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FT Vest US Equity Moderate B (GMAR)

CUSIP: 33740F482 | NYSE | 208 institutional holders

Quarters

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

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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.2,541,95528.6%+620,462Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.2,541,955
28.6% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC287,378
0.0% of portfolio›$13.0M
Kestra Advisory Services, LLC195,600
0.0% of portfolio›$8.8M
City Holding Co125,330
0.6% of portfolio›$5.7M
Cambridge Investment Research Advisors, Inc.90,929
0.0% of portfolio›$4.1M
Uptick Partners, LLC43,611
0.3% of portfolio›$2.0M
Founders Financial Securities LLC42,277
0.1% of portfolio›$1.9M
Schulz Wealth, Ltd.37,497
0.8% of portfolio›$1.7M
Truist Financial Corp33,862
0.0% of portfolio›$1.5M
Chris Bulman Inc29,599
0.5% of portfolio›$1.3M
Reap Financial Group, LLC28,930
0.2% of portfolio›$1.3M
Brookstone Capital Management27,844
0.0% of portfolio›$1.3M
MGO One Seven LLC26,833
0.0% of portfolio›$1.2M
Keystone Wealth Services, LLC25,085
0.2% of portfolio›$1.1M
Madrona Financial Services, LLC24,869
0.2% of portfolio›$1.1M
Ignite Planners, LLC23,882
0.1% of portfolio›$1.1M
Concurrent Investment Advisors, LLC23,624
0.0% of portfolio›$1.1M
Diligent Investors, LLC21,426
0.2% of portfolio›$969.3K
Range Financial Group LLC16,977
0.2% of portfolio›$768.0K
BFI Wealth Solutions, LLC15,540
0.5% of portfolio›$703.0K
Capital Investment Advisory Services, LLC14,369
0.0% of portfolio›$650.0K
HBW Advisory Services LLC14,191
0.1% of portfolio›$642.0K
Wealth Enhancement Advisory Services, LLC13,650
0.0% of portfolio›$138.4K
Signature Equity Partners, LLC12,468
0.2% of portfolio›$564.1K
Farther Finance Advisors, LLC11,335
0.0% of portfolio›$512.8K
Atria Investments, Inc10,880
0.0% of portfolio›$492.2K
NorthCrest Asset Manangement, LLC10,602
0.0% of portfolio›$481.4K
CoreCap Advisors, LLC9,755
0.0% of portfolio›$441.3K
LVZ, Inc.9,513
0.0% of portfolio›$430.4K
MBL Wealth, LLC9,500
0.0% of portfolio›$429.8K
M Holdings Securities, Inc.9,500
0.2% of portfolio›$430.0K
RFG Advisory, LLC9,300
0.0% of portfolio›$420.7K
Bullseye Investment Management, LLC8,820
0.2% of portfolio›$399.0K
Dhjj Financial Advisors, Ltd.7,660
0.1% of portfolio›$346.5K
Sagespring Wealth Partners, LLC7,633
0.0% of portfolio›$345.3K
Park Avenue Securities LLC7,493
0.0% of portfolio›$339.0K
Koshinski Asset Management, Inc.7,428
0.0% of portfolio›$336.0K
Kestra Private Wealth Services, LLC7,205
0.0% of portfolio›$326.0K
Legacy Solutions, LLC7,177
0.2% of portfolio›$324.7K
AdvisorNet Financial, Inc6,806
0.0% of portfolio›$309.1K
Noble Wealth Management PBC6,722
0.1% of portfolio›$304.1K
Diversify Advisory Services, LLC6,704
0.0% of portfolio›$304.5K
Diversify Wealth Management, LLC6,704
0.0% of portfolio›$304.5K
HFG Wealth Management, LLC6,535
0.3% of portfolio›$289.1K
Kingswood Wealth Advisors, LLC6,454
0.0% of portfolio›$292.0K
Elevation Point Wealth Partners, LLC6,226
