FT Vest US Equity Moderate BGOCTETF
13F holders, Q3 2025 (September 30)73holders −11
3new positions
13sold out
1famous investor
$38.31avg. 13F price*
At the end of Q3 2025, 73 institutions reported holding FT Vest US Equity Moderate B (GOCT) in their 13F filings, down 11 from Q2 2025. 3 opened new positions and 13 sold out. The largest holders were HFG Wealth Management, LLC ($21.5M), Bouchey Financial Group, Ltd. ($17.2M) and Raymond James Financial Inc. ($11.2M). 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 (Q3 2025)
- CUSIP
- 33740U695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $573K |
| Exits | 13 | $20.0M |
All 13F filers, Q2 2025 → Q3 2025: 156,171 shares bought and 780,179 shares sold, net −624,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| HFG Wealth Management, LLC | 11.71% | Add +4.5% | 562,396 | $21.5M |
| Bouchey Financial Group, Ltd. | 1.33% | Reduce -2.0% | 449,730 | $17.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.6% | 293,232 | $11.2M |
| Sequent Planning LLC | 2.96% | Reduce -0.9% | 272,143 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.4% | 140,983 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -7.6% | 139,340 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.8% | 104,251 | $4.0M |
| Midwest Financial Network, LLC | 2.70% | Reduce -10.8% | 86,885 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +79.6% | 85,021 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Add +3.9% | 70,747 | $2.7M |
| IFP Advisors, Inc | 0.07% | Add +3.5% | 69,829 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +1.3% | 65,707 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.5% | 64,034 | $2.4M |
| Uptick Partners, LLC | 0.46% | Reduce -2.6% | 45,865 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.4% | 44,134 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -1.0% | 43,033 | $1.6M |
| LPL Financial LLC | 0.00% | Add +32.6% | 39,037 | $1.5M |
| Captrust Financial Advisors | 0.00% | No change | 35,994 | $1.4M |
| City Holding Co. | 0.16% | No change | 32,325 | $1.2M |
| Founders Financial Securities LLC | 0.08% | Add +13.7% | 31,232 | $1.2M |
| Wood Tarver Financial Group, LLC | 0.33% | Reduce -0.2% | 29,616 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 26,653 | $1.0M |
| Old Mission Capital LLC | 0.04% | Add +94.6% | 26,249 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.5% | 24,315 | $932K |
| Schulz Wealth, LTD. | 0.61% | No change | 24,177 | $926K |
| Arkadios Wealth Advisors | 0.02% | No change | 21,010 | $805K |
| Alpha Financial Partners LLC | 0.52% | No change | 20,721 | $794K |
| Citadel Advisors | 0.00% | Add +19.4% | 19,342 | $741K |
| BCGM Wealth Management, LLC | 0.17% | No change | 17,505 | $671K |
| Royal Bank of Canada | 0.00% | Reduce -24.9% | 16,515 | $633K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.3% | 16,412 | $629K |
| Diligent Investors, LLC | 0.16% | No change | 16,300 | $625K |
| Triumph Capital Management | 0.16% | Add +0.5% | 15,835 | $607K |
| MML Investors Services, LLC | 0.00% | Reduce -2.2% | 15,666 | $600K |
| Mutual Advisors, LLC | 0.01% | Add +132.2% | 15,431 | $599K |
| Fortress Private Ledger, LLC | 0.20% | No change | 14,479 | $555K |
| Beacon Financial Advisory LLC | 0.12% | No change | 13,540 | $519K |
| Principal Securities, Inc. | 0.01% | Reduce -6.2% | 12,992 | $498K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 12,860 | $493K |
| Focus Partners Wealth | 0.00% | No change | 10,540 | $404K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -24.3% | 9,663 | $370K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.3% | 9,530 | $365K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 9,320 | $357K |
| CoreCap Advisors, LLC | 0.01% | Add +1.9% | 9,255 | $355K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,224 | $315K |
| FSB Premier Wealth Management, Inc. | 0.09% | No change | 7,206 | $276K |
| Mariner, LLC | 0.00% | No change | 6,750 | $259K |
| Marshall Financial Group, LLC | 0.05% | No change | 6,587 | $252K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 6,478 | $248K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -93.9% | 6,444 | $247K |
| AdvisorNet Financial, Inc | 0.01% | No change | 6,236 | $239K |
| Archer Investment Corp | 0.05% | Reduce -26.8% | 6,183 | $237K |
| Lanark Financial, Inc. | 0.02% | No change | 5,489 | $210K |
| Barclays PLC | 0.00% | Reduce -6.2% | 5,247 | $201K |
| Anfield Capital Management, LLC | 0.05% | No change | 4,024 | $154K |
| Integrity Financial Corp | 0.07% | Reduce -1.3% | 3,739 | $143K |
| JPMorgan Chase & Co. | 0.00% | New | 3,613 | $138K |
| Capital Analysts, LLC | 0.00% | Reduce -33.0% | 3,050 | $117K |
| IMG Wealth Management, Inc. | 0.08% | No change | 3,037 | $116K |
| UBS Group AG | 0.00% | Reduce -78.8% | 2,337 | $90K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 2,240 | $86K |
| REAP Financial Group, LLC | 0.02% | Reduce -0.9% | 2,158 | $83K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,009 | $77K |
| Noble Wealth Management PBC | 0.04% | — | 1,851 | $71K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 1,819 | $70K |
| Harbour Investments, Inc. | 0.00% | Reduce -44.4% | 1,499 | $57K |
| Spire Wealth Management | 0.00% | No change | 1,085 | $42K |
| MAI Capital Management | 0.00% | Reduce -81.5% | 1,036 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.1% | 701 | $27K |
| Cwm, LLC | 0.00% | No change | 560 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 320 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 208 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -76.5% | 50 | $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.