FT Vest U.S. Equity Deep BufDOCTETF

13F holders, Q1 2025 (March 31)
90holders +1
5new positions
3sold out
1famous investor
$38.34avg. 13F price*

At the end of Q1 2025, 90 institutions reported holding FT Vest U.S. Equity Deep Buf (DOCT) in their 13F filings, up 1 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were Advance Capital Management, Inc. ($26.3M), REAP Financial Group, LLC ($18.7M) and Bison Wealth, LLC ($18.2M). 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 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$2.3M
Exits3$829K

All 13F filers, Q4 2024 → Q1 2025: 770,736 shares bought and 709,370 shares sold, net +61,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

Advance Capital Management, Inc. 1.26% Add +59.9% 684,872 $26.3M
REAP Financial Group, LLC 4.63% Reduce -12.6% 487,070 $18.7M
Bison Wealth, LLC 1.70% Reduce -15.4% 473,476 $18.2M
Ogorek Anthony Joseph /NY/ 3.91% Add +8624.5% 309,983 $11.9M
Raymond James Financial Inc. 0.00% Reduce -6.9% 299,334 $11.5M
Signal Advisors Wealth, LLC 0.75% Add +47.2% 200,898 $7.7M
Foguth Wealth Management, LLC. 1.77% Add +25.2% 190,666 $7.3M
Mutual Advisors, LLC 0.17% Reduce -2.8% 158,504 $6.1M
Winnacle Wealth LLC 5.06% Reduce -6.8% 143,042 $5.5M
Per Stirling Capital Management, LLC. 0.74% Reduce -33.8% 134,982 $5.2M
Sequent Planning LLC 1.74% Add +2.6% 126,020 $4.8M
Commonwealth Equity Services, LLC 0.01% Reduce -0.9% 121,633 $4.7M
Osaic Holdings, Inc. 0.01% Reduce -66.4% 118,698 $4.6M
LCNB Corp. 1.61% Add +0.5% 114,284 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -25.4% 80,810 $3.1M
MML Investors Services, LLC 0.01% Reduce -28.6% 74,242 $2.8M
Kestra Advisory Services, LLC 0.01% Reduce -2.3% 67,055 $2.6M
Envestnet Asset Management Inc. 0.00% Reduce -30.4% 62,000 $2.4M
Commonwealth Financial Services, LLC 0.41% Reduce -3.1% 52,363 $2.0M
NewEdge Wealth, LLC 0.03% No change 48,542 $1.9M
Cetera Investment Advisers 0.00% Add +4.5% 44,471 $1.7M
Truist Financial Corp. 0.00% Reduce -14.7% 42,659 $1.6M
Harbour Investments, Inc. 0.05% Reduce -12.5% 41,772 $1.6M
Tounjian Advisory Partners, LLC 0.29% — 40,760 $1.6M
Kestra Private Wealth Services, LLC 0.03% Reduce -7.0% 40,117 $1.5M
Wood Tarver Financial Group, LLC 0.50% Add +20.1% 39,957 $1.5M
Founders Financial Securities LLC 0.12% Add +136.2% 37,112 $1.4M
SMART Wealth LLC 0.49% Reduce -19.3% 35,364 $1.4M
Castleview Partners, LLC 0.91% Reduce -11.4% 35,138 $1.3M
Harvest Investment Services, LLC 0.37% Reduce -8.4% 35,056 $1.3M
Cwm, LLC 0.00% Reduce -42.1% 31,265 $1.2M
Brookstone Capital Management 0.02% No change 29,040 $1.1M
1ST Source Bank 0.06% Reduce -0.8% 27,457 $1.1M
Spire Wealth Management 0.03% Reduce -11.0% 26,134 $1.0M
Beacon Financial Group 0.11% No change 26,036 $998K
Clear Creek Financial Management, LLC 0.10% Reduce -4.2% 24,898 $955K
McKinley Carter Wealth Services, Inc. 0.06% No change 24,416 $936K
AE Wealth Management LLC 0.01% Reduce -23.7% 22,982 $881K
Ignite Planners, LLC 0.17% Reduce -32.4% 22,691 $873K
