FT Vest US Equity Moderate B (GFEB)

CUSIP: 33740U737 | NYSE | 205 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.	2,070,486	25.0%	+137,207	Sep 30, 2026	No 13F filer matched

13G/AFirst Trust Portfolios L.P.2,070,486

25.0% of class · Sep 30, 2026

Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC229,042

0.0% of portfolio$10.3M

LPL Financial LLC177,990

0.0% of portfolio$8.0M

Milestone Asset Management, LLC143,392

1.0% of portfolio$6.5M

Kestra Advisory Services, LLC138,317

0.0% of portfolio$6.2M

First International Bank of Israel Ltd.130,000

2.4% of portfolio$5.9M

Atria Investments, Inc118,655

0.1% of portfolio$5.3M

Truist Financial Corp110,286

0.0% of portfolio$5.0M

Clear Creek Financial Management, LLC88,269

0.3% of portfolio$4.0M

Founders Financial Securities LLC62,064

0.1% of portfolio$2.8M

Cambridge Investment Research Advisors, Inc.61,469

0.0% of portfolio$2.8M

Madrona Financial Services, LLC51,525

0.4% of portfolio$2.3M

MGO One Seven LLC49,712

0.0% of portfolio$2.2M

City Holding Co44,410

0.2% of portfolio$2.0M

Concurrent Investment Advisors, LLC38,316

0.0% of portfolio$1.7M

Brookstone Capital Management36,027

0.0% of portfolio$1.6M

Chris Bulman Inc35,880

0.6% of portfolio$1.6M

Range Financial Group LLC35,873

0.4% of portfolio$1.6M

Keystone Wealth Services, LLC29,313

0.2% of portfolio$1.3M

Wealth Enhancement Advisory Services, LLC21,051

0.0% of portfolio$547.2K

Diligent Investors, LLC17,475

0.2% of portfolio$787.3K

Uptick Partners, LLC16,240

0.1% of portfolio$731.7K

Kestra Private Wealth Services, LLC14,625

0.0% of portfolio$658.9K

IMG Wealth Management, Inc.12,828

0.3% of portfolio$577.9K

Cooper Financial Group12,331

0.0% of portfolio$555.5K

Farther Finance Advisors, LLC11,357

0.0% of portfolio$511.6K

Diversify Wealth Management, LLC10,466

0.0% of portfolio$474.1K

Diversify Advisory Services, LLC10,466

0.0% of portfolio$474.1K

Ifrah Financial Services, Inc.10,313

0.1% of portfolio$464.6K

CoreCap Advisors, LLC9,922

0.0% of portfolio$447.0K

PKS Advisory Services, LLC9,746

0.1% of portfolio$429.1K

StoneX Group Inc.9,336

0.0% of portfolio$420.4K

Prospera Financial Services Inc9,070

0.0% of portfolio$408.4K

NorthCrest Asset Manangement, LLC8,961

0.0% of portfolio$405.6K

Kingswood Wealth Advisors, LLC8,133

0.0% of portfolio$366.4K

Schulz Wealth, Ltd.7,548

0.2% of portfolio$340.1K

Valtinson Bruner Financial Planning LLC7,431

0.1% of portfolio$334.8K

Nations Financial Group Inc,7,031

0.0% of portfolio$316.8K

Dhjj Financial Advisors, Ltd.6,789

0.1% of portfolio$305.9K

Mayfair Advisory Group, LLC6,759

0.1% of portfolio$304.5K

Adamsbrown Wealth Consultants LLC6,606

0.1% of portfolio$297.6K

Financial Network Wealth Advisors LLC6,514

0.3% of portfolio$293.5K

Compass Financial Services Inc6,503

0.1% of portfolio$293.0K

Beacon Financial Advisory LLC6,455

0.1% of portfolio$290.8K

Lifestyle Asset Management, Inc.5,595

0.1% of portfolio$252.1K

Silverlake Wealth Management LLC5,200

0.0% of portfolio$234.3K

BFI Wealth Solutions, LLC4,938

0.2% of portfolio$222.5K

Sovran Advisors, LLC4,829

0.0% of portfolio$218.9K

FWG Investments, Llc.4,546

0.1% of portfolio$204.8K

Barclays PLC4,483

0.0% of portfolio$202.0K

Triumph Capital Management3,296

0.0% of portfolio$148.5K

Reicon Wealth Advisors, LLC2,950

0.1% of portfolio$132.9K

Evolution Wealth Management Inc.2,253

0.1% of portfolio$101.5K

Murphy & Mullick Capital Management Corp1,450

0.0% of portfolio$65.3K

Archer Investment Corp1,382

0.0% of portfolio$62.3K

Signature Equity Partners, LLC735

0.0% of portfolio$33.1K

Wilkerson Advisory Group LLC712

0.0% of portfolio$32.1K

Reap Financial Group, LLC579

0.0% of portfolio$26.1K

CX Institutional264

0.0% of portfolio$12

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	229,042	$10.3M	0.0%	ETF	Low	Waltham, MA	2026-11-02
LPL Financial LLC	177,990	$8.0M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Milestone Asset Management, LLC	143,392	$6.5M	1.0%	Growth	High	Pittsburgh, PA	2026-10-15
Kestra Advisory Services, LLC	138,317	$6.2M	0.0%	Core	Low	Austin, TX	2026-11-02
First International Bank of Israel Ltd.	130,000	$5.9M	2.4%	ETF	Medium	Tel Aviv, Luxembourg	2026-11-04
Atria Investments, Inc	118,655	$5.3M	0.1%	Core	Medium	Charlotte, NC	2026-10-15
