FT Vest US Equity Moderate BGMARETF
13F holders, Q1 2026 (March 31)120holders
18new positions
15sold out
2famous investors
$41.62avg. 13F price*
At the end of Q1 2026, 120 institutions reported holding FT Vest US Equity Moderate B (GMAR) in their 13F filings, unchanged from Q4 2025. 18 opened new positions and 15 sold out. The largest holders were Raymond James Financial Inc. ($36.8M), First International Bank of Israel Ltd. ($20.0M) and Commonwealth Equity Services, LLC ($14.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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
- 33740F482
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $26.3M |
| Exits | 15 | $4.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,043,286 shares bought and 480,790 shares sold, net +562,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Raymond James Financial Inc. | 0.01% | Add +9.7% | 883,100 | $36.8M |
| First International Bank of Israel Ltd. | 5.88% | New | 480,000 | $20.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.7% | 349,553 | $14.6M |
| Osaic Holdings, Inc. | 0.02% | Add +8.9% | 265,991 | $11.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +15.1% | 219,836 | $9.2M |
| Cetera Investment Advisers | 0.01% | Reduce -22.9% | 179,080 | $7.5M |
| LPL Financial LLC | 0.00% | Add +83.0% | 167,238 | $7.0M |
| Wood Tarver Financial Group, LLC | 1.60% | Add +0.4% | 138,743 | $5.8M |
| Bull Harbor Capital LLC | 1.53% | — | 137,313 | $5.7M |
| City Holding Co. | 0.68% | No change | 131,350 | $5.5M |
| AssuredPartners Investment Advisors, LLC | 0.59% | No change | 128,059 | $5.4M |
| Founders Financial Securities LLC | 0.30% | Add +13.3% | 127,381 | $5.3M |
| Bouchey Financial Group, Ltd. | 0.33% | Reduce -8.2% | 105,076 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -57.8% | 91,814 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +53.9% | 91,588 | $3.8M |
| Sunbelt Securities, Inc. | 0.18% | Reduce -26.2% | 67,022 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -20.2% | 66,576 | $2.8M |
| MAI Capital Management | 0.01% | Reduce -1.0% | 61,951 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -59.7% | 59,871 | $2.5M |
| Uptick Partners, LLC | 0.37% | Reduce -4.5% | 44,893 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | Add +4.7% | 42,770 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +657.9% | 41,754 | $1.7M |
| Anfield Capital Management, LLC | 0.46% | Reduce -0.6% | 40,393 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +1.1% | 37,502 | $1.6M |
| Keystone Wealth Services, LLC | 0.33% | New | 37,215 | $1.6M |
| REAP Financial Group, LLC | 0.28% | Reduce -19.3% | 33,684 | $1.4M |
| Chris Bulman Inc | 0.51% | Add +80.0% | 28,113 | $1.2M |
| Mgo One Seven LLC | 0.02% | Add +2.1% | 27,481 | $1.1M |
| Tanglewood Legacy Advisors, LLC | 0.40% | Add +42.6% | 26,430 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +37.8% | 26,354 | $1.1M |
| Ignite Planners, LLC | 0.16% | No change | 24,883 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.5% | 24,861 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.07% | Add +3020.8% | 23,094 | $963K |
| Madrona Financial Services, LLC | 0.21% | Add +43.3% | 22,979 | $958K |
| Diligent Investors, LLC | 0.24% | Add +4.7% | 22,919 | $955K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.6% | 19,721 | $822K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 18,605 | $776K |
| Harbour Investments, Inc. | 0.01% | Add +229.7% | 18,527 | $772K |
| AQR Capital Management | 0.00% | No change | 18,460 | $770K |
| Kovack Advisors, Inc. | 0.04% | Add +9.8% | 17,895 | $749K |
| Range Financial Group LLC | 0.24% | Add +5.4% | 17,430 | $727K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 15,737 | $656K |
| Mutual Advisors, LLC | 0.01% | Add +48.8% | 15,174 | $633K |
| HBW Advisory Services LLC | 0.06% | New | 14,732 | $614K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -7.9% | 14,704 | $613K |
| BFI Wealth Solutions, LLC | 0.56% | Add +0.3% | 13,900 | $583K |
| Centaurus Financial, Inc. | 0.03% | Add +12.3% | 13,863 | $578K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.8% | 12,921 | $539K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -0.6% | 12,899 | $538K |
| Citadel Advisors | 0.00% | Add +4.8% | 12,729 | $531K |
| Stephens Inc. | 0.01% | No change | 11,821 | $493K |
| Signature Equity Partners, LLC | 0.26% | Add +2818.7% | 11,733 | $489K |
