798K
Fiduciary Financial Advisors 0.08% New 17,963 $795K
Kovack Advisors, Inc. 0.04% Reduce -1.4% 17,645 $781K
Range Financial Group LLC 0.21% Reduce -1.6% 17,155 $759K
Farther Finance Advisors, LLC 0.01% Add +5771.1% 17,085 $756K
Alesco Advisors, LLC, An ESL Co 0.02% No change 15,737 $696K
Capital Investment Advisory Services, LLC 0.04% Reduce -35.6% 14,864 $658K
Mutual Advisors, LLC 0.01% Reduce -2.2% 14,836 $656K
HBW Advisory Services LLC 0.06% No change 14,732 $652K
Old Mission Capital LLC 0.02% New 14,645 $648K
BFI Wealth Solutions, LLC 0.46% No change 13,900 $615K
Centaurus Financial, Inc. 0.02% No change 13,863 $613K
CreativeOne Wealth, LLC 0.01% Add +33.2% 13,734 $608K
Sanctuary Advisors, LLC 0.00% Add +0.2% 12,944 $573K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -0.6% 12,823 $567K
Harvest Investment Services, LLC 0.08% New 11,853 $524K
Stephens Inc. 0.01% No change 11,821 $523K
Signature Equity Partners, LLC 0.24% No change 11,733 $519K
Insigneo Advisory Services, LLC 0.02% Reduce -25.0% 11,031 $488K
NorthCrest Asset Manangement, LLC 0.01% No change 10,602 $471K
MBL Wealth, LLC 0.03% No change 10,000 $442K
Cresset Asset Management, LLC 0.00% No change 9,991 $442K
LVZ, Inc. 0.04% No change 9,513 $421K
RFG Advisory, LLC 0.01% No change 9,300 $411K
Cary Street Partners Financial LLC 0.01% Add +4.3% 9,220 $408K
Sequent Planning LLC 0.09% Add +53.4% 9,175 $406K
CoreCap Advisors, LLC 0.01% Reduce -1.3% 9,043 $400K
JPMorgan Chase & Co. 0.00% Reduce -24.7% 8,930 $394K
Foundations Investment Advisors, LLC 0.00% Add +26.7% 8,906 $394K
Kestra Investment Management, LLC 0.01% New 8,844 $391K
Bullseye Investment Management, LLC 0.19% Reduce -1.4% 8,820 $390K
Stratos Wealth Advisors, LLC 0.02% Add +67.3% 8,228 $364K
Noble Wealth Management PBC 0.16% Reduce -7.2% 8,117 $359K
DHJJ Financial Advisors, Ltd. 0.10% No change 7,660 $339K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.4% 7,651 $338K
Corus Family Wealth Advisors 0.23% No change 7,619 $337K
Koshinski Asset Management, Inc. 0.02% Add +0.3% 7,428 $329K
FSB Premier Wealth Management, Inc. 0.09% Reduce -1.2% 7,424 $328K
Kestra Private Wealth Services, LLC 0.00% No change 7,205 $319K
Captrust Financial Advisors 0.00% No change 7,200 $319K
Legacy Solutions, LLC 0.26% No change 7,177 $318K
Focus Partners Wealth 0.00% No change 6,910 $306K
Snowden Capital Advisors LLC 0.01% No change 6,843 $303K
AdvisorNet Financial, Inc 0.01% No change 6,806 $301K
J.W. Cole Advisors, Inc. 0.01% New 6,773 $300K
Kingswood Wealth Advisors, LLC 0.01% Reduce -3.8% 6,759 $299K
HRT Financial LP 0.00% New 6,748 $298K
Diversify Advisory Services, LLC 0.01% New 6,704 $297K
Diversify Wealth Management, LLC 0.01% No change 6,704 $297K
HFG Wealth Management, LLC 0.29% Reduce -22.6% 6,535 $289K
Integrated Wealth Concepts LLC 0.00% No change 6,434 $285K
Beacon Pointe Advisors, LLC 0.00% Reduce -6.9% 6,349 $281K
Elevation Point Wealth Partners, LLC 0.01% No change 6,226 $275K
Vestmark Advisory Solutions, Inc. 0.00% No change 6,226 $275K
Keating Financial Advisory Services, Inc. 0.04% Reduce -2.7% 6,138 $272K
RiverTree Advisors, LLC 0.15% No change 5,901 $261K
StoneX Group Inc. 0.01% New 5,779 $255K
Park Avenue Securities LLC 0.00% No change 5,729 $253K
Spire Wealth Management 0.01% No change 5,666 $251K
Prosperity Consulting Group, LLC 0.01% No change 5,519 $244K
PKS Advisory Services, LLC 0.04% Reduce -48.3% 5,362 $237K
Grantvest Financial Group LLC 0.14% Add +1.8% 5,347 $237K

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

Show all 128 holders