FT Vest US Equity Deep BuffeDJULETF
13F holders, Q4 2024 (December 31)112holders +10
9new positions
8sold out
$42.02avg. 13F price*
At the end of Q4 2024, 112 institutions reported holding FT Vest US Equity Deep Buffe (DJUL) in their 13F filings, up 10 from Q3 2024. 9 opened new positions and 8 sold out. The largest holders were Ogorek Anthony Joseph /NY/ ($32.3M), Raymond James Financial Inc. ($17.2M) and Bison Wealth, LLC ($8.3M).
- Company
- FT Vest US Equity Deep Buffe
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740F698
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.8M |
| Exits | 8 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 312,165 shares bought and 754,052 shares sold, net −441,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Ogorek Anthony Joseph /NY/ | 10.27% | Reduce -0.5% | 769,412 | $32.3M |
| Raymond James Financial Inc. | 0.01% | — | 410,621 | $17.2M |
| Bison Wealth, LLC | 1.02% | — | 198,462 | $8.3M |
| Ignite Planners, LLC | 1.76% | Reduce -6.0% | 190,379 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -66.5% | 185,281 | $7.8M |
| Commonwealth Financial Services, LLC | 1.43% | Add +3.5% | 173,780 | $7.3M |
| REAP Financial Group, LLC | 1.80% | Add +4.3% | 173,128 | $7.3M |
| Smart Money Group LLC | 2.42% | Reduce -2.9% | 167,085 | $7.0M |
| Foguth Wealth Management, LLC. | 1.79% | Add +136.4% | 159,464 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.7% | 158,101 | $6.6M |
| Truist Financial Corp. | 0.01% | Reduce -8.8% | 154,343 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.8% | 153,049 | $6.4M |
| Winnacle Wealth LLC | 5.99% | — | 143,916 | $6.0M |
| Hickory Asset Management, Inc. | 4.78% | — | 134,069 | $5.6M |
| Nova Wealth Management, Inc. | 4.71% | — | 129,479 | $5.4M |
| Signal Advisors Wealth, LLC | 0.57% | Add +77.5% | 119,672 | $5.0M |
| Cwm, LLC | 0.02% | Reduce -14.4% | 110,438 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.1% | 105,252 | $4.4M |
| Cetera Investment Advisers | 0.01% | Reduce -4.5% | 75,706 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.8% | 74,920 | $3.1M |
| Wood Tarver Financial Group, LLC | 0.92% | — | 65,289 | $2.7M |
| LifeWealth Investments, LLC | 1.77% | — | 63,784 | $2.7M |
| AE Wealth Management LLC | 0.02% | Reduce -44.8% | 61,783 | $2.6M |
| Spire Wealth Management | 0.07% | Reduce -6.4% | 56,106 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.4% | 53,670 | $2.3M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -5.6% | 48,887 | $2.1M |
| Sunbelt Securities, Inc. | 0.16% | No change | 43,854 | $1.8M |
| SMART Wealth LLC | 0.62% | Add +144.9% | 41,429 | $1.7M |
| LPL Financial LLC | 0.00% | Add +11.1% | 33,939 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,428 | $1.2M |
| StoneX Group Inc. | 0.06% | Reduce -0.7% | 27,750 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.3% | 27,714 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -68.1% | 26,673 | $1.1M |
| Ferguson Shapiro LLC | 0.40% | No change | 25,413 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 24,972 | $1.0M |
| Integrity Financial Corp | 0.55% | Add +5.5% | 22,879 | $960K |
| Claro Advisors Inc. | 0.13% | No change | 22,746 | $955K |
| Silver Oak Securities, Incorporated | 0.09% | No change | 22,576 | $951K |
| Lunt Capital Management, Inc. | 0.37% | No change | 22,576 | $948K |
| Pinnacle Wealth Planning Services, Inc. | 0.13% | No change | 20,262 | $851K |
| Harbour Investments, Inc. | 0.02% | Reduce -5.1% | 19,465 | $817K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 19,292 | $810K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 18,832 | $791K |
| IFP Advisors, Inc | 0.03% | Add +0.3% | 18,630 | $782K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.5% | 16,630 | $698K |
