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SageView Advisory Group’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

SageView Advisory Group’s Portfolio GOCT Stock Details GOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,757
Closed -$201K – 610
2024
Q4 		$201K Buy
+5,757
New +$201K 0.01% 574

Other funds holding GOCT

HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SageView Advisory Group's GOCT Position: Q1 2025 in Review

SageView Advisory Group sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q1 2025, closing a stake of 5,757 shares — an estimated $201K sold.

SageView Advisory Group first reported a position in GOCT in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 78 funds tracked by Wall St. Rank hold GOCT as of Q1 2025.

  • SageView Advisory Group reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • SageView Advisory Group sold 5,757 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2025, an estimated $201K.
  • SageView Advisory Group first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2024 and held it in 1 quarter.
  • SageView Advisory Group's FT Vest US Equity Moderate Buffer ETF October position peaked at $201K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2025.

Based on SageView Advisory Group's 13F filing for Q1 2025, filed 19 May 2025.