IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Vest US Equity Moderate B (GSEP)

CUSIP: 33740U711 | NYSE | 193 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

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.2,217,25626.0%−296,364Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.2,217,256
26.0% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC621,878
0.0% of portfolio›$26.2M
Kestra Advisory Services, LLC274,394
0.0% of portfolio›$11.6M
First International Bank of Israel Ltd.144,500
2.5% of portfolio›$6.1M
US Bancorp \de\129,906
0.0% of portfolio›$5.5M
New Wave Wealth Advisors LLC119,525
1.3% of portfolio›$5.1M
HBW Advisory Services LLC107,703
0.4% of portfolio›$4.5M
Schulz Wealth, Ltd.94,847
1.9% of portfolio›$4.0M
Cambridge Investment Research Advisors, Inc.52,466
0.0% of portfolio›$2.2M
Founders Financial Securities LLC50,425
0.1% of portfolio›$2.1M
City Holding Co50,385
0.2% of portfolio›$2.1M
Concurrent Investment Advisors, LLC42,274
0.0% of portfolio›$1.8M
Ascentis Independent Advisors37,435
0.1% of portfolio›$1.6M
Kestra Private Wealth Services, LLC35,490
0.0% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC32,370
0.0% of portfolio›$476.7K
Kraematon Investment Advisors, Inc29,500
0.9% of portfolio›$1.2M
Truist Financial Corp28,071
0.0% of portfolio›$1.2M
Uptick Partners, LLC23,145
0.1% of portfolio›$974.9K
NorthCrest Asset Manangement, LLC21,138
0.0% of portfolio›$897.1K
Signal Advisors Wealth, LLC20,338
0.0% of portfolio›$856.6K
Diligent Investors, LLC16,665
0.2% of portfolio›$701.9K
Keystone Wealth Services, LLC16,634
0.1% of portfolio›$701.3K
Capital Investment Advisory Services, LLC14,968
0.0% of portfolio›$630.6K
Reap Financial Group, LLC14,466
0.1% of portfolio›$609.3K
Madrona Financial Services, LLC14,205
0.1% of portfolio›$598.3K
NWF Advisory Services Inc.13,850
0.1% of portfolio›$583.4K
Farther Finance Advisors, LLC12,703
0.0% of portfolio›$535.1K
Synergy Asset Management, LLC12,558
0.0% of portfolio›$528.9K
Americana Partners, LLC12,375
0.0% of portfolio›$521.2K
Prospera Financial Services Inc12,275
0.0% of portfolio›$515.6K
Elevation Point Wealth Partners, LLC11,835
0.0% of portfolio›$498.5K
Mosley Wealth Management11,768
0.1% of portfolio›$499.7K
CoreCap Advisors, LLC11,525
0.0% of portfolio›$485.4K
Grantvest Financial Group LLC10,975
0.3% of portfolio›$462.3K
MGO One Seven LLC10,766
0.0% of portfolio›$453.5K
Lanark Financial, Inc.10,515
0.0% of portfolio›$442.9K
Brookstone Capital Management9,249
0.0% of portfolio›$389.6K
Range Financial Group LLC9,052
0.1% of portfolio›$381.3K
BFI Wealth Solutions, LLC7,415
0.2% of portfolio›$312.3K
M Holdings Securities, Inc.7,400
0.1% of portfolio›$312.0K
Clear Creek Financial Management, LLC7,400
0.0% of portfolio›$311.7K
MBL Wealth, LLC7,400
0.0% of portfolio›$311.7K
Noble Wealth Management PBC7,385
0.1% of portfolio›$311.1K
Dhjj Financial Advisors, Ltd.7,121
0.1% of portfolio›$299.9K
Archer Investment Corp6,893
0.1% of portfolio›$290.4K
Legacy Solutions, LLC6,450
0.2% of portfolio›$271.7K
RFG Advisory, LLC6,432
0.0% of portfolio›$270.9K
B. Riley Wealth Advisors, Inc.6,000
0.0% of portfolio›$252.7K
Apollon Wealth Management, LLC5,754
0.0% of portfolio›$242.4K
Blue Bell Private Wealth Management, LLC3,300
0.0% of portfolio›$139.0K
POM Investment Strategies, LLC959
0.0% of portfolio›$40.4K
PFS Partners, LLC876
0.0% of portfolio›$36.9K
Elevated Capital Advisors, LLC478
0.0% of portfolio›$20.1K
Reicon Wealth Advisors, LLC369
0.0% of portfolio›$15.5K
Spire Wealth Management348
0.0% of portfolio›$14.7K
Tounjian Advisory Partners, LLC256
0.0% of portfolio›$10.8K
Lloyd Advisory Services, Llc.174
0.0% of portfolio›$7.3K
Networth Advisors, LLC133
0.0% of portfolio›$5.6K
Creative Financial Designs Inc88
0.0% of portfolio›$3.7K
Ashton Thomas Securities, LLC20
0.0% of portfolio›$850
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
621,878$26.2M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
274,394$11.6M0.0%CoreLowAustin, TX2026-11-02
First International Bank of Israel Ltd.
144,500$6.1M2.5%ETFMediumTel Aviv, Luxembourg2026-11-04
US Bancorp \de\
129,906$5.5M0.0%IndexLowMinneapolis, MN2026-11-05
New Wave Wealth Advisors LLC
119,525$5.1M1.3%CoreMediumSpringdale, AR2026-10-19
HBW Advisory Services LLC
107,703$4.5M0.4%ETFMediumSimi Valley, CA2026-10-15
Schulz Wealth, Ltd.
94,847$4.0M1.9%ETFVery LowMansfield, TX2026-11-03
Cambridge Investment Research Advisors, Inc.
