FT Vest US Equity Deep BuffeDJUNETF

13F holders, Q4 2024 (December 31)
101holders +2
8new positions
12sold out
$43.31avg. 13F price*

At the end of Q4 2024, 101 institutions reported holding FT Vest US Equity Deep Buffe (DJUN) in their 13F filings, up 2 from Q3 2024. 8 opened new positions and 12 sold out. The largest holders were Kestra Advisory Services, LLC ($8.7M), Bison Wealth, LLC ($5.9M) and REAP Financial Group, LLC ($5.5M).

Company
FT Vest US Equity Deep Buffe
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 2024)
CUSIP
33740F714
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 69Q1 2024Q2 2024: 85Q2 2024Q3 2024: 99Q3 2024Q4 2024: 101Q4 2024Q1 2025: 104Q1 2025Q2 2025: 96Q2 2025Q3 2025: 96Q3 2025Q4 2025: 95Q4 2025Q1 2026: 101Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions8$2.5M
Exits12$6.7M

All 13F filers, Q3 2024 → Q4 2024: 90,664 shares bought and 369,608 shares sold, net −278,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 101 holders

Kestra Advisory Services, LLC 0.05% Add +5.3% 200,359 $8.7M
Bison Wealth, LLC 0.73% — 137,129 $5.9M
REAP Financial Group, LLC 1.37% Reduce -2.7% 127,546 $5.5M
Commonwealth Equity Services, LLC 0.01% Reduce -3.5% 123,367 $5.3M
Concurrent Investment Advisors, LLC 0.12% Add +6.9% 98,262 $4.3M
Hickory Asset Management, Inc. 2.69% — 73,174 $3.2M
Per Stirling Capital Management, LLC. 0.44% Add +3.0% 71,192 $3.1M
Signal Advisors Wealth, LLC 0.35% Reduce -2.6% 70,660 $3.1M
Raymond James Financial Inc. 0.00% — 64,965 $2.8M
Foguth Wealth Management, LLC. 0.71% Reduce -4.5% 60,883 $2.7M
Cwm, LLC 0.01% Reduce -4.0% 59,789 $2.6M
Wood Tarver Financial Group, LLC 0.84% — 57,730 $2.5M
Tanglewood Legacy Advisors, LLC 0.91% Reduce -3.7% 49,137 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -30.9% 45,958 $2.0M
Cetera Investment Advisers 0.00% Reduce -6.8% 40,639 $1.8M
Arkadios Wealth Advisors 0.09% New 38,000 $1.6M
Atria Wealth Solutions, Inc. 0.02% Add +0.1% 37,808 $1.6M
Harbour Investments, Inc. 0.05% Reduce -1.9% 37,558 $1.6M
EPG Wealth Management LLC 0.41% Reduce -4.0% 36,000 $1.6M
Freedom Investment Management, Inc. 0.12% Add +6.6% 34,139 $1.5M
Santori & Peters, Inc. 0.56% No change 33,502 $1.4M
Clear Creek Financial Management, LLC 0.16% Reduce -5.1% 33,223 $1.4M
Nova Wealth Management, Inc. 1.17% — 31,172 $1.3M
Envestnet Asset Management Inc. 0.00% Reduce -10.9% 30,999 $1.3M
Ignite Planners, LLC 0.28% Reduce -7.8% 29,067 $1.3M
LPL Financial LLC 0.00% Add +0.5% 28,802 $1.2M
Strategic Blueprint, LLC 0.07% Reduce -16.6% 27,096 $1.2M
Rockefeller Capital Management L.P. 0.00% No change 25,705 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -45.6% 25,376 $1.1M
Ameritas Advisory Services, LLC 0.04% Reduce -12.3% 24,318 $1.1M
Pinnacle Wealth Planning Services, Inc. 0.15% No change 22,455 $972K
StoneX Group Inc. 0.05% Add +1.0% 22,431 $971K
Sage Capital Advisors,llc 0.25% No change 22,255 $963K
Integrity Financial Corp 0.53% Reduce -1.5% 21,110 $914K
AE Wealth Management LLC 0.01% Reduce -31.9% 20,295 $878K
AlphaStar Capital Management, LLC 0.09% Reduce -0.1% 20,035 $867K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.2% 19,209 $831K
Apollon Wealth Management, LLC 0.02% No change 17,810 $771K
Spire Wealth Management 0.02% Add +0.0% 17,357 $751K
Truist Financial Corp. 0.00% Reduce -24.4% 17,294 $748K
Diversify Advisory Services, LLC 0.04% No change 17,000 $732K
