FT Vest US Equity Moderate BGNOVETF

13F holders, Q3 2024 (September 30)
50holders −5
4new positions
8sold out
1famous investor
$34.48avg. 13F price*

At the end of Q3 2024, 50 institutions reported holding FT Vest US Equity Moderate B (GNOV) in their 13F filings, down 5 from Q2 2024. 4 opened new positions and 8 sold out. The largest holders were Raymond James & Associates ($25.0M), Gries Financial LLC ($21.5M) and Commonwealth Equity Services, LLC ($12.6M). 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 (Q3 2024)
CUSIP
33740U687
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 55Q1 2024Q2 2024: 55Q2 2024Q3 2024: 50Q3 2024Q4 2024: 97Q4 2024Q1 2025: 92Q1 2025Q2 2025: 85Q2 2025Q3 2025: 83Q3 2025Q4 2025: 106Q4 2025Q1 2026: 105Q1 2026Q2 2026: 106Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$2.0M
Exits8$3.0M

All 13F filers, Q2 2024 → Q3 2024: 91,768 shares bought and 535,539 shares sold, net −443,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

Raymond James & Associates 0.02% Reduce -11.0% 723,882 $25.0M
Gries Financial LLC 4.02% Reduce -2.4% 622,667 $21.5M
Commonwealth Equity Services, LLC 0.02% Reduce -18.3% 365,597 $12.6M
Kestra Advisory Services, LLC 0.07% Reduce -3.6% 362,397 $12.5M
First Hawaiian Bank 0.36% No change 324,886 $11.2M
Cetera Investment Advisers 0.01% Reduce -22.4% 135,490 $4.7M
Milestone Asset Management, LLC 0.96% Add +4.8% 124,307 $4.3M
Schulz Wealth, LTD. 2.88% Reduce -2.3% 108,168 $3.7M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -13.3% 93,985 $3.2M
Per Stirling Capital Management, LLC. 0.42% Reduce -1.2% 88,454 $3.1M
Osaic Holdings, Inc. 0.00% Reduce -29.1% 50,496 $1.7M
REAP Financial Group, LLC 0.42% Reduce -0.4% 49,269 $1.7M
Jane Street Group, LLC 0.00% Add +43.5% 46,622 $1.6M
City Holding Co. 0.22% No change 45,262 $1.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% No change 35,634 $1.2M
Uptick Partners, LLC 0.50% Reduce -2.3% 33,963 $1.2M
AE Wealth Management LLC 0.01% Reduce -6.7% 33,873 $1.2M
LPL Financial LLC 0.00% Add +11.6% 31,170 $1.1M
NewEdge Advisors, LLC 0.01% New 27,700 $955K
Anfield Capital Management, LLC 0.35% Reduce -9.8% 26,712 $921K
Old Mission Capital LLC 0.02% Add +44.5% 26,486 $913K
Envestnet Asset Management Inc. 0.00% Reduce -52.9% 18,210 $628K
Citadel Advisors 0.00% Add +3.4% 16,095 $555K
Wells Fargo & Company 0.00% New 16,000 $552K
Truist Financial Corp. 0.00% Reduce -90.5% 14,296 $493K
Kestra Private Wealth Services, LLC 0.01% Reduce -13.7% 13,982 $482K
Americana Partners, LLC 0.03% Add +0.9% 12,731 $439K
Focus Partners Wealth 0.00% Reduce -0.1% 10,839 $374K
US Bancorp \de 0.00% No change 10,444 $360K
Rehmann Capital Advisory Group 0.02% No change 10,109 $349K
Founders Financial Securities LLC 0.03% New 10,080 $348K
Keystone Wealth Services, LLC 0.08% No change 8,729 $301K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.1% 8,582 $296K
E&G Advisors, LLC 0.07% Reduce -1.2% 7,684 $265K
NorthCrest Asset Manangement, LLC 0.01% No change 7,543 $260K
Avidian Wealth Enterprises, LLC 0.01% No change 6,818 $235K
CoreCap Advisors, LLC 0.01% Add +10.5% 6,201 $214K
Diligent Investors, LLC 0.05% No change 6,000 $207K
Tanglewood Legacy Advisors, LLC 0.08% No change 5,400 $186K
Jaffetilchin Investment Partners, LLC 0.01% New 4,862 $168K
DHJJ Financial Advisors, Ltd. 0.05% No change 3,770 $130K
Sunbelt Securities, Inc. 0.01% Reduce -34.4% 3,628 $125K
Concourse Financial Group Securities, Inc. 0.01% No change 3,275 $113K
Steward Partners Investment Advisory, LLC 0.00% No change 2,400 $83K
Principal Securities, Inc. 0.00% Reduce -50.6% 978 $34K
Integrity Financial Corp 0.02% Reduce -15.0% 746 $26K
Avior Wealth Management, LLC 0.00% No change 405 $14K
Capital Investment Advisory Services, LLC 0.00% No change 385 $13K
Caitlin John, LLC 0.01% Add +3.8% 354 $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.