FT Vest US Equity Moderate B (GAUG)

CUSIP: 33740U653 | NYSE | 165 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.	2,203,625	22.1%	+51,771	Sep 30, 2026	No 13F filer matched

13G/AFirst Trust Portfolios L.P.2,203,625

22.1% of class · Sep 30, 2026

Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC316,444

0.0% of portfolio$13.3M

First International Bank of Israel Ltd.230,000

3.9% of portfolio$9.7M

Kestra Advisory Services, LLC206,791

0.0% of portfolio$8.7M

Milestone Asset Management, LLC156,345

1.0% of portfolio$6.6M

VestGen Advisors, LLC80,543

0.1% of portfolio$3.4M

Schulz Wealth, Ltd.76,101

1.5% of portfolio$3.2M

Sage Capital Advisors,llc55,385

0.5% of portfolio$2.3M

Brookstone Capital Management53,739

0.0% of portfolio$2.3M

Chris Bulman Inc53,615

0.8% of portfolio$2.3M

Concurrent Investment Advisors, LLC49,249

0.0% of portfolio$2.1M

Founders Financial Securities LLC47,685

0.1% of portfolio$2.0M

Independent Financial Group, LLC46,505

0.0% of portfolio$2.0M

Comprehensive Financial Consultants Institutional, Inc.44,262

0.5% of portfolio$1.9M

Cambridge Investment Research Advisors, Inc.40,756

0.0% of portfolio$1.7M

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors35,170

0.1% of portfolio$1.5M

City Holding Co33,350

0.2% of portfolio$1.4M

WealthPlan Investment Management, LLC33,053

0.1% of portfolio$1.4M

LVZ, Inc.30,427

0.1% of portfolio$1.3M

Wealth Enhancement Advisory Services, LLC23,949

0.0% of portfolio$727.4K

Truist Financial Corp23,769

0.0% of portfolio$1.0M

Uptick Partners, LLC23,493

0.1% of portfolio$989.2K

Kestra Investment Management, LLC22,407

0.0% of portfolio$943.4K

Ascentis Independent Advisors17,700

0.0% of portfolio$745.3K

WealthPLAN Partners, LLC14,133

0.1% of portfolio$595.1K

Range Financial Group LLC13,980

0.2% of portfolio$588.6K

Reicon Wealth Advisors, LLC13,264

0.3% of portfolio$558.5K

Park Avenue Securities LLC13,035

0.0% of portfolio$549.0K

Diligent Investors, LLC12,965

0.1% of portfolio$545.9K

Kestra Private Wealth Services, LLC12,695

0.0% of portfolio$534.5K

Lionshead Wealth Management, LLC12,322

0.4% of portfolio$518.8K

Seven Hills Financial, LLC12,097

0.3% of portfolio$509.3K

SAX Wealth Advisors, LLC11,390

0.0% of portfolio$479.6K

Keystone Wealth Services, LLC10,451

0.1% of portfolio$440.1K

CoreCap Advisors, LLC10,377

0.0% of portfolio$436.9K

HBW Advisory Services LLC9,753

0.0% of portfolio$410.6K

Grantvest Financial Group LLC9,256

0.2% of portfolio$389.7K

Koshinski Asset Management, Inc.9,193

0.0% of portfolio$387.1K

Mayfair Advisory Group, LLC9,123

0.1% of portfolio$384.1K

ProCore Advisors, LLC8,833

0.5% of portfolio$371.9K

Madrona Financial Services, LLC7,308

0.0% of portfolio$307.7K

NorthCrest Asset Manangement, LLC6,814

0.0% of portfolio$289.3K

RFG Advisory, LLC6,699

0.0% of portfolio$282.1K

Blue Bell Private Wealth Management, LLC6,667

0.0% of portfolio$280.7K

MGO One Seven LLC6,600

0.0% of portfolio$277.9K

Ignite Planners, LLC6,527

0.0% of portfolio$274.8K

First Heartland Consultants, Inc.6,004

0.0% of portfolio$252.8K

Dhjj Financial Advisors, Ltd.5,610

0.1% of portfolio$236.2K

IMG Wealth Management, Inc.5,246

0.1% of portfolio$220.9K

Cornerstone Wealth, LLC5,119

0.1% of portfolio$215.3K

Triumph Capital Management4,991

0.0% of portfolio$210.1K

Farther Finance Advisors, LLC4,781

0.0% of portfolio$201.3K

Financial Network Wealth Advisors LLC4,458

0.2% of portfolio$187.7K

Reap Financial Group, LLC4,261

0.0% of portfolio$179.4K

Lanark Financial, Inc.1,782

0.0% of portfolio$75.0K

Hazlett, Burt & Watson, Inc.1,375

0.0% of portfolio$58.0K

Private Trust Co NA1,169

0.0% of portfolio$49.2K

Creative Financial Designs Inc1,135

0.0% of portfolio$47.8K

Pinnacle Bancorp, Inc.275

0.0% of portfolio$11.6K

Nfsg Corp88

0.0% of portfolio$3.7K

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	316,444	$13.3M	0.0%	ETF	Low	Waltham, MA	2026-11-02
First International Bank of Israel Ltd.	230,000	$9.7M	3.9%	ETF	Medium	Tel Aviv, Luxembourg	2026-11-04
Kestra Advisory Services, LLC	206,791	$8.7M	0.0%	Core	Low	Austin, TX	2026-11-02
Milestone Asset Management, LLC	156,345	$6.6M	1.0%	Growth	High	Pittsburgh, PA	2026-10-15
VestGen Advisors, LLC	80,543	$3.4M	0.1%	Growth	Medium	Chicago, IL	2026-10-27
Schulz Wealth, Ltd.	76,101	$3.2M	1.5%	ETF	Very Low	Mansfield, TX	2026-11-03
Sage Capital Advisors,llc	55,385	$2.3M	0.5%	Core	Low	Sioux Falls, SD	2026-10-13
