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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.0M |
| Exits | 5 | $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 |
| Archer Investment Corp | 0.04% | Reduce -26.8% | 5,257 | $233K |
| Clear Creek Financial Management, LLC | 0.01% | New | 5,000 | $221K |
| Triad Wealth Partners, LLC | 0.01% | Reduce -0.2% | 4,905 | $219K |
| BostonPremier Wealth LLC | 0.09% | No change | 4,919 | $218K |
| Barclays PLC | 0.00% | Reduce -0.0% | 4,592 | $203K |
| Crux Wealth Advisors | 0.07% | New | 4,547 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,495 | $199K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.1% | 14,150 | $158K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 3,489 | $154K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.0% | 2,920 | $129K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,280 | $101K |
| Financial Network Wealth Advisors LLC | 0.10% | No change | 2,175 | $96K |
| Morgan Stanley | 0.00% | No change | 2,000 | $88K |
| Capital Analysts, LLC | 0.00% | No change | 1,859 | $82K |
| Integrity Financial Corp | 0.03% | Reduce -14.7% | 1,493 | $66K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,485 | $66K |
| International Assets Investment Management, LLC | 0.00% | New | 1,465 | $65K |
| Lanark Financial, Inc. | 0.00% | No change | 940 | $42K |
| Smartleaf Asset Management LLC | 0.00% | No change | 700 | $31K |
| Buck Wealth Strategies, LLC | 0.00% | New | 650 | $29K |
| Allworth Financial LP | 0.00% | No change | 589 | $26K |
| IMG Wealth Management, Inc. | 0.01% | Reduce -2.5% | 573 | $25K |
| Global Retirement Partners, LLC | 0.00% | — | 400 | $18K |
| Ameriflex Group, Inc. | 0.01% | New | 385 | $17K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 325 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -22.5% | 248 | $11K |
| IFG Advisory, LLC | 0.00% | New | 157 | $7K |
| LM Advisors LLC | 0.00% | Add +2297.7% | 8,248 | $365 |
"% 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.