Susquehanna International Group, LLP 0.00% Add +33.4% 15,570 $674K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.6% 15,483 $670K
Sunbelt Securities, Inc. 0.06% Reduce -2.9% 15,397 $669K
Founders Financial Securities LLC 0.06% Add +89.9% 14,445 $625K
Mutual Advisors, LLC 0.02% Reduce -2.7% 13,953 $608K
Brookstone Capital Management 0.01% Reduce -0.2% 13,227 $572K
Grantvest Financial Group LLC 0.63% — 13,111 $567K
Schwallier Wealth Management LLC 0.42% Reduce -16.9% 12,730 $551K
Brown Advisory Inc. 0.00% No change 12,252 $530K
First Heartland Consultants, Inc. 0.05% Reduce -1.5% 11,768 $509K
SOA Wealth Advisors, LLC. 0.09% No change 11,522 $499K
Comprehensive Financial Consultants Institutional, Inc. 0.18% No change 11,389 $493K
BlueChip Wealth Advisors LLC 0.27% No change 11,264 $488K
Mariner, LLC 0.00% Add +2.1% 11,225 $486K
Ogorek Anthony Joseph /NY/ 0.15% Add +6.8% 10,757 $465K
Janney Montgomery Scott LLC 0.00% Reduce -29.1% 10,365 $449K
Jim Saulnier & Associates, LLC 0.37% No change 9,972 $432K
Townsquare Capital LLC 0.00% Reduce -0.1% 9,903 $429K
MML Investors Services, LLC 0.00% Add +1.7% 9,545 $413K
Maltin Wealth Management, Inc. 0.19% Reduce -4.8% 8,989 $389K
LifeWealth Investments, LLC 0.25% — 8,721 $377K
Independent Financial Group, LLC 0.01% No change 8,625 $373K
Focus Financial Network, Inc. 0.01% No change 8,108 $351K
Sequent Planning LLC 0.12% Reduce -92.4% 7,828 $339K
Brass Tax Wealth Management, Inc. 0.07% No change 7,617 $330K
CreativeOne Wealth, LLC 0.01% Reduce -0.8% 7,530 $326K
Silver Oak Securities, Incorporated 0.03% No change 7,330 $318K
Lunt Capital Management, Inc. 0.12% No change 7,330 $317K
Avior Wealth Management, LLC 0.01% Add +2.5% 7,010 $303K
LVZ, Inc. 0.04% No change 6,778 $293K
Old Mission Capital LLC 0.01% Reduce -22.4% 6,068 $263K
United Capital Financial Advisors, LLC 0.00% No change 6,032 $261K
NewEdge Wealth, LLC 0.00% No change 5,989 $259K
Rehmann Capital Advisory Group 0.02% No change 5,618 $243K
Insigneo Advisory Services, LLC 0.02% Add +5.9% 5,350 $232K
OneAscent Financial Services LLC 0.02% New 5,248 $227K
Avantax Advisory Services, Inc. 0.00% Reduce -30.3% 5,230 $226K
Echo Wealth Management, LLC 0.15% No change 5,158 $223K
Orion Porfolio Solutions, LLC 0.00% No change 4,793 $207K
Orion Portfolio Solutions, LLC 0.00% No change 4,793 $207K
Jane Street Group, LLC 0.00% New 4,722 $204K
Chris Bulman Inc 0.13% New 4,642 $201K
AlphaMark Advisors, LLC 0.06% Reduce -50.0% 3,225 $140K
Morgan Stanley 0.00% No change 3,203 $139K
Centaurus Financial, Inc. 0.01% New 2,500 $108K
DHJJ Financial Advisors, Ltd. 0.04% No change 2,175 $94K
Glen Eagle Advisors, LLC 0.01% No change 2,000 $87K
IFP Advisors, Inc 0.00% Reduce -53.2% 1,862 $81K
NewEdge Advisors, LLC 0.00% New 1,327 $57K
CoreCap Advisors, LLC 0.00% Add +2.7% 1,058 $46K
Archer Investment Corp 0.01% No change 1,047 $45K
Topsail Wealth Management, LLC 0.01% — 1,000 $43K
Barclays PLC 0.00% Reduce -80.0% 933 $40K
Anfield Capital Management, LLC 0.01% Reduce -5.8% 759 $33K
Wells Fargo & Company 0.00% New 671 $29K
Concourse Financial Group Securities, Inc. 0.00% No change 545 $24K
Principal Securities, Inc. 0.00% No change 500 $22K
Capital Investment Advisory Services, LLC 0.00% No change 450 $19K
JPMorgan Chase & Co. 0.00% New 77 $3K

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

Show all 101 holders