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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$3.2M
Exits8$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
Smartleaf Asset Management LLC 0.00% Reduce -6.4% 500 $19K
UBS Group AG 0.00% Reduce -59.1% 477 $18K
Farther Finance Advisors, LLC 0.00% Reduce -12.5% 301 $12K
Ameritas Investment Partners, Inc. 0.00% No change 255 $10K
Strive Financial Group ,LLC 0.00% No change 145 $6K
Geneos Wealth Management Inc. 0.00% New 35 $1K

"% 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.