FT Vest US Equity Moderate BGOCTETF
13F holders, Q2 2025 (June 30)84holders +6
9new positions
2sold out
1famous investor
$36.21avg. 13F price*
At the end of Q2 2025, 84 institutions reported holding FT Vest US Equity Moderate B (GOCT) in their 13F filings, up 6 from Q1 2025. 9 opened new positions and 2 sold out. The largest holders were HFG Wealth Management, LLC ($18.5M), Bouchey Financial Group, Ltd. ($16.8M) and Raymond James Financial Inc. ($12.0M). 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 2025)
- CUSIP
- 33740U695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $21.6M |
| Exits | 2 | $2.1M |
All 13F filers, Q1 2025 → Q2 2025: 652,967 shares bought and 239,012 shares sold, net +413,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| HFG Wealth Management, LLC | 11.27% | Add +1.5% | 538,297 | $18.5M |
| Bouchey Financial Group, Ltd. | 1.40% | New | 459,160 | $16.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.3% | 328,020 | $12.0M |
| Harvest Investment Services, LLC | 2.49% | Reduce -5.4% | 304,630 | $11.1M |
| Sequent Planning LLC | 3.18% | Add +1.4% | 274,754 | $10.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -4.9% | 150,765 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.0% | 111,841 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.1% | 105,665 | $3.9M |
| Sunbelt Securities, Inc. | 0.33% | Add +4.1% | 106,344 | $3.7M |
| Midwest Financial Network, LLC | 3.53% | Reduce -10.9% | 97,411 | $3.6M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.4% | 68,119 | $2.5M |
| IFP Advisors, Inc | 0.07% | Reduce -10.0% | 67,463 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +4.1% | 66,341 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 64,854 | $2.4M |
| Wedbush Securities Inc. | 0.08% | No change | 59,239 | $2.2M |
| HBW Advisory Services LLC | 0.26% | Add +13.9% | 56,959 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -24.1% | 48,714 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -14.9% | 47,344 | $1.7M |
| Uptick Partners, LLC | 0.49% | Reduce -3.8% | 47,115 | $1.7M |
| Victory Financial Group, LLC | 0.26% | New | 45,153 | $1.7M |
| Foundations Investment Advisors, LLC | 0.03% | New | 43,485 | $1.6M |
| Captrust Financial Advisors | 0.00% | No change | 35,994 | $1.3M |
| City Holding Co. | 0.15% | Reduce -1.7% | 32,325 | $1.2M |
| Wood Tarver Financial Group, LLC | 0.33% | Add +0.0% | 29,672 | $1.1M |
| LPL Financial LLC | 0.00% | Add +25.8% | 29,438 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +163.6% | 29,112 | $1.1M |
| Founders Financial Securities LLC | 0.08% | Reduce -2.1% | 27,473 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.3% | 27,231 | $995K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -13.0% | 24,443 | $894K |
| Schulz Wealth, LTD. | 0.66% | No change | 24,177 | $884K |
| Royal Bank of Canada | 0.00% | Reduce -15.4% | 22,000 | $804K |
| Arkadios Wealth Advisors | 0.02% | Reduce -4.5% | 21,010 | $768K |
| Alpha Financial Partners LLC | 0.55% | No change | 20,721 | $758K |
| BCGM Wealth Management, LLC | 0.18% | No change | 17,505 | $640K |
| BlueChip Wealth Advisors LLC | 0.26% | Reduce -7.6% | 17,458 | $638K |
| Janney Montgomery Scott LLC | 0.00% | Add +98.2% | 16,460 | $602K |
| Diligent Investors, LLC | 0.14% | No change | 16,300 | $596K |
| Citadel Advisors | 0.00% | New | 16,205 | $592K |
| MML Investors Services, LLC | 0.00% | Add +6.6% | 16,024 | $586K |
| Triumph Capital Management | 0.17% | New | 15,758 | $576K |
| Fortress Private Ledger, LLC | 0.24% | Reduce -0.3% | 14,479 | $529K |
| Principal Securities, Inc. | 0.01% | No change | 13,857 | $507K |
| Beacon Financial Advisory LLC | 0.13% | No change | 13,540 | $495K |
| Old Mission Capital LLC | 0.01% | Reduce -4.5% | 13,489 | $493K |
| Sanctuary Advisors, LLC | 0.00% | No change | 13,145 | $481K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.8% | 12,860 | $470K |
| Keystone Wealth Services, LLC | 0.11% | No change | 12,764 | $467K |
| Flagstar Securities, Inc. | 0.12% | Reduce -59.5% | 11,951 | $437K |
| UBS Group AG | 0.00% | Reduce -29.6% | 11,013 | $403K |
| Focus Partners Wealth | 0.00% | No change | 10,540 | $385K |
| ORG Partners LLC | 0.08% | No change | 10,000 | $365K |
| CoreCap Advisors, LLC | 0.01% | Add +0.6% | 9,083 | $332K |
| Archer Investment Corp | 0.07% | Reduce -0.2% | 8,443 | $309K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,224 | $301K |
| Mgo One Seven LLC | 0.01% | Add +32.5% | 8,148 | $298K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -46.8% | 7,886 | $288K |
| FSB Premier Wealth Management, Inc. | 0.09% | No change | 7,206 | $263K |
| Mutual Advisors, LLC | 0.01% | No change | 6,647 | $247K |
| Mariner, LLC | 0.00% | Add +4.7% | 6,750 | $247K |
| Marshall Financial Group, LLC | 0.05% | Reduce -0.2% | 6,587 | $241K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -28.0% | 6,478 | $237K |
| Advyzon Investment Management, LLC | 0.05% | New | 6,388 | $234K |
| AdvisorNet Financial, Inc | 0.01% | No change | 6,236 | $228K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -41.7% | 6,015 | $220K |
| Private Client Services, LLC | 0.08% | Reduce -63.2% | 5,875 | $215K |
| Creative Financial Designs Inc. | 0.02% | No change | 5,725 | $209K |
| Barclays PLC | 0.00% | Add +18.8% | 5,592 | $204K |
| MAI Capital Management | 0.00% | Reduce -2.5% | 5,586 | $204K |
| Lanark Financial, Inc. | 0.02% | No change | 5,489 | $200K |
| Capital Analysts, LLC | 0.01% | No change | 4,553 | $166K |
| Anfield Capital Management, LLC | 0.05% | New | 4,024 | $147K |
| Integrity Financial Corp | 0.07% | Reduce -27.3% | 3,787 | $138K |
| IMG Wealth Management, Inc. | 0.09% | No change | 3,037 | $111K |
| Harbour Investments, Inc. | 0.00% | No change | 2,695 | $99K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 2,240 | $82K |
| REAP Financial Group, LLC | 0.02% | No change | 2,177 | $80K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 1,819 | $66K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,680 | $61K |
| Spire Wealth Management | 0.00% | No change | 1,085 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.3% | 709 | $26K |
| Cwm, LLC | 0.00% | New | 560 | $20K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 320 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | New | 213 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 208 | $8K |
"% 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.