FT Vest US Equity Moderate BGNOVETF
13F holders, Q2 2024 (June 30)55holders
7new positions
6sold out
1famous investor
$33.76avg. 13F price*
At the end of Q2 2024, 55 institutions reported holding FT Vest US Equity Moderate B (GNOV) in their 13F filings, unchanged from Q1 2024. 7 opened new positions and 6 sold out. The largest holders were Raymond James & Associates ($27.5M), Gries Financial LLC ($21.5M) and Commonwealth Equity Services, LLC ($15.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740U687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.1M |
| Exits | 6 | $3.0M |
All 13F filers, Q1 2024 → Q2 2024: 120,584 shares bought and 695,677 shares sold, net −575,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Raymond James & Associates | 0.02% | Reduce -5.9% | 813,329 | $27.5M |
| Gries Financial LLC | 4.43% | Reduce -1.9% | 637,865 | $21.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -13.0% | 447,529 | $15.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -0.2% | 375,857 | $12.7M |
| First Hawaiian Bank | 0.37% | No change | 324,886 | $11.0M |
| Cetera Investment Advisers | 0.01% | Reduce -9.8% | 174,521 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +0.4% | 150,542 | $5.1M |
| Milestone Asset Management, LLC | 1.00% | Add +11.9% | 118,669 | $4.0M |
| Schulz Wealth, LTD. | 3.17% | Reduce -2.3% | 110,705 | $3.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.8% | 108,447 | $3.7M |
| Per Stirling Capital Management, LLC. | 0.49% | Reduce -1.3% | 89,528 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +12.3% | 71,252 | $2.4M |
| REAP Financial Group, LLC | 0.45% | Reduce -0.2% | 49,478 | $1.7M |
| City Holding Co. | 0.23% | No change | 45,262 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.5% | 38,684 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -2.2% | 36,301 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Reduce -0.2% | 35,634 | $1.2M |
| Uptick Partners, LLC | 0.88% | No change | 34,775 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +21.7% | 32,494 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.2% | 31,037 | $1.0M |
| Anfield Capital Management, LLC | 0.49% | New | 29,607 | $1000K |
| LPL Financial LLC | 0.00% | No change | 27,920 | $943K |
| Old Mission Capital LLC | 0.02% | New | 18,329 | $619K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 16,197 | $547K |
| Janney Montgomery Scott LLC | 0.00% | No change | 16,000 | $540K |
| Citadel Advisors | 0.00% | New | 15,572 | $526K |
| Americana Partners, LLC | 0.03% | Add +6.4% | 12,621 | $426K |
| Focus Partners Wealth | 0.00% | New | 10,850 | $366K |
| US Bancorp \de | 0.00% | No change | 10,444 | $353K |
| Rehmann Capital Advisory Group | 0.02% | No change | 10,109 | $341K |
| Accel Wealth Management | 0.14% | Add +1.0% | 10,100 | $341K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 10,025 | $339K |
| Keystone Wealth Services, LLC | 0.09% | No change | 8,729 | $295K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -1.1% | 8,081 | $273K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 7,864 | $266K |
| E&G Advisors, LLC | 0.08% | No change | 7,775 | $263K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 7,543 | $255K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,818 | $230K |
| Macroview Investment Management LLC | 0.23% | No change | 6,500 | $220K |
| Diligent Investors, LLC | 0.05% | New | 6,000 | $203K |
| CoreCap Advisors, LLC | 0.02% | Add +61.2% | 5,612 | $190K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,528 | $187K |
| Tanglewood Legacy Advisors, LLC | 0.09% | No change | 5,400 | $182K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,532 | $153K |
| UBS Group AG | 0.00% | Reduce -15.9% | 4,245 | $143K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Reduce -7.9% | 3,770 | $127K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -0.3% | 3,275 | $111K |
| Lanark Financial, Inc. | 0.01% | No change | 3,241 | $109K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -99.5% | 2,400 | $81K |
| Principal Securities, Inc. | 0.00% | Reduce -28.8% | 1,978 | $67K |
| Integrity Financial Corp | 0.02% | Reduce -13.3% | 878 | $30K |
| Avior Wealth Management, LLC | 0.00% | New | 405 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 385 | $13K |
| Caitlin John, LLC | 0.01% | Add +9.7% | 341 | $12K |
| 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.