FT VEST US EQUITY MODERATE B (GOCT) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $147.31M 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 $22.82M, representing an estimated gain of +6.88% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed GOCT value among the investors covered in this analysis. Major shareholders include Hfg Wealth Management, Llc, Bouchey Financial Group Ltd, Raymond James Financial Inc, 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

104

Total Reported Value

$147.31M

Largest Holder

Hfg Wealth Management, Llc

Largest Position

$21.35M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

114

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Hfg Wealth Management, Llc11.75%552,661$21,347,580$22,816,609+$1,469,029+6.88%
Bouchey Financial Group Ltd1.31%449,616$17,791,306$18,562,397+$771,091+4.33%
Raymond James Financial Inc0.00%319,976$12,359,681$13,210,209+$850,528+6.88%
Sequent Planning Llc2.12%226,717$8,757,375$9,360,011+$602,636+6.88%
Kestra Advisory Services, Llc0.03%185,847$7,178,693$7,672,693+$494,000+6.88%
Cetera Investment Advisers0.01%156,085$6,029,080$6,443,969+$414,889+6.88%
Envestnet Asset Management Inc0.00%151,347$5,846,065$6,248,361+$402,296+6.88%
Commonwealth Equity Services, Llc0.01%145,288$5,612,027$5,998,215+$386,188+6.88%
Advisory Services Network, Llc0.07%128,100$4,948,106$5,288,609+$340,503+6.88%
Osaic Holdings, Inc.0.01%110,461$4,266,949$4,560,382+$293,433+6.88%
Sagespring Wealth Partners, Llc0.08%108,032$4,172,958$4,460,101+$287,143+6.88%
Corus Family Wealth Advisors2.45%77,910$3,009,422$3,216,514+$207,092+6.88%
Truist Financial Corp0.00%75,798$2,927,849$3,129,320+$201,471+6.88%
Americana Partners, Llc0.07%71,548$2,763,677$2,953,859+$190,182+6.88%
Lpl Financial Llc0.00%57,976$2,239,433$2,393,539+$154,106+6.88%
Uptick Partners, Llc0.38%49,610$1,916,288$2,048,149+$131,861+6.88%
Range Financial Group Llc0.62%47,907$1,850,499$1,977,840+$127,341+6.88%
Steward Partners Investment Advisory, Llc0.01%45,082$1,741,378$1,861,210+$119,832+6.88%
Foundations Investment Advisors, Llc0.02%42,465$1,640,291$1,753,168+$112,877+6.88%
Founders Financial Securities Llc0.10%40,295$1,594,473$1,663,579+$69,106+4.33%
Susquehanna International Group, Llp0.00%38,740$1,496,406$1,599,381+$102,975+6.88%
City Holding Co0.16%32,750$1,264,805$1,352,084+$87,279+6.90%
Captrust Financial Advisors0.00%31,506$1,216,979$1,300,725+$83,746+6.88%
Concurrent Investment Advisors, Llc0.01%31,065$1,199,945$1,282,519+$82,574+6.88%
Old Mission Capital Llc0.03%29,823$1,151,970$1,231,243+$79,273+6.88%
Royal Bank Of Canada0.00%28,367$1,096,000$1,171,132+$75,132+6.86%
Creativeone Wealth, Llc0.02%26,125$1,009,128$1,078,571+$69,443+6.88%
Harbour Investments, Inc.0.01%23,458$906,110$968,464+$62,354+6.88%
Fwg Investments, Llc.0.50%20,326$785,130$839,159+$54,029+6.88%
Mml Investors Services, Llc0.00%19,010$734,297$784,828+$50,531+6.88%
Clear Creek Financial Management, Llc0.05%17,943$693,082$740,777+$47,695+6.88%
Bcgm Wealth Management, Llc0.17%17,505$676,164$722,694+$46,530+6.88%
Kestra Private Wealth Services, Llc0.01%17,300$668,245$714,230+$45,985+6.88%
Diligent Investors, Llc0.16%16,825$649,898$694,620+$44,722+6.88%
Alpha Financial Partners Llc0.37%16,297$629,503$672,822+$43,319+6.88%
Keating Financial Advisory Services, Inc.0.10%15,952$616,176$658,578+$42,402+6.88%
Arkadios Wealth Advisors0.01%15,810$610,691$652,716+$42,025+6.88%
Mutual Advisors, Llc0.01%15,559$600,996$642,353+$41,357+6.88%
Wealth Enhancement Advisory Services, Llc0.00%14,467$561,754$597,270+$35,516+6.32%
Mai Capital Management0.00%14,202$548,580$586,330+$37,750+6.88%
Fortress Private Ledger, Llc0.17%13,860$535,369$572,210+$36,841+6.88%
Integrated Wealth Concepts Llc0.00%13,731$530,386$566,884+$36,498+6.88%
Lvz, Inc.0.06%12,858$496,665$530,843+$34,178+6.88%
Mariner, Llc0.00%12,150$469,317$501,613+$32,296+6.88%
Reap Financial Group, Llc0.09%11,897$459,544$491,168+$31,624+6.88%
Principal Securities, Inc.0.01%11,128$429,840$459,419+$29,579+6.88%
Beacon Financial Advisory Llc0.09%10,540$407,128$435,144+$28,016+6.88%
Focus Partners Wealth0.00%10,110$390,518$417,391+$26,873+6.88%
Corecap Advisors, Llc0.01%9,755$376,805$402,735+$25,930+6.88%
Keystone Wealth Services, Llc0.08%9,661$373,174$398,854+$25,680+6.88%

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.