FT VEST US EQUITY MODERATE B (GOCT) Institutional Shareholders
FT VEST US EQUITY MODERATE B (GOCT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $132.38M in GOCT holdings during the latest filing period.
Hfg Wealth Management, Llc is currently the largest disclosed institutional shareholder of GOCT tracked by InsiderSet, reporting ownership valued at approximately $21.35M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.11M, representing an estimated gain of +8.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed GOCT value among the investors covered in this analysis. Major shareholders include Hfg Wealth Management, Llc, Raymond James Financial Inc, Sequent Planning Llc, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY MODERATE B (GOCT).
This page ranks the largest institutional GOCT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
103
Total Reported Value
$132.38M
Largest Holder
Hfg Wealth Management, Llc
Largest Position
$21.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hfg Wealth Management, Llc | 11.75% | 552,661 | $21,347,580 | $23,112,283 | +$1,764,703 | +8.27% | |
| Raymond James Financial Inc | 0.00% | 319,976 | $12,359,681 | $13,381,396 | +$1,021,715 | +8.27% | |
| Sequent Planning Llc | 2.12% | 226,717 | $8,757,375 | $9,481,305 | +$723,930 | +8.27% | |
| Kestra Advisory Services, Llc | 0.02% | 174,597 | $7,253,563 | $7,301,647 | +$48,084 | +0.66% | |
| Cetera Investment Advisers | 0.01% | 156,085 | $6,029,080 | $6,527,475 | +$498,395 | +8.27% | |
| Envestnet Asset Management Inc | 0.00% | 151,347 | $5,846,065 | $6,329,332 | +$483,267 | +8.27% | |
| Commonwealth Equity Services, Llc | 0.01% | 121,023 | $5,027,856 | $5,061,182 | +$33,326 | +0.66% | |
| Advisory Services Network, Llc | 0.07% | 128,100 | $4,948,106 | $5,357,142 | +$409,036 | +8.27% | |
| Osaic Holdings, Inc. | 0.01% | 110,461 | $4,266,949 | $4,619,479 | +$352,530 | +8.26% | |
| Sagespring Wealth Partners, Llc | 0.08% | 108,032 | $4,172,958 | $4,517,898 | +$344,940 | +8.27% | |
| Truist Financial Corp | 0.00% | 73,470 | $3,052,282 | $3,072,515 | +$20,233 | +0.66% | |
| Corus Family Wealth Advisors | 2.09% | 73,126 | $3,037,991 | $3,058,129 | +$20,138 | +0.66% | |
| Americana Partners, Llc | 0.07% | 71,548 | $2,763,677 | $2,992,137 | +$228,460 | +8.27% | |
| Lpl Financial Llc | 0.00% | 57,976 | $2,239,433 | $2,424,556 | +$185,123 | +8.27% | |
| Uptick Partners, Llc | 0.38% | 49,610 | $1,916,288 | $2,074,690 | +$158,402 | +8.27% | |
| Range Financial Group Llc | 0.50% | 44,227 | $1,837,393 | $1,849,573 | +$12,180 | +0.66% | |
| Founders Financial Securities Llc | 0.09% | 42,610 | $1,770,215 | $1,781,950 | +$11,735 | +0.66% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 45,082 | $1,741,378 | $1,885,329 | +$143,951 | +8.27% | |
| Foundations Investment Advisors, Llc | 0.02% | 42,465 | $1,640,291 | $1,775,886 | +$135,595 | +8.27% | |
| Midwest Financial Network, Llc | 1.09% | 38,267 | $1,589,777 | $1,600,326 | +$10,549 | +0.66% | |
| Susquehanna International Group, Llp | 0.00% | 38,740 | $1,496,406 | $1,620,107 | +$123,701 | +8.27% | |
