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FT Vest US Equity Moderate B (GJAN)

CUSIP: 33740F516 | NYSE | 199 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.2,022,45421.1%+129,558Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.2,022,454
21.1% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Reap Financial Group, LLC400,001
3.0% of portfolio›$18.4M
Range Financial Group LLC291,373
3.7% of portfolio›$13.4M
Commonwealth Equity Services, LLC243,613
0.0% of portfolio›$11.2M
First International Bank of Israel Ltd.205,000
3.8% of portfolio›$9.5M
Kestra Advisory Services, LLC166,404
0.0% of portfolio›$7.7M
Schulz Wealth, Ltd.144,088
3.1% of portfolio›$6.6M
Truist Financial Corp86,108
0.0% of portfolio›$4.0M
First Heartland Consultants, Inc.81,621
0.3% of portfolio›$3.8M
HBW Advisory Services LLC77,101
0.4% of portfolio›$3.6M
Americana Partners, LLC65,638
0.1% of portfolio›$3.0M
Concurrent Investment Advisors, LLC52,053
0.0% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.47,834
0.0% of portfolio›$2.2M
Founders Financial Securities LLC41,745
0.1% of portfolio›$1.9M
Farther Finance Advisors, LLC37,708
0.0% of portfolio›$1.7M
LifeWealth Investments, LLC34,605
0.4% of portfolio›$1.6M
Kestra Private Wealth Services, LLC33,813
0.0% of portfolio›$1.6M
Corrado Advisors, LLC32,838
0.7% of portfolio›$1.5M
Triumph Capital Management29,537
0.2% of portfolio›$1.4M
Ignite Planners, LLC27,890
0.2% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC25,503
0.0% of portfolio›$548.8K
Diligent Investors, LLC22,451
0.2% of portfolio›$1.0M
Commonwealth Financial Services, LLC20,540
0.2% of portfolio›$946.9K
Midwest Financial Network, LLC19,285
0.6% of portfolio›$889.0K
Signal Advisors Wealth, LLC17,236
0.0% of portfolio›$794.6K
Milestone Asset Management, LLC16,089
0.1% of portfolio›$741.7K
LVZ, Inc.15,681
0.1% of portfolio›$722.9K
Keystone Wealth Services, LLC14,736
0.1% of portfolio›$678.9K
McKinley Carter Wealth Services, Inc.13,861
0.0% of portfolio›$639.0K
NorthCrest Asset Manangement, LLC13,656
0.0% of portfolio›$632.5K
MGO One Seven LLC12,277
0.0% of portfolio›$566.0K
CoreCap Advisors, LLC9,566
0.0% of portfolio›$441.0K
Quad-Cities Investment Group, LLC9,341
0.2% of portfolio›$430.6K
Cornerstone Wealth, LLC9,235
0.2% of portfolio›$426.2K
Signature Estate & Investment Advisors LLC8,245
0.0% of portfolio›$380.1K
Grantvest Financial Group LLC7,819
0.2% of portfolio›$360.4K
Avidian Wealth Enterprises, LLC7,564
0.0% of portfolio›$348.7K
Miramontes Capital, LLC7,197
0.1% of portfolio›$331.8K
Uptick Partners, LLC6,817
0.0% of portfolio›$314.3K
Summit Financial Wealth Advisors, LLC6,792
0.0% of portfolio›$313.1K
Crosspoint Financial, LLC6,710
0.6% of portfolio›$309.3K
Tounjian Advisory Partners, LLC6,142
0.1% of portfolio›$283.1K
MBE Wealth Management, LLC5,205
0.1% of portfolio›$239.9K
Triad Wealth Partners, LLC5,021
0.0% of portfolio›$231.5K
Seven Hills Financial, LLC5,019
0.1% of portfolio›$231.4K