| JPMorgan Chase & Co. | 0.00% | Add +510.9% | 11,858 | $487K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +1.7% | 10,602 | $445K |
| PKS Advisory Services, LLC | 0.10% | Add +39.5% | 10,375 | $433K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -53.5% | 10,313 | $430K |
| M Holdings Securities, Inc. | 0.03% | New | 10,000 | $417K |
| MBL Wealth, LLC | 0.03% | No change | 10,000 | $417K |
| Cresset Asset Management, LLC | 0.00% | No change | 9,991 | $417K |
| Arax Advisory Partners | 0.01% | New | 9,825 | $410K |
| LVZ, Inc. | 0.05% | No change | 9,513 | $397K |
| RFG Advisory, LLC | 0.01% | New | 9,300 | $388K |
| CoreCap Advisors, LLC | 0.01% | Add +1.0% | 9,163 | $382K |
| Bullseye Investment Management, LLC | 0.20% | No change | 8,950 | $373K |
| Cary Street Partners Financial LLC | 0.01% | Add +12.8% | 8,840 | $369K |
| Noble Wealth Management PBC | 0.19% | Reduce -20.9% | 8,747 | $365K |
| HFG Wealth Management, LLC | 0.19% | No change | 8,447 | $352K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 7,685 | $320K |
| DHJJ Financial Advisors, Ltd. | 0.11% | No change | 7,660 | $319K |
| Corus Family Wealth Advisors | 0.26% | Reduce -56.3% | 7,619 | $318K |
| FSB Premier Wealth Management, Inc. | 0.10% | New | 7,517 | $313K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -19.1% | 7,406 | $309K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 7,205 | $300K |
| Captrust Financial Advisors | 0.00% | No change | 7,200 | $300K |
| Archer Investment Corp | 0.06% | Add +36.7% | 7,184 | $299K |
| Legacy Solutions, LLC | 0.28% | No change | 7,177 | $299K |
| Foundations Investment Advisors, LLC | 0.00% | New | 7,028 | $293K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 7,022 | $293K |
| Diversify Wealth Management, LLC | 0.01% | New | 6,704 | $291K |
| Focus Partners Wealth | 0.00% | No change | 6,910 | $288K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.0% | 6,843 | $285K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,821 | $284K |
| AdvisorNet Financial, Inc | 0.01% | No change | 6,806 | $284K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,434 | $268K |
| Keating Financial Advisory Services, Inc. | 0.04% | Add +6.1% | 6,307 | $263K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -18.6% | 6,226 | $260K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -18.6% | 6,226 | $260K |
| Sequent Planning LLC | 0.06% | Add +4.7% | 5,983 | $249K |
| RiverTree Advisors, LLC | 0.16% | New | 5,901 | $246K |
| Park Avenue Securities LLC | 0.00% | Reduce -23.4% | 5,729 | $239K |
| Spire Wealth Management | 0.01% | No change | 5,666 | $236K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 5,519 | $230K |
| Grantvest Financial Group LLC | 0.14% | Reduce -24.9% | 5,253 | $219K |
| BostonPremier Wealth LLC | 0.11% | No change | 4,919 | $205K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 4,918 | $205K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -18.6% | 4,914 | $205K |
| Barclays PLC | 0.00% | Reduce -6.2% | 4,593 | $191K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.7% | 4,495 | $187K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +130.9% | 14,450 | $161K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +133.4% | 3,489 | $145K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,395 | $142K |
| Cwm, LLC | 0.00% | Reduce -0.3% | 2,820 | $118K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,280 | $95K |
| Financial Network Wealth Advisors LLC | 0.09% | Add +102.7% | 2,175 | $91K |
| Morgan Stanley | 0.00% | New | 2,000 | $83K |
| Capital Analysts, LLC | 0.00% | No change | 1,859 | $78K |
| Integrity Financial Corp | 0.04% | Add +20.9% | 1,751 | $73K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -45.7% | 1,485 | $62K |
| Advisory Services Network, LLC | 0.00% | New | 1,419 | $59K |
| Lanark Financial, Inc. | 0.00% | No change | 940 | $39K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -24.6% | 700 | $29K |
| Allworth Financial LP | 0.00% | No change | 589 | $25K |
| IMG Wealth Management, Inc. | 0.02% | No change | 588 | $25K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 325 | $14K |
| Assetmark, Inc. | 0.00% | New | 320 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.1% | 291 | $12K |
| LM Advisors LLC | 0.05% | Add +1.8% | 344 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 155 | $6K |
| Wells Fargo & Company | 0.00% | No change | 120 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 118 | $5K |
"% 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.