FT Vest US Equity Moderate BGNOVETF

13F holders, Q4 2025 (December 31)
106holders +23
28new positions
8sold out
$39.72avg. 13F price*

At the end of Q4 2025, 106 institutions reported holding FT Vest US Equity Moderate B (GNOV) in their 13F filings, up 23 from Q3 2025. 28 opened new positions and 8 sold out. The largest holders were Raymond James Financial Inc. ($42.3M), Commonwealth Equity Services, LLC ($16.7M) and Cetera Investment Advisers ($13.6M).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 2025)
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 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$17.5M
Exits8$4.1M

All 13F filers, Q3 2025 → Q4 2025: 1,130,999 shares bought and 181,518 shares sold, net +949,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 106 holders

Raymond James Financial Inc. 0.01% Add +22.3% 1,064,387 $42.3M
Commonwealth Equity Services, LLC 0.02% Add +7.6% 419,428 $16.7M
Cetera Investment Advisers 0.01% Add +3.5% 342,205 $13.6M
Osaic Holdings, Inc. 0.02% Add +7.6% 301,483 $12.0M
Kestra Advisory Services, LLC 0.04% Add +21.3% 235,183 $9.3M
Janney Montgomery Scott LLC 0.02% Add +705.7% 169,798 $6.7M
Americana Partners, LLC 0.14% New 131,658 $5.2M
Milestone Asset Management, LLC 0.98% Add +4.9% 131,378 $5.2M
LPL Financial LLC 0.00% Add +57.2% 128,732 $5.1M
Envestnet Asset Management Inc. 0.00% Add +73.6% 105,102 $4.2M
Schulz Wealth, LTD. 2.49% Reduce -3.2% 97,716 $3.9M
Pinnacle Wealth Management Group, Inc. 1.91% New 96,420 $3.8M
Comprehensive Financial Consultants Institutional, Inc. 1.13% Reduce -14.3% 94,306 $3.7M
Per Stirling Capital Management, LLC. 0.38% Reduce -1.9% 84,224 $3.3M
City Holding Co. 0.35% Reduce -0.1% 70,825 $2.8M
FSB Premier Wealth Management, Inc. 0.70% Reduce -4.2% 55,852 $2.2M
AssuredPartners Investment Advisors, LLC 0.32% Reduce -1.0% 53,713 $2.1M
Uptick Partners, LLC 0.44% Reduce -3.1% 51,424 $2.0M
Truist Financial Corp. 0.00% Add +10.9% 45,441 $1.8M
Concurrent Investment Advisors, LLC 0.02% Add +31.4% 40,778 $1.6M
Tanglewood Legacy Advisors, LLC 0.57% Add +21.7% 38,442 $1.5M
NewEdge Advisors, LLC 0.01% Add +10.0% 37,733 $1.5M
Founders Financial Securities LLC 0.09% Add +10.6% 36,993 $1.5M
Sigma Planning Corp 0.04% New 36,624 $1.5M
Anfield Capital Management, LLC 0.39% Reduce -5.8% 31,453 $1.2M
MML Investors Services, LLC 0.00% Add +222.0% 30,327 $1.2M
Foundations Investment Advisors, LLC 0.02% Reduce -3.2% 29,819 $1.2M
JPMorgan Chase & Co. 0.00% New 29,816 $1.2M
REAP Financial Group, LLC 0.24% Reduce -0.3% 29,568 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +1161.1% 28,375 $1.1M
Secured Retirement Advisors, LLC 0.61% Reduce -14.8% 27,301 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +36.6% 27,175 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -1.8% 27,162 $1.1M
Ignite Planners, LLC 0.15% Reduce -41.1% 24,094 $962K
NorthCrest Asset Manangement, LLC 0.02% Add +70.2% 22,465 $893K
Jane Street Group, LLC 0.00% New 19,495 $774K
Susquehanna International Group, LLP 0.00% New 18,490 $734K
Stratos Wealth Advisors, LLC 0.04% Add +66.2% 18,225 $724K
Wells Fargo & Company 0.00% Add +0.5% 16,084 $639K
Royal Bank of Canada 0.00% Add +167.7% 15,145 $602K
Integrity Alliance, Llc. 0.02% New 14,668 $583K
Cwm, LLC 0.00% Add +118.6% 14,140 $562K
