FT Vest U.S. Equity Moderate (GMAY)

CUSIP: 33740F441 | NYSE | 219 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

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.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AFirst Trust Portfolios L.P.	2,114,651	20.8%	−855,499	Sep 30, 2026	No 13F filer matched

13G/AFirst Trust Portfolios L.P.2,114,651

20.8% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Sort by

Kestra Advisory Services, LLC179,586

0.0% of portfolio$7.9M

Commonwealth Equity Services, LLC177,232

0.0% of portfolio$7.8M

Milestone Asset Management, LLC156,493

1.1% of portfolio$6.9M

POM Investment Strategies, LLC143,378

5.1% of portfolio$6.3M

Wellment Financial101,336

4.8% of portfolio$4.5M

Cambridge Investment Research Advisors, Inc.78,424

0.0% of portfolio$3.4M

Outlook Wealth Advisors, LLC72,451

0.7% of portfolio$3.2M

TopTier Wealth Management, LLC59,680

1.5% of portfolio$2.6M

Schulz Wealth, Ltd.49,649

1.0% of portfolio$2.2M

City Holding Co46,284

0.2% of portfolio$2.0M

Founders Financial Securities LLC43,000

0.1% of portfolio$1.9M

Clear Creek Financial Management, LLC42,026

0.1% of portfolio$1.8M

Networth Advisors, LLC39,636

1.0% of portfolio$1.7M

Integrated Wealth Management39,531

1.7% of portfolio$1.7M

Ballast Rock Private Wealth LLC35,739

0.7% of portfolio$1.6M

Sowell Financial Services LLC32,000

0.0% of portfolio$1.4M

Chris Bulman Inc28,757

0.4% of portfolio$1.3M

Brookstone Capital Management28,324

0.0% of portfolio$1.2M

Tounjian Advisory Partners, LLC26,984

0.5% of portfolio$1.2M

Concurrent Investment Advisors, LLC25,181

0.0% of portfolio$1.1M

Truist Financial Corp24,952

0.0% of portfolio$1.1M

Keystone Wealth Services, LLC24,361

0.2% of portfolio$1.1M

Kestra Private Wealth Services, LLC23,272

0.0% of portfolio$1.0M

Wealth Enhancement Advisory Services, LLC21,829

0.0% of portfolio$426.9K

Ignite Planners, LLC19,080

0.1% of portfolio$837.9K

New Wave Wealth Advisors LLC18,858

0.2% of portfolio$837.0K

Lloyd Advisory Services, Llc.18,569

0.3% of portfolio$815.5K

Signal Advisors Wealth, LLC18,376

0.0% of portfolio$807.0K

Diligent Investors, LLC17,015

0.2% of portfolio$747.2K

Dhjj Financial Advisors, Ltd.14,812

0.2% of portfolio$650.5K

Beacon Financial Advisory LLC14,770

0.1% of portfolio$648.6K

Langley Wealth Management, LLC14,189

0.6% of portfolio$623.1K

Uptick Partners, LLC14,060

0.1% of portfolio$617.5K

Blackston Financial Advisory Group, LLC14,059

0.3% of portfolio$617.4K

Diversify Wealth Management, LLC13,800

0.0% of portfolio$610.4K

Diversify Advisory Services, LLC13,800

0.0% of portfolio$610.4K

Madrona Financial Services, LLC12,840

0.1% of portfolio$563.9K

Financial Network Wealth Advisors LLC12,308

0.5% of portfolio$540.5K

Park Avenue Securities LLC12,211

0.0% of portfolio$536.0K

NorthCrest Asset Manangement, LLC12,184

0.0% of portfolio$539.3K

MBL Wealth, LLC12,000

0.0% of portfolio$527.0K

M Holdings Securities, Inc.12,000

0.2% of portfolio$527.0K

Smart Wealth LLC11,430

0.1% of portfolio$502.0K

