FT Vest US Equity Moderate BGOCTETF
13F holders, Q1 2025 (March 31)78holders −2
8new positions
9sold out
$34.43avg. 13F price*
At the end of Q1 2025, 78 institutions reported holding FT Vest US Equity Moderate B (GOCT) in their 13F filings, down 2 from Q4 2024. 8 opened new positions and 9 sold out. The largest holders were HFG Wealth Management, LLC ($18.6M), Raymond James Financial Inc. ($11.9M) and Harvest Investment Services, LLC ($11.1M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740U695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $31.2M |
| Exits | 9 | $8.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,014,097 shares bought and 1,231,392 shares sold, net −217,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| HFG Wealth Management, LLC | 11.24% | New | 530,230 | $18.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -60.4% | 346,492 | $11.9M |
| Harvest Investment Services, LLC | 3.08% | New | 321,923 | $11.1M |
| Sequent Planning LLC | 3.35% | Add +2.2% | 271,085 | $9.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -4.9% | 158,569 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.1% | 125,912 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.0% | 116,457 | $4.0M |
| Midwest Financial Network, LLC | 3.75% | Add +3.1% | 109,325 | $3.8M |
| Sunbelt Securities, Inc. | 0.31% | Reduce -4.0% | 102,144 | $3.5M |
| IFP Advisors, Inc | 0.08% | Add +16.7% | 74,943 | $2.6M |
| Advisory Services Network, LLC | 0.05% | Reduce -45.7% | 69,090 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 65,126 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -27.1% | 64,173 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.6% | 63,712 | $2.2M |
| Wedbush Securities Inc. | 0.07% | Reduce -6.1% | 59,239 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 55,614 | $1.9M |
| HBW Advisory Services LLC | 0.24% | Add +164.4% | 49,995 | $1.7M |
| Uptick Partners, LLC | 0.57% | Reduce -4.9% | 48,965 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -0.2% | 43,490 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -2.6% | 35,994 | $1.2M |
| City Holding Co. | 0.16% | No change | 32,875 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.33% | Add +3.4% | 29,659 | $1.0M |
| Flagstar Securities, Inc. | 0.26% | Reduce -6.3% | 29,513 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 28,459 | $977K |
| CreativeOne Wealth, LLC | 0.03% | No change | 28,103 | $965K |
| Founders Financial Securities LLC | 0.08% | Add +105.2% | 28,055 | $958K |
| Noble Wealth Management PBC | 0.62% | Reduce -3.3% | 26,486 | $909K |
| Royal Bank of Canada | 0.00% | Reduce -25.1% | 26,000 | $893K |
| Schulz Wealth, LTD. | 0.63% | No change | 24,177 | $830K |
| LPL Financial LLC | 0.00% | Add +22.7% | 23,407 | $804K |
| Arkadios Wealth Advisors | 0.03% | Add +8.7% | 22,010 | $756K |
| Alpha Financial Partners LLC | 0.57% | Add +113.5% | 20,721 | $711K |
| BlueChip Wealth Advisors LLC | 0.32% | No change | 18,903 | $649K |
| EPG Wealth Management LLC | 0.18% | Reduce -7.5% | 18,600 | $639K |
| BCGM Wealth Management, LLC | 0.18% | No change | 17,505 | $601K |
| Diligent Investors, LLC | 0.14% | Add +3.2% | 16,300 | $560K |
| Private Client Services, LLC | 0.27% | Reduce -94.3% | 15,964 | $548K |
| UBS Group AG | 0.00% | Add +1629.5% | 15,635 | $537K |
| MML Investors Services, LLC | 0.00% | No change | 15,035 | $516K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 14,831 | $509K |
| Fortress Private Ledger, LLC | 0.28% | Reduce -0.4% | 14,530 | $499K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 14,260 | $490K |
| Old Mission Capital LLC | 0.01% | Add +24.3% | 14,125 | $485K |
| Principal Securities, Inc. | 0.01% | No change | 13,857 | $485K |
| Beacon Financial Advisory LLC | 0.14% | No change | 13,540 | $465K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.8% | 13,145 | $451K |
| Keystone Wealth Services, LLC | 0.12% | Add +9.1% | 12,764 | $438K |
| Susquehanna International Group, LLP | 0.00% | New | 11,046 | $379K |
| Focus Partners Wealth | 0.00% | No change | 10,540 | $362K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -20.3% | 10,319 | $354K |
| ORG Partners LLC | 0.09% | No change | 10,000 | $344K |
| CoreCap Advisors, LLC | 0.01% | Add +20.1% | 9,032 | $310K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,002 | $309K |
| Archer Investment Corp | 0.08% | Add +290.4% | 8,459 | $290K |
| Janney Montgomery Scott LLC | 0.00% | New | 8,303 | $285K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,224 | $282K |
| FSB Premier Wealth Management, Inc. | 0.10% | No change | 7,206 | $247K |
| Mutual Advisors, LLC | 0.01% | No change | 6,647 | $227K |
| Marshall Financial Group, LLC | 0.05% | Reduce -7.1% | 6,602 | $227K |
| Mariner, LLC | 0.00% | No change | 6,450 | $221K |
| AdvisorNet Financial, Inc | 0.02% | New | 6,236 | $214K |
| Mgo One Seven LLC | 0.01% | New | 6,148 | $211K |
| MAI Capital Management | 0.00% | Reduce -18.2% | 5,729 | $197K |
| Creative Financial Designs Inc. | 0.02% | No change | 5,725 | $197K |
| Lanark Financial, Inc. | 0.02% | — | 5,489 | $188K |
| Integrity Financial Corp | 0.10% | Reduce -49.3% | 5,208 | $179K |
| Barclays PLC | 0.00% | Add +144.4% | 4,707 | $162K |
| Capital Analysts, LLC | 0.01% | No change | 4,553 | $156K |
| IMG Wealth Management, Inc. | 0.09% | No change | 3,037 | $104K |
| Harbour Investments, Inc. | 0.00% | Reduce -47.1% | 2,695 | $93K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Add +55.6% | 2,240 | $77K |
| REAP Financial Group, LLC | 0.02% | Reduce -0.4% | 2,177 | $75K |
| Financial Network Wealth Advisors LLC | 0.08% | Add +90.7% | 1,819 | $62K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,680 | $58K |
| Spire Wealth Management | 0.00% | No change | 1,085 | $37K |
| Farther Finance Advisors, LLC | 0.00% | New | 790 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 320 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 208 | $7K |
"% 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.