FT Vest US Equity Deep BuffeDJULETF

13F holders, Q1 2025 (March 31)
106holders −6
5new positions
10sold out
1famous investor
$40.94avg. 13F price*

At the end of Q1 2025, 106 institutions reported holding FT Vest US Equity Deep Buffe (DJUL) in their 13F filings, down 6 from Q4 2024. 5 opened new positions and 10 sold out. The largest holders were Ogorek Anthony Joseph /NY/ ($31.2M), Raymond James Financial Inc. ($10.8M) and Foguth Wealth Management, LLC. ($7.8M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$3.1M
Exits10$4.0M

All 13F filers, Q4 2024 → Q1 2025: 247,173 shares bought and 824,181 shares sold, net −577,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 106 holders

Ogorek Anthony Joseph /NY/ 10.26% Reduce -0.9% 762,538 $31.2M
Raymond James Financial Inc. 0.00% Reduce -35.8% 263,567 $10.8M
Foguth Wealth Management, LLC. 1.89% Add +19.3% 190,162 $7.8M
Osaic Holdings, Inc. 0.02% Reduce -1.5% 182,581 $7.5M
Signal Advisors Wealth, LLC 0.71% Add +49.3% 178,663 $7.3M
Bison Wealth, LLC 0.68% Reduce -10.7% 177,266 $7.3M
REAP Financial Group, LLC 1.72% Reduce -2.1% 169,466 $6.9M
Ignite Planners, LLC 1.32% Reduce -13.3% 165,123 $6.8M
Envestnet Asset Management Inc. 0.00% Add +3.1% 163,060 $6.7M
Commonwealth Financial Services, LLC 1.27% Reduce -12.5% 152,118 $6.2M
Truist Financial Corp. 0.01% Reduce -2.6% 150,253 $6.1M
Janney Montgomery Scott LLC 0.02% Reduce -2.1% 149,825 $6.1M
Hickory Asset Management, Inc. 4.82% Reduce -1.0% 132,717 $5.4M
Nova Wealth Management, Inc. 3.55% Reduce -22.4% 100,477 $4.1M
Cwm, LLC 0.02% Reduce -10.7% 98,655 $4.0M
Kestra Advisory Services, LLC 0.02% Reduce -11.6% 93,018 $3.8M
Cetera Investment Advisers 0.01% Add +13.3% 85,775 $3.5M
LifeWealth Investments, LLC 1.64% Add +30.9% 83,471 $3.4M
Commonwealth Equity Services, LLC 0.00% Reduce -0.4% 74,599 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.8% 51,088 $2.1M
Ameritas Advisory Services, LLC 0.08% Add +0.3% 49,016 $2.0M
Spire Wealth Management 0.06% Reduce -13.2% 48,691 $2.0M
Wood Tarver Financial Group, LLC 0.60% Reduce -31.1% 44,962 $1.8M
LPL Financial LLC 0.00% Add +24.4% 42,237 $1.7M
Goldman Sachs Group Inc. 0.00% New 40,841 $1.7M
Founders Financial Securities LLC 0.12% Add +134.6% 34,855 $1.4M
SMART Wealth LLC 0.48% Reduce -20.1% 33,079 $1.4M
Rockefeller Capital Management L.P. 0.00% Add +14.1% 32,428 $1.3M
Mission Financial Group, LLC 1.11% — 25,680 $1.2M
Sunbelt Securities, Inc. 0.11% Reduce -33.7% 29,090 $1.2M
MML Investors Services, LLC 0.00% Reduce -4.8% 25,395 $1.0M
Ferguson Shapiro LLC 0.38% Reduce -0.7% 25,227 $1.0M
StoneX Group Inc. 0.06% Reduce -10.9% 24,720 $1.0M
Claro Advisors Inc. 0.12% No change 22,746 $930K
Lunt Capital Management, Inc. 0.34% No change 22,576 $923K
Silver Oak Securities, Incorporated 0.09% No change 22,576 $920K
Integrity Financial Corp 0.52% Reduce -1.9% 22,441 $918K
Pinnacle Wealth Planning Services, Inc. 0.12% No change 20,262 $829K
Wealth Enhancement Advisory Services, LLC 0.00% No change 19,292 $789K
Harbour Investments, Inc. 0.02% Reduce -4.7% 18,544 $758K
Smart Money Group LLC 0.26% Reduce -89.0% 18,420 $753K
IFP Advisors, Inc 0.02% Reduce -1.3% 18,389 $752K
HighTower Advisors, LLC 0.00% Reduce -6.8% 17,552 $718K