Elevation Point Wealth Partners, LLC11,183

0.0% of portfolio$491.1K

Mosley Wealth Management10,641

0.1% of portfolio$470.7K

Kingswood Wealth Advisors, LLC10,329

0.0% of portfolio$453.6K

Bullseye Investment Management, LLC10,000

0.2% of portfolio$439.2K

CoreCap Advisors, LLC9,938

0.0% of portfolio$436.4K

First Heartland Consultants, Inc.8,513

0.0% of portfolio$373.9K

Foguth Wealth Management, Llc.8,084

0.0% of portfolio$355.5K

Triad Wealth Partners, LLC7,940

0.0% of portfolio$348.7K

MGO One Seven LLC7,420

0.0% of portfolio$325.9K

Cambridge Advisors Inc.7,280

0.1% of portfolio$319.7K

Range Financial Group LLC7,088

0.1% of portfolio$311.3K

RFG Advisory, LLC6,105

0.0% of portfolio$268.1K

StoneX Group Inc.6,060

0.0% of portfolio$266.1K

Clear Point Advisors Inc.6,022

0.2% of portfolio$264.5K

Avantra Family Wealth, Inc.6,002

0.2% of portfolio$263.6K

Ashton Thomas Private Wealth, LLC5,860

0.0% of portfolio$257.3K

LVZ, Inc.5,737

0.0% of portfolio$251.9K

Quartz Partners, LLC5,638

0.1% of portfolio$247.6K

Armstrong, Fleming & Moore, Inc5,612

0.1% of portfolio$246.5K

Quad-Cities Investment Group, LLC5,455

0.1% of portfolio$239.6K

Koshinski Asset Management, Inc.5,267

0.0% of portfolio$231.3K

Comprehensive Financial Consultants Institutional, Inc.5,175

0.1% of portfolio$227.3K

Quest 10 Wealth Builders, Inc.3,942

0.1% of portfolio$173.1K

Farther Finance Advisors, LLC2,721

0.0% of portfolio$119.5K

Capital Investment Advisory Services, LLC2,197

0.0% of portfolio$96.5K

Blue Bell Private Wealth Management, LLC1,800

0.0% of portfolio$79.0K

Reicon Wealth Advisors, LLC1,471

0.0% of portfolio$64.6K

Key Capital Management, Inc1,182

0.0% of portfolio$51.9K

Evolution Wealth Management Inc.951

0.0% of portfolio$41.8K

CX Institutional660

0.0% of portfolio$29

Signature Equity Partners, LLC582

0.0% of portfolio$25.6K

Decker Retirement Planning Inc.423

0.0% of portfolio$18.6K

IFP Advisors, Inc352

0.0% of portfolio$15.5K

Montgomery Financial Services LLC317

0.0% of portfolio$13.9K

Creative Financial Designs Inc250

0.0% of portfolio$11.0K

Kingdom Financial Group Llc.129

0.0% of portfolio$5.7K

Pinnacle Wealth Planning Services, Inc.25

0.0% of portfolio$1.1K

				Style	Turnover	Location	Filed
Kestra Advisory Services, LLC	179,586	$7.9M	0.0%	Core	Low	Austin, TX	2026-11-02
Commonwealth Equity Services, LLC	177,232	$7.8M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Milestone Asset Management, LLC	156,493	$6.9M	1.1%	Growth	High	Pittsburgh, PA	2026-10-15
POM Investment Strategies, LLC	143,378	$6.3M	5.1%	ETF	Very High	Raleigh, NC	2026-10-20
Wellment Financial	101,336	$4.5M	4.8%	ETF	High	Elmhurst, IL	2026-10-28
Cambridge Investment Research Advisors, Inc.	78,424	$3.4M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Outlook Wealth Advisors, LLC	72,451	$3.2M	0.7%	ETF	Medium	Shenandoah, TX	2026-10-28
TopTier Wealth Management, LLC	59,680	$2.6M	1.5%	ETF	Very Low	Muskego, WI	2026-10-16
Schulz Wealth, Ltd.	49,649	$2.2M	1.0%	ETF	Very Low	Mansfield, TX	2026-11-03
