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FT Vest US Equity Moderate B (GDEC)

CUSIP: 33740U679 | NYSE | 192 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.2,285,70424.4%+147,506Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.2,285,704
24.4% of class · Sep 30, 2026

Institutional Holders — Q3 2026

New Wave Wealth Advisors LLC226,252
2.4% of portfolio›$9.3M
Farther Finance Advisors, LLC129,957
0.0% of portfolio›$5.3M
Kestra Advisory Services, LLC121,051
0.0% of portfolio›$4.9M
Commonwealth Equity Services, LLC106,786
0.0% of portfolio›$4.4M
Americana Partners, LLC63,510
0.1% of portfolio›$2.6M
Summit Wealth Group LLC / Co54,295
0.1% of portfolio›$2.2M
Founders Financial Securities LLC49,167
0.1% of portfolio›$2.0M
Concurrent Investment Advisors, LLC38,612
0.0% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC30,983
0.0% of portfolio›$234.3K
Cambridge Investment Research Advisors, Inc.30,354
0.0% of portfolio›$1.2M
MGO One Seven LLC30,006
0.0% of portfolio›$1.2M
Avidian Wealth Enterprises, LLC26,051
0.0% of portfolio›$1.1M
NorthCrest Asset Manangement, LLC25,271
0.0% of portfolio›$1.0M
Triumph Capital Management25,000
0.2% of portfolio›$1.0M
Bullseye Investment Management, LLC24,986
0.5% of portfolio›$1.0M
Uptick Partners, LLC19,854
0.1% of portfolio›$809.9K
Kestra Private Wealth Services, LLC19,170
0.0% of portfolio›$782.0K
BFI Wealth Solutions, LLC18,498
0.5% of portfolio›$754.6K
HBW Advisory Services LLC17,052
0.1% of portfolio›$695.6K
Reap Financial Group, LLC16,182
0.1% of portfolio›$660.2K
Pinnacle Wealth Planning Services, Inc.15,830
0.1% of portfolio›$645.8K
LVZ, Inc.14,608
0.1% of portfolio›$595.9K
Madrona Financial Services, LLC14,515
0.1% of portfolio›$592.1K
Truist Financial Corp13,624
0.0% of portfolio›$555.8K
Prime Capital Investment Advisors, LLC11,583
0.0% of portfolio›$472.5K
CoreCap Advisors, LLC10,933
0.0% of portfolio›$446.0K
Brookstone Capital Management10,780
0.0% of portfolio›$439.8K
Dhjj Financial Advisors, Ltd.8,849
0.1% of portfolio›$361.0K
Reicon Wealth Advisors, LLC8,154
0.2% of portfolio›$332.6K
Diligent Investors, LLC7,500
0.1% of portfolio›$306.0K
Chris Bulman Inc7,432
0.1% of portfolio›$303.2K
Archer Investment Corp6,870
0.1% of portfolio›$280.3K
Signal Advisors Wealth, LLC6,151
0.0% of portfolio›$250.9K
Grantvest Financial Group LLC6,053
0.1% of portfolio›$246.9K
Integras Partners LLC6,000
0.1% of portfolio›$244.8K
Robertson Stephens Wealth Management, LLC5,781
0.0% of portfolio›$235.8K
IFP Advisors, Inc3,042
0.0% of portfolio›$124.1K
Spire Wealth Management2,500
0.0% of portfolio›$102.0K
Compass Financial Management LLC2,445
0.0% of portfolio›$99.7K
Trust Co of Vermont1,987
0.0% of portfolio›$81.1K
Noble Wealth Management PBC1,900
0.0% of portfolio›$77.5K
Ashton Thomas Private Wealth, LLC977
0.0% of portfolio›$39.9K
Creative Financial Designs Inc935
0.0% of portfolio›$38.1K
Signature Equity Partners, LLC600
0.0% of portfolio›$24.5K
Financial Network Wealth Advisors LLC531
0.0% of portfolio›$21.7K
Tounjian Advisory Partners, LLC159
0.0% of portfolio›$6.5K
Assetmark, Inc40
0.0% of portfolio›$1.6K
Lloyd Advisory Services, Llc.20
0.0% of portfolio›$816
StyleTurnoverLocationFiled
New Wave Wealth Advisors LLC
226,252$9.3M2.4%CoreMediumSpringdale, AR2026-10-19
Farther Finance Advisors, LLC
129,957$5.3M0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Advisory Services, LLC
121,051$4.9M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
