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FT Vest US Equity Moderate B (GOCT)

CUSIP: 33740U695 | NYSE | 162 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.2,199,39320.9%+11,827Oct 31, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.2,199,393
20.9% of class · Oct 31, 2026

Institutional Holders — Q3 2026

Kestra Advisory Services, LLC173,283
0.0% of portfolio›$7.4M
Commonwealth Equity Services, LLC107,464
0.0% of portfolio›$4.6M
Sagespring Wealth Partners, LLC102,793
0.1% of portfolio›$4.4M
Truist Financial Corp70,927
0.0% of portfolio›$3.0M
LPL Financial LLC59,766
0.0% of portfolio›$2.6M
Uptick Partners, LLC46,706
0.3% of portfolio›$2.0M
Founders Financial Securities LLC45,198
0.1% of portfolio›$1.9M
Americana Partners, LLC44,618
0.0% of portfolio›$1.9M
Range Financial Group LLC43,277
0.5% of portfolio›$1.8M
Schulz Wealth, Ltd.42,065
0.8% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.36,323
0.0% of portfolio›$1.6M
Concurrent Investment Advisors, LLC30,997
0.0% of portfolio›$1.3M
New Wave Wealth Advisors LLC21,413
0.2% of portfolio›$919.7K
Midwest Financial Network, LLC20,946
0.6% of portfolio›$894.0K
FWG Investments, Llc.20,709
0.4% of portfolio›$883.9K
Wealth Enhancement Advisory Services, LLC19,816
0.0% of portfolio›$850.3K
City Holding Co18,650
0.1% of portfolio›$796.0K
Diligent Investors, LLC16,825
0.2% of portfolio›$718.1K
Kestra Private Wealth Services, LLC15,980
0.0% of portfolio›$682.0K
LVZ, Inc.14,678
0.1% of portfolio›$626.5K
Reap Financial Group, LLC11,391
0.1% of portfolio›$486.2K
Beacon Financial Advisory LLC10,540
0.1% of portfolio›$449.8K
CoreCap Advisors, LLC10,464
0.0% of portfolio›$446.6K
Keystone Wealth Services, LLC9,451
0.1% of portfolio›$403.5K
RFG Advisory, LLC9,046
0.0% of portfolio›$386.1K
Elevation Point Wealth Partners, LLC8,842
0.0% of portfolio›$377.4K
Tounjian Advisory Partners, LLC7,414
0.1% of portfolio›$316.4K
Archer Investment Corp7,137
0.1% of portfolio›$304.6K
Clear Creek Financial Management, LLC5,952
0.0% of portfolio›$254.0K
Lanark Financial, Inc.5,489
0.0% of portfolio›$234.3K
Nations Financial Group Inc,5,450
0.0% of portfolio›$232.6K
Farther Finance Advisors, LLC4,961
0.0% of portfolio›$211.7K
Barclays PLC4,940
0.0% of portfolio›$210.8K
Madrona Financial Services, LLC4,925
0.0% of portfolio›$210.2K
Mayfair Advisory Group, LLC4,798
0.1% of portfolio›$204.8K
Reicon Wealth Advisors, LLC3,624
0.1% of portfolio›$154.7K
IFP Advisors, Inc3,069
0.0% of portfolio›$131.0K
Buck Wealth Strategies, LLC2,800
0.0% of portfolio›$119.5K
Ashton Thomas Private Wealth, LLC2,300
0.0% of portfolio›$98.2K
IMG Wealth Management, Inc.2,212
0.0% of portfolio›$94.4K
Pinnacle Bancorp, Inc.1,926
0.0% of portfolio›$82.2K
Financial Network Wealth Advisors LLC1,819
0.1% of portfolio›$77.6K
Noble Wealth Management PBC1,023
0.0% of portfolio›$43.7K
Dhjj Financial Advisors, Ltd.734
0.0% of portfolio›$31.3K
Larson Financial Group LLC641
0.0% of portfolio›$27.4K
Blue Bell Private Wealth Management, LLC600
0.0% of portfolio›$25.6K
CX Institutional579
0.0% of portfolio›$25
Triumph Capital Management507
0.0% of portfolio›$21.6K
Capital Investment Advisory Services, LLC500
0.0% of portfolio›$21.4K
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
173,283$7.4M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
107,464$4.6M0.0%ETFLowWaltham, MA2026-11-02
Sagespring Wealth Partners, LLC
102,793$4.4M0.1%ETFLowFranklin, TN2026-10-22
Truist Financial Corp
70,927$3.0M0.0%CoreLowCharlotte, NC2026-10-30
