FT Vest US Equity Moderate B (GJUL)

CUSIP: 33740U661 | NYSE | 236 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.	1,960,460	23.2%	New 5%+ stake	Jun 30, 2026	No 13F filer matched

13G/AFirst Trust Portfolios L.P.1,960,460

23.2% of class · Jun 30, 2026

Institutional Holders — Q3 2026

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Kestra Advisory Services, LLC204,868

0.0% of portfolio$9.1M

Commonwealth Equity Services, LLC204,429

0.0% of portfolio$9.1M

Truist Financial Corp105,858

0.0% of portfolio$4.7M

Schulz Wealth, Ltd.101,040

2.1% of portfolio$4.5M

Cambridge Investment Research Advisors, Inc.77,259

0.0% of portfolio$3.4M

Dagco, Inc.69,846

0.5% of portfolio$3.1M

Park Avenue Securities LLC53,579

0.0% of portfolio$2.4M

Founders Financial Securities LLC51,428

0.1% of portfolio$2.3M

Avantra Family Wealth, Inc.44,403

1.2% of portfolio$2.0M

Concurrent Investment Advisors, LLC40,611

0.0% of portfolio$1.8M

Kestra Investment Management, LLC36,106

0.0% of portfolio$1.6M

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors34,000

0.1% of portfolio$1.5M

Elevation Point Wealth Partners, LLC32,992

0.0% of portfolio$1.5M

Americana Partners, LLC28,617

0.0% of portfolio$1.3M

Diligent Investors, LLC27,283

0.3% of portfolio$1.2M

E&G Advisors, LLC26,870

0.2% of portfolio$1.2M

City Holding Co22,400

0.1% of portfolio$998.1K

Avidian Wealth Enterprises, LLC19,826

0.0% of portfolio$883.5K

Uptick Partners, LLC19,601

0.1% of portfolio$873.5K

Seven Hills Financial, LLC17,498

0.5% of portfolio$779.8K

Capital Asset Advisory Services LLC16,406

0.0% of portfolio$731.6K

Keystone Wealth Services, LLC15,099

0.1% of portfolio$672.7K

McKinley Carter Wealth Services, Inc.13,889

0.0% of portfolio$619.0K

Daymark Wealth Partners, LLC13,450

0.0% of portfolio$599.4K

Wealth Enhancement Advisory Services, LLC12,799

0.0% of portfolio$574.8K

Prospera Financial Services Inc11,913

0.0% of portfolio$529.1K

Norden Group LLC10,434

0.0% of portfolio$465.0K

Brookstone Capital Management10,386

0.0% of portfolio$462.9K

CoreCap Advisors, LLC10,055

0.0% of portfolio$448.1K

Ascentis Independent Advisors10,000

0.0% of portfolio$445.6K

Archer Investment Corp9,451

0.1% of portfolio$421.2K

Kestra Private Wealth Services, LLC8,805

0.0% of portfolio$392.4K

Reap Financial Group, LLC8,593

0.1% of portfolio$382.9K

Range Financial Group LLC8,113

0.1% of portfolio$361.5K

MGO One Seven LLC8,106

0.0% of portfolio$361.2K

MBL Wealth, LLC8,000

0.0% of portfolio$356.5K

M Holdings Securities, Inc.8,000

0.1% of portfolio$357.0K

Chicago Partners Investment Group LLC7,418

0.0% of portfolio$330.2K

Ergawealth Advisors, Inc.7,369

0.1% of portfolio$328.4K

Dhjj Financial Advisors, Ltd.7,282

0.1% of portfolio$324.5K

Farther Finance Advisors, LLC6,735

0.0% of portfolio$300.1K

XY Planning Network, Inc.6,257

0.0% of portfolio$278.8K

Hartford Financial Management Inc.6,215

0.1% of portfolio$277.0K

Chris Bulman Inc6,205

0.1% of portfolio$276.5K

Next Level Private LLC6,110

0.1% of portfolio$272.3K

Grantvest Financial Group LLC5,770

0.1% of portfolio$257.1K

Koshinski Asset Management, Inc.5,440

0.0% of portfolio$242.4K

BFI Wealth Solutions, LLC5,300

0.2% of portfolio$236.2K

Ferguson Shapiro LLC5,179

0.1% of portfolio$230.8K

Spire Wealth Management4,923

0.0% of portfolio$219.4K

StoneX Group Inc.4,877