Sunbelt Securities, Inc. 0.04% Add +167.7% 14,069 $559K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.2% 13,851 $550K
Gallagher Fiduciary Advisors, LLC 0.02% Add +123.8% 12,779 $508K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -44.7% 12,078 $480K
Ancora Advisors LLC 0.01% Reduce -10.6% 11,281 $448K
Mutual Advisors, LLC 0.01% New 10,582 $420K
Rehmann Capital Advisory Group 0.02% No change 10,109 $402K
MAI Capital Management 0.00% Reduce -0.5% 9,838 $391K
CreativeOne Wealth, LLC 0.01% New 9,795 $389K
Mgo One Seven LLC 0.01% New 9,576 $380K
CoreCap Advisors, LLC 0.01% Add +4.4% 9,270 $368K
Wood Tarver Financial Group, LLC 0.10% Add +48.4% 9,274 $368K
Avidian Wealth Enterprises, LLC 0.01% No change 8,829 $351K
Diligent Investors, LLC 0.08% No change 8,680 $345K
American Financial Advisors, LLC 0.04% Reduce -3.6% 8,453 $336K
Private Advisor Group, LLC 0.00% New 7,800 $310K
E&G Advisors, LLC 0.07% No change 7,684 $305K
Sequent Planning LLC 0.07% Add +18.8% 6,852 $272K
Brookstone Capital Management 0.00% New 6,547 $260K
Insigneo Advisory Services, LLC 0.02% New 6,472 $257K
Arkadios Wealth Advisors 0.01% New 6,450 $256K
Grantvest Financial Group LLC 0.16% Reduce -9.7% 6,439 $256K
Sanctuary Advisors, LLC 0.00% Reduce -11.7% 6,364 $253K
Mariner, LLC 0.00% Reduce -12.7% 6,175 $245K
Keating Financial Advisory Services, Inc. 0.03% — 6,131 $244K
Advisory Alpha, LLC 0.01% No change 6,020 $239K
Harbour Investments, Inc. 0.00% Add +605.7% 5,864 $233K
International Assets Investment Management, LLC 0.02% New 5,730 $228K
BFI Wealth Solutions, LLC 0.22% — 5,700 $226K
Wealth Enhancement Advisory Services, LLC 0.00% Add +26.5% 5,433 $221K
Kestra Investment Management, LLC 0.01% Add +2.2% 5,538 $220K
First Heartland Consultants, Inc. 0.02% New 5,420 $215K
LVZ, Inc. 0.02% No change 5,300 $211K
Quantinno Capital Management LP 0.00% New 5,196 $206K
Level Four Advisory Services, LLC 0.01% New 5,170 $205K
DHJJ Financial Advisors, Ltd. 0.06% Add +6.2% 4,378 $174K
Geneos Wealth Management Inc. 0.00% No change 4,113 $163K
Pinnacle Wealth Planning Services, Inc. 0.02% New 3,975 $158K
Global Retirement Partners, LLC 0.00% No change 3,250 $129K
Rockefeller Capital Management L.P. 0.00% Add +471.7% 3,030 $120K
Ritter Daniher Financial Advisory LLC / DE 0.02% New 2,912 $116K
Evolution Wealth Management Inc. 0.09% New 2,614 $104K
Noble Wealth Management PBC 0.05% Reduce -16.0% 2,326 $92K
Benson Wealth Management INC 0.09% — 2,000 $79K
Larson Financial Group LLC 0.00% New 1,900 $75K
Financial Network Wealth Advisors LLC 0.06% No change 1,439 $57K
Fifth Third Bancorp 0.00% New 1,428 $57K
Lanark Financial, Inc. 0.00% Reduce -68.8% 1,336 $53K
Morgan Stanley 0.00% New 1,286 $51K
IMG Wealth Management, Inc. 0.03% No change 1,157 $46K
Signature Equity Partners, LLC 0.02% — 1,000 $40K
Topsail Wealth Management, LLC 0.00% No change 800 $32K
AE Wealth Management LLC 0.00% Add +19.3% 649 $26K
Bullseye Investment Management, LLC 0.01% New 600 $24K
Integrity Financial Corp 0.01% Add +72.8% 553 $22K
Creative Financial Designs Inc. 0.00% Reduce -16.8% 472 $19K
Archer Investment Corp 0.00% Add +12.4% 444 $18K
Farther Finance Advisors, LLC 0.00% Reduce -51.1% 342 $14K

"% 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.

Show all 106 holders