FT Vest US Equity Moderate B (GAPR)

CUSIP: 33740F458 | NYSE | 175 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.	2,184,026	31.5%	+144,683	Sep 30, 2026	No 13F filer matched

13G/AFirst Trust Portfolios L.P.2,184,026

31.5% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Sort by

Concurrent Investment Advisors, LLC294,123

0.1% of portfolio$12.5M

Kestra Advisory Services, LLC285,012

0.0% of portfolio$12.1M

Truist Financial Corp163,454

0.0% of portfolio$7.0M

LPL Financial LLC160,324

0.0% of portfolio$6.8M

Schulz Wealth, Ltd.125,069

2.5% of portfolio$5.3M

Commonwealth Equity Services, LLC98,653

0.0% of portfolio$4.2M

City Holding Co73,825

0.3% of portfolio$3.1M

Founders Financial Securities LLC43,567

0.1% of portfolio$1.9M

Wealth Enhancement Advisory Services, LLC37,267

0.0% of portfolio$1.1M

ARS Wealth Advisors Group, LLC27,872

0.1% of portfolio$1.2M

Keystone Wealth Services, LLC24,653

0.2% of portfolio$1.0M

Cambridge Investment Research Advisors, Inc.22,918

0.0% of portfolio$976.0K

Archer Investment Corp21,785

0.2% of portfolio$927.5K

Midwest Financial Network, LLC20,825

0.6% of portfolio$886.7K

Range Financial Group LLC20,627

0.2% of portfolio$878.2K

Visionary Wealth Advisors17,442

0.0% of portfolio$742.6K

Sowell Financial Services LLC16,580

0.0% of portfolio$705.9K

VestGen Advisors, LLC15,778

0.0% of portfolio$671.8K

Reap Financial Group, LLC14,258

0.1% of portfolio$607.1K

Quad-Cities Investment Group, LLC12,846

0.2% of portfolio$546.9K

NorthCrest Asset Manangement, LLC11,999

0.0% of portfolio$514.1K

HBW Advisory Services LLC11,758

0.0% of portfolio$500.6K

New Wave Wealth Advisors LLC11,310

0.1% of portfolio$485.7K

Uptick Partners, LLC10,941

0.1% of portfolio$465.8K

Retirement Guys Formula LLC10,406

0.2% of portfolio$443.1K

CoreCap Advisors, LLC10,213

0.0% of portfolio$434.8K

Kestra Private Wealth Services, LLC9,970

0.0% of portfolio$424.5K

Madrona Financial Services, LLC9,873

0.1% of portfolio$420.4K

Avidian Wealth Enterprises, LLC9,586

0.0% of portfolio$408.1K

Kestra Investment Management, LLC8,926

0.0% of portfolio$380.0K

Brookstone Capital Management8,677

0.0% of portfolio$369.4K

Commonwealth Financial Services, LLC8,673

0.1% of portfolio$369.3K

Wedbush Securities Inc8,610

0.0% of portfolio$367.0K

Valmark Advisers, Inc.8,152

0.0% of portfolio$347.1K

LVZ, Inc.7,917

0.0% of portfolio$337.1K

Koshinski Asset Management, Inc.7,600

0.0% of portfolio$323.6K

First Heartland Consultants, Inc.7,450

0.0% of portfolio$317.2K

MGO One Seven LLC6,841

0.0% of portfolio$291.3K

Diligent Investors, LLC6,375

0.1% of portfolio$271.4K

Chris Bulman Inc5,851

0.1% of portfolio$249.1K

BIP Wealth, LLC5,850

0.0% of portfolio$249.1K

Nations Financial Group Inc,4,720

0.0% of portfolio$201.0K

Farther Finance Advisors, LLC4,312

0.0% of portfolio$183.6K

Reicon Wealth Advisors, LLC4,248

0.1% of portfolio$180.9K

Spire Wealth Management3,552

0.0% of portfolio$151.2K

Dhjj Financial Advisors, Ltd.3,301

0.0% of portfolio$140.5K

Blue Bell Private Wealth Management, LLC2,423

0.0% of portfolio$103.2K

Barclays PLC2,236

0.0% of portfolio$95.2K

Capital Investment Advisory Services, LLC1,818

0.0% of portfolio$77.4K

IFP Advisors, Inc1,482

0.0% of portfolio$63.1K

Evolution Wealth Management Inc.1,384

0.0% of portfolio$58.9K

Lanark Financial, Inc.1,000

0.0% of portfolio$42.6K

Financial Network Wealth Advisors LLC962

0.0% of portfolio$41.0K

IMG Wealth Management, Inc.672

0.0% of portfolio$28.6K

Signature Equity Partners, LLC582

0.0% of portfolio$24.8K

Allworth Financial LP336

0.0% of portfolio$14.0K

Noble Wealth Management PBC35

0.0% of portfolio$1.5K

				Style	Turnover	Location	Filed
Concurrent Investment Advisors, LLC	294,123	$12.5M	0.1%	Growth	Medium	Tampa, FL	2026-10-16
Kestra Advisory Services, LLC	285,012	$12.1M	0.0%	Core	Low	Austin, TX	2026-11-02
Truist Financial Corp	163,454	$7.0M	0.0%	Core	Low	Charlotte, NC	2026-10-30
LPL Financial LLC	160,324	$6.8M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Schulz Wealth, Ltd.	125,069	$5.3M	2.5%	ETF	Very Low	Mansfield, TX	2026-11-03
Commonwealth Equity Services, LLC	98,653	$4.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
City Holding Co	73,825	$3.1M	0.3%	Core	Low	Charleston, WV	2026-10-19
