FT Vest US Equity Moderate BGSEPETF
13F holders, Q1 2026 (March 31)120holders −7
11new positions
15sold out
1famous investor
$37.99avg. 13F price*
At the end of Q1 2026, 120 institutions reported holding FT Vest US Equity Moderate B (GSEP) in their 13F filings, down 7 from Q4 2025. 11 opened new positions and 15 sold out. The largest holders were AE Wealth Management LLC ($60.9M), Raymond James Financial Inc. ($26.9M) and Commonwealth Equity Services, LLC ($17.6M). 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 (Q1 2026)
- CUSIP
- 33740U711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $14.0M |
| Exits | 15 | $10.4M |
All 13F filers, Q4 2025 → Q1 2026: 516,948 shares bought and 1,084,435 shares sold, net −567,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| AE Wealth Management LLC | 0.33% | Reduce -0.5% | 1,598,419 | $60.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.0% | 706,385 | $26.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -15.1% | 460,685 | $17.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -16.0% | 326,707 | $12.5M |
| MAI Capital Management | 0.06% | Reduce -35.0% | 295,751 | $11.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +6.1% | 293,761 | $11.2M |
| POM Investment Strategies, LLC | 11.08% | New | 234,124 | $8.9M |
| Cetera Investment Advisers | 0.01% | Add +3.7% | 217,632 | $8.3M |
| Wellment Financial | 9.05% | Reduce -0.3% | 191,928 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 168,653 | $6.4M |
| First International Bank of Israel Ltd. | 1.62% | No change | 144,500 | $5.5M |
| Wood Tarver Financial Group, LLC | 1.48% | Add +10.4% | 140,961 | $5.4M |
| Outlook Wealth Advisors, LLC | 1.25% | Reduce -49.6% | 135,262 | $5.2M |
| US Bancorp \de | 0.01% | Reduce -10.2% | 128,514 | $4.9M |
| LPL Financial LLC | 0.00% | Add +20.0% | 120,152 | $4.6M |
| MML Investors Services, LLC | 0.01% | Reduce -29.3% | 116,353 | $4.4M |
| HBW Advisory Services LLC | 0.41% | Reduce -0.4% | 102,244 | $3.9M |
| Americana Partners, LLC | 0.09% | Reduce -44.7% | 89,395 | $3.4M |
| Networth Advisors, LLC | 1.93% | Reduce -1.0% | 71,568 | $2.7M |
| Integrated Wealth Management | 2.75% | Add +16.1% | 62,840 | $2.4M |
| Sunbelt Securities, Inc. | 0.15% | Reduce -6.2% | 62,517 | $2.4M |
| City Holding Co. | 0.26% | Reduce -10.3% | 54,295 | $2.1M |
| SMART Wealth LLC | 0.59% | Add +8.6% | 52,815 | $2.0M |
| FSA Advisors, Inc. | 1.29% | Add +19.0% | 51,190 | $2.0M |
| Kraematon Investment Advisors, Inc. | 1.54% | Reduce -5.8% | 49,622 | $1.9M |
| Archer Investment Corp | 0.39% | Reduce -0.5% | 48,024 | $1.8M |
| Founders Financial Securities LLC | 0.10% | Add +13.9% | 45,942 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.9% | 46,164 | $1.8M |
| New Wave Wealth Advisors LLC | 0.59% | New | 44,171 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | No change | 32,140 | $1.2M |
| Old Mission Capital LLC | 0.03% | Add +247.2% | 30,665 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Reduce -5.1% | 30,380 | $1.2M |
| FWG Investments, LLC. | 0.67% | Add +4.7% | 27,709 | $1.1M |
| Blackston Financial Advisory Group, LLC | 0.65% | Add +2.3% | 27,011 | $1.0M |
| Csenge Advisory Group | 0.04% | Add +19.1% | 25,199 | $960K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.2% | 25,132 | $958K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.2% | 24,852 | $947K |
| Prospera Financial Services Inc | 0.02% | Reduce -4.2% | 24,821 | $946K |
| Truist Financial Corp. | 0.00% | Add +1.0% | 24,627 | $939K |
| Uptick Partners, LLC | 0.18% | Reduce -5.7% | 23,972 | $914K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -16.9% | 23,112 | $884K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -18.8% | 20,710 | $789K |
| Harbour Investments, Inc. | 0.01% | Add +63.8% | 20,257 | $772K |
