FT Vest US Equity Moderate BGOCTETF
13F holders, Q2 2024 (June 30)48holders +4
8new positions
2sold out
1famous investor
$34.48avg. 13F price*
At the end of Q2 2024, 48 institutions reported holding FT Vest US Equity Moderate B (GOCT) in their 13F filings, up 4 from Q1 2024. 8 opened new positions and 2 sold out. The largest holders were Raymond James Financial Services Advisors, Inc. ($9.1M), Heck Capital Advisors, LLC ($5.7M) and Raymond James & Associates ($5.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740U695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.5M |
| Exits | 2 | $613K |
All 13F filers, Q1 2024 → Q2 2024: 124,068 shares bought and 306,735 shares sold, net −182,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -34.2% | 266,530 | $9.1M |
| Heck Capital Advisors, LLC | 0.71% | Reduce -5.2% | 166,454 | $5.7M |
| Raymond James & Associates | 0.00% | Reduce -22.0% | 166,210 | $5.7M |
| Americana Partners, LLC | 0.44% | Add +8.6% | 164,833 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.6% | 147,863 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.2% | 89,942 | $3.1M |
| Cetera Investment Advisers | 0.01% | Reduce -17.8% | 81,676 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.6% | 80,281 | $2.7M |
| Uptick Partners, LLC | 1.44% | No change | 56,175 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -2.2% | 50,761 | $1.7M |
| AE Wealth Management LLC | 0.02% | Reduce -16.5% | 45,435 | $1.5M |
| Captrust Financial Advisors | 0.00% | No change | 36,962 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 36,928 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.3% | 32,767 | $1.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +3.8% | 32,615 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.0% | 30,471 | $1.0M |
| City Holding Co. | 0.13% | No change | 25,480 | $869K |
| Old Mission Capital LLC | 0.02% | New | 24,766 | $845K |
| LPL Financial LLC | 0.00% | Add +0.5% | 18,257 | $623K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.1% | 17,993 | $614K |
| BCGM Wealth Management, LLC | 0.21% | Reduce -8.0% | 17,505 | $597K |
| Sage Capital Advisors,llc | 0.15% | Reduce -9.9% | 15,569 | $531K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 14,133 | $482K |
| Focus Partners Wealth | 0.00% | New | 13,606 | $464K |
| Beacon Financial Advisory LLC | 0.17% | No change | 13,540 | $462K |
| Atria Investments, Inc | 0.01% | New | 12,822 | $437K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 12,100 | $413K |
| Integrity Financial Corp | 0.19% | No change | 8,825 | $301K |
| Citadel Advisors | 0.00% | New | 8,785 | $300K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,224 | $280K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -12.3% | 7,045 | $240K |
| Keystone Wealth Services, LLC | 0.07% | No change | 6,847 | $233K |
| Marshall Financial Group, LLC | 0.06% | Reduce -0.1% | 6,737 | $230K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 6,473 | $221K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 6,236 | $213K |
| CoreCap Advisors, LLC | 0.02% | Add +66.2% | 5,742 | $196K |
| Anfield Capital Management, LLC | 0.08% | New | 4,795 | $164K |
| REAP Financial Group, LLC | 0.04% | Reduce -78.7% | 4,525 | $154K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.7% | 3,245 | $111K |
| IFP Advisors, Inc | 0.00% | No change | 1,646 | $56K |
| UBS Group AG | 0.00% | Add +483.5% | 1,132 | $39K |
| Principal Securities, Inc. | 0.00% | Reduce -60.0% | 600 | $20K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 530 | $18K |
| Caitlin John, LLC | 0.01% | Add +9.8% | 360 | $12K |
| Mather Group, Llc. | 0.00% | New | 278 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 208 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 200 | $7K |
| Archer Investment Corp | 0.00% | No change | 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.