FT Vest US Equity Moderate BGSEPETF
13F holders, Q2 2026 (June 30)113holders −7
11new positions
23sold out
1famous investor
$40.68avg. 13F price*
At the end of Q2 2026, 113 institutions reported holding FT Vest US Equity Moderate B (GSEP) in their 13F filings, down 7 from Q1 2026. 11 opened new positions and 23 sold out. The largest holders were Commonwealth Equity Services, LLC ($18.3M), Osaic Holdings, Inc. ($14.3M) and Envestnet Asset Management Inc. ($13.2M). 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
- 33740U711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.5M |
| Exits | 23 | $21.5M |
All 13F filers, Q1 2026 → Q2 2026: 620,404 shares bought and 3,479,828 shares sold, net −2,859,424 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.1% | 446,498 | $18.3M |
| Osaic Holdings, Inc. | 0.02% | Add +7.1% | 349,888 | $14.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +91.7% | 323,354 | $13.2M |
| Cetera Investment Advisers | 0.01% | Add +34.5% | 292,655 | $12.0M |
| LPL Financial LLC | 0.00% | Add +130.4% | 276,793 | $11.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -10.3% | 263,535 | $10.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -62.9% | 262,165 | $10.7M |
| MML Investors Services, LLC | 0.01% | Add +24.9% | 156,097 | $6.4M |
| First International Bank of Israel Ltd. | 1.61% | No change | 144,500 | $5.9M |
| Wood Tarver Financial Group, LLC | 1.31% | Reduce -4.0% | 135,287 | $5.5M |
| US Bancorp \de | 0.01% | Reduce -6.4% | 120,291 | $4.9M |
| HBW Advisory Services LLC | 0.37% | Reduce -3.3% | 98,898 | $4.1M |
| Schulz Wealth, LTD. | 2.01% | — | 95,087 | $3.9M |
| Americana Partners, LLC | 0.05% | Reduce -36.2% | 57,026 | $2.3M |
| City Holding Co. | 0.25% | No change | 54,295 | $2.2M |
| Founders Financial Securities LLC | 0.10% | Add +5.3% | 48,381 | $2.0M |
| MAI Capital Management | 0.01% | Reduce -85.5% | 43,030 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.9% | 42,518 | $1.7M |
| Kraematon Investment Advisors, Inc. | 1.19% | Reduce -21.4% | 38,991 | $1.6M |
| Citadel Advisors | 0.00% | Add +14.6% | 38,633 | $1.6M |
| HRT Financial LP | 0.00% | New | 35,479 | $1.5M |
| CreativeOne Wealth, LLC | 0.03% | Add +41.0% | 35,436 | $1.5M |
| Fiduciary Financial Advisors | 0.14% | New | 32,496 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 32,140 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Reduce -7.0% | 28,244 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +6.6% | 26,256 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +28.9% | 26,106 | $1.1M |
| Prospera Financial Services Inc | 0.01% | No change | 24,821 | $1.0M |
| Uptick Partners, LLC | 0.15% | No change | 23,972 | $982K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.6% | 23,959 | $981K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 23,112 | $950K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.5% | 19,349 | $793K |
| Arax Advisory Partners | 0.01% | Add +100.0% | 18,556 | $760K |
| HighTower Advisors, LLC | 0.00% | No change | 18,550 | $760K |
| Signal Advisors Wealth, LLC | 0.04% | Add +4.3% | 18,166 | $744K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +37.6% | 17,595 | $721K |
| AE Wealth Management LLC | 0.00% | Reduce -99.0% | 16,729 | $685K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -0.3% | 16,398 | $672K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.1% | 16,111 | $660K |
| American Alpha Advisors, LLC | 0.38% | Reduce -0.0% | 15,809 | $648K |
| Old Mission Capital LLC | 0.02% | Reduce -50.4% | 15,209 | $623K |
| Diligent Investors, LLC | 0.14% | Reduce -1.6% | 14,965 | $613K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.0% | 14,695 | $602K |
| REAP Financial Group, LLC | 0.10% | Reduce -4.3% | 14,532 | $595K |
| NWF Advisory Services Inc. | 0.06% | No change | 14,400 | $590K |
