FT Vest US Equity Moderate BGOCTETF
13F holders, Q1 2024 (March 31)44holders
$33.43avg. 13F price*
At the end of Q1 2024, 44 institutions reported holding FT Vest US Equity Moderate B (GOCT) in their 13F filings. The largest holders were Raymond James Financial Services Advisors, Inc. ($13.5M), Raymond James & Associates ($7.1M) and Heck Capital Advisors, LLC ($5.9M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740U695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $23.8M |
| Exits | 4 | $18.4M |
Ownership 44 holders
| Raymond James Financial Services Advisors, Inc. | 0.02% | New | 405,155 | $13.5M |
| Raymond James & Associates | 0.00% | New | 213,163 | $7.1M |
| Heck Capital Advisors, LLC | 0.90% | Add +1.0% | 175,666 | $5.9M |
| Americana Partners, LLC | 0.42% | Reduce -14.2% | 151,818 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +110.4% | 144,072 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +1268.8% | 99,390 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -82.7% | 89,724 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.6% | 85,075 | $2.8M |
| Uptick Partners, LLC | 1.43% | No change | 56,175 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -23.7% | 54,393 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -6.8% | 51,922 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 38,693 | $1.3M |
| Captrust Financial Advisors | 0.00% | No change | 36,962 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | New | 31,431 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -36.0% | 31,431 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +15.6% | 27,302 | $913K |
| City Holding Co. | 0.13% | No change | 25,480 | $852K |
| EPG Wealth Management LLC | 0.18% | No change | 22,450 | $751K |
| REAP Financial Group, LLC | 0.19% | No change | 21,248 | $710K |
| BCGM Wealth Management, LLC | 0.23% | No change | 19,017 | $636K |
| LPL Financial LLC | 0.00% | New | 18,164 | $607K |
| Sage Capital Advisors,llc | 0.17% | New | 17,276 | $578K |
| Signal Advisors Wealth, LLC | 0.14% | New | 16,705 | $558K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.3% | 14,433 | $482K |
| InterOcean Capital Group, LLC | 0.01% | No change | 13,606 | $455K |
| Beacon Financial Advisory LLC | 0.22% | No change | 13,540 | $453K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 12,100 | $405K |
| Integrity Financial Corp | 0.20% | No change | 8,825 | $295K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,224 | $275K |
| Concourse Financial Group Securities, Inc. | 0.02% | No change | 8,038 | $269K |
| Keystone Wealth Services, LLC | 0.07% | No change | 6,847 | $229K |
| Marshall Financial Group, LLC | 0.06% | Add +2.2% | 6,746 | $226K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,473 | $216K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -30.1% | 6,236 | $208K |
| CoreCap Advisors, LLC | 0.01% | New | 3,455 | $116K |
| Harbour Investments, Inc. | 0.00% | Reduce -21.1% | 3,369 | $113K |
| IFP Advisors, Inc | 0.00% | No change | 1,646 | $55K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 1,700 | $55K |
| Principal Securities, Inc. | 0.00% | Reduce -11.8% | 1,500 | $50K |
| Caitlin John, LLC | 0.01% | Reduce -2.1% | 328 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 208 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 200 | $7K |
| UBS Group AG | 0.00% | Reduce -71.9% | 194 | $6K |
| Archer Investment Corp | 0.00% | Reduce -98.4% | 63 | $2K |
"% of holder's portfolio" is GOCT's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.