FT Vest US Equity Deep BuffeDJULETF

13F holders, Q2 2024 (June 30)
79holders −6
5new positions
9sold out
$39.99avg. 13F price*

At the end of Q2 2024, 79 institutions reported holding FT Vest US Equity Deep Buffe (DJUL) in their 13F filings, down 6 from Q1 2024. 5 opened new positions and 9 sold out. The largest holders were Ogorek Anthony Joseph /NY/ ($29.0M), Osaic Holdings, Inc. ($11.0M) and Ignite Planners, LLC ($7.9M).

Company
FT Vest US Equity Deep Buffe
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 2024)
CUSIP
33740F698
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 85Q1 2024Q2 2024: 79Q2 2024Q3 2024: 102Q3 2024Q4 2024: 112Q4 2024Q1 2025: 106Q1 2025Q2 2025: 103Q2 2025Q3 2025: 113Q3 2025Q4 2025: 116Q4 2025Q1 2026: 113Q1 2026Q2 2026: 118Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions5$1.0M
Exits9$2.3M

All 13F filers, Q1 2024 → Q2 2024: 65,340 shares bought and 1,775,045 shares sold, net −1,709,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Ogorek Anthony Joseph /NY/ 10.09% Reduce -44.0% 729,703 $29.0M
Osaic Holdings, Inc. 0.03% Reduce -23.3% 276,777 $11.0M
Ignite Planners, LLC 1.94% Reduce -29.8% 199,333 $7.9M
Smart Money Group LLC 2.66% Reduce -4.0% 186,017 $7.5M
First Heartland Consultants, Inc. 0.68% Reduce -0.5% 172,886 $6.9M
Commonwealth Financial Services, LLC 1.29% Add +18.7% 158,014 $6.3M
Raymond James Financial Services Advisors, Inc. 0.01% Add +0.0% 120,411 $4.8M
AE Wealth Management LLC 0.05% Reduce -28.9% 119,498 $4.8M
Raymond James & Associates 0.00% Reduce -40.3% 106,920 $4.3M
Cetera Investment Advisers 0.01% Reduce -10.7% 71,609 $2.8M
REAP Financial Group, LLC 0.74% Reduce -4.3% 69,168 $2.8M
Ameritas Advisory Services, LLC 0.08% Add +1.6% 54,908 $2.2M
Kestra Advisory Services, LLC 0.01% Reduce -17.3% 50,724 $2.0M
Spire Wealth Management 0.07% Reduce -2.3% 49,333 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -58.8% 46,079 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -77.9% 43,409 $1.7M
Envestnet Asset Management Inc. 0.00% Reduce -3.4% 41,746 $1.7M
Truist Financial Corp. 0.00% Reduce -10.3% 40,675 $1.6M
Jane Street Group, LLC 0.00% Reduce -63.2% 39,198 $1.6M
Cwm, LLC 0.01% Reduce -3.7% 38,795 $1.5M
Sunbelt Securities, Inc. 0.16% Add +4.0% 38,470 $1.5M
LPL Financial LLC 0.00% Add +2.4% 32,776 $1.3M
Harbour Investments, Inc. 0.04% Reduce -0.4% 30,734 $1.2M
HRT Financial LP 0.01% Reduce -24.8% 26,541 $1.1M
Avantax Advisory Services, Inc. 0.01% Reduce -29.6% 23,558 $938K
HighTower Advisors, LLC 0.00% Reduce -1.3% 23,272 $924K
Claro Advisors Inc. 0.14% Reduce -14.2% 22,646 $901K
IFP Advisors, Inc 0.04% Reduce 0.0% 22,326 $888K
Pinnacle Wealth Planning Services, Inc. 0.13% Reduce -41.7% 22,097 $879K
MML Investors Services, LLC 0.00% Reduce -16.3% 20,257 $806K
Clear Creek Financial Management, LLC 0.10% Reduce -9.7% 19,945 $794K