52,466$2.2M0.0%ETFLowFairfield, IA2026-11-02
Founders Financial Securities LLC
50,425$2.1M0.1%ETFMediumTowson, MD2026-10-28
City Holding Co
50,385$2.1M0.2%CoreLowCharleston, WV2026-10-19
Concurrent Investment Advisors, LLC
42,274$1.8M0.0%GrowthMediumTampa, FL2026-10-16
Ascentis Independent Advisors
37,435$1.6M0.1%ETFLowDallas, TX2026-11-03
Kestra Private Wealth Services, LLC
35,490$1.5M0.0%GrowthLowAustin, TX2026-10-30
Wealth Enhancement Advisory Services, LLC
32,370$476.7K0.0%CoreLowPlymouth, MN2026-10-13
Kraematon Investment Advisors, Inc
29,500$1.2M0.9%MomentumLowBraintree, MA2026-11-02
Truist Financial Corp
28,071$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Uptick Partners, LLC
23,145$974.9K0.1%ETFLowNacogdoches, TX2026-11-04
NorthCrest Asset Manangement, LLC
21,138$897.1K0.0%GrowthLowPlymouth, MN2026-10-13
Signal Advisors Wealth, LLC
20,338$856.6K0.0%ETFLowDetroit, MI2026-10-13
Diligent Investors, LLC
16,665$701.9K0.2%CoreLowRedlands, CA2026-10-21
Keystone Wealth Services, LLC
16,634$701.3K0.1%ETFHighPalm Desert, CA2026-11-03
Capital Investment Advisory Services, LLC
14,968$630.6K0.0%CoreMediumRaleigh, NC2026-10-30
Reap Financial Group, LLC
14,466$609.3K0.1%ETFLowAustin, TX2026-11-02
Madrona Financial Services, LLC
14,205$598.3K0.1%ETFLowEverett, WA2026-10-23
NWF Advisory Services Inc.
13,850$583.4K0.1%GARPLowLos Angeles, CA2026-10-19
Farther Finance Advisors, LLC
12,703$535.1K0.0%IndexLowSan Francisco, CA2026-10-08
Synergy Asset Management, LLC
12,558$528.9K0.0%GrowthHighVancouver, WA2026-11-05
Americana Partners, LLC
12,375$521.2K0.0%CoreMediumHouston, TX2026-10-28
Prospera Financial Services Inc
12,275$515.6K0.0%CoreMediumDallas, TX2026-11-04
Elevation Point Wealth Partners, LLC
11,835$498.5K0.0%CoreHighDenver, CO2026-11-05
Mosley Wealth Management
11,768$499.7K0.1%ETFHighAnaheim, CA2026-10-16
CoreCap Advisors, LLC
11,525$485.4K0.0%ETFMediumSouthfield, MI2026-10-08
Grantvest Financial Group LLC
10,975$462.3K0.3%ETFLowMatawan, NJ2026-10-21
MGO One Seven LLC
10,766$453.5K0.0%GrowthLowBeachwood, OH2026-10-28
Lanark Financial, Inc.
10,515$442.9K0.0%CoreMediumBirmingham, AL2026-10-26
Brookstone Capital Management
9,249$389.6K0.0%ETFMediumWheaton, IL2026-10-22
Range Financial Group LLC
9,052$381.3K0.1%GARPMediumTigard, OR2026-10-21
BFI Wealth Solutions, LLC
7,415$312.3K0.2%ETFLowDallas, TX2026-10-16
M Holdings Securities, Inc.
7,400$312.0K0.1%ETFHighPortland, OR2026-11-03
Clear Creek Financial Management, LLC
7,400$311.7K0.0%ETFMediumSilverdale, WA2026-10-28
MBL Wealth, LLC
7,400$311.7K0.0%ETFLowCharlotte, NC2026-10-22
Noble Wealth Management PBC
7,385$311.1K0.1%YieldMediumGreenwood Village, CO2026-10-01
Dhjj Financial Advisors, Ltd.
7,121$299.9K0.1%ETFVery LowNaperville, IL2026-10-23
Archer Investment Corp
6,893$290.4K0.1%CoreMediumCarmel, IN2026-11-05
Legacy Solutions, LLC
6,450$271.7K0.2%ETFLowKennett Square, PA2026-10-07
RFG Advisory, LLC
6,432$270.9K0.0%ETFMediumBirmingham, AL2026-11-03
B. Riley Wealth Advisors, Inc.
6,000$252.7K0.0%GrowthLowMemphis, TN2026-10-13
Apollon Wealth Management, LLC
5,754$242.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Blue Bell Private Wealth Management, LLC
3,300$139.0K0.0%YieldVery LowBlue Bell, PA2026-10-29
POM Investment Strategies, LLC
959$40.4K0.0%ETFVery HighRaleigh, NC2026-10-20
PFS Partners, LLC
876$36.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
Elevated Capital Advisors, LLC
478$20.1K0.0%ETFMediumSandy, UT2026-11-04
Reicon Wealth Advisors, LLC
369$15.5K0.0%ETFLowAtlanta, GA2026-11-04
Spire Wealth Management
348$14.7K0.0%GrowthMediumMclean, VA2026-10-30
Tounjian Advisory Partners, LLC
256$10.8K0.0%GrowthHighFort Myers, FL2026-11-04
Lloyd Advisory Services, Llc.
174$7.3K0.0%ETFVery HighSuwanee, GA2026-11-02
Networth Advisors, LLC
133$5.6K0.0%ETFMediumCanonsburg, PA2026-11-03
Creative Financial Designs Inc
88$3.7K0.0%ETFMediumKokomo, IN2026-11-04
Ashton Thomas Securities, LLC
20$8500.0%ETFMediumRochester, NY2026-10-26
−296,364
No 13F filer matched