FT VEST US EQUITY MODERATE B GAUG
$41.41
-0.1% 52w: $36.21 – $41.44
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data36.2138.8241.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
104
-4 QoQ
13F value
$142.3M
+7.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GAUG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Arax Advisory Partners | Wealth advisor | 789.9K | $30.6M | 0.9% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 289.7K | $11.2M | 0.0% | -17.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 288.8K | $11.2M | 0.0% | -47.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 236.0K | $9.1M | 0.0% | +14.7% |
| Americana Partners, LLC | Other | 157.6K | $6.1M | 0.2% | -27.0% |
| MILESTONE ASSET MANAGEMENT, LLC | Wealth advisor | 144.3K | $5.6M | 1.0% | +7.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 123.4K | $4.8M | 0.0% | -0.4% |
| LPL Financial LLC | Bank broker | 112.1K | $4.3M | 0.0% | -0.6% |
| Horizon Investments, LLC | Diversified mechanical | 79.8K | $3.1M | 0.0% | +132.6% |
| MAI Capital Management | Wealth advisor | 79.5K | $3.1M | 0.0% | -27.1% |
| Cetera Investment Advisers | Wealth advisor | 78.6K | $3.0M | 0.0% | +2.1% |
| CITY HOLDING CO | Other | 66.6K | $2.6M | 0.3% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 58.4K | $2.3M | 0.0% | -24.6% |
| Sage Capital Advisors,llc ★2 | Fundamental diversified | 54.6K | $2.1M | 0.5% | -1.0% |
| Tanglewood Legacy Advisors, LLC | Wealth advisor | 54.1K | $2.1M | 0.8% | -0.1% |
| MGO ONE SEVEN LLC | Wealth advisor | 49.2K | $1.9M | 0.0% | -3.6% |
| ROYAL BANK OF CANADA | Bank broker | 48.0K | $1.9M | 0.0% | -4.6% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 47.5K | $1.8M | 0.0% | Held |
| Brookstone Capital Management | Wealth advisor | 43.9K | $1.7M | 0.0% | +0.8% |
| Chris Bulman Inc | Wealth advisor | 43.2K | $1.7M | 0.7% | +2.8% |
| WealthPlan Investment Management, LLC | Wealth advisor | 40.9K | $1.6M | 0.1% | -10.0% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 35.2K | $1.4M | 0.1% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 32.3K | $1.3M | 0.0% | +118.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 30.4K | $1.2M | 0.0% | Held |
| Concurrent Investment Advisors, LLC | Wealth advisor | 29.0K | $1.1M | 0.0% | +223.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 27.7K | $1.1M | 0.0% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 26.1K | $1.0M | 0.0% | -0.3% |
| Kovack Advisors, Inc. | Other | 23.4K | $905K | 0.0% | -1.9% |
| CreativeOne Wealth, LLC | Wealth advisor | 22.2K | $861K | 0.0% | Held |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 21.2K | $822K | 0.0% | -6.3% |
| Mutual Advisors, LLC | Wealth advisor | 21.1K | $817K | 0.0% | Held |
| UPTICK PARTNERS, LLC | Wealth advisor | 18.7K | $723K | 0.1% | Held |
| LVZ, Inc. | Wealth advisor | 18.0K | $695K | 0.1% | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 17.9K | $693K | 0.0% | Held |
| Kestra Investment Management, LLC | Wealth advisor | 17.6K | $681K | 0.0% | +34.7% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | Wealth advisor | 17.5K | $679K | 0.2% | Held |
| Wood Tarver Financial Group, LLC | Wealth advisor | 16.9K | $654K | 0.2% | +5.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 16.8K | $651K | 0.0% | +36.6% |
| WealthPLAN Partners, LLC | Wealth advisor | 16.3K | $631K | 0.1% | -33.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 16.2K | $628K | 0.0% | -13.9% |
| HRT FINANCIAL LP | Diversified mechanical | 14.9K | $575K | 0.0% | +174.5% |
| Savvy Advisors, Inc. | Wealth advisor | 13.4K | $520K | 0.0% | -3.0% |
| Anfield Capital Management, LLC | Wealth advisor | 12.8K | $495K | 0.1% | 0.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 12.7K | $491K | 0.0% | Held |
| Beacon Pointe Advisors, LLC | Wealth advisor | 12.6K | $487K | 0.0% | New |
| Bouchey Financial Group Ltd | Wealth advisor | 12.1K | $479K | 0.0% | -0.3% |
| Sunbelt Securities, Inc. | Diversified mechanical | 11.8K | $455K | 0.0% | -25.4% |
| Keystone Wealth Services, LLC | Wealth advisor | 10.4K | $403K | 0.1% | New |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 9.8K | $378K | 0.0% | -5.0% |
| US BANCORP \DE\ | Wealth advisor | 9.6K | $370K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.