FT Vest US Equity Deep BuffeDMARETF

13F holders, Q1 2024 (March 31)
69holders
$34.88avg. 13F price*

At the end of Q1 2024, 69 institutions reported holding FT Vest US Equity Deep Buffe (DMAR) in their 13F filings. The largest holders were Lifestyle Asset Management, Inc. ($28.4M), Spectrum Asset Management, Inc. (NB/CA) ($9.9M) and Envestnet Asset Management Inc. ($8.1M).

Company
FT Vest US Equity Deep Buffe
Filed as
FIRST TR EXCHNG TRADED FD VI (Q1 2024)
CUSIP
33740F615
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 69Q1 2024Q2 2024: 91Q2 2024Q3 2024: 88Q3 2024Q4 2024: 91Q4 2024Q1 2025: 89Q1 2025Q2 2025: 99Q2 2025Q3 2025: 95Q3 2025Q4 2025: 90Q4 2025Q1 2026: 87Q1 2026Q2 2026: 97Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions18$48.0M
Exits10$4.4M

Ownership 69 holders

Lifestyle Asset Management, Inc. 16.80% New 814,682 $28.4M
Spectrum Asset Management, Inc. (NB/CA) 4.26% New 284,732 $9.9M
Envestnet Asset Management Inc. 0.00% Add +40.8% 232,746 $8.1M
Kestra Advisory Services, LLC 0.05% Add +96.1% 214,717 $7.5M
Cetera Investment Advisers 0.01% Add +177.9% 175,014 $6.1M
CreativeOne Wealth, LLC 0.21% Add +219.4% 153,378 $5.4M
Scissortail Wealth Management, LLC 1.21% New 130,745 $4.6M
Foguth Wealth Management, LLC. 2.34% — 125,052 $4.4M
Signal Advisors Wealth, LLC 1.08% Add +10.9% 125,052 $4.4M
Raymond James Financial Services Advisors, Inc. 0.01% Add +655.6% 112,312 $3.9M
Osaic Holdings, Inc. 0.01% Reduce -28.2% 96,209 $3.4M
Commonwealth Equity Services, LLC 0.01% Add +3.2% 89,354 $3.1M
Cwm, LLC 0.01% Add +1119240.0% 55,967 $2.0M
Ignite Planners, LLC 0.53% Add +31.3% 54,357 $1.9M
Harbour Investments, Inc. 0.06% Add +1.5% 52,148 $1.8M
1ST Source Bank 0.09% New 42,360 $1.5M
World Investment Advisors 0.20% Add +9.3% 41,000 $1.4M
Wetzel Investment Advisors, Inc. 0.83% Reduce -0.7% 41,185 $1.4M
Mutual Advisors, LLC 0.04% Add +12.5% 36,034 $1.3M
Susquehanna International Group, LLP 0.00% Add +255.4% 35,309 $1.2M
REAP Financial Group, LLC 0.31% Add +135.1% 32,424 $1.1M
FSB Premier Wealth Management, Inc. 0.47% New 29,087 $1.0M
AE Wealth Management LLC 0.01% Add +115.8% 26,779 $935K
Glen Eagle Advisors, LLC 0.17% No change 26,115 $911K
Cambridge Investment Research Advisors, Inc. 0.00% Add +17.8% 24,586 $858K
Atria Wealth Solutions, Inc. 0.01% Add +25.0% 23,575 $823K
Advance Capital Management, Inc. 0.06% No change 23,526 $821K
LPL Financial LLC 0.00% Add +46.1% 18,878 $659K
McKinley Carter Wealth Services, Inc. 0.04% Add +62.9% 18,730 $654K
IFP Advisors, Inc 0.03% Add +0.6% 18,328 $640K
MML Investors Services, LLC 0.00% Add +168.9% 16,793 $586K
Integrity Financial Corp 0.38% Add +130.2% 16,016 $559K
Ogorek Anthony Joseph /NY/ 0.19% Add +1249.9% 15,308 $534K
Mayfair Advisory Group, LLC 0.39% New 15,284 $533K
NewEdge Advisors, LLC 0.00% Add +13.5% 14,643 $511K
Ameritas Advisory Services, LLC 0.02% New 14,226 $493K
Truist Financial Corp. 0.00% Add +12.1% 13,576 $474K
Schulz Wealth, LTD. 0.40% Reduce -23.9% 13,417 $468K
Acorn Wealth Advisors, LLC 0.22% New 12,148 $424K
Stratos Wealth Partners, LTD. 0.01% Add +1.3% 11,351 $396K
Raymond James & Associates 0.00% New 8,651 $302K
Orion Porfolio Solutions, LLC 0.00% Add +27.5% 8,618 $301K
Orion Portfolio Solutions, LLC 0.00% Add +27.5% 8,618 $301K
Cresset Asset Management, LLC 0.00% New 8,515 $297K
Acorn Financial Advisory Services Inc. 0.05% Reduce -14.0% 8,256 $288K
Sunbelt Securities, Inc. 0.03% Add +22.1% 7,924 $277K
Capital Investment Advisory Services, LLC 0.03% Add +556.6% 7,859 $274K
Arbor Capital Management Inc. 0.26% Add +12.7% 7,764 $270K
Maltin Wealth Management, Inc. 0.14% New 7,146 $249K
Camelot Portfolios, LLC 0.23% Reduce -12.6% 6,676 $233K
Royal Bank of Canada 0.00% Reduce -33.9% 6,376 $222K
Focus Financial Network, Inc. 0.01% — 5,935 $202K
GeoWealth Management, LLC 0.01% New 3,852 $134K
Wagner Wealth Management, LLC 0.03% No change 2,530 $88K
Lanark Financial, Inc. 0.01% Reduce -21.2% 2,490 $86K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -9.9% 1,878 $66K
Spire Wealth Management 0.00% New 1,751 $61K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.5% 1,026 $36K
CoreCap Advisors, LLC 0.00% New 1,023 $36K
Tanglewood Legacy Advisors, LLC 0.02% New 1,010 $35K
Geneos Wealth Management Inc. 0.00% No change 1,000 $35K
Concourse Financial Group Securities, Inc. 0.00% Reduce -97.2% 726 $25K
Creekmur Asset Management LLC 0.01% No change 608 $21K
JPMorgan Chase & Co. 0.00% New 578 $20K
Benjamin F. Edwards & Company, Inc. 0.00% No change 570 $20K
SOA Wealth Advisors, LLC. 0.00% New 288 $10K
AlphaMark Advisors, LLC 0.00% New 300 $10K
Larson Financial Group LLC 0.00% Reduce -54.3% 248 $9K
Oliver Lagore Vanvalin Investment Group 0.00% No change 7 $244

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