FT Vest US Equity Moderate BGOCTETF
13F holders, Q3 2024 (September 30)49holders +1
7new positions
7sold out
$34.69avg. 13F price*
At the end of Q3 2024, 49 institutions reported holding FT Vest US Equity Moderate B (GOCT) in their 13F filings, up 1 from Q2 2024. 7 opened new positions and 7 sold out. The largest holders were Americana Partners, LLC ($5.5M), Raymond James Financial Services Advisors, Inc. ($3.6M) and Steward Partners Investment Advisory, LLC ($3.1M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740U695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.1M |
| Exits | 7 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 115,717 shares bought and 688,996 shares sold, net −573,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Americana Partners, LLC | 0.38% | Reduce -3.0% | 159,799 | $5.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -60.6% | 104,890 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.0% | 88,162 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.7% | 69,302 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.6% | 64,215 | $2.2M |
| Raymond James & Associates | 0.00% | Reduce -64.7% | 58,711 | $2.0M |
| Uptick Partners, LLC | 0.76% | Reduce -8.0% | 51,695 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +0.5% | 50,994 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +28.7% | 47,524 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -1.9% | 44,592 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -0.0% | 36,947 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +6.9% | 35,041 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +83.2% | 32,971 | $1.1M |
| City Holding Co. | 0.15% | Add +25.9% | 32,080 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.4% | 25,180 | $873K |
| Old Mission Capital LLC | 0.02% | Reduce -12.4% | 21,700 | $753K |
| Cetera Investment Advisers | 0.00% | Reduce -75.9% | 19,693 | $683K |
| EPG Wealth Management LLC | 0.17% | Add +0.0% | 19,100 | $662K |
| LPL Financial LLC | 0.00% | No change | 18,257 | $633K |
| Arkadios Wealth Advisors | 0.03% | New | 17,600 | $610K |
| BCGM Wealth Management, LLC | 0.20% | No change | 17,505 | $607K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.7% | 15,504 | $538K |
| Sanctuary Advisors, LLC | 0.00% | New | 13,938 | $489K |
| Focus Partners Wealth | 0.00% | No change | 13,606 | $472K |
| Beacon Financial Advisory LLC | 0.16% | No change | 13,540 | $470K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.9% | 11,750 | $408K |
| Founders Financial Securities LLC | 0.03% | New | 9,977 | $346K |
| JPMorgan Chase & Co. | 0.00% | New | 8,874 | $308K |
| Integrity Financial Corp | 0.18% | Reduce -0.6% | 8,773 | $304K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,224 | $285K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -79.1% | 6,809 | $236K |
| Mutual Advisors, LLC | 0.01% | New | 6,747 | $234K |
| Marshall Financial Group, LLC | 0.05% | Reduce -2.0% | 6,602 | $229K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -4.4% | 6,547 | $227K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 6,473 | $225K |
| CoreCap Advisors, LLC | 0.01% | Add +8.9% | 6,253 | $217K |
| Foundations Investment Advisors, LLC | 0.00% | No change | 6,236 | $216K |
| Harbour Investments, Inc. | 0.00% | Add +28.7% | 4,177 | $145K |
| Anfield Capital Management, LLC | 0.05% | Reduce -23.0% | 3,691 | $128K |
| REAP Financial Group, LLC | 0.02% | Reduce -51.5% | 2,195 | $76K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,654 | $57K |
| IFP Advisors, Inc | 0.00% | No change | 1,646 | $57K |
| Caitlin John, LLC | 0.01% | Add +3.6% | 373 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -95.3% | 330 | $11K |
| Barclays PLC | 0.00% | New | 319 | $11K |
| Heck Capital Advisors, LLC | 0.00% | Reduce -99.9% | 224 | $8K |
| 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.