FT Vest US Small Cap ModeratSNOVETF
13F holders, Q1 2025 (March 31)53holders +7
12new positions
4sold out
$22.02avg. 13F price*
At the end of Q1 2025, 53 institutions reported holding FT Vest US Small Cap Moderat (SNOV) in their 13F filings, up 7 from Q4 2024. 12 opened new positions and 4 sold out. The largest holders were Raymond James Financial Inc. ($9.3M), Osaic Holdings, Inc. ($5.8M) and First Heartland Consultants, Inc. ($5.0M).
- Company
- FT Vest US Small Cap Moderat
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740F342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $9.5M |
| Exits | 4 | $4.7M |
All 13F filers, Q4 2024 → Q1 2025: 847,628 shares bought and 220,598 shares sold, net +627,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 421,176 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Add +45.9% | 262,756 | $5.8M |
| First Heartland Consultants, Inc. | 0.51% | Add +37.5% | 226,152 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +120.9% | 193,090 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.2% | 157,200 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +92.5% | 136,380 | $3.0M |
| Maia Wealth LLC | 0.57% | New | 119,213 | $2.5M |
| Noble Wealth Management PBC | 1.57% | Reduce -2.0% | 104,233 | $2.3M |
| LPL Financial LLC | 0.00% | New | 102,724 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 63,090 | $1.4M |
| Grantvest Financial Group LLC | 1.00% | Add +24.1% | 55,977 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | No change | 54,136 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.6% | 49,800 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 49,216 | $1.1M |
| Advisory Services Network, LLC | 0.02% | New | 48,728 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +261.4% | 47,916 | $1.1M |
| Mariner, LLC | 0.00% | Add +5.5% | 33,515 | $739K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.3% | 31,459 | $694K |
| Ignite Planners, LLC | 0.11% | Add +145.6% | 25,455 | $556K |
| Quad-Cities Investment Group, LLC | 0.24% | Add +6.6% | 22,201 | $490K |
| Jane Street Group, LLC | 0.00% | New | 22,049 | $486K |
| Hickory Asset Management, Inc. | 0.42% | No change | 21,360 | $471K |
| Park Avenue Securities LLC | 0.01% | New | 21,336 | $471K |
| Sigma Planning Corp | 0.01% | Reduce -1.2% | 19,338 | $427K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 15,830 | $349K |
| Avantax Advisory Services, Inc. | 0.00% | Add +59.5% | 14,437 | $318K |
| Creative Financial Designs Inc. | 0.02% | Add +53.8% | 13,772 | $304K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -3.2% | 13,562 | $299K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +46.9% | 13,470 | $297K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +182.1% | 12,894 | $284K |
| Diligent Investors, LLC | 0.07% | Add +18.3% | 12,300 | $271K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 11,700 | $258K |
| Lanark Financial, Inc. | 0.02% | — | 11,056 | $243K |
| Kingsview Wealth Management, LLC | 0.00% | Add +4.5% | 10,925 | $241K |
| MML Investors Services, LLC | 0.00% | Reduce -20.1% | 10,821 | $239K |
| LexAurum Advisors, LLC | 0.04% | New | 10,465 | $231K |
| Columbia Advisory Partners LLC | 0.19% | New | 10,100 | $223K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,047 | $222K |
| Old Mission Capital LLC | 0.00% | New | 9,704 | $214K |
| NewEdge Advisors, LLC | 0.00% | No change | 9,700 | $214K |
| Harbour Investments, Inc. | 0.01% | Add +40.8% | 8,522 | $188K |
| PFS Partners, LLC | 0.06% | Reduce -10.2% | 5,271 | $116K |
| Wood Tarver Financial Group, LLC | 0.03% | Add +17.2% | 4,426 | $98K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -16.1% | 4,010 | $88K |
| UBS Group AG | 0.00% | New | 2,406 | $53K |
| Capital Analysts, LLC | 0.00% | Add +60.0% | 1,706 | $38K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,177 | $26K |
| AE Wealth Management LLC | 0.00% | No change | 708 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 500 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 409 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 400 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 250 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 52 | $1K |
"% of holder's portfolio" is SNOV's weight in each manager's 13F, not the share of FT Vest US Small Cap Moderat the manager owns.