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FT Vest US Equity Moderate B (GNOV)

CUSIP: 33740U687 | NYSE | 170 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.2,175,34031.3%+136,957Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.2,175,340
31.3% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC329,689
0.0% of portfolio›$14.1M
Kestra Advisory Services, LLC226,205
0.0% of portfolio›$9.7M
Milestone Asset Management, LLC151,027
1.0% of portfolio›$6.5M
Pinnacle Wealth Management Group, Inc.93,420
1.8% of portfolio›$4.0M
Schulz Wealth, Ltd.87,545
1.8% of portfolio›$3.7M
City Holding Co69,015
0.3% of portfolio›$3.0M
Americana Partners, LLC54,108
0.0% of portfolio›$2.3M
Concurrent Investment Advisors, LLC53,149
0.0% of portfolio›$2.3M
Uptick Partners, LLC49,332
0.3% of portfolio›$2.1M
Founders Financial Securities LLC47,100
0.1% of portfolio›$2.0M
Reap Financial Group, LLC29,305
0.2% of portfolio›$1.3M
Sigma Planning Corp28,457
0.0% of portfolio›$1.2M
Kestra Private Wealth Services, LLC24,437
0.0% of portfolio›$1.0M
Farther Finance Advisors, LLC24,312
0.0% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC24,208
0.0% of portfolio›$245.8K
Cambridge Investment Research Advisors, Inc.21,717
0.0% of portfolio›$930.0K
Truist Financial Corp19,547
0.0% of portfolio›$836.8K
Ignite Planners, LLC19,213
0.1% of portfolio›$822.5K
NorthCrest Asset Manangement, LLC18,500
0.0% of portfolio›$796.6K
Brookstone Capital Management10,635
0.0% of portfolio›$455.3K
CoreCap Advisors, LLC10,194
0.0% of portfolio›$436.4K
International Assets Investment Management, LLC9,630
0.0% of portfolio›$412.6K
Avidian Wealth Enterprises, LLC8,829
0.0% of portfolio›$378.0K
Diligent Investors, LLC8,680
0.1% of portfolio›$371.6K
Chris Bulman Inc7,774
0.1% of portfolio›$332.8K
BFI Wealth Solutions, LLC7,234
0.2% of portfolio›$309.7K
E&G Advisors, LLC7,231
0.1% of portfolio›$309.6K
MGO One Seven LLC6,665
0.0% of portfolio›$285.3K
Apollon Wealth Management, LLC6,605
0.0% of portfolio›$282.8K
Grantvest Financial Group LLC6,439
0.2% of portfolio›$275.7K
Kestra Investment Management, LLC5,538
0.0% of portfolio›$237.1K
LVZ, Inc.5,300
0.0% of portfolio›$226.9K
Keystone Wealth Services, LLC5,274
0.0% of portfolio›$226.1K
Nations Financial Group Inc,5,000
0.0% of portfolio›$214.1K
Dhjj Financial Advisors, Ltd.4,378
0.1% of portfolio›$187.4K
Pinnacle Wealth Planning Services, Inc.3,975
0.0% of portfolio›$170.2K
Evolution Wealth Management Inc.2,614
0.1% of portfolio›$111.9K
IFP Advisors, Inc2,600
0.0% of portfolio›$111.3K
Noble Wealth Management PBC1,841
0.0% of portfolio›$78.8K
Fifth Third Bancorp1,428
0.0% of portfolio›$61.1K
Lanark Financial, Inc.1,336
0.0% of portfolio›$57.2K
Signature Equity Partners, LLC1,205
0.0% of portfolio›$51.6K
IMG Wealth Management, Inc.1,157
0.0% of portfolio›$49.5K
Financial Network Wealth Advisors LLC831
0.0% of portfolio›$35.6K
Creative Financial Designs Inc472
0.0% of portfolio›$20.2K
Archer Investment Corp442
0.0% of portfolio›$18.9K
Murphy & Mullick Capital Management Corp300
0.0% of portfolio›$12.8K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
329,689$14.1M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
226,205$9.7M0.0%CoreLowAustin, TX2026-11-02
Milestone Asset Management, LLC
151,027$6.5M1.0%GrowthHighPittsburgh, PA2026-10-15
Pinnacle Wealth Management Group, Inc.
93,420$4.0M1.8%ETFMediumPlymouth, MI2026-10-15
Schulz Wealth, Ltd.