0.0% of portfolio›$281.7K
RiverTree Advisors, LLC5,901
0.2% of portfolio›$267.0K
Spire Wealth Management5,666
0.0% of portfolio›$256.3K
PKS Advisory Services, LLC5,362
0.0% of portfolio›$237.2K
Grantvest Financial Group LLC5,335
0.1% of portfolio›$241.4K
Clear Creek Financial Management, LLC5,000
0.0% of portfolio›$226.2K
BostonPremier Wealth LLC4,919
0.1% of portfolio›$222.5K
Triad Wealth Partners, LLC4,900
0.0% of portfolio›$221.7K
BAM Wealth Management, LLC4,592
0.1% of portfolio›$207.7K
Blue Bell Private Wealth Management, LLC3,464
0.0% of portfolio›$156.7K
Financial Network Wealth Advisors LLC2,175
0.1% of portfolio›$98.4K
Hazlett, Burt & Watson, Inc.1,485
0.0% of portfolio›$67.0K
Lanark Financial, Inc.940
0.0% of portfolio›$42.5K
Buck Wealth Strategies, LLC650
0.0% of portfolio›$29.4K
Pinnacle Bancorp, Inc.325
0.0% of portfolio›$14.7K
Assetmark, Inc44
0.0% of portfolio›$2.0K
IMG Wealth Management, Inc.41
0.0% of portfolio›$1.9K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
287,378$13.0M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
195,600$8.8M0.0%CoreLowAustin, TX2026-11-02
City Holding Co
125,330$5.7M0.6%CoreLowCharleston, WV2026-10-19
Cambridge Investment Research Advisors, Inc.
90,929$4.1M0.0%ETFLowFairfield, IA2026-11-02
Uptick Partners, LLC
43,611$2.0M0.3%ETFLowNacogdoches, TX2026-11-04
Founders Financial Securities LLC
42,277$1.9M0.1%ETFMediumTowson, MD2026-10-28
Schulz Wealth, Ltd.
37,497$1.7M0.8%ETFVery LowMansfield, TX2026-11-03
Truist Financial Corp
33,862$1.5M0.0%CoreLowCharlotte, NC2026-10-30
Chris Bulman Inc
29,599$1.3M0.5%ETFLowRoseville, CA2026-10-20
Reap Financial Group, LLC
28,930$1.3M0.2%ETFLowAustin, TX2026-11-02
Brookstone Capital Management
27,844$1.3M0.0%ETFMediumWheaton, IL2026-10-22
MGO One Seven LLC
26,833$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Keystone Wealth Services, LLC
25,085$1.1M0.2%ETFHighPalm Desert, CA2026-11-03
Madrona Financial Services, LLC
24,869$1.1M0.2%ETFLowEverett, WA2026-10-23
Ignite Planners, LLC
23,882$1.1M0.1%CoreLowSan Clemente, CA2026-10-14
Concurrent Investment Advisors, LLC
23,624$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Diligent Investors, LLC
21,426$969.3K0.2%CoreLowRedlands, CA2026-10-21
Range Financial Group LLC
16,977$768.0K0.2%GARPMediumTigard, OR2026-10-21
BFI Wealth Solutions, LLC
15,540$703.0K0.5%ETFLowDallas, TX2026-10-16
Capital Investment Advisory Services, LLC
14,369$650.0K0.0%CoreMediumRaleigh, NC2026-10-30
HBW Advisory Services LLC
14,191$642.0K0.1%ETFMediumSimi Valley, CA2026-10-15
Wealth Enhancement Advisory Services, LLC
13,650$138.4K0.0%CoreLowPlymouth, MN2026-10-13
Signature Equity Partners, LLC
12,468$564.1K0.2%GrowthMediumColumbus, OH2026-10-29
Farther Finance Advisors, LLC
11,335$512.8K0.0%IndexLowSan Francisco, CA2026-10-08
Atria Investments, Inc
10,880$492.2K0.0%CoreMediumCharlotte, NC2026-10-15
NorthCrest Asset Manangement, LLC
10,602$481.4K0.0%GrowthLowPlymouth, MN2026-10-13
CoreCap Advisors, LLC
9,755$441.3K0.0%ETFMediumSouthfield, MI2026-10-08
LVZ, Inc.
