FT Vest US Equity Moderate BGNOVETF

13F holders, Q4 2024 (December 31)
97holders +47
41new positions
3sold out
$34.98avg. 13F price*

At the end of Q4 2024, 97 institutions reported holding FT Vest US Equity Moderate B (GNOV) in their 13F filings, up 47 from Q3 2024. 41 opened new positions and 3 sold out. The largest holders were Raymond James Financial Inc. ($42.2M), Gries Financial LLC ($25.1M) and Commonwealth Equity Services, LLC ($18.4M).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions41$31.5M
Exits3$736K

All 13F filers, Q3 2024 → Q4 2024: 2,425,188 shares bought and 92,184 shares sold, net +2,333,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 97 holders

Raymond James Financial Inc. 0.02% — 1,206,228 $42.2M
Gries Financial LLC 4.46% Add +15.2% 717,448 $25.1M
Commonwealth Equity Services, LLC 0.03% Add +43.9% 526,037 $18.4M
Kestra Advisory Services, LLC 0.08% Add +9.0% 395,023 $13.8M
First Hawaiian Bank 0.37% No change 324,886 $11.4M
Archer Investment Corp 2.98% Add +741709.3% 318,978 $11.2M
Cetera Investment Advisers 0.02% Add +131.8% 314,135 $11.0M
Osaic Holdings, Inc. 0.02% Add +453.5% 279,512 $9.8M
Americana Partners, LLC 0.34% Add +1780.5% 239,410 $8.4M
Legacy CG, LLC 2.03% New 189,484 $6.6M
Milestone Asset Management, LLC 1.00% Add +4.5% 129,874 $4.5M
Comprehensive Financial Consultants Institutional, Inc. 1.53% New 120,010 $4.2M
Schulz Wealth, LTD. 2.92% Add +0.6% 108,823 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +985.8% 93,181 $3.3M
Per Stirling Capital Management, LLC. 0.45% Add +2.1% 90,299 $3.2M
City Holding Co. 0.36% Add +60.9% 72,823 $2.5M
HBW Advisory Services LLC 0.26% New 71,137 $2.5M
Noble Wealth Management PBC 1.54% — 63,408 $2.2M
FSB Premier Wealth Management, Inc. 0.85% New 60,938 $2.1M
Envestnet Asset Management Inc. 0.00% Add +206.5% 55,815 $2.0M
LPL Financial LLC 0.00% Add +74.6% 54,426 $1.9M
AssuredPartners Investment Advisors, LLC 0.37% — 54,233 $1.9M
Uptick Partners, LLC 0.67% Add +54.9% 52,601 $1.8M
Avantax Advisory Services, Inc. 0.01% New 37,897 $1.3M
Anfield Capital Management, LLC 0.48% Add +40.5% 37,542 $1.3M
Rockefeller Capital Management L.P. 0.00% New 36,580 $1.3M
NewEdge Advisors, LLC 0.01% Add +26.5% 35,050 $1.2M
AE Wealth Management LLC 0.01% Reduce -4.0% 32,531 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Reduce -10.8% 31,769 $1.1M
Concurrent Investment Advisors, LLC 0.03% New 31,323 $1.1M
Secured Retirement Advisors, LLC 0.62% New 30,933 $1.1M
REAP Financial Group, LLC 0.26% Reduce -38.9% 30,113 $1.1M
Bison Wealth, LLC 0.13% — 30,113 $1.1M
Avantra Family Wealth, Inc. 0.98% — 30,015 $1.0M
Susquehanna International Group, LLP 0.00% New 26,646 $932K
MAI Capital Management 0.01% New 26,412 $924K
Kestra Private Wealth Services, LLC 0.01% Add +72.8% 24,167 $845K
Truist Financial Corp. 0.00% Add +66.5% 23,798 $832K
Tanglewood Legacy Advisors, LLC 0.35% Add +334.7% 23,475 $821K
Janney Montgomery Scott LLC 0.00% New 21,427 $750K
MML Investors Services, LLC 0.00% New 21,090 $738K