0.0% of portfolio$217.3K

First Heartland Consultants, Inc.4,843

0.0% of portfolio$215.8K

PKS Advisory Services, LLC4,821

0.0% of portfolio$209.7K

Independent Financial Group, LLC4,745

0.0% of portfolio$211.5K

Financial Network Wealth Advisors LLC3,832

0.2% of portfolio$170.8K

Triumph Capital Management3,561

0.0% of portfolio$158.7K

Reicon Wealth Advisors, LLC3,243

0.1% of portfolio$144.5K

Creative Financial Designs Inc2,841

0.0% of portfolio$126.6K

Tounjian Advisory Partners, LLC2,731

0.1% of portfolio$121.7K

Murphy & Mullick Capital Management Corp1,525

0.0% of portfolio$68.0K

Blue Bell Private Wealth Management, LLC1,307

0.0% of portfolio$58.2K

IFP Advisors, Inc1,142

0.0% of portfolio$50.9K

Noble Wealth Management PBC800

0.0% of portfolio$35.7K

Buck Wealth Strategies, LLC750

0.0% of portfolio$33.4K

Pinnacle Wealth Planning Services, Inc.228

0.0% of portfolio$10.2K

Assetmark, Inc25

0.0% of portfolio$1.1K

Compass Financial Management LLC5

0.0% of portfolio$223

				Style	Turnover	Location	Filed
Kestra Advisory Services, LLC	204,868	$9.1M	0.0%	Core	Low	Austin, TX	2026-11-02
Commonwealth Equity Services, LLC	204,429	$9.1M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Truist Financial Corp	105,858	$4.7M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Schulz Wealth, Ltd.	101,040	$4.5M	2.1%	ETF	Very Low	Mansfield, TX	2026-11-03
Cambridge Investment Research Advisors, Inc.	77,259	$3.4M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Dagco, Inc.	69,846	$3.1M	0.5%	ETF	Very Low	Westlake, OH	2026-10-20
Park Avenue Securities LLC	53,579	$2.4M	0.0%	ETF	Medium	New York, NY	2026-10-26
Founders Financial Securities LLC	51,428	$2.3M	0.1%	ETF	Medium	Towson, MD	2026-10-28
Avantra Family Wealth, Inc.	44,403	$2.0M	1.2%	Core	Medium	Mechanicsburg, PA	2026-10-20
Concurrent Investment Advisors, LLC	40,611	$1.8M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Kestra Investment Management, LLC	36,106	$1.6M	0.0%	ETF	Medium	Austin, TX	2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	34,000	$1.5M	0.1%	ETF	Medium	Westlake, OH	2026-10-14
Elevation Point Wealth Partners, LLC	32,992	$1.5M	0.0%	Core	High	Denver, CO	2026-11-05
Americana Partners, LLC	28,617	$1.3M	0.0%	Core	Medium	Houston, TX	2026-10-28
Diligent Investors, LLC	27,283	$1.2M	0.3%	Core	Low	Redlands, CA	2026-10-21
E&G Advisors, LLC	26,870	$1.2M	0.2%	ETF	Very Low	Houston, TX	2026-10-13
City Holding Co	22,400	$998.1K	0.1%	Core	Low	Charleston, WV	2026-10-19
Avidian Wealth Enterprises, LLC	19,826	$883.5K	0.0%	ETF	Low	Houston, TX	2026-10-08
Uptick Partners, LLC	19,601	$873.5K	0.1%	ETF	Low	Nacogdoches, TX	2026-11-04
Seven Hills Financial, LLC	17,498	$779.8K	0.5%	ETF	N/A	Tallahassee, FL	2026-10-13
Capital Asset Advisory Services LLC	16,406	$731.6K	0.0%	ETF	Low	Williamston, MI	2026-10-30
Keystone Wealth Services, LLC	15,099	$672.7K	0.1%	ETF	High	Palm Desert, CA	2026-11-03
McKinley Carter Wealth Services, Inc.	13,889	$619.0K	0.0%	ETF	Medium	Wheeling, WV	2026-10-16
Daymark Wealth Partners, LLC	13,450	$599.4K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
Wealth Enhancement Advisory Services, LLC	12,799	$574.8K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Prospera Financial Services Inc	11,913	$529.1K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Norden Group LLC	10,434	$465.0K	0.0%	Growth	Medium	Provo, UT	2026-10-20