| Susquehanna International Group, LLP | 0.00% | New | 20,257 | $772K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 18,550 | $707K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 16,460 | $627K |
| Keystone Wealth Services, LLC | 0.13% | New | 16,449 | $627K |
| American Alpha Advisors, LLC | 0.35% | Add +6.8% | 15,815 | $603K |
| Diligent Investors, LLC | 0.14% | No change | 15,200 | $579K |
| REAP Financial Group, LLC | 0.11% | Reduce -0.2% | 15,192 | $579K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.4% | 15,178 | $578K |
| Elevated Capital Advisors, LLC | 0.15% | New | 15,154 | $578K |
| Citadel Advisors | 0.00% | Add +36.4% | 14,960 | $570K |
| Waverly Advisors, LLC | 0.00% | Reduce -6.8% | 14,850 | $566K |
| NWF Advisory Services Inc. | 0.06% | Add +0.7% | 14,400 | $549K |
| Howard Bailey Securities, LLC | 0.22% | Reduce -18.4% | 14,112 | $538K |
| Mutual Advisors, LLC | 0.01% | No change | 13,852 | $528K |
| Snowden Capital Advisors LLC | 0.01% | Add +43.4% | 13,717 | $523K |
| Quest 10 Wealth Builders, Inc. | 0.45% | Reduce -3.4% | 13,413 | $511K |
| LifeWealth Investments, LLC | 0.15% | Reduce -17.4% | 13,262 | $505K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -0.2% | 12,783 | $487K |
| Tanglewood Legacy Advisors, LLC | 0.16% | No change | 11,373 | $433K |
| Grantvest Financial Group LLC | 0.27% | Reduce -11.6% | 10,975 | $418K |
| Mgo One Seven LLC | 0.01% | Reduce -1.4% | 10,779 | $411K |
| DHJJ Financial Advisors, Ltd. | 0.13% | No change | 10,625 | $405K |
| Lanark Financial, Inc. | 0.03% | No change | 10,607 | $404K |
| CoreCap Advisors, LLC | 0.01% | Add +2.0% | 10,577 | $403K |
| Kinloch Capital, LLC | 0.16% | No change | 10,086 | $384K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.3% | 9,647 | $368K |
| Arax Advisory Partners | 0.01% | New | 9,278 | $354K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -10.8% | 9,056 | $345K |
| Clear Creek Financial Management, LLC | 0.03% | New | 9,030 | $344K |
| FSB Premier Wealth Management, Inc. | 0.10% | Reduce -2.1% | 8,741 | $333K |
| Noble Wealth Management PBC | 0.17% | Reduce -17.8% | 8,720 | $332K |
| Integrity Financial Corp | 0.16% | Reduce -17.4% | 8,553 | $326K |
| Synergy Asset Management, LLC | 0.03% | Reduce -2.8% | 8,533 | $325K |
| Savvy Advisors, Inc. | 0.01% | No change | 7,962 | $303K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -59.6% | 7,724 | $294K |
| BFI Wealth Solutions, LLC | 0.27% | Reduce -10.2% | 7,395 | $283K |
| Stephens Inc. | 0.00% | No change | 7,365 | $281K |
| Merit Financial Group, LLC | 0.00% | Reduce -21.9% | 7,116 | $271K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 6,660 | $254K |
| BCGM Wealth Management, LLC | 0.06% | No change | 6,615 | $252K |
| Hollencrest Capital Management | 0.01% | No change | 6,572 | $250K |
| Ignite Planners, LLC | 0.04% | Reduce -13.4% | 6,452 | $246K |
| Legacy Solutions, LLC | 0.23% | No change | 6,450 | $246K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 6,447 | $246K |
| MBL Wealth, LLC | 0.02% | No change | 6,400 | $244K |
| Keating Financial Advisory Services, Inc. | 0.04% | Add +1.8% | 6,135 | $234K |
| Lifestyle Asset Management, Inc. | 0.08% | No change | 6,050 | $231K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,047 | $230K |
| Mariner, LLC | 0.00% | No change | 5,880 | $224K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,305 | $202K |
| RFG Advisory, LLC | 0.00% | No change | 5,252 | $200K |
| Lloyd Advisory Services, LLC. | 0.05% | Reduce -97.0% | 4,404 | $168K |
| Kingdom Financial Group LLC. | 0.05% | Reduce -24.8% | 4,404 | $168K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,307 | $164K |
| Reicon Wealth Advisors, LLC | 0.10% | Add +21.5% | 3,519 | $134K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 3,300 | $126K |
| Barclays PLC | 0.00% | Reduce -32.0% | 3,179 | $121K |
"% 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.