FT Vest US Equity Moderate BGOCTETF

13F holders, Q4 2025 (December 31)
108holders +35
35new positions
4sold out
$39.29avg. 13F price*

At the end of Q4 2025, 108 institutions reported holding FT Vest US Equity Moderate B (GOCT) in their 13F filings, up 35 from Q3 2025. 35 opened new positions and 4 sold out. The largest holders were HFG Wealth Management, LLC ($22.0M), Raymond James Financial Inc. ($19.7M) and Bouchey Financial Group, Ltd. ($17.6M).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 2025)
CUSIP
33740U695
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 44Q1 2024Q2 2024: 48Q2 2024Q3 2024: 49Q3 2024Q4 2024: 80Q4 2024Q1 2025: 78Q1 2025Q2 2025: 84Q2 2025Q3 2025: 73Q3 2025Q4 2025: 108Q4 2025Q1 2026: 106Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions35$24.9M
Exits4$1.2M

All 13F filers, Q3 2025 → Q4 2025: 1,416,469 shares bought and 182,909 shares sold, net +1,233,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 108 holders

HFG Wealth Management, LLC 12.13% Reduce -0.4% 560,072 $22.0M
Raymond James Financial Inc. 0.01% Add +71.0% 501,350 $19.7M
Bouchey Financial Group, Ltd. 1.32% Reduce -0.2% 448,716 $17.6M
Sequent Planning LLC 2.32% Reduce -14.7% 232,226 $9.1M
Kestra Advisory Services, LLC 0.03% Add +49.4% 208,236 $8.2M
Osaic Holdings, Inc. 0.01% Add +173.4% 175,081 $6.9M
Commonwealth Equity Services, LLC 0.01% Add +63.2% 170,103 $6.7M
Cetera Investment Advisers 0.01% Add +81.5% 154,282 $6.1M
Envestnet Asset Management Inc. 0.00% Add +3.9% 146,410 $5.8M
Advisory Services Network, LLC 0.07% Add +82.1% 128,835 $5.1M
Americana Partners, LLC 0.13% New 119,842 $4.7M
Sagespring Wealth Partners, LLC 0.09% New 119,371 $4.7M
Private Client Services, LLC 1.14% New 92,767 $3.6M
Corus Family Wealth Advisors 2.82% New 89,939 $3.5M
Truist Financial Corp. 0.00% Add +6.4% 69,889 $2.7M
Midwest Financial Network, LLC 1.99% Reduce -24.4% 65,696 $2.6M
LPL Financial LLC 0.00% Add +40.1% 54,686 $2.1M
Uptick Partners, LLC 0.42% Add +8.1% 49,588 $1.9M
Steward Partners Investment Advisory, LLC 0.01% Add +8.0% 47,684 $1.9M
Foundations Investment Advisors, LLC 0.02% Reduce -0.3% 42,892 $1.7M
Schulz Wealth, LTD. 1.06% Add +74.0% 42,065 $1.7M
Range Financial Group LLC 0.57% New 41,664 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +45.2% 38,699 $1.5M
Captrust Financial Advisors 0.00% No change 35,994 $1.4M
Wood Tarver Financial Group, LLC 0.39% Add +19.9% 35,504 $1.4M
Janney Montgomery Scott LLC 0.00% Add +112.8% 34,925 $1.4M
Founders Financial Securities LLC 0.08% Add +11.6% 34,842 $1.4M
City Holding Co. 0.16% Add +2.0% 32,985 $1.3M
Old Mission Capital LLC 0.05% Add +18.5% 31,112 $1.2M
Royal Bank of Canada 0.00% Add +83.6% 30,319 $1.2M
CreativeOne Wealth, LLC 0.03% Add +9.5% 26,625 $1.0M
Susquehanna International Group, LLP 0.00% Add +178.5% 26,539 $1.0M
FWG Investments, LLC. 0.53% New 21,370 $840K
Arkadios Wealth Advisors 0.02% Reduce -3.3% 20,310 $798K
MML Investors Services, LLC 0.00% Add +25.2% 19,611 $771K
Alpha Financial Partners LLC 0.45% Reduce -8.5% 18,951 $745K
Wealth Enhancement Advisory Services, LLC 0.00% New 18,511 $733K
Diligent Investors, LLC 0.17% Add +9.2% 17,800 $699K
MAI Capital Management 0.00% Add +1605.4% 17,668 $694K
BCGM Wealth Management, LLC 0.18% No change 17,505 $688K
Kestra Private Wealth Services, LLC 0.01% Add +34.5% 17,300 $680K
Harbour Investments, Inc. 0.01% Add +959.2% 15,878 $624K
Mutual Advisors, LLC 0.01% Add +0.8% 15,559 $611K
