FT Vest U.S. Equity Deep BufDOCTETF
13F holders, Q4 2024 (December 31)89holders +28
23new positions
2sold out
1famous investor
$39.42avg. 13F price*
At the end of Q4 2024, 89 institutions reported holding FT Vest U.S. Equity Deep Buf (DOCT) in their 13F filings, up 28 from Q3 2024. 23 opened new positions and 2 sold out. The largest holders were Bison Wealth, LLC ($22.0M), REAP Financial Group, LLC ($21.9M) and Advance Capital Management, Inc. ($16.9M). 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 (Q4 2024)
- CUSIP
- 33740F672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $37.3M |
| Exits | 2 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 2,273,060 shares bought and 74,273 shares sold, net +2,198,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Bison Wealth, LLC | 2.70% | — | 559,698 | $22.0M |
| REAP Financial Group, LLC | 5.44% | Add +154.6% | 557,144 | $21.9M |
| Advance Capital Management, Inc. | 0.77% | New | 428,223 | $16.9M |
| Osaic Holdings, Inc. | 0.03% | Add +637.3% | 353,253 | $13.9M |
| Raymond James Financial Inc. | 0.00% | — | 321,450 | $12.7M |
| Per Stirling Capital Management, LLC. | 1.14% | Reduce -2.8% | 204,015 | $8.0M |
| Mutual Advisors, LLC | 0.19% | Reduce -1.6% | 163,126 | $6.5M |
| Foguth Wealth Management, LLC. | 1.60% | New | 152,267 | $6.1M |
| Winnacle Wealth LLC | 5.99% | — | 153,503 | $6.0M |
| Signal Advisors Wealth, LLC | 0.61% | Add +567.9% | 136,471 | $5.4M |
| Sequent Planning LLC | 1.78% | New | 122,865 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +55.4% | 122,784 | $4.8M |
| LCNB Corp. | 1.63% | Add +225.4% | 113,677 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +773.2% | 108,299 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +1179.7% | 104,055 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +112.2% | 89,043 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +54.0% | 68,630 | $2.7M |
| Cwm, LLC | 0.01% | Add +641.4% | 54,017 | $2.1M |
| Commonwealth Financial Services, LLC | 0.42% | Add +18.2% | 54,021 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +0.2% | 50,027 | $2.0M |
| NewEdge Wealth, LLC | 0.03% | No change | 48,542 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Reduce -18.1% | 47,737 | $1.9M |
| SMART Wealth LLC | 0.61% | Add +149.3% | 43,809 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | New | 43,127 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +77.0% | 42,556 | $1.7M |
| Castleview Partners, LLC | 0.84% | New | 39,668 | $1.6M |
| Harvest Investment Services, LLC | 0.37% | New | 38,260 | $1.5M |
| Ignite Planners, LLC | 0.29% | Add +111.1% | 33,558 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.44% | — | 33,285 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -1.8% | 30,130 | $1.2M |
| Spire Wealth Management | 0.04% | Add +104.5% | 29,359 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -1.7% | 29,040 | $1.1M |
| 1ST Source Bank | 0.06% | No change | 27,673 | $1.1M |
| Beacon Financial Group | 0.11% | Add +38.3% | 26,036 | $1.0M |
| Clear Creek Financial Management, LLC | 0.11% | Add +389.9% | 25,991 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Add +2.3% | 24,416 | $961K |
| Icon Wealth Advisors, LLC | 0.07% | Reduce -0.4% | 21,140 | $832K |
| Oppenheimer & Co. Inc. | 0.01% | New | 20,000 | $787K |
| Integrity Financial Corp | 0.41% | Add +134.9% | 17,896 | $705K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 17,118 | $674K |
| Founders Financial Securities LLC | 0.06% | Add +93.2% | 15,712 | $619K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.0% | 14,199 | $559K |
| IFP Advisors, Inc | 0.02% | Add +5.1% | 13,153 | $518K |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,922 | $509K |
| Jane Street Group, LLC | 0.00% | Reduce -14.6% | 12,337 | $486K |
| Uptick Partners, LLC | 0.17% | New | 11,727 | $462K |
| Hickory Asset Management, Inc. | 0.36% | — | 10,790 | $425K |
| 1776 Wealth LLC | 0.19% | No change | 10,658 | $420K |
| Tanglewood Legacy Advisors, LLC | 0.18% | Reduce -17.6% | 10,638 | $419K |
| Arbor Capital Management Inc. | 0.40% | Add +39.1% | 10,163 | $405K |
| Nova Wealth Management, Inc. | 0.33% | — | 9,731 | $383K |
| Marshall Financial Group, LLC | 0.08% | No change | 8,837 | $348K |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 8,752 | $345K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -1.0% | 8,435 | $332K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,141 | $321K |
| Citadel Advisors | 0.00% | Reduce -14.6% | 8,054 | $317K |
| First Heartland Consultants, Inc. | 0.03% | New | 5,176 | $303K |
| Townsquare Capital LLC | 0.00% | Reduce -30.1% | 7,639 | $301K |
| Keystone Wealth Services, LLC | 0.08% | New | 7,331 | $289K |
| WealthTrust Asset Management, LLC | 0.21% | No change | 7,296 | $287K |
| Kovack Advisors, Inc. | 0.03% | New | 7,075 | $279K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.2% | 6,757 | $266K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -9.2% | 6,757 | $266K |
| Advyzon Investment Management, LLC | 0.10% | — | 6,684 | $263K |
| StoneX Group Inc. | 0.01% | New | 6,137 | $242K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.11% | New | 5,975 | $235K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 5,925 | $233K |
| Midwest Financial Network, LLC | 0.24% | — | 5,770 | $227K |
| Strategic Blueprint, LLC | 0.01% | Reduce -1.0% | 5,738 | $226K |
| Arkadios Wealth Advisors | 0.01% | New | 5,426 | $214K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +1.4% | 5,364 | $211K |
| Barclays PLC | 0.00% | Reduce -27.1% | 3,739 | $147K |
| Ogorek Anthony Joseph /NY/ | 0.04% | New | 3,553 | $139K |
| Larson Financial Group LLC | 0.01% | New | 3,036 | $120K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +18.8% | 2,910 | $115K |
| MTM Investment Management, LLC | 0.03% | Add +92.7% | 2,120 | $83K |
| Capital Analysts, LLC | 0.00% | New | 1,939 | $76K |
| Royal Bank of Canada | 0.00% | No change | 1,760 | $69K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -44.4% | 1,730 | $68K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -56.5% | 1,530 | $60K |
| AlphaMark Advisors, LLC | 0.03% | Add +223.4% | 1,520 | $60K |
| Creative Financial Designs Inc. | 0.00% | Add +40.6% | 1,326 | $52K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,279 | $50K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,141 | $46K |
| CoreCap Advisors, LLC | 0.00% | Add +3.3% | 1,135 | $45K |
| Principal Securities, Inc. | 0.00% | New | 700 | $28K |
| FSC Wealth Advisors, LLC | 0.01% | New | 563 | $22K |
| UBS Group AG | 0.00% | Reduce -91.3% | 378 | $15K |
| Lanark Financial, Inc. | 0.02% | — | 5 | $208 |
"% 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.