LPL Financial LLC
59,766$2.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Uptick Partners, LLC
46,706$2.0M0.3%ETFLowNacogdoches, TX2026-11-04
Founders Financial Securities LLC
45,198$1.9M0.1%ETFMediumTowson, MD2026-10-28
Americana Partners, LLC
44,618$1.9M0.0%CoreMediumHouston, TX2026-10-28
Range Financial Group LLC
43,277$1.8M0.5%GARPMediumTigard, OR2026-10-21
Schulz Wealth, Ltd.
42,065$1.8M0.8%ETFVery LowMansfield, TX2026-11-03
Cambridge Investment Research Advisors, Inc.
36,323$1.6M0.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
30,997$1.3M0.0%GrowthMediumTampa, FL2026-10-16
New Wave Wealth Advisors LLC
21,413$919.7K0.2%CoreMediumSpringdale, AR2026-10-19
Midwest Financial Network, LLC
20,946$894.0K0.6%ETFHighTinley Park, IL2026-10-13
FWG Investments, Llc.
20,709$883.9K0.4%ETFMediumLexington, KY2026-11-03
Wealth Enhancement Advisory Services, LLC
19,816$850.3K0.0%CoreLowPlymouth, MN2026-10-13
City Holding Co
18,650$796.0K0.1%CoreLowCharleston, WV2026-10-19
Diligent Investors, LLC
16,825$718.1K0.2%CoreLowRedlands, CA2026-10-21
Kestra Private Wealth Services, LLC
15,980$682.0K0.0%GrowthLowAustin, TX2026-11-06
LVZ, Inc.
14,678$626.5K0.1%ETFLowHolland, MI2026-10-20
Reap Financial Group, LLC
11,391$486.2K0.1%ETFLowAustin, TX2026-11-02
Beacon Financial Advisory LLC
10,540$449.8K0.1%ETFLowCleveland, OH2026-10-16
CoreCap Advisors, LLC
10,464$446.6K0.0%ETFMediumSouthfield, MI2026-10-08
Keystone Wealth Services, LLC
9,451$403.5K0.1%ETFHighPalm Desert, CA2026-11-03
RFG Advisory, LLC
9,046$386.1K0.0%ETFMediumBirmingham, AL2026-11-03
Elevation Point Wealth Partners, LLC
8,842$377.4K0.0%CoreHighDenver, CO2026-11-05
Tounjian Advisory Partners, LLC
7,414$316.4K0.1%GrowthHighFort Myers, FL2026-11-04
Archer Investment Corp
7,137$304.6K0.1%CoreMediumCarmel, IN2026-11-05
Clear Creek Financial Management, LLC
5,952$254.0K0.0%ETFMediumSilverdale, WA2026-10-28
Lanark Financial, Inc.
5,489$234.3K0.0%CoreMediumBirmingham, AL2026-10-26
Nations Financial Group Inc,
5,450$232.6K0.0%CoreLowCedar Rapids, IA2026-11-05
Farther Finance Advisors, LLC
4,961$211.7K0.0%IndexLowSan Francisco, CA2026-10-08
Barclays PLC
4,940$210.8K0.0%CoreMediumLondon, United Kingdom2026-11-06
Madrona Financial Services, LLC
4,925$210.2K0.0%ETFLowEverett, WA2026-10-23
Mayfair Advisory Group, LLC
4,798$204.8K0.1%ETFLowBirmingham, AL2026-10-20
Reicon Wealth Advisors, LLC
3,624$154.7K0.1%ETFLowAtlanta, GA2026-11-04
IFP Advisors, Inc
3,069$131.0K0.0%GrowthLowTampa, FL2026-10-16
Buck Wealth Strategies, LLC
2,800$119.5K0.0%ValueMediumDenver, CO2026-10-28
Ashton Thomas Private Wealth, LLC
2,300$98.2K0.0%CoreMediumScottsdale, AZ2026-11-03
IMG Wealth Management, Inc.
2,212$94.4K0.0%ETFMediumJacksonville, FL2026-10-27
Pinnacle Bancorp, Inc.
1,926$82.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Financial Network Wealth Advisors LLC
1,819$77.6K0.1%ETFLowMurray, UT2026-10-28
Noble Wealth Management PBC
1,023$43.7K0.0%YieldMediumGreenwood Village, CO2026-10-01
Dhjj Financial Advisors, Ltd.
734$31.3K0.0%ETFVery LowNaperville, IL2026-10-23
Larson Financial Group LLC
641$27.4K0.0%GrowthLowSt Louis, MO2026-11-05
Blue Bell Private Wealth Management, LLC
600$25.6K0.0%YieldVery LowBlue Bell, PA2026-10-29
CX Institutional
579$250.0%CoreMediumAuburn, IN2026-10-02
Triumph Capital Management
507$21.6K0.0%ETFMediumDenver, CO2026-10-14
Capital Investment Advisory Services, LLC
500$21.4K0.0%CoreMediumRaleigh, NC2026-10-30
+11,827
No 13F filer matched