FT Vest US Equity Moderate BGNOVETF
13F holders, Q1 2024 (March 31)55holders
$32.96avg. 13F price*
At the end of Q1 2024, 55 institutions reported holding FT Vest US Equity Moderate B (GNOV) in their 13F filings. The largest holders were Raymond James & Associates ($28.5M), Gries Financial LLC ($21.4M) and Commonwealth Equity Services, LLC ($17.0M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740U687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $57.9M |
| Exits | 6 | $8.1M |
Ownership 55 holders
| Raymond James & Associates | 0.02% | New | 864,414 | $28.5M |
| Gries Financial LLC | 3.58% | Add +8.8% | 649,966 | $21.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +16.9% | 514,304 | $17.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -0.1% | 435,947 | $14.4M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -2.7% | 376,677 | $12.4M |
| First Hawaiian Bank | 0.33% | New | 324,886 | $10.7M |
| Cetera Investment Advisers | 0.01% | New | 193,495 | $6.4M |
| Truist Financial Corp. | 0.01% | Reduce -6.4% | 149,989 | $4.9M |
| Schulz Wealth, LTD. | 3.19% | Reduce -4.0% | 113,355 | $3.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | New | 111,581 | $3.7M |
| Milestone Asset Management, LLC | 1.00% | New | 106,024 | $3.5M |
| Per Stirling Capital Management, LLC. | 0.50% | Add +4.9% | 90,728 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.9% | 63,473 | $2.1M |
| REAP Financial Group, LLC | 0.45% | Add +37.0% | 49,585 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -62.2% | 46,876 | $1.5M |
| City Holding Co. | 0.22% | No change | 45,262 | $1.5M |
| AE Wealth Management LLC | 0.01% | No change | 37,130 | $1.2M |
| Hartline Investment Corp./ | 0.21% | New | 35,696 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | New | 35,696 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 34,940 | $1.2M |
| Uptick Partners, LLC | 0.88% | No change | 34,775 | $1.1M |
| Flagstar Securities, Inc. | 0.31% | No change | 33,432 | $1.1M |
| LPL Financial LLC | 0.00% | New | 27,920 | $920K |
| Jane Street Group, LLC | 0.00% | Add +72.5% | 26,693 | $880K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 16,197 | $534K |
| Janney Montgomery Scott LLC | 0.00% | No change | 16,000 | $527K |
| Americana Partners, LLC | 0.03% | Add +0.8% | 11,863 | $391K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -0.1% | 10,647 | $351K |
| US Bancorp \de | 0.00% | Add +25.3% | 10,444 | $344K |
| Rehmann Capital Advisory Group | 0.02% | No change | 10,109 | $333K |
| Accel Wealth Management | 0.14% | No change | 10,000 | $330K |
| Keystone Wealth Services, LLC | 0.09% | No change | 8,729 | $288K |
| Insight Advisors, LLC/ PA | 0.05% | Add +1.7% | 8,174 | $269K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 7,864 | $259K |
| E&G Advisors, LLC | 0.08% | Add +4.4% | 7,775 | $256K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 7,543 | $249K |
| Sigma Planning Corp | 0.01% | New | 7,200 | $237K |
| First National Trust Co | 0.01% | New | 7,173 | $236K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,818 | $225K |
| Macroview Investment Management LLC | 0.24% | No change | 6,500 | $214K |
| HBW Advisory Services LLC | 0.04% | No change | 6,399 | $203K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,528 | $182K |
| Tanglewood Legacy Advisors, LLC | 0.09% | No change | 5,400 | $178K |
| UBS Group AG | 0.00% | Add +681.3% | 5,047 | $166K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,532 | $149K |
| DHJJ Financial Advisors, Ltd. | 0.06% | New | 4,094 | $135K |
| Lanark Financial, Inc. | 0.01% | No change | 3,241 | $116K |
| CoreCap Advisors, LLC | 0.01% | New | 3,482 | $115K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -95.7% | 3,285 | $108K |
| Principal Securities, Inc. | 0.00% | No change | 2,778 | $92K |
| Integrity Financial Corp | 0.02% | Add +350.2% | 1,013 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 385 | $13K |
| Caitlin John, LLC | 0.01% | Add +0.3% | 311 | $10K |
| Penserra Capital Management LLC | 0.00% | New | 234 | $7K |
| Archer Investment Corp | 0.00% | No change | 43 | $1K |
"% of holder's portfolio" is GNOV's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.