Brookstone Capital Management	10,386	$462.9K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
CoreCap Advisors, LLC	10,055	$448.1K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Ascentis Independent Advisors	10,000	$445.6K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Archer Investment Corp	9,451	$421.2K	0.1%	Core	Medium	Carmel, IN	2026-11-05
Kestra Private Wealth Services, LLC	8,805	$392.4K	0.0%	Growth	Low	Austin, TX	2026-10-30
Reap Financial Group, LLC	8,593	$382.9K	0.1%	ETF	Low	Austin, TX	2026-11-02
Range Financial Group LLC	8,113	$361.5K	0.1%	GARP	Medium	Tigard, OR	2026-10-21
MGO One Seven LLC	8,106	$361.2K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
MBL Wealth, LLC	8,000	$356.5K	0.0%	ETF	Low	Charlotte, NC	2026-10-22
M Holdings Securities, Inc.	8,000	$357.0K	0.1%	ETF	High	Portland, OR	2026-11-03
Chicago Partners Investment Group LLC	7,418	$330.2K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Ergawealth Advisors, Inc.	7,369	$328.4K	0.1%	ETF	Medium	Oak Brook, IL	2026-10-21
Dhjj Financial Advisors, Ltd.	7,282	$324.5K	0.1%	ETF	Very Low	Naperville, IL	2026-10-23
Farther Finance Advisors, LLC	6,735	$300.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
XY Planning Network, Inc.	6,257	$278.8K	0.0%	ETF	Low	Bozeman, MT	2026-10-14
Hartford Financial Management Inc.	6,215	$277.0K	0.1%	Core	Low	West Hartford, CT	2026-10-21
Chris Bulman Inc	6,205	$276.5K	0.1%	ETF	Low	Roseville, CA	2026-10-20
Next Level Private LLC	6,110	$272.3K	0.1%	Core	Very Low	Harrison, NY	2026-10-20
Grantvest Financial Group LLC	5,770	$257.1K	0.1%	ETF	Low	Matawan, NJ	2026-10-21
Koshinski Asset Management, Inc.	5,440	$242.4K	0.0%	ETF	Low	Decatur, IL	2026-10-29
BFI Wealth Solutions, LLC	5,300	$236.2K	0.2%	ETF	Low	Dallas, TX	2026-10-16
Ferguson Shapiro LLC	5,179	$230.8K	0.1%	ETF	High	Decatur, GA	2026-10-16
Spire Wealth Management	4,923	$219.4K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
StoneX Group Inc.	4,877	$217.3K	0.0%	ETF	Medium	New York, NY	2026-11-03
First Heartland Consultants, Inc.	4,843	$215.8K	0.0%	ETF	Medium	Lake St. Louis, MO	2026-10-08
PKS Advisory Services, LLC	4,821	$209.7K	0.0%	ETF	Medium	Albany, NY	2026-10-26
Independent Financial Group, LLC	4,745	$211.5K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Financial Network Wealth Advisors LLC	3,832	$170.8K	0.2%	ETF	Low	Murray, UT	2026-10-28
Triumph Capital Management	3,561	$158.7K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Reicon Wealth Advisors, LLC	3,243	$144.5K	0.1%	ETF	Low	Atlanta, GA	2026-11-04
Creative Financial Designs Inc	2,841	$126.6K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Tounjian Advisory Partners, LLC	2,731	$121.7K	0.1%	Growth	High	Fort Myers, FL	2026-11-04
Murphy & Mullick Capital Management Corp	1,525	$68.0K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
Blue Bell Private Wealth Management, LLC	1,307	$58.2K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
IFP Advisors, Inc	1,142	$50.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Noble Wealth Management PBC	800	$35.7K	0.0%	Yield	Medium	Greenwood Village, CO	2026-10-01
Buck Wealth Strategies, LLC	750	$33.4K	0.0%	Value	Medium	Denver, CO	2026-10-28
Pinnacle Wealth Planning Services, Inc.	228	$10.2K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Assetmark, Inc	25	$1.1K	0.0%	ETF	Low	Concord, CA	2026-10-21
Compass Financial Management LLC	5	$223	0.0%	Core	N/A	Tampa, FL	2026-10-30