9,513$430.4K0.0%ETFLowHolland, MI2026-10-20
MBL Wealth, LLC
9,500$429.8K0.0%ETFLowCharlotte, NC2026-10-22
M Holdings Securities, Inc.
9,500$430.0K0.2%ETFHighPortland, OR2026-11-03
RFG Advisory, LLC
9,300$420.7K0.0%ETFMediumBirmingham, AL2026-11-03
Bullseye Investment Management, LLC
8,820$399.0K0.2%ETFVery HighCincinnati, OH2026-10-29
Dhjj Financial Advisors, Ltd.
7,660$346.5K0.1%ETFVery LowNaperville, IL2026-10-23
Sagespring Wealth Partners, LLC
7,633$345.3K0.0%ETFLowFranklin, TN2026-10-22
Park Avenue Securities LLC
7,493$339.0K0.0%ETFMediumNew York, NY2026-10-26
Koshinski Asset Management, Inc.
7,428$336.0K0.0%ETFLowDecatur, IL2026-10-29
Kestra Private Wealth Services, LLC
7,205$326.0K0.0%GrowthLowAustin, TX2026-10-30
Legacy Solutions, LLC
7,177$324.7K0.2%ETFLowKennett Square, PA2026-10-07
AdvisorNet Financial, Inc
6,806$309.1K0.0%ETFLowMinnetonka, MN2026-10-15
Noble Wealth Management PBC
6,722$304.1K0.1%YieldMediumGreenwood Village, CO2026-10-01
Diversify Advisory Services, LLC
6,704$304.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
6,704$304.5K0.0%GrowthMediumSandy, UT2026-10-20
HFG Wealth Management, LLC
6,535$289.1K0.3%ETFLowThe Woodlands, TX2026-10-16
Kingswood Wealth Advisors, LLC
6,454$292.0K0.0%GrowthLowSan Diego, CA2026-10-23
Elevation Point Wealth Partners, LLC
6,226$281.7K0.0%CoreHighDenver, CO2026-11-05
RiverTree Advisors, LLC
5,901$267.0K0.2%ETFMediumWinter Park, FL2026-10-13
Spire Wealth Management
5,666$256.3K0.0%GrowthMediumMclean, VA2026-10-30
PKS Advisory Services, LLC
5,362$237.2K0.0%ETFMediumAlbany, NY2026-10-26
Grantvest Financial Group LLC
5,335$241.4K0.1%ETFLowMatawan, NJ2026-10-21
Clear Creek Financial Management, LLC
5,000$226.2K0.0%ETFMediumSilverdale, WA2026-10-28
BostonPremier Wealth LLC
4,919$222.5K0.1%ETFVery LowHanover, MA2026-10-16
Triad Wealth Partners, LLC
4,900$221.7K0.0%ETFMediumLawrence, KS2026-10-26
BAM Wealth Management, LLC
4,592$207.7K0.1%ETFHighLakewood, CO2026-10-15
Blue Bell Private Wealth Management, LLC
3,464$156.7K0.0%YieldVery LowBlue Bell, PA2026-10-29
Financial Network Wealth Advisors LLC
2,175$98.4K0.1%ETFLowMurray, UT2026-10-28
Hazlett, Burt & Watson, Inc.
1,485$67.0K0.0%CoreVery LowWheeling, WV2026-11-04
Lanark Financial, Inc.
940$42.5K0.0%CoreMediumBirmingham, AL2026-10-26
Buck Wealth Strategies, LLC
650$29.4K0.0%ValueMediumDenver, CO2026-10-28
Pinnacle Bancorp, Inc.
325$14.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Assetmark, Inc
44$2.0K0.0%ETFLowConcord, CA2026-10-21
IMG Wealth Management, Inc.
41$1.9K0.0%ETFMediumJacksonville, FL2026-10-27
+620,462
No 13F filer matched