FT Vest US Eq Max Buf NovNOVMETF

13F holders, Q2 2025 (June 30)
25holders −4
2new positions
6sold out
1famous investor
$31.44avg. 13F price*

At the end of Q2 2025, 25 institutions reported holding FT Vest US Eq Max Buf Nov (NOVM) in their 13F filings, down 4 from Q1 2025. 2 opened new positions and 6 sold out. The largest holders were Clear Creek Financial Management, LLC ($3.0M), Farther Finance Advisors, LLC ($2.2M) and Commonwealth Equity Services, LLC ($1.3M). 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 (Q2 2025)
CUSIP
33740U521
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q4 2024: 24Q4 2024Q1 2025: 29Q1 2025Q2 2025: 25Q2 2025Q3 2025: 27Q3 2025Q4 2025: 34Q4 2025Q1 2026: 32Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$617K
Exits6$2.7M

All 13F filers, Q1 2025 → Q2 2025: 29,563 shares bought and 116,637 shares sold, net −87,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

Clear Creek Financial Management, LLC 0.28% Reduce -3.0% 94,767 $3.0M
Farther Finance Advisors, LLC 0.04% Add +4.5% 69,286 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -26.4% 41,425 $1.3M
Cetera Investment Advisers 0.00% Add +4.9% 26,567 $835K
Brass Tax Wealth Management, Inc. 0.11% No change 18,910 $595K
Mgo One Seven LLC 0.02% New 18,834 $592K
Envestnet Asset Management Inc. 0.00% Reduce -2.0% 13,670 $430K
Glen Eagle Advisors, LLC 0.06% Reduce -5.1% 12,856 $404K
Madrona Financial Services, LLC 0.08% No change 10,880 $342K
Cwm, LLC 0.00% Add +112.8% 10,768 $339K
IFP Advisors, Inc 0.01% No change 10,000 $314K
Old Mission Capital LLC 0.01% Reduce -13.6% 9,234 $290K
Osaic Holdings, Inc. 0.00% Reduce -22.1% 8,836 $278K
HBW Advisory Services LLC 0.03% Reduce -1.1% 8,832 $278K
AE Wealth Management LLC 0.00% Reduce -11.0% 8,488 $267K
Citadel Advisors 0.00% Reduce -30.4% 8,433 $265K
Gallagher Fiduciary Advisors, LLC 0.01% No change 8,178 $257K
Independent Financial Group, LLC 0.01% Reduce -3.5% 7,672 $241K
Geneos Wealth Management Inc. 0.00% Reduce -0.2% 6,240 $196K
Barclays PLC 0.00% Reduce -0.6% 4,748 $149K
Creekmur Asset Management LLC 0.01% No change 1,620 $51K
Principal Securities, Inc. 0.00% No change 1,500 $47K
Capital Analysts, LLC 0.00% No change 1,474 $46K
Capital Investment Advisory Services, LLC 0.00% New 800 $25K
DHJJ Financial Advisors, Ltd. 0.00% No change 265 $8K

"% 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.