Ausdal Financial Partners, Inc. 0.06% New 20,559 $719K
Founders Financial Securities LLC 0.06% Add +102.3% 20,389 $713K
Stratos Wealth Advisors, LLC 0.03% New 18,846 $659K
Nations Financial Group Inc, /Ia/ 0.05% New 18,476 $646K
Old Mission Capital LLC 0.01% Reduce -36.0% 16,963 $593K
Atria Wealth Solutions, Inc. 0.01% New 16,698 $584K
Wells Fargo & Company 0.00% No change 16,000 $560K
Focus Partners Wealth 0.00% Add +37.2% 14,875 $520K
Lion Street Advisors, LLC 0.16% New 14,324 $501K
Orion Porfolio Solutions, LLC 0.00% New 13,581 $475K
Orion Portfolio Solutions, LLC 0.00% New 13,581 $475K
NorthCrest Asset Manangement, LLC 0.01% Add +75.0% 13,201 $462K
Jane Street Group, LLC 0.00% Reduce -72.7% 12,716 $445K
Envestnet Portfolio Solutions, Inc. 0.00% New 11,613 $406K
US Bancorp \de 0.00% No change 10,444 $365K
Rehmann Capital Advisory Group 0.02% No change 10,109 $354K
IFP Advisors, Inc 0.01% New 10,000 $350K
American Financial Advisors, LLC 0.05% New 9,914 $347K
Diligent Investors, LLC 0.07% Add +44.7% 8,680 $304K
Avidian Wealth Enterprises, LLC 0.01% Add +21.0% 8,252 $289K
HighTower Advisors, LLC 0.00% New 8,032 $281K
E&G Advisors, LLC 0.07% No change 7,684 $269K
Grantvest Financial Group LLC 0.30% — 7,566 $265K
CoreCap Advisors, LLC 0.01% Add +19.4% 7,405 $259K
Madrona Financial Services, LLC 0.07% New 7,232 $253K
Mariner, LLC 0.00% New 7,100 $248K
Cascade Investment Group, Inc. 0.18% New 7,077 $248K
Keystone Wealth Services, LLC 0.06% Reduce -22.1% 6,800 $238K
Sanctuary Advisors, LLC 0.00% New 6,452 $229K
Cwm, LLC 0.00% New 6,468 $226K
Wood Tarver Financial Group, LLC 0.07% — 6,337 $221K
Sequent Planning LLC 0.08% New 6,235 $218K
Lifestyle Asset Management, Inc. 0.12% New 6,066 $212K
Advisory Alpha, LLC 0.01% New 6,020 $211K
Sunbelt Securities, Inc. 0.02% Add +49.8% 5,435 $190K
Kestra Investment Management, LLC 0.01% New 5,421 $190K
DHJJ Financial Advisors, Ltd. 0.05% Add +5.4% 3,974 $139K
Global Retirement Partners, LLC 0.00% New 3,250 $114K
Geneos Wealth Management Inc. 0.00% New 3,113 $109K
Steward Partners Investment Advisory, LLC 0.00% No change 2,400 $84K
Harbour Investments, Inc. 0.00% New 2,391 $84K
Concourse Financial Group Securities, Inc. 0.00% Reduce -30.7% 2,270 $81K
ORG Partners LLC 0.01% New 1,800 $63K
IMG Wealth Management, Inc. 0.04% — 1,157 $40K
Creative Financial Designs Inc. 0.00% New 1,087 $38K
Principal Securities, Inc. 0.00% No change 978 $34K
Topsail Wealth Management, LLC 0.01% — 800 $28K
EPG Wealth Management LLC 0.01% New 700 $24K
Integrity Financial Corp 0.01% Reduce -15.6% 630 $22K
Financial Network Wealth Advisors LLC 0.04% New 572 $20K
Avior Wealth Management, LLC 0.00% No change 405 $14K
Caitlin John, LLC 0.01% No change 354 $12K
Frazier Financial Advisors, LLC 0.01% New 300 $11K
Murphy & Mullick Capital Management Corp 0.01% — 300 $10K
JPMorgan Chase & Co. 0.00% New 281 $10K
Lanark Financial, Inc. 0.01% — 4 $149

"% 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.