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FT Vest US Equity Moderate B (GJUN)

CUSIP: 33740F433 | NYSE | 238 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.2,213,21018.2%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.2,213,210
18.2% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC1,620,186
0.1% of portfolio›$68.0M
Atria Investments, Inc245,710
0.1% of portfolio›$10.3M
First International Bank of Israel Ltd.200,000
3.4% of portfolio›$8.4M
Kestra Advisory Services, LLC145,351
0.0% of portfolio›$6.1M
Avantra Family Wealth, Inc.111,532
2.8% of portfolio›$4.7M
Schulz Wealth, Ltd.58,314
1.1% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.55,499
0.0% of portfolio›$2.3M
Founders Financial Securities LLC48,669
0.1% of portfolio›$2.0M
Wealth Enhancement Advisory Services, LLC41,412
0.0% of portfolio›$627.6K
Truist Financial Corp36,689
0.0% of portfolio›$1.5M
Keystone Wealth Services, LLC36,262
0.3% of portfolio›$1.5M
Diligent Investors, LLC34,481
0.3% of portfolio›$1.4M
Range Financial Group LLC33,091
0.4% of portfolio›$1.4M
City Holding Co30,100
0.1% of portfolio›$1.3M
AdvisorNet Financial, Inc29,814
0.1% of portfolio›$1.3M
Triad Wealth Partners, LLC29,396
0.1% of portfolio›$1.2M
NorthCrest Asset Manangement, LLC26,558
0.0% of portfolio›$1.1M
Ignite Planners, LLC24,136
0.1% of portfolio›$1.0M
Park Avenue Securities LLC19,947
0.0% of portfolio›$837.0K
Signal Advisors Wealth, LLC19,051
0.0% of portfolio›$799.0K
NovaPoint Capital, LLC17,822
0.2% of portfolio›$747.5K
Concurrent Investment Advisors, LLC17,372
0.0% of portfolio›$728.6K
Americana Partners, LLC16,365
0.0% of portfolio›$686.3K
Langley Wealth Management, LLC16,353
0.7% of portfolio›$685.8K
Madrona Financial Services, LLC16,047
0.1% of portfolio›$673.0K
First Heartland Consultants, Inc.15,498
0.0% of portfolio›$650.0K
Farther Finance Advisors, LLC14,660
0.0% of portfolio›$614.9K
Santori & Peters, Inc.14,150
0.2% of portfolio›$593.5K
Uptick Partners, LLC13,658
0.1% of portfolio›$572.8K
Lionshead Wealth Management, LLC12,355
0.4% of portfolio›$518.2K
PKS Advisory Services, LLC11,737
0.1% of portfolio›$483.4K
Robertson Stephens Wealth Management, LLC10,880
0.0% of portfolio›$456.3K
New Wave Wealth Advisors LLC10,782
0.1% of portfolio›$457.2K
BFI Wealth Solutions, LLC10,598
0.3% of portfolio›$444.5K
CoreCap Advisors, LLC10,435
0.0% of portfolio›$437.6K
Brookstone Capital Management10,426
0.0% of portfolio›$437.3K
Reap Financial Group, LLC10,254
0.1% of portfolio›$430.1K
Kingswood Wealth Advisors, LLC10,127
0.0% of portfolio›$424.7K
Norden Group LLC9,585
0.0% of portfolio›$402.0K
Quad-Cities Investment Group, LLC8,211
0.1% of portfolio›$344.4K
Prosperity Financial Group, Inc.7,933
0.1% of portfolio›$332.7K
MGO One Seven LLC7,839
0.0% of portfolio›$328.8K
Summit Financial Wealth Advisors, LLC7,714
0.0% of portfolio›$323.5K
Blue Bell Private Wealth Management, LLC7,660
0.0% of portfolio›$321.3K
Crusonia Wealth Advisors LLC7,275
0.0% of portfolio›$305.1K
Dhjj Financial Advisors, Ltd.6,548
0.1% of portfolio›$274.6K
Seven Hills Financial, LLC6,080
0.2% of portfolio›$255.0K
LVZ, Inc.5,853
0.0% of portfolio›$245.5K
StoneX Group Inc.5,737
0.0% of portfolio›$240.6K
Cornell Pochily Investment Advisors, Inc.5,720
