FT Vest US Eq Max Buf AugAUGM ETF 13F holders, Q3 2024 (September 30) 29 holders
$31.58 avg. 13F price*
At the end of Q3 2024 , 29 institutions reported holding FT Vest US Eq Max Buf Aug (AUGM) in their 13F filings. The largest holders were WealthPlan Investment Management, LLC ($5.6M), WealthPLAN Partners, LLC ($2.9M) and Kestra Advisory Services, LLC ($2.6M).
Company FT Vest US Eq Max Buf Aug
Filed as FIRST TR EXCHNG TRADED FD VI (Q3 2024)
CUSIP 33740U562
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2024 Institutions Total Value New Positions 29 $21.2M Exits 0 $0
Ownership 29 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ WealthPlan Investment Management, LLC 0.57% New 178,761 $5.6M WealthPLAN Partners, LLC 0.39% New 92,036 $2.9M Kestra Advisory Services, LLC 0.01% New 83,161 $2.6M Maia Wealth LLC 0.22% New 28,199 $891K Susquehanna International Group, LLP 0.00% New 27,875 $880K Jane Street Group, LLC 0.00% New 24,226 $765K Cetera Investment Advisers 0.00% New 20,862 $659K Glen Eagle Advisors, LLC 0.10% New 18,730 $592K Clear Creek Financial Management, LLC 0.06% New 17,532 $554K IFP Advisors, Inc 0.02% New 16,020 $506K Main Street Financial Solutions, LLC 0.05% New 15,546 $491K AE Wealth Management LLC 0.00% New 14,425 $456K Truist Financial Corp. 0.00% New 13,298 $420K Commonwealth Equity Services, LLC 0.00% New 13,128 $415K Atria Wealth Solutions, Inc. 0.00% New 12,518 $395K HighTower Advisors, LLC 0.00% New 11,800 $368K Captrust Financial Advisors 0.00% New 11,250 $355K GPS Wealth Strategies Group, LLC 0.04% New 10,205 $322K Avantax Advisory Services, Inc. 0.00% New 10,000 $316K Cambridge Investment Research Advisors, Inc. 0.00% New 9,274 $293K Anfield Capital Management, LLC 0.11% New 9,050 $286K Brass Tax Wealth Management, Inc. 0.06% New 8,634 $273K Osaic Holdings, Inc. 0.00% New 8,350 $264K WT Wealth Management 0.08% New 8,000 $253K Harbour Investments, Inc. 0.00% New 3,037 $96K Concourse Financial Group Securities, Inc. 0.00% New 1,600 $51K Capital Analysts, LLC 0.00% New 1,536 $49K Creekmur Asset Management LLC 0.01% New 1,320 $42K Integrity Financial Corp 0.00% New 32 $1K
"% of holder's portfolio" is AUGM's weight in each manager's 13F, not the share of FT Vest US Eq Max Buf Aug the manager owns.