87,545$3.7M1.8%ETFVery LowMansfield, TX2026-11-03
City Holding Co
69,015$3.0M0.3%CoreLowCharleston, WV2026-10-19
Americana Partners, LLC
54,108$2.3M0.0%CoreMediumHouston, TX2026-10-28
Concurrent Investment Advisors, LLC
53,149$2.3M0.0%GrowthMediumTampa, FL2026-10-16
Uptick Partners, LLC
49,332$2.1M0.3%ETFLowNacogdoches, TX2026-11-04
Founders Financial Securities LLC
47,100$2.0M0.1%ETFMediumTowson, MD2026-10-28
Reap Financial Group, LLC
29,305$1.3M0.2%ETFLowAustin, TX2026-11-02
Sigma Planning Corp
28,457$1.2M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Kestra Private Wealth Services, LLC
24,437$1.0M0.0%GrowthLowAustin, TX2026-10-30
Farther Finance Advisors, LLC
24,312$1.0M0.0%IndexLowSan Francisco, CA2026-10-08
Wealth Enhancement Advisory Services, LLC
24,208$245.8K0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
21,717$930.0K0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
19,547$836.8K0.0%CoreLowCharlotte, NC2026-10-30
Ignite Planners, LLC
19,213$822.5K0.1%CoreLowSan Clemente, CA2026-10-14
NorthCrest Asset Manangement, LLC
18,500$796.6K0.0%GrowthLowPlymouth, MN2026-10-13
Brookstone Capital Management
10,635$455.3K0.0%ETFMediumWheaton, IL2026-10-22
CoreCap Advisors, LLC
10,194$436.4K0.0%ETFMediumSouthfield, MI2026-10-08
International Assets Investment Management, LLC
9,630$412.6K0.0%CoreVery HighOrlando, FL2026-11-02
Avidian Wealth Enterprises, LLC
8,829$378.0K0.0%ETFLowHouston, TX2026-10-08
Diligent Investors, LLC
8,680$371.6K0.1%CoreLowRedlands, CA2026-10-21
Chris Bulman Inc
7,774$332.8K0.1%ETFLowRoseville, CA2026-10-20
BFI Wealth Solutions, LLC
7,234$309.7K0.2%ETFLowDallas, TX2026-10-16
E&G Advisors, LLC
7,231$309.6K0.1%ETFVery LowHouston, TX2026-10-13
MGO One Seven LLC
6,665$285.3K0.0%GrowthLowBeachwood, OH2026-10-28
Apollon Wealth Management, LLC
6,605$282.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Grantvest Financial Group LLC
6,439$275.7K0.2%ETFLowMatawan, NJ2026-10-21
Kestra Investment Management, LLC
5,538$237.1K0.0%ETFMediumAustin, TX2026-11-04
LVZ, Inc.
5,300$226.9K0.0%ETFLowHolland, MI2026-10-20
Keystone Wealth Services, LLC
5,274$226.1K0.0%ETFHighPalm Desert, CA2026-11-03
Nations Financial Group Inc,
5,000$214.1K0.0%CoreLowCedar Rapids, IA2026-11-05
Dhjj Financial Advisors, Ltd.
4,378$187.4K0.1%ETFVery LowNaperville, IL2026-10-23
Pinnacle Wealth Planning Services, Inc.
3,975$170.2K0.0%GARPLowMansfield, OH2026-10-27
Evolution Wealth Management Inc.
2,614$111.9K0.1%ETFMediumFort Myers, FL2026-10-28
IFP Advisors, Inc
2,600$111.3K0.0%GrowthLowTampa, FL2026-10-16
Noble Wealth Management PBC
1,841$78.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Fifth Third Bancorp
1,428$61.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Lanark Financial, Inc.
1,336$57.2K0.0%CoreMediumBirmingham, AL2026-10-26
Signature Equity Partners, LLC
1,205$51.6K0.0%GrowthMediumColumbus, OH2026-10-29
IMG Wealth Management, Inc.
1,157$49.5K0.0%ETFMediumJacksonville, FL2026-10-27
Financial Network Wealth Advisors LLC
831$35.6K0.0%ETFLowMurray, UT2026-10-28
Creative Financial Designs Inc
472$20.2K0.0%ETFMediumKokomo, IN2026-11-04
Archer Investment Corp
442$18.9K0.0%CoreMediumCarmel, IN2026-11-05
Murphy & Mullick Capital Management Corp
300$12.8K0.0%GrowthLowSmithtown, NY2026-11-02
+136,957
No 13F filer matched