Keating Financial Advisory Services, Inc. 0.08% — 15,326 $602K
Fortress Private Ledger, LLC 0.18% Reduce -2.1% 14,172 $557K
Clear Creek Financial Management, LLC 0.04% New 13,878 $545K
LVZ, Inc. 0.06% New 12,858 $505K
Mariner, LLC 0.00% Add +80.0% 12,150 $477K
REAP Financial Group, LLC 0.10% Add +460.9% 12,104 $476K
Beacon Financial Advisory LLC 0.11% Reduce -11.1% 12,040 $473K
Principal Securities, Inc. 0.01% Reduce -14.3% 11,128 $437K
Focus Partners Wealth 0.00% Reduce -4.1% 10,110 $397K
Insigneo Advisory Services, LLC 0.03% New 9,821 $386K
CoreCap Advisors, LLC 0.01% Add +4.2% 9,643 $379K
Archer Investment Corp 0.08% Add +54.2% 9,532 $375K
IFP Advisors, Inc 0.01% Reduce -86.4% 9,517 $374K
Elevation Point Wealth Partners, LLC 0.02% No change 9,320 $366K
Vestmark Advisory Solutions, Inc. 0.00% New 9,320 $366K
Tanglewood Legacy Advisors, LLC 0.14% Add +312.4% 9,237 $363K
RFG Advisory, LLC 0.01% New 9,046 $355K
GTS Securities LLC 0.01% New 8,609 $338K
Pinnacle Family Advisors, LLC 0.15% New 8,585 $337K
Rehmann Capital Advisory Group 0.02% No change 8,224 $323K
FSB Premier Wealth Management, Inc. 0.10% Add +13.2% 8,158 $321K
Sunbelt Securities, Inc. 0.02% Add +11.8% 7,203 $283K
Silver Oak Securities, Incorporated 0.02% New 7,077 $279K
Marshall Financial Group, LLC 0.05% No change 6,587 $259K
OneDigital Investment Advisors LLC 0.00% No change 6,478 $255K
Rovin Capital /Ut/ 0.07% New 6,297 $247K
AdvisorNet Financial, Inc 0.01% No change 6,236 $245K
PKS Advisory Services, LLC 0.06% New 6,220 $244K
Sowell Financial Services LLC 0.01% New 5,754 $226K
Nations Financial Group Inc, /Ia/ 0.01% New 5,575 $219K
Lanark Financial, Inc. 0.02% No change 5,489 $216K
Ignite Planners, LLC 0.03% New 5,273 $209K
Mgo One Seven LLC 0.00% New 5,254 $206K
Quad-Cities Investment Group, LLC 0.08% New 5,180 $204K
Barclays PLC 0.00% Reduce -3.2% 5,081 $200K
Integrity Financial Corp 0.10% Add +34.7% 5,038 $198K
Anfield Capital Management, LLC 0.04% Reduce -16.1% 3,376 $133K
Capital Analysts, LLC 0.00% No change 3,050 $120K
IMG Wealth Management, Inc. 0.08% No change 3,037 $119K
Reicon Wealth Advisors, LLC 0.07% — 2,347 $92K
Pinnacle Bancorp, Inc. 0.02% New 1,926 $76K
Financial Network Wealth Advisors LLC 0.07% No change 1,819 $71K
Camelot Portfolios, LLC 0.04% New 1,761 $69K
Triumph Capital Management 0.01% Reduce -89.3% 1,694 $67K
Ritter Daniher Financial Advisory LLC / DE 0.01% New 1,690 $66K
Noble Wealth Management PBC 0.03% Reduce -11.6% 1,637 $64K
ORG Partners LLC 0.01% New 1,500 $59K
O'shaughnessy Asset Management, LLC 0.00% New 1,392 $55K
UBS Group AG 0.00% Reduce -50.1% 1,166 $46K
Cwm, LLC 0.00% Add +92.7% 1,079 $42K
Rockefeller Capital Management L.P. 0.00% Reduce -49.4% 1,017 $40K
Hollencrest Capital Management 0.00% New 987 $39K
DHJJ Financial Advisors, Ltd. 0.01% Add +129.4% 734 $29K
Creative Financial Designs Inc. 0.00% New 650 $26K
Larson Financial Group LLC 0.00% Add +208.2% 641 $25K
CX Institutional 0.00% New 579 $23K
Capital Investment Advisory Services, LLC 0.00% New 568 $22K
Smartleaf Asset Management LLC 0.00% New 534 $21K
Blue Bell Private Wealth Management, LLC 0.00% New 500 $20K
Farther Finance Advisors, LLC 0.00% Reduce -50.9% 344 $14K
Ameritas Investment Partners, Inc. 0.00% New 255 $10K
Strive Financial Group ,LLC 0.00% — 145 $6K
Benson Wealth Management INC 0.01% — 138 $5K
AE Wealth Management LLC 0.00% New 52 $2K
JPMorgan Chase & Co. 0.00% Reduce -100.0% 1 $72

"% 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.