Founders Financial Securities LLC	43,567	$1.9M	0.1%	ETF	Medium	Towson, MD	2026-10-28
Wealth Enhancement Advisory Services, LLC	37,267	$1.1M	0.0%	Core	Low	Plymouth, MN	2026-10-13
ARS Wealth Advisors Group, LLC	27,872	$1.2M	0.1%	Core	Low	St. Petersburg, FL	2026-10-16
Keystone Wealth Services, LLC	24,653	$1.0M	0.2%	ETF	High	Palm Desert, CA	2026-11-03
Cambridge Investment Research Advisors, Inc.	22,918	$976.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Archer Investment Corp	21,785	$927.5K	0.2%	Core	Medium	Carmel, IN	2026-11-05
Midwest Financial Network, LLC	20,825	$886.7K	0.6%	ETF	High	Tinley Park, IL	2026-10-13
Range Financial Group LLC	20,627	$878.2K	0.2%	GARP	Medium	Tigard, OR	2026-10-21
Visionary Wealth Advisors	17,442	$742.6K	0.0%	ETF	Low	O'Fallon, IL	2026-11-04
Sowell Financial Services LLC	16,580	$705.9K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
VestGen Advisors, LLC	15,778	$671.8K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
Reap Financial Group, LLC	14,258	$607.1K	0.1%	ETF	Low	Austin, TX	2026-11-02
Quad-Cities Investment Group, LLC	12,846	$546.9K	0.2%	Core	Low	Davenport, IA	2026-10-16
NorthCrest Asset Manangement, LLC	11,999	$514.1K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
HBW Advisory Services LLC	11,758	$500.6K	0.0%	ETF	Medium	Simi Valley, CA	2026-10-15
New Wave Wealth Advisors LLC	11,310	$485.7K	0.1%	Core	Medium	Springdale, AR	2026-10-19
Uptick Partners, LLC	10,941	$465.8K	0.1%	ETF	Low	Nacogdoches, TX	2026-11-04
Retirement Guys Formula LLC	10,406	$443.1K	0.2%	Core	Medium	Maumee, OH	2026-10-26
CoreCap Advisors, LLC	10,213	$434.8K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Kestra Private Wealth Services, LLC	9,970	$424.5K	0.0%	Growth	Low	Austin, TX	2026-11-06
Madrona Financial Services, LLC	9,873	$420.4K	0.1%	ETF	Low	Everett, WA	2026-10-23
Avidian Wealth Enterprises, LLC	9,586	$408.1K	0.0%	ETF	Low	Houston, TX	2026-10-08
Kestra Investment Management, LLC	8,926	$380.0K	0.0%	ETF	Medium	Austin, TX	2026-11-04
Brookstone Capital Management	8,677	$369.4K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Commonwealth Financial Services, LLC	8,673	$369.3K	0.1%	ETF	Medium	Vienna, WV	2026-10-20
Wedbush Securities Inc	8,610	$367.0K	0.0%	Core	Low	Pasadena, CA	2026-10-22
Valmark Advisers, Inc.	8,152	$347.1K	0.0%	ETF	Very Low	Akron, OH	2026-11-06
LVZ, Inc.	7,917	$337.1K	0.0%	ETF	Low	Holland, MI	2026-10-20
Koshinski Asset Management, Inc.	7,600	$323.6K	0.0%	ETF	Low	Decatur, IL	2026-10-29
First Heartland Consultants, Inc.	7,450	$317.2K	0.0%	ETF	Medium	Lake St. Louis, MO	2026-10-08
MGO One Seven LLC	6,841	$291.3K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Diligent Investors, LLC	6,375	$271.4K	0.1%	Core	Low	Redlands, CA	2026-10-21
Chris Bulman Inc	5,851	$249.1K	0.1%	ETF	Low	Roseville, CA	2026-10-20
BIP Wealth, LLC	5,850	$249.1K	0.0%	ETF	Medium	Atlanta, GA	2026-10-22
Nations Financial Group Inc,	4,720	$201.0K	0.0%	Core	Low	Cedar Rapids, IA	2026-11-05
Farther Finance Advisors, LLC	4,312	$183.6K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Reicon Wealth Advisors, LLC	4,248	$180.9K	0.1%	ETF	Low	Atlanta, GA	2026-11-04
Spire Wealth Management	3,552	$151.2K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Dhjj Financial Advisors, Ltd.	3,301	$140.5K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Blue Bell Private Wealth Management, LLC	2,423	$103.2K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Barclays PLC	2,236	$95.2K	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Capital Investment Advisory Services, LLC	1,818	$77.4K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
IFP Advisors, Inc	1,482	$63.1K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Evolution Wealth Management Inc.	1,384	$58.9K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Lanark Financial, Inc.	1,000	$42.6K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Financial Network Wealth Advisors LLC	962	$41.0K	0.0%	ETF	Low	Murray, UT	2026-10-28
IMG Wealth Management, Inc.	672	$28.6K	0.0%	ETF	Medium	Jacksonville, FL	2026-10-27
Signature Equity Partners, LLC	582	$24.8K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Allworth Financial LP	336	$14.0K	0.0%	Index	Low	Folsom, CA	2026-11-06
Noble Wealth Management PBC	35	$1.5K	0.0%	Yield	Medium	Greenwood Village, CO	2026-10-01