Truist Financial Corp	110,286	$5.0M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Clear Creek Financial Management, LLC	88,269	$4.0M	0.3%	ETF	Medium	Silverdale, WA	2026-10-28
Founders Financial Securities LLC	62,064	$2.8M	0.1%	ETF	Medium	Towson, MD	2026-10-28
Cambridge Investment Research Advisors, Inc.	61,469	$2.8M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Madrona Financial Services, LLC	51,525	$2.3M	0.4%	ETF	Low	Everett, WA	2026-10-23
MGO One Seven LLC	49,712	$2.2M	0.0%	Growth	Low	Beachwood, OH	2026-10-28
City Holding Co	44,410	$2.0M	0.2%	Core	Low	Charleston, WV	2026-10-19
Concurrent Investment Advisors, LLC	38,316	$1.7M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Brookstone Capital Management	36,027	$1.6M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Chris Bulman Inc	35,880	$1.6M	0.6%	ETF	Low	Roseville, CA	2026-10-20
Range Financial Group LLC	35,873	$1.6M	0.4%	GARP	Medium	Tigard, OR	2026-10-21
Keystone Wealth Services, LLC	29,313	$1.3M	0.2%	ETF	High	Palm Desert, CA	2026-11-03
Wealth Enhancement Advisory Services, LLC	21,051	$547.2K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Diligent Investors, LLC	17,475	$787.3K	0.2%	Core	Low	Redlands, CA	2026-10-21
Uptick Partners, LLC	16,240	$731.7K	0.1%	ETF	Low	Nacogdoches, TX	2026-11-04
Kestra Private Wealth Services, LLC	14,625	$658.9K	0.0%	Growth	Low	Austin, TX	2026-11-06
IMG Wealth Management, Inc.	12,828	$577.9K	0.3%	ETF	Medium	Jacksonville, FL	2026-10-27
Cooper Financial Group	12,331	$555.5K	0.0%	Growth	Medium	Irvine, CA	2026-10-07
Farther Finance Advisors, LLC	11,357	$511.6K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Diversify Wealth Management, LLC	10,466	$474.1K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	10,466	$474.1K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Ifrah Financial Services, Inc.	10,313	$464.6K	0.1%	ETF	Low	Little Rock, AR	2026-10-13
CoreCap Advisors, LLC	9,922	$447.0K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
PKS Advisory Services, LLC	9,746	$429.1K	0.1%	ETF	Medium	Albany, NY	2026-10-26
StoneX Group Inc.	9,336	$420.4K	0.0%	ETF	Medium	New York, NY	2026-11-03
Prospera Financial Services Inc	9,070	$408.4K	0.0%	Core	Medium	Dallas, TX	2026-11-04
NorthCrest Asset Manangement, LLC	8,961	$405.6K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
Kingswood Wealth Advisors, LLC	8,133	$366.4K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Schulz Wealth, Ltd.	7,548	$340.1K	0.2%	ETF	Very Low	Mansfield, TX	2026-11-03
Valtinson Bruner Financial Planning LLC	7,431	$334.8K	0.1%	ETF	Low	New Brighton, MN	2026-11-02
Nations Financial Group Inc,	7,031	$316.8K	0.0%	Core	Low	Cedar Rapids, IA	2026-11-05
Dhjj Financial Advisors, Ltd.	6,789	$305.9K	0.1%	ETF	Very Low	Naperville, IL	2026-10-23
Mayfair Advisory Group, LLC	6,759	$304.5K	0.1%	ETF	Low	Birmingham, AL	2026-10-20
Adamsbrown Wealth Consultants LLC	6,606	$297.6K	0.1%	ETF	Low	Wichita, KS	2026-10-20
Financial Network Wealth Advisors LLC	6,514	$293.5K	0.3%	ETF	Low	Murray, UT	2026-10-28
Compass Financial Services Inc	6,503	$293.0K	0.1%	ETF	Low	West Des Moines, IA	2026-11-06
Beacon Financial Advisory LLC	6,455	$290.8K	0.1%	ETF	Low	Cleveland, OH	2026-10-16
Lifestyle Asset Management, Inc.	5,595	$252.1K	0.1%	ETF	High	Friendswood, TX	2026-10-20
Silverlake Wealth Management LLC	5,200	$234.3K	0.0%	ETF	Low	Williston, VT	2026-10-21
BFI Wealth Solutions, LLC	4,938	$222.5K	0.2%	ETF	Low	Dallas, TX	2026-10-16
Sovran Advisors, LLC	4,829	$218.9K	0.0%	ETF	Medium	San Diego, CA	2026-11-02
FWG Investments, Llc.	4,546	$204.8K	0.1%	ETF	Medium	Lexington, KY	2026-11-03
Barclays PLC	4,483	$202.0K	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Triumph Capital Management	3,296	$148.5K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Reicon Wealth Advisors, LLC	2,950	$132.9K	0.1%	ETF	Low	Atlanta, GA	2026-11-04
Evolution Wealth Management Inc.	2,253	$101.5K	0.1%	ETF	Medium	Fort Myers, FL	2026-10-28
Murphy & Mullick Capital Management Corp	1,450	$65.3K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
Archer Investment Corp	1,382	$62.3K	0.0%	Core	Medium	Carmel, IN	2026-11-05
Signature Equity Partners, LLC	735	$33.1K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Wilkerson Advisory Group LLC	712	$32.1K	0.0%	ETF	Medium	Columbia, MO	2026-10-20
Reap Financial Group, LLC	579	$26.1K	0.0%	ETF	Low	Austin, TX	2026-11-02
CX Institutional	264	$12	0.0%	Core	Medium	Auburn, IN	2026-10-02