Who Owns NOVM?
FIRST TR EXCHNG TRADED FD VI — Institutional Ownership & 13F Holdings
$33.34
-0.02 (-0.07%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
27
Total Inst. Value
$12.0M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Clear Creek Financial Management, LLC | $3.0M | 97,673 |
| 2 | Farther Finance Advisors, LLC | $2.0M | 66,296 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $965K | 31,698 |
| 4 | Cetera Investment Advisers | $771K | 25,335 |
| 5 | WealthPLAN Partners, LLC | $691K | 22,719 |
| 6 | BRASS TAX WEALTH MANAGEMENT, INC | $576K | 18,910 |
| 7 | WealthPlan Investment Management, LLC | $433K | 14,239 |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $425K | 13,944 |
| 9 | Glen Eagle Advisors, LLC | $412K | 13,545 |
| 10 | CITADEL ADVISORS LLC | $369K | 12,115 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cetera Investment Advisers | +11K | $771K |
| ENVESTNET ASSET MANAGEMENT INC | +7K | $425K |
| OSAIC HOLDINGS, INC. | +5K | $345K |
| Capital Analysts, LLC | +492 | $45K |
| COMMONWEALTH EQUITY SERVICES, LLC | +37K | $2K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Creekmur Asset Management LLC | -12K | $49K |
| WealthPlan Investment Management, LLC | -4K | $433K |
| AE Wealth Management LLC | -4K | $290K |
| Clear Creek Financial Management, LLC | -991 | $3.0M |
| WealthPLAN Partners, LLC | -436 | $691K |
Frequently Asked Questions
How many institutional investors hold NOVM?
As of Q1 2025, 27 institutional investors report holding NOVM (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.
Which hedge fund owns the most NOVM?
The largest institutional holder of NOVM is Clear Creek Financial Management, LLC with $3.0M in shares.
Are institutions buying or selling NOVM?
This quarter, 10 institutions opened new positions in NOVM and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.