Icon Wealth Advisors, LLC 0.07% Reduce -2.1% 20,685 $793K
Oppenheimer & Co. Inc. 0.01% No change 20,000 $767K
Integrity Financial Corp 0.38% Reduce -2.8% 17,388 $667K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -6.0% 16,082 $617K
LPL Financial LLC 0.00% Add +75.7% 15,375 $590K
JPMorgan Chase & Co. 0.00% New 15,232 $584K
Farther Finance Advisors, LLC 0.01% New 14,410 $554K
IFP Advisors, Inc 0.02% No change 13,153 $504K
Old Mission Capital LLC 0.01% New 11,843 $454K
Uptick Partners, LLC 0.15% Add +0.4% 11,777 $452K
Susquehanna International Group, LLP 0.00% New 11,083 $425K
Rockefeller Capital Management L.P. 0.00% Reduce -15.1% 10,971 $421K
1776 Wealth LLC 0.19% No change 10,658 $409K
Arbor Capital Management Inc. 0.39% Add +2.6% 10,428 $401K
Jane Street Group, LLC 0.00% Reduce -16.4% 10,317 $396K
Marshall Financial Group, LLC 0.07% No change 8,837 $339K
Prosperity Consulting Group, LLC 0.03% No change 8,435 $323K
Hickory Asset Management, Inc. 0.28% Reduce -23.2% 8,290 $318K
Tanglewood Legacy Advisors, LLC 0.14% Reduce -22.3% 8,268 $317K
Citadel Advisors 0.00% Reduce -2.5% 7,852 $301K
Keystone Wealth Services, LLC 0.08% No change 7,331 $281K
WealthTrust Asset Management, LLC 0.21% No change 7,296 $280K
Buck Wealth Strategies, LLC 0.05% New 7,148 $274K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -50.2% 7,069 $271K
Advyzon Investment Management, LLC 0.09% Add +0.8% 6,734 $258K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.5% 6,589 $253K
Orion Portfolio Solutions, LLC 0.00% Reduce -2.5% 6,589 $253K
Kovack Advisors, Inc. 0.03% Reduce -7.6% 6,539 $251K
Nova Wealth Management, Inc. 0.22% Reduce -32.9% 6,533 $251K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -20.9% 6,439 $247K
StoneX Group Inc. 0.01% Reduce -0.8% 6,090 $234K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -0.5% 5,897 $226K
Midwest Financial Network, LLC 0.22% Reduce -1.2% 5,699 $219K
Arkadios Wealth Advisors 0.01% No change 5,426 $208K
SOA Wealth Advisors, LLC. 0.04% No change 5,364 $206K
Spectrum Asset Management, Inc. (NB/CA) 0.09% Reduce -12.0% 5,260 $202K
UBS Group AG 0.00% Add +1158.2% 4,756 $182K
Lanark Financial, Inc. 0.02% — 4,737 $181K
Larson Financial Group LLC 0.01% No change 3,036 $116K
Capital Investment Advisory Services, LLC 0.01% No change 2,910 $112K
MTM Investment Management, LLC 0.03% No change 2,120 $82K
Capital Analysts, LLC 0.00% No change 1,939 $74K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,730 $66K
Barclays PLC 0.00% Reduce -54.0% 1,721 $66K
Sunbelt Securities, Inc. 0.01% No change 1,530 $59K
Royal Bank of Canada 0.00% Reduce -18.5% 1,435 $55K
Creative Financial Designs Inc. 0.00% Reduce -2.5% 1,293 $50K
Geneos Wealth Management Inc. 0.00% No change 1,279 $49K
CoreCap Advisors, LLC 0.00% Reduce -0.1% 1,134 $43K
Principal Securities, Inc. 0.00% No change 700 $28K
FSC Wealth Advisors, LLC 0.01% No change 563 $22K

"% 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.