Brookstone Capital Management	53,739	$2.3M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Chris Bulman Inc	53,615	$2.3M	0.8%	ETF	Low	Roseville, CA	2026-10-20
Concurrent Investment Advisors, LLC	49,249	$2.1M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Founders Financial Securities LLC	47,685	$2.0M	0.1%	ETF	Medium	Towson, MD	2026-10-28
Independent Financial Group, LLC	46,505	$2.0M	0.0%	Growth	Low	San Diego, CA	2026-10-13
Comprehensive Financial Consultants Institutional, Inc.	44,262	$1.9M	0.5%	Core	Medium	Bloomington, IN	2026-10-15
Cambridge Investment Research Advisors, Inc.	40,756	$1.7M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	35,170	$1.5M	0.1%	ETF	Medium	Westlake, OH	2026-10-14
City Holding Co	33,350	$1.4M	0.2%	Core	Low	Charleston, WV	2026-10-19
WealthPlan Investment Management, LLC	33,053	$1.4M	0.1%	Growth	Medium	Omaha, NE	2026-10-15
LVZ, Inc.	30,427	$1.3M	0.1%	ETF	Low	Holland, MI	2026-10-20
Wealth Enhancement Advisory Services, LLC	23,949	$727.4K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Truist Financial Corp	23,769	$1.0M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Uptick Partners, LLC	23,493	$989.2K	0.1%	ETF	Low	Nacogdoches, TX	2026-11-04
Kestra Investment Management, LLC	22,407	$943.4K	0.0%	ETF	Medium	Austin, TX	2026-11-04
Ascentis Independent Advisors	17,700	$745.3K	0.0%	ETF	Low	Dallas, TX	2026-11-03
WealthPLAN Partners, LLC	14,133	$595.1K	0.1%	Core	Medium	Omaha, NE	2026-10-15
Range Financial Group LLC	13,980	$588.6K	0.2%	GARP	Medium	Tigard, OR	2026-10-21
Reicon Wealth Advisors, LLC	13,264	$558.5K	0.3%	ETF	Low	Atlanta, GA	2026-11-04
Park Avenue Securities LLC	13,035	$549.0K	0.0%	ETF	Medium	New York, NY	2026-10-26
Diligent Investors, LLC	12,965	$545.9K	0.1%	Core	Low	Redlands, CA	2026-10-21
Kestra Private Wealth Services, LLC	12,695	$534.5K	0.0%	Growth	Low	Austin, TX	2026-10-30
Lionshead Wealth Management, LLC	12,322	$518.8K	0.4%	ETF	Low	New York, NY	2026-10-21
Seven Hills Financial, LLC	12,097	$509.3K	0.3%	ETF	N/A	Tallahassee, FL	2026-10-13
SAX Wealth Advisors, LLC	11,390	$479.6K	0.0%	ETF	Very Low	Parsippany, NJ	2026-10-13
Keystone Wealth Services, LLC	10,451	$440.1K	0.1%	ETF	High	Palm Desert, CA	2026-11-03
CoreCap Advisors, LLC	10,377	$436.9K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
HBW Advisory Services LLC	9,753	$410.6K	0.0%	ETF	Medium	Simi Valley, CA	2026-10-15
Grantvest Financial Group LLC	9,256	$389.7K	0.2%	ETF	Low	Matawan, NJ	2026-10-21
Koshinski Asset Management, Inc.	9,193	$387.1K	0.0%	ETF	Low	Decatur, IL	2026-10-29
Mayfair Advisory Group, LLC	9,123	$384.1K	0.1%	ETF	Low	Birmingham, AL	2026-10-20
ProCore Advisors, LLC	8,833	$371.9K	0.5%	GARP	Low	Newport Beach, CA	2026-10-14
Madrona Financial Services, LLC	7,308	$307.7K	0.0%	ETF	Low	Everett, WA	2026-10-23
NorthCrest Asset Manangement, LLC	6,814	$289.3K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
RFG Advisory, LLC	6,699	$282.1K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Blue Bell Private Wealth Management, LLC	6,667	$280.7K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
MGO One Seven LLC	6,600	$277.9K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Ignite Planners, LLC	6,527	$274.8K	0.0%	Core	Low	San Clemente, CA	2026-10-14
First Heartland Consultants, Inc.	6,004	$252.8K	0.0%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Dhjj Financial Advisors, Ltd.	5,610	$236.2K	0.1%	ETF	Very Low	Naperville, IL	2026-10-23
IMG Wealth Management, Inc.	5,246	$220.9K	0.1%	ETF	Medium	Jacksonville, FL	2026-10-27
Cornerstone Wealth, LLC	5,119	$215.3K	0.1%	ETF	Medium	Greeneville, TN	2026-10-28
Triumph Capital Management	4,991	$210.1K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Farther Finance Advisors, LLC	4,781	$201.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Financial Network Wealth Advisors LLC	4,458	$187.7K	0.2%	ETF	Low	Murray, UT	2026-10-28
Reap Financial Group, LLC	4,261	$179.4K	0.0%	ETF	Low	Austin, TX	2026-11-02
Lanark Financial, Inc.	1,782	$75.0K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Hazlett, Burt & Watson, Inc.	1,375	$58.0K	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Private Trust Co NA	1,169	$49.2K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Creative Financial Designs Inc	1,135	$47.8K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Pinnacle Bancorp, Inc.	275	$11.6K	0.0%	Core	Very Low	Beatrice, NE	2026-10-21
Nfsg Corp	88	$3.7K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15