| City Holding Co | 0.15% | 32,650 | $1,356,281 | $1,365,423 | +$9,142 | +0.67% | |
| Concurrent Investment Advisors, Llc | 0.01% | 30,997 | $1,287,758 | $1,296,295 | +$8,537 | +0.66% | |
| Captrust Financial Advisors | 0.00% | 31,506 | $1,216,979 | $1,317,581 | +$100,602 | +8.27% | |
| Old Mission Capital Llc | 0.03% | 29,823 | $1,151,970 | $1,247,198 | +$95,228 | +8.27% | |
| Bouchey Financial Group Ltd | 0.07% | 27,402 | $1,138,406 | $1,145,952 | +$7,546 | +0.66% | |
| Royal Bank Of Canada | 0.00% | 28,367 | $1,096,000 | $1,186,308 | +$90,308 | +8.24% | |
| Creativeone Wealth, Llc | 0.02% | 26,125 | $1,009,128 | $1,092,548 | +$83,420 | +8.27% | |
| Harbour Investments, Inc. | 0.01% | 23,458 | $906,110 | $981,014 | +$74,904 | +8.27% | |
| Fwg Investments, Llc. | 0.47% | 21,305 | $885,108 | $890,975 | +$5,867 | +0.66% | |
| Mml Investors Services, Llc | 0.00% | 19,010 | $734,297 | $794,998 | +$60,701 | +8.27% | |
| Diligent Investors, Llc | 0.16% | 16,825 | $698,988 | $703,622 | +$4,634 | +0.66% | |
| Kestra Private Wealth Services, Llc | 0.01% | 16,650 | $691,718 | $696,303 | +$4,585 | +0.66% | |
| Bcgm Wealth Management, Llc | 0.17% | 17,505 | $676,164 | $732,059 | +$55,895 | +8.27% | |
| Alpha Financial Partners Llc | 0.37% | 16,297 | $629,503 | $681,541 | +$52,038 | +8.27% | |
| Keating Financial Advisory Services, Inc. | 0.10% | 15,952 | $616,176 | $667,113 | +$50,937 | +8.27% | |
| Arkadios Wealth Advisors | 0.01% | 15,810 | $610,691 | $661,174 | +$50,483 | +8.27% | |
| Lvz, Inc. | 0.06% | 14,678 | $609,792 | $613,834 | +$4,042 | +0.66% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,467 | $604,431 | $605,010 | +$579 | +0.10% | |
| Mutual Advisors, Llc | 0.01% | 15,559 | $600,996 | $650,677 | +$49,681 | +8.27% | |
| Mai Capital Management | 0.00% | 14,202 | $548,580 | $593,928 | +$45,348 | +8.27% | |
| Fortress Private Ledger, Llc | 0.17% | 13,860 | $535,369 | $579,625 | +$44,256 | +8.27% | |
| Integrated Wealth Concepts Llc | 0.00% | 13,731 | $530,386 | $574,230 | +$43,844 | +8.27% | |
| Ifp Advisors, Inc | 0.01% | 11,388 | $473,110 | $476,246 | +$3,136 | +0.66% | |
| Mariner, Llc | 0.00% | 12,150 | $469,317 | $508,113 | +$38,796 | +8.27% | |
| Reap Financial Group, Llc | 0.09% | 11,897 | $459,544 | $497,533 | +$37,989 | +8.27% | |
| Principal Securities, Inc. | 0.01% | 11,128 | $429,840 | $465,373 | +$35,533 | +8.27% | |
| Beacon Financial Advisory Llc | 0.09% | 10,540 | $407,128 | $440,783 | +$33,655 | +8.27% | |
| Corecap Advisors, Llc | 0.01% | 9,609 | $399,202 | $401,848 | +$2,646 | +0.66% | |
| Focus Partners Wealth | 0.00% | 10,110 | $390,518 | $422,800 | +$32,282 | +8.27% |
Frequently asked questions about GOCT
Who owns the most GOCT stock?
The largest holders of GOCT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT VEST US EQUITY MODERATE B (GOCT).
Is GOCT widely held by superinvestors?
Many widely followed stocks like GOCT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GOCT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.