FT Vest US Equity Moderate BGOCTETF
13F holders, Q1 2026 (March 31)106holders −2
9new positions
8sold out
$38.74avg. 13F price*
At the end of Q1 2026, 106 institutions reported holding FT Vest US Equity Moderate B (GOCT) in their 13F filings, down 2 from Q4 2025. 9 opened new positions and 8 sold out. The largest holders were HFG Wealth Management, LLC ($21.3M), Bouchey Financial Group, Ltd. ($17.8M) and Raymond James Financial Inc. ($12.4M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2026)
- CUSIP
- 33740U695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.2M |
| Exits | 8 | $4.8M |
All 13F filers, Q4 2025 → Q1 2026: 145,124 shares bought and 566,337 shares sold, net −421,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| HFG Wealth Management, LLC | 11.75% | Reduce -1.3% | 552,661 | $21.3M |
| Bouchey Financial Group, Ltd. | 1.31% | Add +0.2% | 449,616 | $17.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -36.2% | 319,976 | $12.4M |
| Sequent Planning LLC | 2.12% | Reduce -2.4% | 226,717 | $8.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -10.8% | 185,847 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +1.2% | 156,085 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 151,347 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.6% | 145,288 | $5.6M |
| Advisory Services Network, LLC | 0.07% | Reduce -0.6% | 128,100 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -36.9% | 110,461 | $4.3M |
| Sagespring Wealth Partners, LLC | 0.08% | Reduce -9.5% | 108,032 | $4.2M |
| Corus Family Wealth Advisors | 2.45% | Reduce -13.4% | 77,910 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +8.4% | 75,798 | $2.9M |
| Americana Partners, LLC | 0.07% | Reduce -40.3% | 71,548 | $2.8M |
| LPL Financial LLC | 0.00% | Add +6.0% | 57,976 | $2.2M |
| Uptick Partners, LLC | 0.38% | Add +0.0% | 49,610 | $1.9M |
| Midwest Financial Network, LLC | 1.52% | Reduce -24.6% | 49,534 | $1.9M |
| Range Financial Group LLC | 0.62% | Add +15.0% | 47,907 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.5% | 45,082 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.0% | 42,580 | $1.6M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -1.0% | 42,465 | $1.6M |
| Founders Financial Securities LLC | 0.09% | Add +15.7% | 40,295 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +46.0% | 38,740 | $1.5M |
| Wood Tarver Financial Group, LLC | 0.35% | Reduce -6.4% | 33,223 | $1.3M |
| City Holding Co. | 0.16% | Reduce -0.7% | 32,750 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -12.5% | 31,506 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | New | 31,065 | $1.2M |
| Old Mission Capital LLC | 0.03% | Reduce -4.1% | 29,823 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -6.4% | 28,367 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.9% | 26,125 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -31.1% | 24,050 | $929K |
| Harbour Investments, Inc. | 0.01% | Add +47.7% | 23,458 | $906K |
| FWG Investments, LLC. | 0.50% | Reduce -4.9% | 20,326 | $785K |
| MML Investors Services, LLC | 0.00% | Reduce -3.1% | 19,010 | $734K |
| Clear Creek Financial Management, LLC | 0.05% | Add +29.3% | 17,943 | $693K |
| BCGM Wealth Management, LLC | 0.17% | No change | 17,505 | $676K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 17,300 | $668K |
| Diligent Investors, LLC | 0.16% | Reduce -5.5% | 16,825 | $650K |
| Alpha Financial Partners LLC | 0.37% | Reduce -14.0% | 16,297 | $630K |
| Keating Financial Advisory Services, Inc. | 0.10% | Add +4.1% | 15,952 | $616K |
| Arkadios Wealth Advisors | 0.01% | Reduce -22.2% | 15,810 | $611K |
| Mutual Advisors, LLC | 0.01% | No change | 15,559 | $601K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.9% | 14,467 | $562K |