NewEdge Advisors, LLC 0.00% Reduce -5.7% 16,708 $665K
Cypress Wealth Services, LLC 0.13% No change 15,163 $603K
SMART Wealth LLC 0.20% Add +113.0% 12,713 $506K
Prosperity Consulting Group, LLC 0.07% Reduce -13.8% 12,644 $503K
Mutual Advisors, LLC 0.01% Add +2.1% 12,064 $481K
Old Mission Capital LLC 0.01% Reduce -23.0% 11,454 $456K
Rockefeller Capital Management L.P. 0.00% No change 11,450 $456K
Royal Bank of Canada 0.00% Add +52.1% 11,444 $455K
Mariner, LLC 0.00% Reduce -3.6% 11,205 $446K
Tanglewood Legacy Advisors, LLC 0.21% Reduce -29.1% 11,018 $438K
Strategic Blueprint, LLC 0.03% No change 10,756 $428K
StoneX Group Inc. 0.03% No change 9,772 $389K
Susquehanna International Group, LLP 0.00% New 9,078 $361K
Keystone Wealth Services, LLC 0.11% No change 9,039 $360K
Bouchey Financial Group, Ltd. 0.03% Reduce -98.0% 8,908 $354K
LVZ, Inc. 0.05% Add +1.8% 8,638 $344K
Stephens Inc. 0.01% No change 8,585 $342K
Integrity Financial Corp 0.21% Reduce -1.2% 8,461 $337K
Nations Financial Group Inc, /Ia/ 0.03% No change 8,062 $321K
Centaurus Financial, Inc. 0.02% Add +2.2% 8,018 $319K
Advisory Services Network, LLC 0.01% New 7,405 $295K
Sequent Planning LLC 0.10% No change 7,190 $286K
Meridian Wealth Management, LLC 0.03% New 6,870 $273K
Brass Tax Wealth Management, Inc. 0.05% Reduce -1.1% 6,674 $266K
Arbor Capital Management Inc. 0.23% No change 6,448 $257K
FinTrust Capital Advisors, LLC 0.05% No change 6,400 $255K
Orion Porfolio Solutions, LLC 0.00% Reduce -31.9% 6,286 $250K
Orion Portfolio Solutions, LLC 0.00% Reduce -31.9% 6,286 $250K
Concourse Financial Group Securities, Inc. 0.02% No change 6,275 $250K
B. Riley Wealth Advisors, Inc. 0.01% Add +1.8% 6,210 $247K
Cambridge Advisors Inc. 0.06% Reduce -44.5% 6,048 $241K
Inspire Advisors, LLC 0.03% No change 5,700 $227K
Essex Financial Services, Inc. 0.02% Reduce -22.8% 5,165 $203K
Triad Wealth Partners, LLC 0.05% New 2,417 $96K
Benjamin F. Edwards & Company, Inc. 0.00% No change 1,280 $51K
MTM Investment Management, LLC 0.02% No change 1,000 $40K
CoreCap Advisors, LLC 0.00% Reduce -0.5% 940 $37K
Lanark Financial, Inc. 0.00% No change 892 $35K
Glen Eagle Advisors, LLC 0.01% No change 700 $28K
Creative Financial Designs Inc. 0.00% No change 681 $27K
Steward Partners Investment Advisory, LLC 0.00% No change 598 $24K
Wetzel Investment Advisors, Inc. 0.01% No change 512 $20K
UBS Group AG 0.00% Reduce -86.9% 399 $16K
Larson Financial Group LLC 0.00% No change 356 $14K
SOA Wealth Advisors, LLC. 0.00% No change 315 $13K
Principal Securities, Inc. 0.00% No change 220 $9K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -81.0% 167 $7K
Great Lakes Retirement, Inc. 0.00% New 116 $5K

"% of holder's portfolio" is DJUL's weight in each manager's 13F, not the share of FT Vest US Equity Deep Buffe the manager owns.