FT Vest U.S. Equity Deep BufDOCTETF

13F holders, Q1 2024 (March 31)
66holders
1famous investor
$37.62avg. 13F price*

At the end of Q1 2024, 66 institutions reported holding FT Vest U.S. Equity Deep Buf (DOCT) in their 13F filings. The largest holders were REAP Financial Group, LLC ($8.8M), Per Stirling Capital Management, LLC. ($8.1M) and Mutual Advisors, LLC ($6.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
FT Vest U.S. Equity Deep Buf
Filed as
FIRST TR EXCHNG TRADED FD VI (Q1 2024)
CUSIP
33740F672
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 66Q1 2024Q2 2024: 65Q2 2024Q3 2024: 61Q3 2024Q4 2024: 89Q4 2024Q1 2025: 90Q1 2025Q2 2025: 91Q2 2025Q3 2025: 88Q3 2025Q4 2025: 114Q4 2025Q1 2026: 111Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$1.8M
Exits4$2.0M

Ownership 66 holders

REAP Financial Group, LLC 2.43% Reduce -1.0% 235,001 $8.8M
Per Stirling Capital Management, LLC. 1.35% Add +0.6% 215,202 $8.1M
Mutual Advisors, LLC 0.22% Reduce -0.8% 182,957 $6.9M
Envestnet Asset Management Inc. 0.00% Reduce -16.6% 111,647 $4.2M
Harbour Investments, Inc. 0.14% Reduce -2.4% 103,066 $3.9M
Cetera Investment Advisers 0.01% Add +111.3% 99,014 $3.7M
Commonwealth Equity Services, LLC 0.00% Reduce -6.6% 74,163 $2.8M
Osaic Holdings, Inc. 0.01% Reduce -22.8% 71,756 $2.7M
Kestra Advisory Services, LLC 0.01% Add +34.1% 54,589 $2.1M
Truist Financial Corp. 0.00% Reduce -28.6% 51,557 $1.9M
NewEdge Wealth, LLC 0.04% Reduce -2.0% 50,819 $1.9M
Beacon Financial Group 0.16% Reduce -15.5% 38,087 $1.4M
AE Wealth Management LLC 0.01% Reduce -42.1% 34,470 $1.3M
Brookstone Capital Management 0.02% Reduce -0.0% 29,547 $1.1M
CreativeOne Wealth, LLC 0.04% Reduce -8.8% 25,230 $949K
McKinley Carter Wealth Services, Inc. 0.06% Add +9.2% 23,866 $898K
Icon Wealth Advisors, LLC 0.08% No change 22,235 $836K
Spire Wealth Management 0.01% Reduce -10.1% 21,501 $809K
Raymond James Financial Services Advisors, Inc. 0.00% Add +35.8% 20,141 $758K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -44.0% 18,904 $711K
Clear Creek Financial Management, LLC 0.09% Reduce -34.4% 17,947 $675K
Cwm, LLC 0.00% Reduce -12.4% 16,693 $628K
Raymond James & Associates 0.00% Reduce -76.8% 16,654 $627K
Signal Advisors Wealth, LLC 0.15% New 16,529 $622K
Wealth Enhancement Advisory Services, LLC 0.00% Add +72.1% 15,922 $599K
Ignite Planners, LLC 0.17% No change 15,896 $598K
Sage Capital Advisors,llc 0.17% Reduce -15.2% 15,251 $574K
Tanglewood Legacy Advisors, LLC 0.24% No change 12,907 $486K
IFP Advisors, Inc 0.02% No change 12,516 $471K
Trek Financial, LLC 0.04% No change 12,104 $455K
1776 Wealth LLC 0.19% No change 10,658 $401K
LPL Financial LLC 0.00% Add +8.1% 10,624 $400K
Townsquare Capital LLC 0.01% Reduce -14.3% 10,601 $399K
Marshall Financial Group, LLC 0.10% Add +0.1% 8,980 $338K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -5.2% 8,878 $334K
Jane Street Group, LLC 0.00% New 8,867 $334K
Prosperity Consulting Group, LLC 0.04% Reduce -0.1% 8,747 $329K
Integrity Financial Corp 0.22% Reduce -29.5% 8,620 $324K
MML Investors Services, LLC 0.00% Reduce -18.5% 8,034 $302K
Citadel Advisors 0.00% New 7,499 $282K
Arbor Capital Management Inc. 0.26% Reduce -0.7% 7,335 $278K
Strategic Blueprint, LLC 0.02% Reduce -12.6% 7,297 $275K
WealthTrust Asset Management, LLC 0.21% No change 7,296 $274K
Old Mission Capital LLC 0.01% New 7,245 $273K
FSB Premier Wealth Management, Inc. 0.11% No change 6,293 $237K
SMART Wealth LLC 0.10% New 6,018 $226K
Presidio Capital Management, LLC 0.16% No change 5,931 $223K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -4.9% 5,925 $223K
Naviter Wealth, LLC 0.04% No change 5,750 $216K
Orion Porfolio Solutions, LLC 0.00% Reduce -6.9% 5,742 $216K
Orion Portfolio Solutions, LLC 0.00% Reduce -6.9% 5,742 $216K
Sequent Planning LLC 0.08% — 5,513 $207K
SOA Wealth Advisors, LLC. 0.04% No change 5,288 $199K
Royal Bank of Canada 0.00% Reduce -48.1% 4,930 $186K
Lanark Financial, Inc. 0.01% No change 4,214 $158K
DHJJ Financial Advisors, Ltd. 0.06% No change 3,690 $139K
Sunbelt Securities, Inc. 0.01% No change 3,515 $132K
Wetzel Investment Advisors, Inc. 0.07% No change 3,254 $121K
Capital Investment Advisory Services, LLC 0.01% No change 2,450 $92K
Concourse Financial Group Securities, Inc. 0.00% No change 1,701 $64K
UBS Group AG 0.00% New 1,119 $42K
MTM Investment Management, LLC 0.02% No change 1,100 $41K
Creative Financial Designs Inc. 0.00% No change 943 $35K
CoreCap Advisors, LLC 0.00% New 943 $35K
AlphaMark Advisors, LLC 0.01% No change 470 $18K
Sound Income Strategies, LLC 0.00% No change 180 $7K

"% of holder's portfolio" is DOCT's weight in each manager's 13F, not the share of FT Vest U.S. Equity Deep Buf the manager owns.