| MAI Capital Management | 0.00% | Reduce -19.6% | 14,202 | $549K |
| Fortress Private Ledger, LLC | 0.17% | Reduce -2.2% | 13,860 | $535K |
| Integrated Wealth Concepts LLC | 0.00% | New | 13,731 | $530K |
| LVZ, Inc. | 0.06% | No change | 12,858 | $497K |
| Mariner, LLC | 0.00% | No change | 12,150 | $469K |
| REAP Financial Group, LLC | 0.09% | Reduce -1.7% | 11,897 | $460K |
| Principal Securities, Inc. | 0.01% | No change | 11,128 | $430K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -12.5% | 10,540 | $407K |
| Focus Partners Wealth | 0.00% | No change | 10,110 | $391K |
| CoreCap Advisors, LLC | 0.01% | Add +1.2% | 9,755 | $377K |
| Keystone Wealth Services, LLC | 0.08% | New | 9,661 | $373K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,659 | $373K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 9,531 | $368K |
| Archer Investment Corp | 0.08% | Reduce -0.6% | 9,474 | $366K |
| Elevation Point Wealth Partners, LLC | 0.01% | No change | 9,320 | $360K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 9,320 | $360K |
| Tanglewood Legacy Advisors, LLC | 0.13% | No change | 9,237 | $357K |
| RFG Advisory, LLC | 0.01% | No change | 9,046 | $349K |
| Pinnacle Family Advisors, LLC | 0.16% | No change | 8,585 | $332K |
| FSB Premier Wealth Management, Inc. | 0.10% | Add +3.1% | 8,408 | $325K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,224 | $318K |
| Kintra Wealth, LLC | 0.02% | New | 7,999 | $309K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -26.0% | 7,269 | $281K |
| Sunbelt Securities, Inc. | 0.02% | No change | 7,203 | $278K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.2% | 7,090 | $274K |
| HRT Financial LP | 0.00% | New | 6,628 | $256K |
| Marshall Financial Group, LLC | 0.04% | No change | 6,587 | $254K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 6,478 | $250K |
| AdvisorNet Financial, Inc | 0.01% | No change | 6,236 | $241K |
| Sowell Financial Services LLC | 0.01% | No change | 5,754 | $222K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,575 | $215K |
| Lanark Financial, Inc. | 0.02% | No change | 5,489 | $212K |
| Mgo One Seven LLC | 0.00% | No change | 5,254 | $203K |
| Integrity Financial Corp | 0.10% | No change | 5,038 | $195K |
| Barclays PLC | 0.00% | Reduce -2.4% | 4,960 | $192K |
| Reicon Wealth Advisors, LLC | 0.11% | Add +54.4% | 3,624 | $140K |
| Anfield Capital Management, LLC | 0.04% | Reduce -0.0% | 3,375 | $130K |
| JPMorgan Chase & Co. | 0.00% | Add +335000.0% | 3,351 | $127K |
| Capital Analysts, LLC | 0.00% | No change | 3,050 | $118K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,327 | $90K |
| IMG Wealth Management, Inc. | 0.05% | Reduce -27.2% | 2,212 | $85K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,926 | $74K |
| Financial Network Wealth Advisors LLC | 0.07% | No change | 1,819 | $70K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 1,690 | $65K |
| Morgan Stanley | 0.00% | New | 1,445 | $56K |
| Noble Wealth Management PBC | 0.03% | Reduce -16.3% | 1,370 | $53K |
| Cwm, LLC | 0.00% | No change | 1,079 | $42K |
| Hollencrest Capital Management | 0.00% | Reduce -10.1% | 887 | $34K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 734 | $28K |
| Creative Financial Designs Inc. | 0.00% | No change | 650 | $25K |
| Larson Financial Group LLC | 0.00% | No change | 641 | $25K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +20.0% | 600 | $23K |
| AE Wealth Management LLC | 0.00% | Add +1053.8% | 600 | $23K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -41.6% | 594 | $23K |
| CX Institutional | 0.00% | No change | 579 | $22K |
| Triumph Capital Management | 0.00% | Reduce -70.1% | 507 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -12.0% | 500 | $19K |
"% 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.