FT Vest US Equity Moderate BGOCTETF
13F holders, Q4 2024 (December 31)80holders +31
30new positions
4sold out
$35.00avg. 13F price*
At the end of Q4 2024, 80 institutions reported holding FT Vest US Equity Moderate B (GOCT) in their 13F filings, up 31 from Q3 2024. 30 opened new positions and 4 sold out. The largest holders were Raymond James Financial Inc. ($30.6M), Private Client Services, LLC ($9.8M) and Sequent Planning LLC ($9.3M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740U695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $38.9M |
| Exits | 4 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,668,263 shares bought and 96,134 shares sold, net +1,572,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Raymond James Financial Inc. | 0.01% | — | 875,568 | $30.6M |
| Private Client Services, LLC | 5.24% | New | 278,853 | $9.8M |
| Sequent Planning LLC | 3.41% | New | 265,329 | $9.3M |
| Americana Partners, LLC | 0.27% | Add +19.0% | 190,222 | $6.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +140.7% | 166,773 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +104.5% | 131,349 | $4.6M |
| Advisory Services Network, LLC | 0.08% | New | 127,321 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +402.4% | 126,510 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +228.2% | 114,988 | $4.0M |
| Sunbelt Securities, Inc. | 0.33% | New | 106,344 | $3.7M |
| Midwest Financial Network, LLC | 3.86% | — | 106,080 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.2% | 87,970 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +32.4% | 67,535 | $2.4M |
| IFP Advisors, Inc | 0.07% | Add +3800.9% | 64,209 | $2.2M |
| Wedbush Securities Inc. | 0.08% | New | 63,100 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +186.6% | 56,434 | $2.0M |
| Uptick Partners, LLC | 0.65% | Reduce -0.4% | 51,465 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -2.3% | 43,577 | $1.5M |
| Captrust Financial Advisors | 0.00% | No change | 36,947 | $1.3M |
| Royal Bank of Canada | 0.00% | New | 34,705 | $1.2M |
| City Holding Co. | 0.16% | Add +2.5% | 32,875 | $1.1M |
| Flagstar Securities, Inc. | 0.27% | New | 31,487 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.34% | — | 28,680 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +83.7% | 28,476 | $996K |
| CreativeOne Wealth, LLC | 0.03% | Add +312.7% | 28,103 | $983K |
| Noble Wealth Management PBC | 0.67% | — | 27,380 | $958K |
| Schulz Wealth, LTD. | 0.65% | New | 24,177 | $846K |
| Arkadios Wealth Advisors | 0.04% | Add +15.1% | 20,250 | $709K |
| EPG Wealth Management LLC | 0.19% | Add +5.2% | 20,100 | $703K |
| LPL Financial LLC | 0.00% | Add +4.5% | 19,079 | $668K |
| HBW Advisory Services LLC | 0.07% | New | 18,905 | $661K |
| BlueChip Wealth Advisors LLC | 0.37% | New | 18,903 | $661K |
| BCGM Wealth Management, LLC | 0.19% | No change | 17,505 | $613K |
| Diligent Investors, LLC | 0.13% | New | 15,800 | $553K |
| MML Investors Services, LLC | 0.00% | New | 15,035 | $526K |
| Fortress Private Ledger, LLC | 0.31% | — | 14,585 | $510K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.3% | 14,264 | $508K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +21.4% | 14,260 | $499K |
| Principal Securities, Inc. | 0.01% | New | 13,857 | $485K |
| Founders Financial Securities LLC | 0.04% | Add +37.0% | 13,672 | $478K |
| Beacon Financial Advisory LLC | 0.15% | No change | 13,540 | $474K |
| Avantax Advisory Services, Inc. | 0.00% | New | 12,946 | $453K |
| Keystone Wealth Services, LLC | 0.11% | Add +78.7% | 11,702 | $409K |
| Old Mission Capital LLC | 0.01% | Reduce -47.6% | 11,368 | $398K |
| Focus Partners Wealth | 0.00% | Reduce -22.5% | 10,540 | $369K |
| Integrity Financial Corp | 0.21% | Add +17.1% | 10,269 | $359K |
| Jane Street Group, LLC | 0.00% | Reduce -78.8% | 10,057 | $352K |
| ORG Partners LLC | 0.05% | New | 10,000 | $350K |
| Alpha Financial Partners LLC | 0.27% | New | 9,707 | $340K |
| OneDigital Investment Advisors LLC | 0.00% | Add +39.1% | 9,002 | $315K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 8,440 | $295K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,224 | $288K |
| CoreCap Advisors, LLC | 0.01% | Add +20.3% | 7,519 | $263K |
| Anfield Capital Management, LLC | 0.09% | Add +100.2% | 7,391 | $259K |
| FSB Premier Wealth Management, Inc. | 0.10% | New | 7,206 | $252K |
| Marshall Financial Group, LLC | 0.06% | Add +7.6% | 7,106 | $249K |
| MAI Capital Management | 0.00% | New | 7,000 | $245K |
| Clark Capital Management Group, Inc. | 0.00% | New | 6,715 | $235K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.5% | 6,647 | $234K |
| Foundations Investment Advisors, LLC | 0.00% | Add +5.6% | 6,583 | $230K |
| Mariner, LLC | 0.00% | New | 6,450 | $226K |
| FWG Investments, LLC. | 0.16% | New | 5,929 | $207K |
| SageView Advisory Group, LLC | 0.01% | New | 5,757 | $201K |
| Creative Financial Designs Inc. | 0.02% | New | 5,725 | $200K |
| Harbour Investments, Inc. | 0.01% | Add +21.9% | 5,091 | $178K |
| Capital Analysts, LLC | 0.01% | New | 4,553 | $159K |
| IMG Wealth Management, Inc. | 0.10% | — | 3,037 | $106K |
| REAP Financial Group, LLC | 0.02% | Reduce -0.4% | 2,186 | $76K |
| Archer Investment Corp | 0.02% | Add +3339.7% | 2,167 | $76K |
| Barclays PLC | 0.00% | Add +503.8% | 1,926 | $67K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 1,680 | $59K |
| Tanglewood Legacy Advisors, LLC | 0.02% | New | 1,440 | $50K |
| Spire Wealth Management | 0.00% | New | 1,085 | $38K |
| Financial Network Wealth Advisors LLC | 0.06% | New | 954 | $33K |
| UBS Group AG | 0.00% | New | 904 | $32K |
| Caitlin John, LLC | 0.01% | No change | 373 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 330 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +60.0% | 320 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 208 | $7K |
| Lanark Financial, Inc. | 0.02% | — | 5 | $192 |
"% 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.