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Disclosery

NOVM FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQ MA (fund)

30 managers (30 13F filers) reported a position in NOVM shares at 2025-03-31, 491,357 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
30
13F filers
30
New
7
Added
5
Reduced
6
Sold out
2
Shares held by filers
491,357

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Clear Creek Financial Management, LLC97,673$2.97M0.31%-99113F-HRTimeline
Farther Finance Advisors, LLC66,296$2.02M0.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,306$1.71M<0.01%+36,69213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,698$965K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers25,335$771K<0.01%+11,46113F-HRTimeline
WealthPLAN Partners, LLC22,719$692K0.1%-43613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC18,910$576K0.12%013F-HRTimeline
B. Riley Wealth Advisors, Inc.18,834$573K0.02%013F-HRTimeline
WealthPlan Investment Management, LLC14,239$433K0.04%-4,22013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,944$425K<0.01%+7,35013F-HRTimelineGroup
Glen Eagle Advisors, LLC13,545$412K0.07%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,115$369K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,341$345K<0.01%+4,66413F-HRTimelineGroup
Madrona Financial Services, LLC10,880$331K0.09%013F-HRTimeline
OLD MISSION CAPITAL LLC10,692$326K0.01%new13F-HRTimeline
IFP Advisors, Inc10,000$304K0.01%013F-HRTimeline
AE Wealth Management LLC9,533$290K<0.01%-3,85013F-HRTimeline
HBW ADVISORY SERVICES LLC8,929$272K0.04%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,178$249K0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,954$242K0.01%013F-HRTimeline
Geneos Wealth Management Inc.6,250$190K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,061$154K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,776$145K<0.01%-3413F-HR/ATimelineGroup
Creekmur Asset Management LLC1,620$49.3K0.01%-11,89413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,500$45.8K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,474$45K<0.01%+49213F-HRTimelineGroup
LANARK FINANCIAL, INC.1,190$36K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.265$8.07K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG100$3.04K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 171,349 NOVM shares, 22.11% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007480

    Accepted , ingested