106,786$4.4M0.0%ETFLowWaltham, MA2026-11-02
Americana Partners, LLC
63,510$2.6M0.1%CoreMediumHouston, TX2026-10-28
Summit Wealth Group LLC / Co
54,295$2.2M0.1%ETFHighColorado Springs, CO2026-10-29
Founders Financial Securities LLC
49,167$2.0M0.1%ETFMediumTowson, MD2026-10-28
Concurrent Investment Advisors, LLC
38,612$1.6M0.0%GrowthMediumTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
30,983$234.3K0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
30,354$1.2M0.0%ETFLowFairfield, IA2026-11-02
MGO One Seven LLC
30,006$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Avidian Wealth Enterprises, LLC
26,051$1.1M0.0%ETFLowHouston, TX2026-10-08
NorthCrest Asset Manangement, LLC
25,271$1.0M0.0%GrowthLowPlymouth, MN2026-10-13
Triumph Capital Management
25,000$1.0M0.2%ETFMediumDenver, CO2026-10-14
Bullseye Investment Management, LLC
24,986$1.0M0.5%ETFVery HighCincinnati, OH2026-10-29
Uptick Partners, LLC
19,854$809.9K0.1%ETFLowNacogdoches, TX2026-11-04
Kestra Private Wealth Services, LLC
19,170$782.0K0.0%GrowthLowAustin, TX2026-10-30
BFI Wealth Solutions, LLC
18,498$754.6K0.5%ETFLowDallas, TX2026-10-16
HBW Advisory Services LLC
17,052$695.6K0.1%ETFMediumSimi Valley, CA2026-10-15
Reap Financial Group, LLC
16,182$660.2K0.1%ETFLowAustin, TX2026-11-02
Pinnacle Wealth Planning Services, Inc.
15,830$645.8K0.1%GARPLowMansfield, OH2026-10-27
LVZ, Inc.
14,608$595.9K0.1%ETFLowHolland, MI2026-10-20
Madrona Financial Services, LLC
14,515$592.1K0.1%ETFLowEverett, WA2026-10-23
Truist Financial Corp
13,624$555.8K0.0%CoreLowCharlotte, NC2026-10-30
Prime Capital Investment Advisors, LLC
11,583$472.5K0.0%ETFLowOverland Park, KS2026-10-20
CoreCap Advisors, LLC
10,933$446.0K0.0%ETFMediumSouthfield, MI2026-10-08
Brookstone Capital Management
10,780$439.8K0.0%ETFMediumWheaton, IL2026-10-22
Dhjj Financial Advisors, Ltd.
8,849$361.0K0.1%ETFVery LowNaperville, IL2026-10-23
Reicon Wealth Advisors, LLC
8,154$332.6K0.2%ETFLowAtlanta, GA2026-11-04
Diligent Investors, LLC
7,500$306.0K0.1%CoreLowRedlands, CA2026-10-21
Chris Bulman Inc
7,432$303.2K0.1%ETFLowRoseville, CA2026-10-20
Archer Investment Corp
6,870$280.3K0.1%CoreMediumCarmel, IN2026-11-05
Signal Advisors Wealth, LLC
6,151$250.9K0.0%ETFLowDetroit, MI2026-10-13
Grantvest Financial Group LLC
6,053$246.9K0.1%ETFLowMatawan, NJ2026-10-21
Integras Partners LLC
6,000$244.8K0.1%CoreLowAlpharetta, GA2026-10-30
Robertson Stephens Wealth Management, LLC
5,781$235.8K0.0%ETFMediumSan Francisco, CA2026-10-16
IFP Advisors, Inc
3,042$124.1K0.0%GrowthLowTampa, FL2026-10-16
Spire Wealth Management
2,500$102.0K0.0%GrowthMediumMclean, VA2026-10-30
Compass Financial Management LLC
2,445$99.7K0.0%CoreN/ATampa, FL2026-10-30
Trust Co of Vermont
1,987$81.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Noble Wealth Management PBC
1,900$77.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
Ashton Thomas Private Wealth, LLC
977$39.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Creative Financial Designs Inc
935$38.1K0.0%ETFMediumKokomo, IN2026-11-04
Signature Equity Partners, LLC
600$24.5K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Network Wealth Advisors LLC
531$21.7K0.0%ETFLowMurray, UT2026-10-28
Tounjian Advisory Partners, LLC
159$6.5K0.0%GrowthHighFort Myers, FL2026-11-04
Assetmark, Inc
40$1.6K0.0%ETFLowConcord, CA2026-10-21
Lloyd Advisory Services, Llc.
20$8160.0%ETFVery HighSuwanee, GA2026-11-02
+147,506
No 13F filer matched