0.1% of portfolio›$239.9K
VestGen Advisors, LLC5,527
0.0% of portfolio›$231.8K
Kestra Private Wealth Services, LLC5,335
0.0% of portfolio›$223.8K
Castle Rock Wealth Management, LLC5,138
0.0% of portfolio›$217.7K
Chris Bulman Inc5,091
0.1% of portfolio›$213.5K
Lanark Financial, Inc.4,682
0.0% of portfolio›$196.4K
Tounjian Advisory Partners, LLC4,372
0.1% of portfolio›$183.4K
Pinnacle Wealth Planning Services, Inc.4,000
0.0% of portfolio›$167.8K
Parallel Advisors, LLC3,850
0.0% of portfolio›$161.5K
GoalVest Advisory LLC3,783
0.0% of portfolio›$158.7K
IFP Advisors, Inc2,921
0.0% of portfolio›$122.5K
Elevated Capital Advisors, LLC1,142
0.0% of portfolio›$47.9K
Financial Network Wealth Advisors LLC1,113
0.0% of portfolio›$46.7K
Lloyd Advisory Services, Llc.581
0.0% of portfolio›$24.4K
IMG Wealth Management, Inc.412
0.0% of portfolio›$17.3K
Reicon Wealth Advisors, LLC300
0.0% of portfolio›$12.6K
Capital Investment Advisory Services, LLC285
0.0% of portfolio›$12.0K
Assetmark, Inc177
0.0% of portfolio›$7.4K
Evolution Wealth Management Inc.37
0.0% of portfolio›$1.6K
Compass Financial Management LLC5
0.0% of portfolio›$210
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,620,186$68.0M0.1%ETFLowWaltham, MA2026-11-02
Atria Investments, Inc
245,710$10.3M0.1%CoreMediumCharlotte, NC2026-10-15
First International Bank of Israel Ltd.
200,000$8.4M3.4%ETFMediumTel Aviv, Luxembourg2026-11-04
Kestra Advisory Services, LLC
145,351$6.1M0.0%CoreLowAustin, TX2026-11-02
Avantra Family Wealth, Inc.
111,532$4.7M2.8%CoreMediumMechanicsburg, PA2026-10-20
Schulz Wealth, Ltd.
58,314$2.4M1.1%ETFVery LowMansfield, TX2026-11-03
Cambridge Investment Research Advisors, Inc.
55,499$2.3M0.0%ETFLowFairfield, IA2026-11-02
Founders Financial Securities LLC
48,669$2.0M0.1%ETFMediumTowson, MD2026-10-28
Wealth Enhancement Advisory Services, LLC
41,412$627.6K0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
36,689$1.5M0.0%CoreLowCharlotte, NC2026-10-30
Keystone Wealth Services, LLC
36,262$1.5M0.3%ETFHighPalm Desert, CA2026-11-03
Diligent Investors, LLC
34,481$1.4M0.3%CoreLowRedlands, CA2026-10-21
Range Financial Group LLC
33,091$1.4M0.4%GARPMediumTigard, OR2026-10-21
City Holding Co
30,100$1.3M0.1%CoreLowCharleston, WV2026-10-19
AdvisorNet Financial, Inc
29,814$1.3M0.1%ETFLowMinnetonka, MN2026-10-15
Triad Wealth Partners, LLC
29,396$1.2M0.1%ETFMediumLawrence, KS2026-10-26
NorthCrest Asset Manangement, LLC
26,558$1.1M0.0%GrowthLowPlymouth, MN2026-10-13
Ignite Planners, LLC
24,136$1.0M0.1%CoreLowSan Clemente, CA2026-10-14
Park Avenue Securities LLC
19,947$837.0K0.0%ETFMediumNew York, NY2026-10-26
Signal Advisors Wealth, LLC
19,051$799.0K0.0%ETFLowDetroit, MI2026-10-13
NovaPoint Capital, LLC
17,822$747.5K0.2%CoreLowAtlanta, GA2026-10-22
Concurrent Investment Advisors, LLC
17,372$728.6K0.0%GrowthMediumTampa, FL2026-10-16
Americana Partners, LLC
16,365$686.3K0.0%CoreMediumHouston, TX2026-10-28
Langley Wealth Management, LLC
16,353$685.8K0.7%CoreN/ACorinth, MS2026-11-04
Madrona Financial Services, LLC
16,047$673.0K0.1%ETFLowEverett, WA2026-10-23
First Heartland Consultants, Inc.
15,498$650.0K0.0%ETFMediumLake St. Louis, MO2026-10-08
Farther Finance Advisors, LLC
14,660$614.9K0.0%IndexLowSan Francisco, CA2026-10-08
Santori & Peters, Inc.
