FT Vest US Eq Max Buf NovNOVMETF
13F holders, Q1 2025 (March 31)29holders +5
6new positions
2sold out
1famous investor
$30.45avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding FT Vest US Eq Max Buf Nov (NOVM) in their 13F filings, up 5 from Q4 2024. 6 opened new positions and 2 sold out. The largest holders were Clear Creek Financial Management, LLC ($3.0M), Farther Finance Advisors, LLC ($2.0M) and Commonwealth Equity Services, LLC ($1.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Eq Max Buf Nov
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740U521
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.4M |
| Exits | 2 | $786K |
All 13F filers, Q4 2024 → Q1 2025: 203,934 shares bought and 47,137 shares sold, net +156,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Clear Creek Financial Management, LLC | 0.31% | Reduce -1.0% | 97,673 | $3.0M |
| Farther Finance Advisors, LLC | 0.05% | New | 66,296 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +187.1% | 56,306 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 31,698 | $965K |
| Cetera Investment Advisers | 0.00% | Add +82.6% | 25,335 | $771K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -1.9% | 22,719 | $692K |
| Brass Tax Wealth Management, Inc. | 0.12% | No change | 18,910 | $576K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 18,834 | $573K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -22.9% | 14,239 | $433K |
| Envestnet Asset Management Inc. | 0.00% | Add +111.5% | 13,944 | $425K |
| Glen Eagle Advisors, LLC | 0.07% | New | 13,545 | $412K |
| Citadel Advisors | 0.00% | New | 12,115 | $369K |
| Osaic Holdings, Inc. | 0.00% | Add +69.8% | 11,341 | $345K |
| Madrona Financial Services, LLC | 0.09% | No change | 10,880 | $331K |
| Old Mission Capital LLC | 0.01% | New | 10,692 | $326K |
| IFP Advisors, Inc | 0.01% | No change | 10,000 | $304K |
| AE Wealth Management LLC | 0.00% | Reduce -28.8% | 9,533 | $290K |
| HBW Advisory Services LLC | 0.04% | New | 8,929 | $272K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 8,178 | $249K |
| Independent Financial Group, LLC | 0.01% | No change | 7,954 | $242K |
| Geneos Wealth Management Inc. | 0.01% | No change | 6,250 | $190K |
| Cwm, LLC | 0.00% | No change | 5,061 | $154K |
| Barclays PLC | 0.00% | Reduce -0.7% | 4,776 | $145K |
| Creekmur Asset Management LLC | 0.01% | Reduce -88.0% | 1,620 | $49K |
| Principal Securities, Inc. | 0.00% | No change | 1,500 | $46K |
| Capital Analysts, LLC | 0.00% | Add +50.1% | 1,474 | $45K |
| Lanark Financial, Inc. | 0.00% | — | 1,190 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 265 | $8K |
| UBS Group AG | 0.00% | No change | 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.