FT Vest US Equity Deep BuffeDJULETF
13F holders, Q3 2024 (September 30)102holders +23
30new positions
8sold out
1famous investor
$41.38avg. 13F price*
At the end of Q3 2024, 102 institutions reported holding FT Vest US Equity Deep Buffe (DJUL) in their 13F filings, up 23 from Q2 2024. 30 opened new positions and 8 sold out. The largest holders were Ogorek Anthony Joseph /NY/ ($32.0M), Osaic Holdings, Inc. ($22.9M) and Raymond James & Associates ($10.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Equity Deep Buffe
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740F698
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $21.6M |
| Exits | 8 | $4.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,901,643 shares bought and 320,963 shares sold, net +1,580,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Ogorek Anthony Joseph /NY/ | 10.99% | Add +6.0% | 773,553 | $32.0M |
| Osaic Holdings, Inc. | 0.05% | Add +100.1% | 553,728 | $22.9M |
| Raymond James & Associates | 0.01% | Add +142.7% | 259,493 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +454.4% | 231,448 | $9.6M |
| Ignite Planners, LLC | 1.92% | Add +1.6% | 202,619 | $8.4M |
| Smart Money Group LLC | 2.52% | Reduce -7.5% | 171,982 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +315.9% | 169,187 | $7.0M |
| Commonwealth Financial Services, LLC | 1.36% | Add +6.3% | 167,947 | $6.9M |
| REAP Financial Group, LLC | 1.68% | Add +139.9% | 165,960 | $6.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +32.4% | 159,463 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | New | 159,063 | $6.6M |
| Cwm, LLC | 0.02% | Add +232.6% | 129,038 | $5.3M |
| AE Wealth Management LLC | 0.04% | Reduce -6.3% | 111,959 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +103.1% | 103,036 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +312.4% | 83,532 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +87.3% | 81,283 | $3.4M |
| Cetera Investment Advisers | 0.01% | Add +10.7% | 79,276 | $3.3M |
| Signal Advisors Wealth, LLC | 0.40% | New | 67,413 | $2.8M |
| Foguth Wealth Management, LLC. | 1.01% | New | 67,443 | $2.8M |
| Spire Wealth Management | 0.08% | Add +21.5% | 59,951 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +27.1% | 58,563 | $2.4M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -5.7% | 51,777 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +411.5% | 46,431 | $1.9M |
| Sunbelt Securities, Inc. | 0.18% | Add +14.0% | 43,854 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -6.8% | 30,539 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +148.3% | 28,428 | $1.2M |
| StoneX Group Inc. | 0.08% | Add +186.0% | 27,944 | $1.2M |
| Ferguson Shapiro LLC | 0.39% | New | 25,413 | $1.1M |
| Clear Creek Financial Management, LLC | 0.12% | Add +24.0% | 24,740 | $1.0M |
| Claro Advisors Inc. | 0.12% | Add +0.4% | 22,746 | $942K |
| Lunt Capital Management, Inc. | 0.44% | New | 22,576 | $935K |
| Silver Oak Securities, Incorporated | 0.10% | New | 22,576 | $932K |
| Beacon Financial Group | 0.10% | New | 21,836 | $904K |
| Integrity Financial Corp | 0.53% | Add +156.3% | 21,682 | $898K |
| Harbour Investments, Inc. | 0.03% | Reduce -33.3% | 20,513 | $849K |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | Reduce -8.3% | 20,262 | $839K |
| Sequent Planning LLC | 0.28% | Add +172.1% | 19,563 | $810K |
| HighTower Advisors, LLC | 0.00% | Reduce -15.9% | 19,560 | $810K |
| IFP Advisors, Inc | 0.03% | Reduce -16.8% | 18,570 | $769K |
| Citadel Advisors | 0.00% | New | 17,892 | $741K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -25.9% | 17,462 | $723K |
| SMART Wealth LLC | 0.27% | Add +33.0% | 16,913 | $700K |
| NewEdge Advisors, LLC | 0.00% | No change | 16,708 | $692K |