Signature Equity Partners, LLC4,890
0.1% of portfolio›$225.4K
Noble Wealth Management PBC4,758
0.1% of portfolio›$219.3K
FWG Investments, Llc.4,637
0.1% of portfolio›$213.8K
Blue Bell Private Wealth Management, LLC4,580
0.0% of portfolio›$211.1K
Valtinson Bruner Financial Planning LLC4,482
0.1% of portfolio›$206.6K
Cornell Pochily Investment Advisors, Inc.4,350
0.1% of portfolio›$200.5K
Dhjj Financial Advisors, Ltd.2,255
0.0% of portfolio›$104.0K
Pinnacle Wealth Planning Services, Inc.2,025
0.0% of portfolio›$93.3K
Creative Financial Designs Inc1,440
0.0% of portfolio›$66.4K
Lanark Financial, Inc.1,435
0.0% of portfolio›$66.2K
Financial Network Wealth Advisors LLC1,348
0.1% of portfolio›$62.1K
Private Trust Co NA988
0.0% of portfolio›$45.5K
Spire Wealth Management625
0.0% of portfolio›$28.8K
Reicon Wealth Advisors, LLC510
0.0% of portfolio›$23.5K
Pinnacle Bancorp, Inc.450
0.0% of portfolio›$20.7K
IFP Advisors, Inc404
0.0% of portfolio›$18.6K
Assetmark, Inc72
0.0% of portfolio›$3.3K
StyleTurnoverLocationFiled
Reap Financial Group, LLC
400,001$18.4M3.0%ETFLowAustin, TX2026-11-02
Range Financial Group LLC
291,373$13.4M3.7%GARPMediumTigard, OR2026-10-21
Commonwealth Equity Services, LLC
243,613$11.2M0.0%ETFLowWaltham, MA2026-11-02
First International Bank of Israel Ltd.
205,000$9.5M3.8%ETFMediumTel Aviv, Luxembourg2026-11-04
Kestra Advisory Services, LLC
166,404$7.7M0.0%CoreLowAustin, TX2026-11-02
Schulz Wealth, Ltd.
144,088$6.6M3.1%ETFVery LowMansfield, TX2026-11-03
Truist Financial Corp
86,108$4.0M0.0%CoreLowCharlotte, NC2026-10-30
First Heartland Consultants, Inc.
81,621$3.8M0.3%ETFMediumLake St. Louis, MO2026-10-08
HBW Advisory Services LLC
77,101$3.6M0.4%ETFMediumSimi Valley, CA2026-10-15
Americana Partners, LLC
65,638$3.0M0.1%CoreMediumHouston, TX2026-10-28
Concurrent Investment Advisors, LLC
52,053$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
47,834$2.2M0.0%ETFLowFairfield, IA2026-11-02
Founders Financial Securities LLC
41,745$1.9M0.1%ETFMediumTowson, MD2026-10-28
Farther Finance Advisors, LLC
37,708$1.7M0.0%IndexLowSan Francisco, CA2026-10-08
LifeWealth Investments, LLC
34,605$1.6M0.4%ETFMediumWinter Garden, FL2026-10-21
Kestra Private Wealth Services, LLC
33,813$1.6M0.0%GrowthLowAustin, TX2026-10-30
Corrado Advisors, LLC
32,838$1.5M0.7%CoreMediumRamsey, NJ2026-10-27
Triumph Capital Management
29,537$1.4M0.2%ETFMediumDenver, CO2026-10-14
Ignite Planners, LLC
27,890$1.3M0.2%CoreLowSan Clemente, CA2026-10-14
Wealth Enhancement Advisory Services, LLC
25,503$548.8K0.0%CoreLowPlymouth, MN2026-10-13
Diligent Investors, LLC
22,451$1.0M0.2%CoreLowRedlands, CA2026-10-21
Commonwealth Financial Services, LLC
20,540$946.9K0.2%ETFMediumVienna, WV2026-10-20
Midwest Financial Network, LLC
19,285$889.0K0.6%ETFHighTinley Park, IL2026-10-13
Signal Advisors Wealth, LLC
17,236$794.6K0.0%ETFLowDetroit, MI2026-10-13
Milestone Asset Management, LLC
16,089$741.7K0.1%GrowthHighPittsburgh, PA2026-10-15
LVZ, Inc.
