FT Vest US Eq Max Buf NovNOVM ETF 13F holders, Q4 2024 (December 31) 24 holders
$30.56 avg. 13F price*
At the end of Q4 2024 , 24 institutions reported holding FT Vest US Eq Max Buf Nov (NOVM) in their 13F filings. The largest holders were Clear Creek Financial Management, LLC ($3.0M), WealthPLAN Partners, LLC ($708K) and Commonwealth Equity Services, LLC ($599K).
Company FT Vest US Eq Max Buf Nov
Filed as FIRST TR EXCHNG TRADED FD VI (Q4 2024)
CUSIP 33740U521
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2024 Institutions Total Value New Positions 25 $10.2M Exits 0 $0
Ownership 24 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Clear Creek Financial Management, LLC 0.33% New 98,664 $3.0M WealthPLAN Partners, LLC 0.10% New 23,155 $708K Commonwealth Equity Services, LLC 0.00% New 19,614 $599K Brass Tax Wealth Management, Inc. 0.12% New 18,910 $578K B. Riley Wealth Advisors, Inc. 0.02% New 18,834 $576K Jane Street Group, LLC 0.00% New 18,643 $570K WealthPlan Investment Management, LLC 0.06% New 18,459 $564K Cetera Investment Advisers 0.00% New 13,874 $424K Creekmur Asset Management LLC 0.09% New 13,514 $413K AE Wealth Management LLC 0.00% New 13,383 $409K Madrona Financial Services, LLC 0.09% New 10,880 $332K IFP Advisors, Inc 0.01% New 10,000 $306K Gallagher Fiduciary Advisors, LLC 0.05% New 8,178 $250K Independent Financial Group, LLC 0.01% New 7,954 $243K Cambridge Investment Research Advisors, Inc. 0.00% New 7,069 $216K Osaic Holdings, Inc. 0.00% New 6,677 $204K Envestnet Asset Management Inc. 0.00% New 6,594 $202K Geneos Wealth Management Inc. 0.01% New 6,250 $191K Cwm, LLC 0.00% New 5,061 $155K Barclays PLC 0.00% New 4,810 $147K Principal Securities, Inc. 0.00% New 1,500 $46K Capital Analysts, LLC 0.00% New 982 $30K DHJJ Financial Advisors, Ltd. 0.00% New 265 $8K UBS Group AG 0.00% New 100 $3K
"% of holder's portfolio" is NOVM's weight in each manager's 13F, not the share of FT Vest US Eq Max Buf Nov the manager owns.