Susquehanna International Group, LLP 0.00% Reduce -39.9% 16,665 $682K
Citadel Advisors 0.00% New 16,654 $681K
NewEdge Advisors, LLC 0.00% Reduce -7.0% 15,458 $632K
Wells Fargo & Company 0.00% No change 13,060 $534K
EPG Wealth Management LLC 0.15% No change 13,000 $532K
Arkadios Wealth Advisors 0.02% No change 13,000 $532K
Prosperity Consulting Group, LLC 0.04% Reduce -3.8% 12,756 $522K
AE Wealth Management LLC 0.00% Reduce -80.2% 12,252 $501K
Mutual Advisors, LLC 0.01% Reduce -1.6% 12,355 $500K
Clear Creek Financial Management, LLC 0.05% Reduce -16.9% 12,060 $493K
Old Mission Capital LLC 0.01% Reduce -9.3% 11,869 $485K
Mariner, LLC 0.00% Add +0.2% 11,828 $484K
Schwallier Wealth Management LLC 0.35% Add +65.2% 11,612 $475K
Beacon Financial Group 0.05% Reduce -25.8% 11,598 $474K
Townsquare Capital LLC 0.00% Add +0.7% 10,453 $428K
Tanglewood Legacy Advisors, LLC 0.19% Reduce -0.2% 10,348 $423K
Certified Advisory Corp 0.05% No change 10,000 $409K
Farther Finance Advisors, LLC 0.01% New 9,910 $406K
LVZ, Inc. 0.05% No change 8,638 $353K
Stephens Inc. 0.01% No change 8,585 $351K
Centaurus Financial, Inc. 0.02% Reduce -0.3% 8,528 $349K
First Heartland Consultants, Inc. 0.04% Reduce -33.2% 8,527 $349K
Bouchey Financial Group, Ltd. 0.03% Reduce -5.6% 8,080 $330K
Arbor Capital Management Inc. 0.31% Add +4.8% 7,896 $323K
Buck Wealth Strategies, LLC 0.06% New 7,810 $319K
Keystone Wealth Services, LLC 0.08% No change 7,357 $301K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.2% 6,796 $278K
Orion Portfolio Solutions, LLC 0.00% Reduce -0.2% 6,796 $278K
Brass Tax Wealth Management, Inc. 0.06% No change 6,674 $273K
CreativeOne Wealth, LLC 0.01% No change 6,582 $269K
Grantvest Financial Group LLC 0.22% Reduce -2.2% 6,550 $268K
UBS Group AG 0.00% Add +16325.6% 6,406 $262K
Jim Saulnier & Associates, LLC 0.20% No change 6,131 $251K
MTM Investment Management, LLC 0.10% No change 6,000 $246K
Spectrum Asset Management, Inc. (NB/CA) 0.11% Reduce -45.6% 5,970 $244K
Lanark Financial, Inc. 0.02% — 5,895 $241K
Uptick Partners, LLC 0.08% Add +1.9% 5,746 $235K
Inspire Advisors, LLC 0.03% No change 5,700 $233K
WMG Financial Advisors, LLC 0.10% No change 5,641 $231K
Essex Financial Services, Inc. 0.02% No change 5,565 $228K
Cambridge Advisors Inc. 0.05% No change 5,548 $227K
Midwest Financial Network, LLC 0.22% Reduce -1.2% 5,338 $218K
Meridian Wealth Management, LLC 0.01% Add +1.1% 5,265 $215K
Strategic Blueprint, LLC 0.01% Reduce -42.7% 5,259 $215K
Legacy Capital Wealth Partners, LLC 0.05% No change 5,137 $210K
Advyzon Investment Management, LLC 0.07% Add +2.2% 5,125 $210K
Five Pine Wealth Management 0.17% No change 5,059 $207K
Per Stirling Capital Management, LLC. 0.03% Reduce -1.0% 4,922 $201K
Winnacle Wealth LLC 0.10% Reduce -98.1% 2,750 $112K
Barclays PLC 0.00% Add +260.0% 2,477 $101K
Ameritas Investment Partners, Inc. 0.00% No change 2,398 $98K
Allworth Financial LP 0.00% New 1,658 $67K
SOA Wealth Advisors, LLC. 0.01% No change 1,423 $58K
CoreCap Advisors, LLC 0.00% Reduce -0.5% 1,107 $45K
Larson Financial Group LLC 0.00% Reduce -72.2% 964 $39K
Glen Eagle Advisors, LLC 0.00% No change 700 $29K
NFSG Corp 0.01% No change 630 $26K

"% 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.

Show all 106 holders