FT Vest US Eq Max Buf AugAUGM ETF 13F holders, Q4 2024 (December 31) 35 holders +6
7 new positions
4 sold out
$31.86 avg. 13F price*
At the end of Q4 2024 , 35 institutions reported holding FT Vest US Eq Max Buf Aug (AUGM) in their 13F filings, up 6 from Q3 2024. 7 opened new positions and 4 sold out. The largest holders were Kestra Advisory Services, LLC ($2.7M), Clear Creek Financial Management, LLC ($1.2M) and Grantvest Financial Group LLC ($1.1M).
Company FT Vest US Eq Max Buf Aug
Filed as FIRST TR EXCHNG TRADED FD VI (Q4 2024)
CUSIP 33740U562
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024 Institutions Total Value New Positions 7 $1.4M Exits 4 $9.6M
All 13F filers, Q3 2024 → Q4 2024: 66,422 shares bought and 308,981 shares sold, net −242,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2024 Shares Value ▼ Kestra Advisory Services, LLC 0.01% Add +0.0% 83,185 $2.7M Clear Creek Financial Management, LLC 0.13% Add +111.0% 36,992 $1.2M Grantvest Financial Group LLC 1.19% — 33,454 $1.1M Susquehanna International Group, LLP 0.00% Add +4.8% 29,203 $930K Maia Wealth LLC 0.20% Add +1.7% 28,671 $913K Glen Eagle Advisors, LLC 0.10% No change 18,730 $597K Cetera Investment Advisers 0.00% Reduce -15.4% 17,653 $562K AE Wealth Management LLC 0.00% Add +15.2% 16,617 $529K IFP Advisors, Inc 0.02% No change 16,020 $510K Main Street Financial Solutions, LLC 0.05% No change 15,546 $495K Commonwealth Equity Services, LLC 0.00% Add +0.9% 13,249 $422K Truist Financial Corp. 0.00% Reduce -3.4% 12,848 $409K Atria Wealth Solutions, Inc. 0.00% No change 12,518 $399K HighTower Advisors, LLC 0.00% No change 11,800 $376K Captrust Financial Advisors 0.00% No change 11,250 $358K Envestnet Asset Management Inc. 0.00% New 10,477 $334K GPS Wealth Strategies Group, LLC 0.04% Reduce -5.4% 9,655 $308K Anfield Capital Management, LLC 0.10% No change 9,050 $288K Avantax Advisory Services, Inc. 0.00% Reduce -10.0% 9,000 $287K Ashton Thomas Private Wealth, LLC 0.01% New 8,965 $286K Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.8% 8,926 $284K Brass Tax Wealth Management, Inc. 0.06% No change 8,634 $275K Old Mission Capital LLC 0.01% New 8,425 $268K Osaic Holdings, Inc. 0.00% Reduce -4.8% 7,950 $253K MML Investors Services, LLC 0.00% New 6,280 $200K Geneos Wealth Management Inc. 0.00% New 4,195 $134K Harbour Investments, Inc. 0.00% No change 3,037 $97K Barclays PLC 0.00% New 3,000 $96K Wood Tarver Financial Group, LLC 0.03% — 2,393 $76K Concourse Financial Group Securities, Inc. 0.00% No change 1,600 $51K Capital Analysts, LLC 0.00% No change 1,536 $49K Creative Financial Designs Inc. 0.00% New 1,483 $47K Creekmur Asset Management LLC 0.01% Reduce -0.1% 1,319 $42K Noble Wealth Management PBC 0.01% — 400 $13K Integrity Financial Corp 0.00% No change 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.