FT Vest U.S. Equity Deep BufDOCTETF
13F holders, Q3 2024 (September 30)61holders −4
4new positions
9sold out
1famous investor
$39.03avg. 13F price*
At the end of Q3 2024, 61 institutions reported holding FT Vest U.S. Equity Deep Buf (DOCT) in their 13F filings, down 4 from Q2 2024. 4 opened new positions and 9 sold out. The largest holders were REAP Financial Group, LLC ($8.5M), Per Stirling Capital Management, LLC. ($8.2M) and Mutual Advisors, LLC ($6.5M). 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 (Q3 2024)
- CUSIP
- 33740F672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.0M |
| Exits | 9 | $4.0M |
All 13F filers, Q2 2024 → Q3 2024: 138,508 shares bought and 347,133 shares sold, net −208,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| REAP Financial Group, LLC | 2.09% | Reduce -5.3% | 218,842 | $8.5M |
| Per Stirling Capital Management, LLC. | 1.14% | Add +0.1% | 209,918 | $8.2M |
| Mutual Advisors, LLC | 0.19% | Reduce -3.8% | 165,705 | $6.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.9% | 79,018 | $3.1M |
| Harbour Investments, Inc. | 0.07% | Reduce -41.3% | 58,255 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -2.9% | 49,924 | $1.9M |
| NewEdge Wealth, LLC | 0.03% | Reduce -2.3% | 48,542 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.9% | 47,913 | $1.9M |
| Commonwealth Financial Services, LLC | 0.35% | Add +54.5% | 45,690 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.1% | 44,560 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -64.2% | 41,970 | $1.6M |
| LCNB Corp. | 0.48% | New | 34,935 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -6.4% | 30,690 | $1.2M |
| Brookstone Capital Management | 0.02% | No change | 29,547 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +93.8% | 28,517 | $1.1M |
| 1ST Source Bank | 0.06% | New | 27,673 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +15.1% | 25,143 | $981K |
| Cetera Investment Advisers | 0.00% | Reduce -71.3% | 24,047 | $939K |
| McKinley Carter Wealth Services, Inc. | 0.06% | No change | 23,866 | $931K |
| Icon Wealth Advisors, LLC | 0.07% | No change | 21,219 | $828K |
| Signal Advisors Wealth, LLC | 0.11% | Add +74.0% | 20,432 | $797K |
| Beacon Financial Group | 0.08% | No change | 18,828 | $735K |
| SMART Wealth LLC | 0.27% | Add +35.1% | 17,573 | $686K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.9% | 17,111 | $668K |
| Ignite Planners, LLC | 0.14% | No change | 15,896 | $620K |
| Jane Street Group, LLC | 0.00% | Reduce -44.6% | 14,442 | $564K |
| Spire Wealth Management | 0.02% | Reduce -22.4% | 14,354 | $560K |
| Tanglewood Legacy Advisors, LLC | 0.22% | No change | 12,907 | $504K |
| IFP Advisors, Inc | 0.02% | No change | 12,516 | $488K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.1% | 12,403 | $484K |
| Townsquare Capital LLC | 0.01% | Reduce -0.2% | 10,924 | $426K |
| 1776 Wealth LLC | 0.19% | No change | 10,658 | $416K |
| Citadel Advisors | 0.00% | Add +3.2% | 9,433 | $368K |
| LPL Financial LLC | 0.00% | Reduce -13.5% | 8,957 | $350K |
| Marshall Financial Group, LLC | 0.08% | Reduce -1.3% | 8,837 | $345K |
| Prosperity Consulting Group, LLC | 0.03% | Add +8.8% | 8,524 | $333K |
| Founders Financial Securities LLC | 0.03% | New | 8,131 | $317K |
| MML Investors Services, LLC | 0.00% | No change | 8,131 | $317K |
| Integrity Financial Corp | 0.17% | Reduce -10.1% | 7,618 | $297K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +29.9% | 7,445 | $291K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +29.9% | 7,445 | $291K |
| Arbor Capital Management Inc. | 0.27% | Reduce -0.4% | 7,305 | $285K |
| WealthTrust Asset Management, LLC | 0.21% | No change | 7,296 | $285K |
| Cwm, LLC | 0.00% | Add +61.6% | 7,286 | $284K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 5,925 | $231K |
| Strategic Blueprint, LLC | 0.01% | Reduce -20.6% | 5,797 | $226K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -34.9% | 5,305 | $207K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 5,288 | $206K |
| Barclays PLC | 0.00% | New | 5,132 | $200K |
| UBS Group AG | 0.00% | Add +143.3% | 4,342 | $169K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.4% | 3,577 | $139K |
| Sunbelt Securities, Inc. | 0.01% | Add +129.7% | 3,515 | $137K |
| Copley Financial Group, Inc. | 0.11% | — | 3,209 | $125K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 3,110 | $121K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,450 | $96K |
| Royal Bank of Canada | 0.00% | Reduce -74.2% | 1,760 | $69K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,141 | $45K |
| MTM Investment Management, LLC | 0.02% | No change | 1,100 | $43K |
| CoreCap Advisors, LLC | 0.00% | Add +16.5% | 1,099 | $43K |
| Creative Financial Designs Inc. | 0.00% | No change | 943 | $37K |
| AlphaMark Advisors, LLC | 0.01% | No change | 470 | $18K |
"% 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.