FT VEST US EQUITY MODERATE B GOCT
$41.47
-0.2% 52w: $35.71 – $41.54
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data35.7138.6341.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
106
-2 QoQ
13F value
$153.6M
-11.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GOCT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HFG Wealth Management, LLC | Wealth advisor | 552.7K | $21.3M | 11.7% | -1.3% |
| Bouchey Financial Group Ltd | Wealth advisor | 449.6K | $17.8M | 1.3% | +0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 320.0K | $12.4M | 0.0% | -36.2% |
| Sequent Planning LLC | Wealth advisor | 226.7K | $8.8M | 2.1% | -2.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 185.8K | $7.2M | 0.0% | -10.8% |
| Cetera Investment Advisers | Wealth advisor | 156.1K | $6.0M | 0.0% | +1.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 151.3K | $5.8M | 0.0% | +3.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 145.3K | $5.6M | 0.0% | -14.6% |
| Advisory Services Network, LLC | Diversified mechanical | 128.1K | $4.9M | 0.1% | -0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 110.5K | $4.3M | 0.0% | -36.9% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 108.0K | $4.2M | 0.1% | -9.5% |
| Corus Family Wealth Advisors | Wealth advisor | 77.9K | $3.0M | 2.5% | -13.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 75.8K | $2.9M | 0.0% | +8.5% |
| Americana Partners, LLC | Other | 71.5K | $2.8M | 0.1% | -40.3% |
| LPL Financial LLC | Bank broker | 58.0K | $2.2M | 0.0% | +6.0% |
| UPTICK PARTNERS, LLC | Wealth advisor | 49.6K | $1.9M | 0.4% | 0.0% |
| Midwest Financial Network, LLC | Wealth advisor | 49.5K | $1.9M | 1.5% | -24.6% |
| Range Financial Group LLC | Other | 47.9K | $1.9M | 0.6% | +15.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 45.1K | $1.7M | 0.0% | -5.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 42.6K | $1.6M | 0.0% | +10.0% |
| Foundations Investment Advisors, LLC | Wealth advisor | 42.5K | $1.6M | 0.0% | -1.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 40.3K | $1.6M | 0.1% | +15.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 38.7K | $1.5M | 0.0% | +46.0% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 33.2K | $1.3M | 0.4% | -6.4% |
| CITY HOLDING CO | Other | 32.8K | $1.3M | 0.2% | -0.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 31.5K | $1.2M | 0.0% | -12.5% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 31.1K | $1.2M | 0.0% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 29.8K | $1.2M | 0.0% | -4.1% |
| ROYAL BANK OF CANADA | Bank broker | 28.4K | $1.1M | 0.0% | -6.4% |
| CreativeOne Wealth, LLC | Wealth advisor | 26.1K | $1.0M | 0.0% | -1.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 24.1K | $929K | 0.0% | -31.1% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 23.5K | $906K | 0.0% | +47.7% |
| FWG Investments, LLC. | Wealth advisor | 20.3K | $785K | 0.5% | -4.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 19.0K | $734K | 0.0% | -3.1% |
| Clear Creek Financial Management, LLC | Wealth advisor | 17.9K | $693K | 0.1% | +29.3% |
| BCGM Wealth Management, LLC | Wealth advisor | 17.5K | $676K | 0.2% | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 17.3K | $668K | 0.0% | Held |
| Diligent Investors, LLC | Other | 16.8K | $650K | 0.2% | -5.5% |
| Alpha Financial Partners LLC | Wealth advisor | 16.3K | $630K | 0.4% | -14.0% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 16.0K | $616K | 0.1% | +4.1% |
| Arkadios Wealth Advisors | Wealth advisor | 15.8K | $611K | 0.0% | -22.2% |
| Mutual Advisors, LLC | Wealth advisor | 15.6K | $601K | 0.0% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 14.5K | $562K | 0.0% | -21.8% |
| MAI Capital Management | Wealth advisor | 14.2K | $549K | 0.0% | -19.6% |
| FORTRESS PRIVATE LEDGER, LLC | Other | 13.9K | $535K | 0.2% | -2.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 13.7K | $530K | 0.0% | New |
| LVZ, Inc. | Wealth advisor | 12.9K | $497K | 0.1% | Held |
| Mariner, LLC | Diversified mechanical | 12.2K | $469K | 0.0% | Held |
| REAP Financial Group, LLC | Wealth advisor | 11.9K | $460K | 0.1% | -1.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 11.1K | $430K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.