| Farther Finance Advisors, LLC | 0.00% | Add +905.2% | 14,103 | $578K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.8% | 13,967 | $572K |
| Mutual Advisors, LLC | 0.01% | No change | 13,852 | $567K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.5% | 13,281 | $544K |
| VestGen Advisors, LLC | 0.02% | Reduce -0.4% | 13,248 | $543K |
| VestGen Investment Management | 0.27% | Reduce -11.6% | 12,610 | $517K |
| Mosley Wealth Management | 0.16% | New | 12,527 | $513K |
| Tanglewood Legacy Advisors, LLC | 0.15% | Reduce -0.2% | 11,348 | $465K |
| Synergy Asset Management, LLC | 0.04% | Add +30.0% | 11,096 | $454K |
| Grantvest Financial Group LLC | 0.26% | No change | 10,975 | $450K |
| Mgo One Seven LLC | 0.01% | No change | 10,779 | $442K |
| CoreCap Advisors, LLC | 0.01% | Add +1.4% | 10,720 | $439K |
| Lanark Financial, Inc. | 0.03% | No change | 10,607 | $434K |
| DHJJ Financial Advisors, Ltd. | 0.12% | Reduce -1.6% | 10,459 | $428K |
| Advyzon Investment Management, LLC | 0.03% | Add +13.7% | 10,295 | $422K |
| Kinloch Capital, LLC | 0.15% | No change | 10,086 | $413K |
| Ameritas Advisory Services, LLC | 0.01% | New | 9,364 | $384K |
| Arkadios Wealth Advisors | 0.01% | Reduce -4.5% | 9,215 | $377K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +98.0% | 9,109 | $373K |
| Atria Investments, Inc | 0.00% | No change | 9,108 | $373K |
| Integrity Financial Corp | 0.17% | Reduce -0.9% | 8,479 | $347K |
| FSB Premier Wealth Management, Inc. | 0.10% | Reduce -4.1% | 8,385 | $343K |
| Savvy Advisors, Inc. | 0.01% | No change | 7,962 | $326K |
| BFI Wealth Solutions, LLC | 0.23% | Add +4.3% | 7,715 | $316K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -49.3% | 7,680 | $315K |
| Noble Wealth Management PBC | 0.14% | Reduce -13.6% | 7,535 | $309K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -64.0% | 7,448 | $305K |
| MBL Wealth, LLC | 0.02% | Add +15.6% | 7,400 | $303K |
| Archer Investment Corp | 0.06% | Reduce -84.6% | 7,386 | $303K |
| Stephens Inc. | 0.00% | No change | 7,365 | $302K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -19.8% | 7,239 | $297K |
| BCGM Wealth Management, LLC | 0.06% | No change | 6,615 | $271K |
| Hollencrest Capital Management | 0.02% | No change | 6,572 | $269K |
| Summit Financial, LLC | 0.00% | New | 6,552 | $268K |
| Legacy Solutions, LLC | 0.21% | No change | 6,450 | $264K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 6,447 | $264K |
| Keating Financial Advisory Services, Inc. | 0.03% | Reduce -0.9% | 6,079 | $249K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,047 | $248K |
| Outlook Wealth Advisors, LLC | 0.05% | Reduce -95.6% | 5,935 | $243K |
| Mariner, LLC | 0.00% | No change | 5,880 | $241K |
| Ignite Planners, LLC | 0.03% | Reduce -13.9% | 5,557 | $228K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,305 | $217K |
| RFG Advisory, LLC | 0.00% | No change | 5,252 | $215K |
| Legacy Capital Wealth Partners, LLC | 0.04% | New | 5,240 | $215K |
| IFG Advisory, LLC | 0.01% | New | 5,216 | $214K |
| Barclays PLC | 0.00% | Add +54.0% | 4,896 | $201K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,307 | $176K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 3,300 | $135K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,127 | $128K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 26,033 | $122K |
| Capital Analysts, LLC | 0.00% | No change | 2,596 | $107K |
| Benson Wealth Management INC | 0.10% | No change | 2,491 | $102K |
| Reicon Wealth Advisors, LLC | 0.06% | Reduce -32.7% | 2,369 | $97K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,679 | $69K |
| POM Investment Strategies, LLC | 0.06% | Reduce -99.4% | 1,321 | $54K |
"% of holder's portfolio" is GSEP's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.