City Holding Co	46,284	$2.0M	0.2%	Core	Low	Charleston, WV	2026-10-19
Founders Financial Securities LLC	43,000	$1.9M	0.1%	ETF	Medium	Towson, MD	2026-10-28
Clear Creek Financial Management, LLC	42,026	$1.8M	0.1%	ETF	Medium	Silverdale, WA	2026-10-28
Networth Advisors, LLC	39,636	$1.7M	1.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Integrated Wealth Management	39,531	$1.7M	1.7%	ETF	High	Uniontown, OH	2026-10-19
Ballast Rock Private Wealth LLC	35,739	$1.6M	0.7%	ETF	Medium	Charleston, SC	2026-10-26
Sowell Financial Services LLC	32,000	$1.4M	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Chris Bulman Inc	28,757	$1.3M	0.4%	ETF	Low	Roseville, CA	2026-10-20
Brookstone Capital Management	28,324	$1.2M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Tounjian Advisory Partners, LLC	26,984	$1.2M	0.5%	Growth	High	Fort Myers, FL	2026-11-04
Concurrent Investment Advisors, LLC	25,181	$1.1M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Truist Financial Corp	24,952	$1.1M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Keystone Wealth Services, LLC	24,361	$1.1M	0.2%	ETF	High	Palm Desert, CA	2026-11-03
Kestra Private Wealth Services, LLC	23,272	$1.0M	0.0%	Growth	Low	Austin, TX	2026-10-30
Wealth Enhancement Advisory Services, LLC	21,829	$426.9K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Ignite Planners, LLC	19,080	$837.9K	0.1%	Core	Low	San Clemente, CA	2026-10-14
New Wave Wealth Advisors LLC	18,858	$837.0K	0.2%	Core	Medium	Springdale, AR	2026-10-19
Lloyd Advisory Services, Llc.	18,569	$815.5K	0.3%	ETF	Very High	Suwanee, GA	2026-11-02
Signal Advisors Wealth, LLC	18,376	$807.0K	0.0%	ETF	Low	Detroit, MI	2026-10-13
Diligent Investors, LLC	17,015	$747.2K	0.2%	Core	Low	Redlands, CA	2026-10-21
Dhjj Financial Advisors, Ltd.	14,812	$650.5K	0.2%	ETF	Very Low	Naperville, IL	2026-10-23
Beacon Financial Advisory LLC	14,770	$648.6K	0.1%	ETF	Low	Cleveland, OH	2026-10-16
Langley Wealth Management, LLC	14,189	$623.1K	0.6%	Core	N/A	Corinth, MS	2026-11-04
Uptick Partners, LLC	14,060	$617.5K	0.1%	ETF	Low	Nacogdoches, TX	2026-11-04
Blackston Financial Advisory Group, LLC	14,059	$617.4K	0.3%	ETF	Low	The Villages, FL	2026-11-04
Diversify Wealth Management, LLC	13,800	$610.4K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	13,800	$610.4K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Madrona Financial Services, LLC	12,840	$563.9K	0.1%	ETF	Low	Everett, WA	2026-10-23
Financial Network Wealth Advisors LLC	12,308	$540.5K	0.5%	ETF	Low	Murray, UT	2026-10-28
Park Avenue Securities LLC	12,211	$536.0K	0.0%	ETF	Medium	New York, NY	2026-10-26
NorthCrest Asset Manangement, LLC	12,184	$539.3K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
MBL Wealth, LLC	12,000	$527.0K	0.0%	ETF	Low	Charlotte, NC	2026-10-22
M Holdings Securities, Inc.	12,000	$527.0K	0.2%	ETF	High	Portland, OR	2026-11-03
Smart Wealth LLC	11,430	$502.0K	0.1%	ETF	High	Omaha, NE	2026-11-04
Elevation Point Wealth Partners, LLC	11,183	$491.1K	0.0%	Core	High	Denver, CO	2026-11-05
Mosley Wealth Management	10,641	$470.7K	0.1%	ETF	High	Anaheim, CA	2026-10-16