| FinTrust Capital Advisors, LLC | 0.12% | Add +160.2% | 16,650 | $689K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -90.8% | 15,894 | $658K |
| Mutual Advisors, LLC | 0.02% | Add +16.5% | 14,053 | $584K |
| Prosperity Consulting Group, LLC | 0.04% | Add +7.6% | 13,600 | $563K |
| EPG Wealth Management LLC | 0.14% | Add +0.0% | 13,000 | $538K |
| Strategic Blueprint, LLC | 0.03% | Add +17.2% | 12,602 | $522K |
| Mariner, LLC | 0.00% | Add +0.1% | 11,213 | $464K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.19% | New | 10,970 | $454K |
| Tanglewood Legacy Advisors, LLC | 0.19% | Reduce -5.9% | 10,368 | $429K |
| Townsquare Capital LLC | 0.01% | New | 10,308 | $427K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.15% | New | 10,048 | $416K |
| Certified Advisory Corp | 0.05% | New | 10,000 | $414K |
| Bouchey Financial Group, Ltd. | 0.04% | Add +12.2% | 9,998 | $414K |
| Schwallier Wealth Management LLC | 0.28% | New | 9,530 | $395K |
| Lanark Financial, Inc. | 0.03% | Add +962.2% | 9,475 | $392K |
| Keystone Wealth Services, LLC | 0.10% | Reduce -0.4% | 9,005 | $373K |
| LVZ, Inc. | 0.05% | No change | 8,638 | $358K |
| Stephens Inc. | 0.01% | No change | 8,585 | $356K |
| Arbor Capital Management Inc. | 0.32% | Add +28.8% | 8,304 | $342K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.6% | 7,968 | $330K |
| Founders Financial Securities LLC | 0.03% | New | 7,813 | $324K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 7,546 | $312K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,546 | $312K |
| Advisory Services Network, LLC | 0.01% | No change | 7,405 | $295K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +8.5% | 6,820 | $282K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +8.5% | 6,820 | $282K |
| Brass Tax Wealth Management, Inc. | 0.06% | No change | 6,674 | $276K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,582 | $273K |
| Mayfair Advisory Group, LLC | 0.17% | New | 6,401 | $264K |
| Concourse Financial Group Securities, Inc. | 0.02% | No change | 6,275 | $260K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -22.6% | 6,237 | $258K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 6,210 | $256K |
| Jim Saulnier & Associates, LLC | 0.25% | — | 6,131 | $254K |
| Cambridge Advisors Inc. | 0.05% | No change | 6,048 | $250K |
| MTM Investment Management, LLC | 0.10% | Add +500.0% | 6,000 | $248K |
| Inspire Advisors, LLC | 0.03% | No change | 5,700 | $236K |
| WMG Financial Advisors, LLC | 0.11% | New | 5,641 | $234K |
| Essex Financial Services, Inc. | 0.02% | Add +7.7% | 5,565 | $232K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -24.2% | 5,210 | $216K |
| Legacy Capital Wealth Partners, LLC | 0.04% | New | 5,137 | $213K |
| Per Stirling Capital Management, LLC. | 0.03% | New | 5,039 | $209K |
| Brookstone Capital Management | 0.00% | New | 4,877 | $202K |
| AlphaMark Advisors, LLC | 0.06% | New | 4,085 | $169K |
| Larson Financial Group LLC | 0.01% | Add +875.3% | 3,472 | $144K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 2,398 | $99K |
| UBS Group AG | 0.00% | Add +315.0% | 1,656 | $69K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +351.8% | 1,423 | $59K |
| CoreCap Advisors, LLC | 0.00% | Add +15.0% | 1,081 | $45K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,010 | $42K |
| Avior Wealth Management, LLC | 0.00% | New | 1,000 | $41K |
| Barclays PLC | 0.00% | New | 954 | $40K |
| Creative Financial Designs Inc. | 0.00% | Add +23.6% | 842 | $35K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 700 | $29K |
| NFSG Corp | 0.01% | New | 630 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -57.7% | 253 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 220 | $9K |
| Morgan Stanley | 0.00% | New | 205 | $8K |
"% 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.