FT Vest U.S. Equity Deep BufDOCTETF
13F holders, Q2 2024 (June 30)65holders −1
4new positions
5sold out
1famous investor
$38.41avg. 13F price*
At the end of Q2 2024, 65 institutions reported holding FT Vest U.S. Equity Deep Buf (DOCT) in their 13F filings, down 1 from Q1 2024. 4 opened new positions and 5 sold out. The largest holders were REAP Financial Group, LLC ($8.9M), Per Stirling Capital Management, LLC. ($8.1M) and Mutual Advisors, LLC ($6.6M). 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 (Q2 2024)
- CUSIP
- 33740F672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.1M |
| Exits | 5 | $1.7M |
All 13F filers, Q1 2024 → Q2 2024: 122,543 shares bought and 170,101 shares sold, net −47,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| REAP Financial Group, LLC | 2.38% | Reduce -1.7% | 230,960 | $8.9M |
| Per Stirling Capital Management, LLC. | 1.30% | Reduce -2.6% | 209,701 | $8.1M |
| Mutual Advisors, LLC | 0.20% | Reduce -5.9% | 172,183 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 117,233 | $4.5M |
| Harbour Investments, Inc. | 0.13% | Reduce -3.7% | 99,288 | $3.8M |
| Cetera Investment Advisers | 0.01% | Reduce -15.4% | 83,720 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 76,068 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.6% | 58,370 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 51,389 | $2.0M |
| NewEdge Wealth, LLC | 0.04% | Reduce -2.3% | 49,672 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.1% | 47,451 | $1.8M |
| Old Mission Capital LLC | 0.03% | Add +366.1% | 33,766 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -4.9% | 32,773 | $1.3M |
| Brookstone Capital Management | 0.02% | No change | 29,547 | $1.1M |
| Commonwealth Financial Services, LLC | 0.23% | New | 29,567 | $1.1M |
| CreativeOne Wealth, LLC | 0.05% | Add +8.9% | 27,473 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +193.9% | 26,057 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.06% | No change | 23,866 | $916K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +8.5% | 21,854 | $839K |
| Icon Wealth Advisors, LLC | 0.07% | Reduce -4.6% | 21,219 | $818K |
| Beacon Financial Group | 0.08% | Reduce -50.6% | 18,828 | $723K |
| Spire Wealth Management | 0.03% | Reduce -14.0% | 18,497 | $710K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 16,001 | $614K |
| Ignite Planners, LLC | 0.15% | No change | 15,896 | $611K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.8% | 14,791 | $568K |
| Susquehanna International Group, LLP | 0.00% | New | 14,713 | $565K |
| Sage Capital Advisors,llc | 0.15% | Reduce -9.9% | 13,742 | $528K |
| SMART Wealth LLC | 0.20% | Add +116.1% | 13,005 | $499K |
| Tanglewood Legacy Advisors, LLC | 0.23% | No change | 12,907 | $495K |
| IFP Advisors, Inc | 0.02% | No change | 12,516 | $480K |
| Signal Advisors Wealth, LLC | 0.99% | Reduce -29.0% | 11,741 | $451K |
| Atria Investments, Inc | 0.01% | New | 11,310 | $434K |
| Townsquare Capital LLC | 0.01% | Add +3.3% | 10,949 | $420K |
| 1776 Wealth LLC | 0.18% | No change | 10,658 | $409K |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 10,358 | $398K |
| Citadel Advisors | 0.00% | Add +21.9% | 9,140 | $351K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.0% | 8,967 | $344K |
| Marshall Financial Group, LLC | 0.10% | Reduce -0.3% | 8,950 | $344K |
| Integrity Financial Corp | 0.20% | Reduce -1.7% | 8,477 | $325K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -54.6% | 8,146 | $313K |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 8,131 | $312K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -10.4% | 7,837 | $301K |
| Arbor Capital Management Inc. | 0.26% | No change | 7,335 | $282K |
| Strategic Blueprint, LLC | 0.02% | No change | 7,297 | $280K |
| WealthTrust Asset Management, LLC | 0.20% | No change | 7,296 | $280K |
| Royal Bank of Canada | 0.00% | Add +38.1% | 6,810 | $261K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 5,925 | $227K |
| Naviter Wealth, LLC | 0.03% | No change | 5,750 | $221K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.2% | 5,730 | $220K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.2% | 5,730 | $220K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 5,288 | $203K |
| Cwm, LLC | 0.00% | Reduce -73.0% | 4,509 | $173K |
| Lanark Financial, Inc. | 0.01% | Reduce -12.1% | 3,704 | $142K |
| Wetzel Investment Advisors, Inc. | 0.07% | No change | 3,254 | $122K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Reduce -15.7% | 3,110 | $119K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,450 | $94K |
| UBS Group AG | 0.00% | Add +59.5% | 1,785 | $69K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -56.5% | 1,530 | $59K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -32.9% | 1,141 | $44K |
| MTM Investment Management, LLC | 0.02% | No change | 1,100 | $42K |
| CoreCap Advisors, LLC | 0.00% | No change | 943 | $36K |
| Creative Financial Designs Inc. | 0.00% | No change | 943 | $36K |
| AlphaMark Advisors, LLC | 0.01% | No change | 470 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 180 | $7K |
| Great Lakes Retirement, Inc. | 0.00% | New | 8 | $307 |
"% 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.