FT Vest US Equity Moderate BGNOVETF
13F holders, Q2 2025 (June 30)85holders −7
7new positions
12sold out
$36.48avg. 13F price*
At the end of Q2 2025, 85 institutions reported holding FT Vest US Equity Moderate B (GNOV) in their 13F filings, down 7 from Q1 2025. 7 opened new positions and 12 sold out. The largest holders were Raymond James Financial Inc. ($33.1M), Gries Financial LLC ($25.6M) and Commonwealth Equity Services, LLC ($15.8M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2025)
- CUSIP
- 33740U687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.6M |
| Exits | 12 | $4.7M |
All 13F filers, Q1 2025 → Q2 2025: 193,033 shares bought and 305,415 shares sold, net −112,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Raymond James Financial Inc. | 0.01% | Reduce -5.0% | 907,086 | $33.1M |
| Gries Financial LLC | 4.66% | Reduce -0.7% | 702,376 | $25.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.9% | 432,786 | $15.8M |
| Cetera Investment Advisers | 0.02% | Add +1.4% | 316,421 | $11.5M |
| Archer Investment Corp | 2.67% | Reduce -0.3% | 306,099 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.2% | 287,614 | $10.5M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -22.0% | 268,994 | $9.8M |
| Milestone Asset Management, LLC | 1.04% | Add +2.7% | 134,951 | $4.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.34% | Reduce -1.4% | 111,912 | $4.1M |
| Schulz Wealth, LTD. | 2.78% | Reduce -5.9% | 101,891 | $3.7M |
| Per Stirling Capital Management, LLC. | 0.42% | No change | 87,831 | $3.2M |
| LPL Financial LLC | 0.00% | Add +40.5% | 83,363 | $3.0M |
| City Holding Co. | 0.35% | Reduce -0.5% | 73,938 | $2.7M |
| HBW Advisory Services LLC | 0.28% | Reduce -6.7% | 61,953 | $2.3M |
| FSB Premier Wealth Management, Inc. | 0.78% | Reduce -1.1% | 60,054 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 58,834 | $2.1M |
| AssuredPartners Investment Advisors, LLC | 0.48% | No change | 54,233 | $2.0M |
| Uptick Partners, LLC | 0.56% | Reduce -1.1% | 53,750 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +3.5% | 41,575 | $1.5M |
| Ignite Planners, LLC | 0.26% | No change | 40,908 | $1.5M |
| Secured Retirement Advisors, LLC | 0.77% | Add +3.9% | 35,327 | $1.3M |
| Anfield Capital Management, LLC | 0.43% | New | 35,257 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 34,897 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.4% | 34,300 | $1.3M |
| Founders Financial Securities LLC | 0.09% | Reduce -1.4% | 34,216 | $1.2M |
| Tanglewood Legacy Advisors, LLC | 0.47% | Add +34.5% | 31,585 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.4% | 31,556 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | No change | 31,554 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Reduce -1.8% | 31,145 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | New | 30,885 | $1.1M |
| REAP Financial Group, LLC | 0.26% | No change | 30,008 | $1.1M |
| Bison Wealth, LLC | 0.09% | No change | 30,008 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +14.5% | 27,667 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +23.5% | 22,463 | $819K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.6% | 21,074 | $769K |
| MAI Capital Management | 0.00% | No change | 19,322 | $705K |
| UBS Group AG | 0.00% | Add +33.0% | 17,866 | $652K |
| Wells Fargo & Company | 0.00% | No change | 16,000 | $584K |
| Lion Street Advisors, LLC | 0.16% | No change | 14,324 | $522K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.6% | 14,052 | $513K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 14,013 | $511K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -28.4% | 13,455 | $491K |
| Ancora Advisors LLC | 0.01% | No change | 12,613 | $460K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -21.5% | 10,692 | $390K |
| US Bancorp \de | 0.00% | No change | 10,444 | $381K |
| Rehmann Capital Advisory Group | 0.02% | No change | 10,109 | $369K |
| IFP Advisors, Inc | 0.01% | No change | 10,000 | $365K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,936 | $364K |
| MML Investors Services, LLC | 0.00% | Add +5.8% | 9,952 | $363K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 8,829 | $322K |
| American Financial Advisors, LLC | 0.04% | Reduce -11.6% | 8,769 | $320K |
| Diligent Investors, LLC | 0.08% | No change | 8,680 | $317K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.9% | 8,661 | $316K |
| HighTower Advisors, LLC | 0.00% | No change | 8,052 | $294K |
| E&G Advisors, LLC | 0.07% | No change | 7,684 | $280K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -42.7% | 7,559 | $277K |
| Mariner, LLC | 0.00% | Add +4.2% | 7,400 | $270K |
| Grantvest Financial Group LLC | 0.20% | No change | 7,311 | $267K |
| Keystone Wealth Services, LLC | 0.06% | No change | 7,224 | $264K |
| Sanctuary Advisors, LLC | 0.00% | No change | 7,210 | $263K |
| Cwm, LLC | 0.00% | No change | 6,468 | $236K |
| Wood Tarver Financial Group, LLC | 0.07% | Reduce -0.6% | 6,250 | $227K |
| Sequent Planning LLC | 0.07% | Reduce -2.6% | 6,071 | $221K |
| Lifestyle Asset Management, Inc. | 0.10% | No change | 6,066 | $221K |
| Advisory Alpha, LLC | 0.01% | No change | 6,020 | $220K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 5,711 | $208K |
| Quad-Cities Investment Group, LLC | 0.09% | New | 5,587 | $204K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -5.6% | 5,435 | $190K |
| Barclays PLC | 0.00% | Add +27.3% | 4,381 | $160K |
| Lanark Financial, Inc. | 0.01% | No change | 4,277 | $156K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 4,124 | $150K |
| Geneos Wealth Management Inc. | 0.00% | Add +32.1% | 4,113 | $150K |
| Global Retirement Partners, LLC | 0.00% | — | 3,250 | $119K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,598 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,400 | $88K |
| Financial Network Wealth Advisors LLC | 0.06% | Add +151.6% | 1,439 | $52K |
| IMG Wealth Management, Inc. | 0.03% | No change | 1,157 | $42K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,087 | $40K |
| Harbour Investments, Inc. | 0.00% | Reduce -50.3% | 1,074 | $39K |
| Principal Securities, Inc. | 0.00% | Reduce -11.9% | 862 | $31K |
| Topsail Wealth Management, LLC | 0.01% | No change | 800 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.1% | 798 | $29K |
| Integrity Financial Corp | 0.01% | Reduce -32.2% | 373 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 300 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 300 | $11K |
"% 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.