15,681$722.9K0.1%ETFLowHolland, MI2026-10-20
Keystone Wealth Services, LLC
14,736$678.9K0.1%ETFHighPalm Desert, CA2026-11-03
McKinley Carter Wealth Services, Inc.
13,861$639.0K0.0%ETFMediumWheeling, WV2026-10-16
NorthCrest Asset Manangement, LLC
13,656$632.5K0.0%GrowthLowPlymouth, MN2026-10-13
MGO One Seven LLC
12,277$566.0K0.0%GrowthLowBeachwood, OH2026-10-28
CoreCap Advisors, LLC
9,566$441.0K0.0%ETFMediumSouthfield, MI2026-10-08
Quad-Cities Investment Group, LLC
9,341$430.6K0.2%CoreLowDavenport, IA2026-10-16
Cornerstone Wealth, LLC
9,235$426.2K0.2%ETFMediumGreeneville, TN2026-10-28
Signature Estate & Investment Advisors LLC
8,245$380.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Grantvest Financial Group LLC
7,819$360.4K0.2%ETFLowMatawan, NJ2026-10-21
Avidian Wealth Enterprises, LLC
7,564$348.7K0.0%ETFLowHouston, TX2026-10-08
Miramontes Capital, LLC
7,197$331.8K0.1%GrowthVery LowNewport, CA2026-10-19
Uptick Partners, LLC
6,817$314.3K0.0%ETFLowNacogdoches, TX2026-11-04
Summit Financial Wealth Advisors, LLC
6,792$313.1K0.0%ETFLowLafayette, LA2026-10-15
Crosspoint Financial, LLC
6,710$309.3K0.6%ValueMediumTustin, CA2026-11-03
Tounjian Advisory Partners, LLC
6,142$283.1K0.1%GrowthHighFort Myers, FL2026-11-04
MBE Wealth Management, LLC
5,205$239.9K0.1%ETFVery LowTomah, WI2026-10-26
Triad Wealth Partners, LLC
5,021$231.5K0.0%ETFMediumLawrence, KS2026-10-26
Seven Hills Financial, LLC
5,019$231.4K0.1%ETFN/ATallahassee, FL2026-10-13
Signature Equity Partners, LLC
4,890$225.4K0.1%GrowthMediumColumbus, OH2026-10-29
Noble Wealth Management PBC
4,758$219.3K0.1%YieldMediumGreenwood Village, CO2026-10-01
FWG Investments, Llc.
4,637$213.8K0.1%ETFMediumLexington, KY2026-11-03
Blue Bell Private Wealth Management, LLC
4,580$211.1K0.0%YieldVery LowBlue Bell, PA2026-10-29
Valtinson Bruner Financial Planning LLC
4,482$206.6K0.1%ETFLowNew Brighton, MN2026-11-02
Cornell Pochily Investment Advisors, Inc.
4,350$200.5K0.1%CoreLowIthaca, NY2026-10-19
Dhjj Financial Advisors, Ltd.
2,255$104.0K0.0%ETFVery LowNaperville, IL2026-10-23
Pinnacle Wealth Planning Services, Inc.
2,025$93.3K0.0%GARPLowMansfield, OH2026-10-27
Creative Financial Designs Inc
1,440$66.4K0.0%ETFMediumKokomo, IN2026-11-04
Lanark Financial, Inc.
1,435$66.2K0.0%CoreMediumBirmingham, AL2026-10-26
Financial Network Wealth Advisors LLC
1,348$62.1K0.1%ETFLowMurray, UT2026-10-28
Private Trust Co NA
988$45.5K0.0%CoreLowCleveland, OH2026-10-20
Spire Wealth Management
625$28.8K0.0%GrowthMediumMclean, VA2026-10-30
Reicon Wealth Advisors, LLC
510$23.5K0.0%ETFLowAtlanta, GA2026-11-04
Pinnacle Bancorp, Inc.
450$20.7K0.0%CoreVery LowBeatrice, NE2026-10-21
IFP Advisors, Inc
404$18.6K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
72$3.3K0.0%ETFLowConcord, CA2026-10-21
+129,558
No 13F filer matched