| Beacon Financial Group | 0.07% | Reduce -28.4% | 15,624 | $656K |
| Founders Financial Securities LLC | 0.06% | Add +90.1% | 14,855 | $624K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -16.3% | 14,610 | $613K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -41.3% | 14,513 | $609K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -2.5% | 13,261 | $557K |
| Old Mission Capital LLC | 0.01% | New | 13,084 | $549K |
| Wells Fargo & Company | 0.00% | New | 13,060 | $548K |
| EPG Wealth Management LLC | 0.14% | No change | 13,000 | $546K |
| Arkadios Wealth Advisors | 0.03% | New | 13,000 | $546K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -19.7% | 12,758 | $536K |
| Mutual Advisors, LLC | 0.02% | Reduce -10.7% | 12,555 | $531K |
| Mariner, LLC | 0.00% | Add +5.3% | 11,808 | $496K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.21% | No change | 10,970 | $461K |
| Wolverine Trading, LLC | 0.01% | New | 10,797 | $455K |
| Townsquare Capital LLC | 0.00% | Add +0.7% | 10,381 | $436K |
| Tanglewood Legacy Advisors, LLC | 0.19% | No change | 10,368 | $435K |
| Certified Advisory Corp | 0.05% | No change | 10,000 | $420K |
| Northern Trust Corp. | 0.00% | New | 9,520 | $400K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.14% | Reduce -7.0% | 9,340 | $392K |
| Strategic Blueprint, LLC | 0.02% | Reduce -27.1% | 9,185 | $386K |
| LVZ, Inc. | 0.05% | No change | 8,638 | $363K |
| Stephens Inc. | 0.01% | No change | 8,585 | $360K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -14.4% | 8,556 | $359K |
| Centaurus Financial, Inc. | 0.02% | Add +7.4% | 8,557 | $359K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +5.4% | 7,956 | $334K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.4% | 7,956 | $334K |
| Arbor Capital Management Inc. | 0.32% | Reduce -9.3% | 7,532 | $321K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -18.3% | 7,357 | $309K |
| Schwallier Wealth Management LLC | 0.22% | Reduce -26.2% | 7,030 | $295K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.2% | 6,808 | $286K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.2% | 6,808 | $286K |
| Grantvest Financial Group LLC | 0.31% | — | 6,700 | $281K |
| Brass Tax Wealth Management, Inc. | 0.06% | No change | 6,674 | $280K |
| CreativeOne Wealth, LLC | 0.01% | No change | 6,582 | $276K |
| Concourse Financial Group Securities, Inc. | 0.02% | No change | 6,275 | $269K |
| Jim Saulnier & Associates, LLC | 0.22% | No change | 6,131 | $257K |
| MTM Investment Management, LLC | 0.10% | No change | 6,000 | $252K |
| Inspire Advisors, LLC | 0.03% | No change | 5,700 | $239K |
| WMG Financial Advisors, LLC | 0.10% | No change | 5,641 | $237K |
| Uptick Partners, LLC | 0.09% | New | 5,636 | $237K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,565 | $234K |
| Cambridge Advisors Inc. | 0.05% | Reduce -8.3% | 5,548 | $233K |
| Midwest Financial Network, LLC | 0.24% | — | 5,404 | $227K |
| Meridian Wealth Management, LLC | 0.01% | No change | 5,210 | $219K |
| Legacy Capital Wealth Partners, LLC | 0.05% | No change | 5,137 | $216K |
| Five Pine Wealth Management | 0.18% | — | 5,059 | $212K |
| Advyzon Investment Management, LLC | 0.08% | — | 5,015 | $211K |
| HRT Financial LP | 0.00% | New | 4,983 | $209K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -1.4% | 4,971 | $209K |
| Brookstone Capital Management | 0.00% | Reduce -0.7% | 4,842 | $203K |
| AlphaMark Advisors, LLC | 0.07% | No change | 4,085 | $171K |
| Larson Financial Group LLC | 0.01% | No change | 3,472 | $146K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,398 | $101K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,423 | $60K |
| CoreCap Advisors, LLC | 0.00% | Add +3.0% | 1,113 | $47K |
"% 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.