Kingswood Wealth Advisors, LLC	10,329	$453.6K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Bullseye Investment Management, LLC	10,000	$439.2K	0.2%	ETF	Very High	Cincinnati, OH	2026-10-29
CoreCap Advisors, LLC	9,938	$436.4K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
First Heartland Consultants, Inc.	8,513	$373.9K	0.0%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Foguth Wealth Management, Llc.	8,084	$355.5K	0.0%	ETF	High	Brighton, MI	2026-10-19
Triad Wealth Partners, LLC	7,940	$348.7K	0.0%	ETF	Medium	Lawrence, KS	2026-10-26
MGO One Seven LLC	7,420	$325.9K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Cambridge Advisors Inc.	7,280	$319.7K	0.1%	ETF	Very Low	Omaha, NE	2026-10-19
Range Financial Group LLC	7,088	$311.3K	0.1%	GARP	Medium	Tigard, OR	2026-10-21
RFG Advisory, LLC	6,105	$268.1K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
StoneX Group Inc.	6,060	$266.1K	0.0%	ETF	Medium	New York, NY	2026-11-03
Clear Point Advisors Inc.	6,022	$264.5K	0.2%	ETF	Medium	Melville, NY	2026-10-30
Avantra Family Wealth, Inc.	6,002	$263.6K	0.2%	Core	Medium	Mechanicsburg, PA	2026-10-20
Ashton Thomas Private Wealth, LLC	5,860	$257.3K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
LVZ, Inc.	5,737	$251.9K	0.0%	ETF	Low	Holland, MI	2026-10-20
Quartz Partners, LLC	5,638	$247.6K	0.1%	GARP	Medium	Saratoga Springs, NY	2026-11-03
Armstrong, Fleming & Moore, Inc	5,612	$246.5K	0.1%	Growth	Very Low	Washington, DC	2026-10-28
Quad-Cities Investment Group, LLC	5,455	$239.6K	0.1%	Core	Low	Davenport, IA	2026-10-16
Koshinski Asset Management, Inc.	5,267	$231.3K	0.0%	ETF	Low	Decatur, IL	2026-10-29
Comprehensive Financial Consultants Institutional, Inc.	5,175	$227.3K	0.1%	Core	Medium	Bloomington, IN	2026-10-15
Quest 10 Wealth Builders, Inc.	3,942	$173.1K	0.1%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Farther Finance Advisors, LLC	2,721	$119.5K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Capital Investment Advisory Services, LLC	2,197	$96.5K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Blue Bell Private Wealth Management, LLC	1,800	$79.0K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Reicon Wealth Advisors, LLC	1,471	$64.6K	0.0%	ETF	Low	Atlanta, GA	2026-11-04
Key Capital Management, Inc	1,182	$51.9K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Evolution Wealth Management Inc.	951	$41.8K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
CX Institutional	660	$29	0.0%	Core	Medium	Auburn, IN	2026-10-02
Signature Equity Partners, LLC	582	$25.6K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Decker Retirement Planning Inc.	423	$18.6K	0.0%	Agg Growth	Very High	Levi, UT	2026-10-19
IFP Advisors, Inc	352	$15.5K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Montgomery Financial Services LLC	317	$13.9K	0.0%	ETF	N/A	Ocean City, MD	2026-11-03
Creative Financial Designs Inc	250	$11.0K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Kingdom Financial Group Llc.	129	$5.7K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Pinnacle Wealth Planning Services, Inc.	25	$1.1K	0.0%	GARP	Low	Mansfield, OH	2026-10-27