14,150$593.5K0.2%GrowthVery LowCanonsburg, PA2026-10-26
Uptick Partners, LLC
13,658$572.8K0.1%ETFLowNacogdoches, TX2026-11-04
Lionshead Wealth Management, LLC
12,355$518.2K0.4%ETFLowNew York, NY2026-10-21
PKS Advisory Services, LLC
11,737$483.4K0.1%ETFMediumAlbany, NY2026-10-26
Robertson Stephens Wealth Management, LLC
10,880$456.3K0.0%ETFMediumSan Francisco, CA2026-10-16
New Wave Wealth Advisors LLC
10,782$457.2K0.1%CoreMediumSpringdale, AR2026-10-19
BFI Wealth Solutions, LLC
10,598$444.5K0.3%ETFLowDallas, TX2026-10-16
CoreCap Advisors, LLC
10,435$437.6K0.0%ETFMediumSouthfield, MI2026-10-08
Brookstone Capital Management
10,426$437.3K0.0%ETFMediumWheaton, IL2026-10-22
Reap Financial Group, LLC
10,254$430.1K0.1%ETFLowAustin, TX2026-11-02
Kingswood Wealth Advisors, LLC
10,127$424.7K0.0%GrowthLowSan Diego, CA2026-10-23
Norden Group LLC
9,585$402.0K0.0%GrowthMediumProvo, UT2026-10-20
Quad-Cities Investment Group, LLC
8,211$344.4K0.1%CoreLowDavenport, IA2026-10-16
Prosperity Financial Group, Inc.
7,933$332.7K0.1%GrowthMediumSan Ramon, CA2026-10-29
MGO One Seven LLC
7,839$328.8K0.0%GrowthLowBeachwood, OH2026-10-28
Summit Financial Wealth Advisors, LLC
7,714$323.5K0.0%ETFLowLafayette, LA2026-10-15
Blue Bell Private Wealth Management, LLC
7,660$321.3K0.0%YieldVery LowBlue Bell, PA2026-10-29
Crusonia Wealth Advisors LLC
7,275$305.1K0.0%ETFVery LowDenver, CO2026-10-26
Dhjj Financial Advisors, Ltd.
6,548$274.6K0.1%ETFVery LowNaperville, IL2026-10-23
Seven Hills Financial, LLC
6,080$255.0K0.2%ETFN/ATallahassee, FL2026-10-13
LVZ, Inc.
5,853$245.5K0.0%ETFLowHolland, MI2026-10-20
StoneX Group Inc.
5,737$240.6K0.0%ETFMediumNew York, NY2026-11-03
Cornell Pochily Investment Advisors, Inc.
5,720$239.9K0.1%CoreLowIthaca, NY2026-10-19
VestGen Advisors, LLC
5,527$231.8K0.0%GrowthMediumChicago, IL2026-10-27
Kestra Private Wealth Services, LLC
5,335$223.8K0.0%GrowthLowAustin, TX2026-10-30
Castle Rock Wealth Management, LLC
5,138$217.7K0.0%GrowthMediumWalnut Creek, CA2026-10-09
Chris Bulman Inc
5,091$213.5K0.1%ETFLowRoseville, CA2026-10-20
Lanark Financial, Inc.
4,682$196.4K0.0%CoreMediumBirmingham, AL2026-10-26
Tounjian Advisory Partners, LLC
4,372$183.4K0.1%GrowthHighFort Myers, FL2026-11-04
Pinnacle Wealth Planning Services, Inc.
4,000$167.8K0.0%GARPLowMansfield, OH2026-10-27
Parallel Advisors, LLC
3,850$161.5K0.0%IndexLowSan Francisco, CA2026-11-03
GoalVest Advisory LLC
3,783$158.7K0.0%ETFMediumNew York, NY2026-10-02
IFP Advisors, Inc
2,921$122.5K0.0%GrowthLowTampa, FL2026-10-16
Elevated Capital Advisors, LLC
1,142$47.9K0.0%ETFMediumSandy, UT2026-11-04
Financial Network Wealth Advisors LLC
1,113$46.7K0.0%ETFLowMurray, UT2026-10-28
Lloyd Advisory Services, Llc.
581$24.4K0.0%ETFVery HighSuwanee, GA2026-11-02
IMG Wealth Management, Inc.
412$17.3K0.0%ETFMediumJacksonville, FL2026-10-27
Reicon Wealth Advisors, LLC
300$12.6K0.0%ETFLowAtlanta, GA2026-11-04
Capital Investment Advisory Services, LLC
285$12.0K0.0%CoreMediumRaleigh, NC2026-10-30
Assetmark, Inc
177$7.4K0.0%ETFLowConcord, CA2026-10-21
Evolution Wealth Management Inc.
37$1.6K0.0%ETFMediumFort Myers, FL2026-10-28
Compass Financial Management LLC
5$2100.0%CoreN/ATampa, FL2026-10-30
New 5%+ stake
No 13F filer matched