FT Vest US Small Cap ModeratSAUGETF
13F holders, Q2 2026 (June 30)54holders −1
5new positions
5sold out
1famous investor
$27.19avg. 13F price*
At the end of Q2 2026, 54 institutions reported holding FT Vest US Small Cap Moderat (SAUG) in their 13F filings, down 1 from Q1 2026. 5 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($3.1M), Envestnet Asset Management Inc. ($2.8M) and Acorn Financial Advisory Services Inc. ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Small Cap Moderat
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2026)
- CUSIP
- 33740F417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.6M |
| Exits | 5 | $555K |
All 13F filers, Q1 2026 → Q2 2026: 205,355 shares bought and 121,898 shares sold, net +83,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 111,965 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +54.6% | 99,209 | $2.8M |
| Acorn Financial Advisory Services Inc. | 0.32% | No change | 87,337 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -5.9% | 85,959 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +114.7% | 66,955 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -32.6% | 66,523 | $1.8M |
| BFI Wealth Solutions, LLC | 1.23% | Add +4.0% | 59,668 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 57,556 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.4% | 55,773 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Reduce -6.1% | 55,464 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +7.2% | 54,061 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -31.4% | 46,718 | $1.3M |
| Secured Retirement Advisors, LLC | 0.61% | Reduce -7.8% | 42,587 | $1.2M |
| Global Assets Advisory, LLC | 0.24% | New | 39,535 | $1.1M |
| HRT Financial LP | 0.00% | New | 34,960 | $971K |
| Grantvest Financial Group LLC | 0.53% | Reduce -12.5% | 33,082 | $919K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.6% | 32,683 | $908K |
| Fiduciary Financial Advisors | 0.09% | New | 31,979 | $888K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 31,168 | $868K |
| Ignite Planners, LLC | 0.11% | Reduce -2.4% | 28,838 | $801K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.6% | 27,920 | $775K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.3% | 25,028 | $695K |
| Crusonia Wealth Advisors LLC | 0.09% | No change | 20,000 | $556K |
| Vise Technologies, Inc. | 0.01% | Reduce -14.0% | 19,044 | $529K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 18,549 | $515K |
| Wealthgarden F.S. LLC | 0.29% | Reduce -0.1% | 18,298 | $508K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.6% | 16,839 | $468K |
| Citadel Advisors | 0.00% | New | 14,564 | $405K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -2.5% | 12,953 | $360K |
| Capital Analysts, LLC | 0.01% | No change | 12,924 | $359K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.3% | 11,460 | $318K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 10,700 | $297K |
| Wood Tarver Financial Group, LLC | 0.07% | No change | 10,689 | $296K |
| Harbour Investments, Inc. | 0.00% | Reduce -14.4% | 10,516 | $292K |
| Kovack Advisors, Inc. | 0.01% | Add +2.3% | 9,350 | $260K |
| Integrated Advisors Network LLC | 0.01% | No change | 8,312 | $231K |
| Diligent Investors, LLC | 0.05% | No change | 8,150 | $226K |
| Sigma Planning Corp | 0.01% | New | 7,347 | $204K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,750 | $187K |
| MTM Investment Management, LLC | 0.05% | No change | 6,560 | $182K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Reduce -3.0% | 6,528 | $181K |
| Spire Wealth Management | 0.01% | No change | 6,231 | $173K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -11.4% | 3,430 | $95K |
| Benson Wealth Management INC | 0.09% | No change | 3,164 | $88K |
| Creative Financial Designs Inc. | 0.00% | Reduce -49.1% | 3,064 | $85K |
| AE Wealth Management LLC | 0.00% | Reduce -22.5% | 2,888 | $80K |
| CX Institutional | 0.00% | No change | 2,824 | $78K |
| Ameriflex Group, Inc. | 0.01% | No change | 850 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 843 | $23K |
| Morgan Stanley | 0.00% | No change | 727 | $20K |
| Geneos Wealth Management Inc. | 0.00% | No change | 662 | $18K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 31,808 | $18K |
| Farther Finance Advisors, LLC | 0.00% | No change | 350 | $10K |
| Integrity Financial Corp | 0.00% | Reduce -45.5% | 36 | $1K |
"% of holder's portfolio" is SAUG's weight in each manager's 13F, not the share of FT Vest US Small Cap Moderat the manager owns.