FT Vest US Equity Moderate BGNOVETF
13F holders, Q1 2025 (March 31)92holders −5
9new positions
13sold out
$34.30avg. 13F price*
At the end of Q1 2025, 92 institutions reported holding FT Vest US Equity Moderate B (GNOV) in their 13F filings, down 5 from Q4 2024. 9 opened new positions and 13 sold out. The largest holders were Raymond James Financial Inc. ($32.8M), Gries Financial LLC ($24.3M) and Commonwealth Equity Services, LLC ($14.6M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740U687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.2M |
| Exits | 13 | $32.0M |
All 13F filers, Q4 2024 → Q1 2025: 182,458 shares bought and 1,479,574 shares sold, net −1,297,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Raymond James Financial Inc. | 0.01% | Reduce -20.8% | 955,350 | $32.8M |
| Gries Financial LLC | 4.71% | Reduce -1.4% | 707,557 | $24.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -19.3% | 424,571 | $14.6M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -12.7% | 345,041 | $11.8M |
| Cetera Investment Advisers | 0.02% | Reduce -0.6% | 312,192 | $10.7M |
| Archer Investment Corp | 2.73% | Reduce -3.7% | 307,035 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Add +3.1% | 288,091 | $9.9M |
| Milestone Asset Management, LLC | 0.96% | Add +1.2% | 131,402 | $4.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.39% | Reduce -5.5% | 113,464 | $3.9M |
| Schulz Wealth, LTD. | 2.83% | Reduce -0.5% | 108,258 | $3.7M |
| Per Stirling Capital Management, LLC. | 0.43% | Reduce -2.7% | 87,831 | $3.0M |
| City Holding Co. | 0.36% | Add +2.0% | 74,288 | $2.5M |
| HBW Advisory Services LLC | 0.32% | Reduce -6.7% | 66,402 | $2.3M |
| Noble Wealth Management PBC | 1.45% | Reduce -2.3% | 61,976 | $2.1M |
| FSB Premier Wealth Management, Inc. | 0.81% | Reduce -0.3% | 60,727 | $2.1M |
| LPL Financial LLC | 0.00% | Add +9.0% | 59,321 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 57,626 | $2.0M |
| Uptick Partners, LLC | 0.63% | Add +3.3% | 54,325 | $1.9M |
| AssuredPartners Investment Advisors, LLC | 0.36% | No change | 54,233 | $1.9M |
| Ignite Planners, LLC | 0.27% | New | 40,908 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +68.8% | 40,168 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -62.6% | 34,817 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.7% | 34,800 | $1.2M |
| Founders Financial Securities LLC | 0.10% | Add +70.3% | 34,719 | $1.2M |
| Secured Retirement Advisors, LLC | 0.75% | Add +9.9% | 34,004 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -0.1% | 31,726 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +0.7% | 31,554 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -3.4% | 31,428 | $1.1M |
| REAP Financial Group, LLC | 0.25% | Reduce -0.3% | 30,008 | $1.0M |
| Bison Wealth, LLC | 0.10% | Reduce -0.3% | 30,008 | $1.0M |
| Avantra Family Wealth, Inc. | 0.96% | Reduce -2.5% | 29,274 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 25,000 | $857K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 24,167 | $829K |
| Tanglewood Legacy Advisors, LLC | 0.35% | No change | 23,475 | $805K |
| Janney Montgomery Scott LLC | 0.00% | No change | 21,427 | $735K |
| MAI Capital Management | 0.01% | Reduce -26.8% | 19,322 | $663K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -50.5% | 18,779 | $644K |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.7% | 18,194 | $624K |
| Wells Fargo & Company | 0.00% | No change | 16,000 | $549K |
| Focus Partners Wealth | 0.00% | Reduce -0.1% | 14,865 | $510K |
| Lion Street Advisors, LLC | 0.16% | No change | 14,324 | $491K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -25.6% | 14,013 | $481K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.8% | 13,827 | $474K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +1.8% | 13,827 | $474K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 13,620 | $467K |
| UBS Group AG | 0.00% | New | 13,431 | $461K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 13,201 | $453K |
| Ancora Advisors LLC | 0.01% | New | 12,613 | $433K |
| US Bancorp \de | 0.00% | No change | 10,444 | $358K |
| Rehmann Capital Advisory Group | 0.02% | No change | 10,109 | $347K |
| IFP Advisors, Inc | 0.01% | No change | 10,000 | $343K |
| American Financial Advisors, LLC | 0.05% | No change | 9,914 | $340K |
| Mission Financial Group, LLC | 0.30% | — | 8,300 | $323K |
| MML Investors Services, LLC | 0.00% | Reduce -55.4% | 9,409 | $323K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +7.0% | 8,829 | $303K |
| CoreCap Advisors, LLC | 0.01% | Add +18.1% | 8,744 | $300K |
| Diligent Investors, LLC | 0.07% | No change | 8,680 | $298K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 8,052 | $276K |
| E&G Advisors, LLC | 0.07% | No change | 7,684 | $263K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -56.1% | 7,325 | $251K |
| Grantvest Financial Group LLC | 0.20% | Reduce -3.4% | 7,311 | $251K |
| Madrona Financial Services, LLC | 0.07% | No change | 7,232 | $248K |
| Keystone Wealth Services, LLC | 0.07% | Add +6.2% | 7,224 | $248K |
| Sanctuary Advisors, LLC | 0.00% | Add +11.8% | 7,210 | $247K |
| Mariner, LLC | 0.00% | No change | 7,100 | $243K |
| Cwm, LLC | 0.00% | No change | 6,468 | $222K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 6,473 | $222K |
| Integrity Alliance, Llc. | 0.01% | New | 6,304 | $216K |
| Wood Tarver Financial Group, LLC | 0.07% | Reduce -0.8% | 6,287 | $216K |
| Sequent Planning LLC | 0.08% | No change | 6,235 | $214K |
| Lifestyle Asset Management, Inc. | 0.11% | No change | 6,066 | $208K |
| Advisory Alpha, LLC | 0.01% | No change | 6,020 | $206K |
| Cascade Investment Group, Inc. | 0.15% | Reduce -17.3% | 5,856 | $201K |
| Sunbelt Securities, Inc. | 0.02% | Add +5.9% | 5,755 | $197K |
| Lanark Financial, Inc. | 0.01% | — | 4,277 | $146K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +3.8% | 4,124 | $141K |
| Barclays PLC | 0.00% | New | 3,441 | $118K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,113 | $107K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,400 | $82K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.7% | 2,160 | $74K |
| JPMorgan Chase & Co. | 0.00% | Add +607.1% | 1,987 | $68K |
| ORG Partners LLC | 0.02% | No change | 1,800 | $62K |
| IMG Wealth Management, Inc. | 0.04% | No change | 1,157 | $40K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,087 | $37K |
| Principal Securities, Inc. | 0.00% | No change | 978 | $34K |
| Farther Finance Advisors, LLC | 0.00% | New | 878 | $30K |
| Topsail Wealth Management, LLC | 0.01% | No change | 800 | $27K |
| EPG Wealth Management LLC | 0.01% | No change | 700 | $24K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 572 | $20K |
| Integrity Financial Corp | 0.01% | Reduce -12.7% | 550 | $19K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 300 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 300 | $10K |
"% 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.