FT VEST US EQUITY MODERATE B GFEB
$44.00
+0.0% 52w: $38.12 – $44.05
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data38.1241.0944.05
Jun 20, 2025 Jul 2, 2026
Institutional holders
109
+1 QoQ
13F value
$188.6M
+27.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GFEB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Bank broker | 493.4K | $20.3M | 0.0% | +42.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 318.6K | $13.1M | 0.0% | +31.3% |
| Cetera Investment Advisers | Wealth advisor | 293.4K | $12.1M | 0.0% | +12.7% |
| HighTower Advisors, LLC | Diversified mechanical | 245.9K | $10.1M | 0.0% | +961.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 231.6K | $9.5M | 0.0% | -1.3% |
| LPL Financial LLC | Bank broker | 176.9K | $7.3M | 0.0% | +77.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 149.7K | $6.1M | 0.0% | +41.9% |
| Mariner, LLC | Diversified mechanical | 137.6K | $5.7M | 0.0% | +9.7% |
| MILESTONE ASSET MANAGEMENT, LLC | Wealth advisor | 132.7K | $5.5M | 1.0% | +6.7% |
| First International Bank of Israel Ltd. | Wealth advisor | 130.0K | $5.3M | 1.6% | Held |
| Atria Investments, Inc | Wealth advisor | 125.8K | $5.2M | 0.1% | +7.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 116.8K | $4.8M | 0.0% | +321.6% |
| ODonnell Financial Services, LLC | Wealth advisor | 114.6K | $4.7M | 1.6% | +6.3% |
| Sunbelt Securities, Inc. | Diversified mechanical | 105.2K | $4.3M | 0.3% | -1.0% |
| Clear Creek Financial Management, LLC | Wealth advisor | 96.4K | $4.0M | 0.3% | -8.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 95.0K | $3.9M | 0.0% | +15.6% |
| Tanglewood Legacy Advisors, LLC | Wealth advisor | 89.8K | $3.7M | 1.3% | +32.2% |
| MAI Capital Management | Wealth advisor | 79.3K | $3.3M | 0.0% | +298.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 73.1K | $3.0M | 0.0% | +37.5% |
| MGO ONE SEVEN LLC | Wealth advisor | 66.8K | $2.7M | 0.1% | +374.7% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 64.5K | $2.7M | 0.3% | -13.7% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 57.3K | $2.4M | 0.1% | +9.8% |
| SMART Wealth LLC | Wealth advisor | 57.7K | $2.4M | 0.7% | -10.0% |
| Madrona Financial Services, LLC | Wealth advisor | 51.5K | $2.1M | 0.5% | New |
| CITY HOLDING CO | Other | 47.6K | $2.0M | 0.2% | -1.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 44.0K | $1.8M | 0.0% | +39.1% |
| Arkadios Wealth Advisors | Wealth advisor | 41.4K | $1.7M | 0.0% | +10.6% |
| CreativeOne Wealth, LLC | Wealth advisor | 41.4K | $1.7M | 0.0% | +27.2% |
| Range Financial Group LLC | Other | 39.5K | $1.6M | 0.5% | +201.6% |
| Brookstone Capital Management | Wealth advisor | 38.9K | $1.6M | 0.0% | +7.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 38.6K | $1.6M | 0.0% | -0.8% |
| Chris Bulman Inc | Wealth advisor | 38.4K | $1.6M | 0.7% | +9.6% |
| Keystone Wealth Services, LLC | Wealth advisor | 33.2K | $1.4M | 0.3% | New |
| American Alpha Advisors, LLC | Wealth advisor | 33.0K | $1.4M | 0.8% | +0.7% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 31.9K | $1.3M | 0.0% | +341.9% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 30.9K | $1.3M | 0.0% | +10.1% |
| Arete Wealth Advisors, LLC | Wealth advisor | 25.9K | $1.1M | 0.1% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 24.7K | $1.0M | 0.0% | +112.5% |
| Waverly Advisors, LLC | Wealth advisor | 22.8K | $936K | 0.0% | -3.5% |
| Plotkin Financial Advisors, LLC | Wealth advisor | 22.5K | $926K | 0.5% | Held |
| Wood Tarver Financial Group, LLC | Wealth advisor | 20.0K | $821K | 0.2% | -0.3% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 19.6K | $806K | 0.0% | Held |
| Diligent Investors, LLC | Other | 19.0K | $782K | 0.2% | +16.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 17.6K | $721K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 17.4K | $714K | 0.0% | +16.7% |
| Commonwealth Financial Services, LLC | Wealth advisor | 16.1K | $663K | 0.1% | +26.9% |
| Prospera Financial Services Inc | Diversified mechanical | 14.9K | $614K | 0.0% | -0.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 14.1K | $578K | 0.0% | +63.7% |
| Mutual Advisors, LLC | Wealth advisor | 13.3K | $547K | 0.0% | +42.6% |
| UPTICK PARTNERS, LLC | Wealth advisor | 12.9K | $529K | 0.1% | +80.1% |
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.