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FT Vest US Small Cap Moderat (SNOV)

CUSIP: 33740F342 | NYSE | 104 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.1,856,81144.7%+241,284Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.1,856,811
44.7% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Park Avenue Securities LLC105,750
0.0% of portfolio›$2.9M
LPL Financial LLC81,491
0.0% of portfolio›$2.2M
BFI Wealth Solutions, LLC64,854
1.2% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC63,944
0.0% of portfolio›$61.1K
NorthCrest Asset Manangement, LLC61,705
0.0% of portfolio›$1.7M
Commonwealth Equity Services, LLC50,240
0.0% of portfolio›$1.4M
Grantvest Financial Group LLC43,872
0.7% of portfolio›$1.2M
Truist Financial Corp42,460
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.42,456
0.0% of portfolio›$1.2M
MGO One Seven LLC42,444
0.0% of portfolio›$1.2M
Kestra Advisory Services, LLC38,666
0.0% of portfolio›$1.1M
Ignite Planners, LLC26,468
0.1% of portfolio›$720.7K
Kestra Private Wealth Services, LLC12,670
0.0% of portfolio›$345.0K
Diligent Investors, LLC12,300
0.1% of portfolio›$334.9K
Sigma Planning Corp11,956
0.0% of portfolio›$325.6K
Lanark Financial, Inc.8,872
0.0% of portfolio›$241.6K
Foguth Wealth Management, Llc.8,547
0.0% of portfolio›$231.0K
Creative Financial Designs Inc6,675
0.0% of portfolio›$181.8K
Pinnacle Wealth Planning Services, Inc.6,000
0.0% of portfolio›$163.4K
Dhjj Financial Advisors, Ltd.5,507
0.0% of portfolio›$150.0K
PFS Partners, LLC5,036
0.1% of portfolio›$137.1K
Capital Investment Advisory Services, LLC1,115
0.0% of portfolio›$30.4K
Noble Wealth Management PBC1,103
0.0% of portfolio›$30.0K
CoreCap Advisors, LLC1,000
0.0% of portfolio›$27.2K
CX Institutional865
0.0% of portfolio›$24
Fifth Third Bancorp833
0.0% of portfolio›$22.7K
Signature Equity Partners, LLC630
0.0% of portfolio›$17.2K
StyleTurnoverLocationFiled
Park Avenue Securities LLC
105,750$2.9M0.0%ETFMediumNew York, NY2026-10-26
LPL Financial LLC
81,491$2.2M0.0%IndexVery LowFort Mill, SC2026-11-06
BFI Wealth Solutions, LLC
64,854$1.8M1.2%ETFLowDallas, TX2026-10-16
Wealth Enhancement Advisory Services, LLC
63,944$61.1K0.0%CoreLowPlymouth, MN2026-10-13
NorthCrest Asset Manangement, LLC
61,705$1.7M0.0%GrowthLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
50,240$1.4M0.0%ETFLowWaltham, MA2026-11-02
Grantvest Financial Group LLC
43,872$1.2M0.7%ETFLowMatawan, NJ2026-10-21
Truist Financial Corp
42,460$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
42,456$1.2M0.0%ETFLowFairfield, IA2026-11-02
MGO One Seven LLC
42,444$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Kestra Advisory Services, LLC
38,666$1.1M0.0%CoreLowAustin, TX2026-11-02
Ignite Planners, LLC
26,468$720.7K0.1%CoreLowSan Clemente, CA2026-10-14
Kestra Private Wealth Services, LLC
12,670$345.0K0.0%GrowthLowAustin, TX2026-11-06
Diligent Investors, LLC
12,300$334.9K0.1%CoreLowRedlands, CA2026-10-21
Sigma Planning Corp
11,956$325.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Lanark Financial, Inc.
8,872$241.6K0.0%CoreMediumBirmingham, AL2026-10-26
Foguth Wealth Management, Llc.
8,547$231.0K0.0%ETFHighBrighton, MI2026-10-19
Creative Financial Designs Inc
6,675$181.8K0.0%ETFMediumKokomo, IN2026-11-04
Pinnacle Wealth Planning Services, Inc.
6,000$163.4K0.0%GARPLowMansfield, OH2026-10-27
Dhjj Financial Advisors, Ltd.
5,507$150.0K0.0%ETFVery LowNaperville, IL2026-10-23
PFS Partners, LLC
5,036$137.1K0.1%ETFVery LowMine Hill, NJ2026-10-21
Capital Investment Advisory Services, LLC
1,115$30.4K0.0%CoreMediumRaleigh, NC2026-10-30
Noble Wealth Management PBC
1,103$30.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
CoreCap Advisors, LLC
1,000$27.2K0.0%ETFMediumSouthfield, MI2026-10-08
CX Institutional
865$240.0%CoreMediumAuburn, IN2026-10-02
Fifth Third Bancorp
833$22.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Signature Equity Partners, LLC
630$17.2K0.0%GrowthMediumColumbus, OH2026-10-29
+241,284
No 13F filer matched