FT Vest U.S. Equity Deep BufDSEPETF
13F holders, Q4 2024 (December 31)98holders +21
16new positions
3sold out
$40.57avg. 13F price*
At the end of Q4 2024, 98 institutions reported holding FT Vest U.S. Equity Deep Buf (DSEP) in their 13F filings, up 21 from Q3 2024. 16 opened new positions and 3 sold out. The largest holders were REAP Financial Group, LLC ($15.7M), Bison Wealth, LLC ($15.0M) and Envestnet Asset Management Inc. ($7.5M).
- Company
- FT Vest U.S. Equity Deep Buf
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740F680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $5.2M |
| Exits | 3 | $3.6M |
All 13F filers, Q3 2024 → Q4 2024: 379,688 shares bought and 175,604 shares sold, net +204,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| REAP Financial Group, LLC | 3.91% | Add +11.1% | 388,226 | $15.7M |
| Bison Wealth, LLC | 1.84% | — | 370,728 | $15.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 184,625 | $7.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 3.11% | Reduce -0.7% | 170,646 | $6.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +5.0% | 169,445 | $6.9M |
| Raymond James Financial Inc. | 0.00% | — | 130,562 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +15.6% | 120,521 | $4.9M |
| Cwm, LLC | 0.02% | Reduce -3.4% | 96,893 | $3.9M |
| Advyzon Investment Management, LLC | 1.47% | — | 94,107 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +41.8% | 87,826 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +39.9% | 84,055 | $3.4M |
| Signal Advisors Wealth, LLC | 0.35% | Add +29.3% | 75,428 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -5.3% | 72,367 | $2.9M |
| Ogorek Anthony Joseph /NY/ | 0.92% | Add +4.8% | 70,981 | $2.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.93% | Reduce -0.6% | 62,725 | $2.5M |
| AE Wealth Management LLC | 0.02% | Reduce -36.3% | 56,067 | $2.3M |
| Jaffetilchin Investment Partners, LLC | 0.16% | Reduce -4.5% | 53,770 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +19.0% | 51,651 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -13.9% | 47,277 | $1.9M |
| Foguth Wealth Management, LLC. | 0.50% | Add +45.7% | 46,167 | $1.9M |
| Wood Tarver Financial Group, LLC | 0.63% | — | 46,635 | $1.9M |
| CoreFirst Bank & Trust | 1.05% | Add +162.8% | 43,426 | $1.8M |
| LifeWealth Investments, LLC | 1.03% | — | 38,316 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.8% | 37,594 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +5.8% | 37,437 | $1.5M |
| Ignite Planners, LLC | 0.29% | Add +7.2% | 32,097 | $1.3M |
| Cary Street Partners Financial LLC | 0.04% | — | 27,834 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -0.4% | 27,408 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Add +7.8% | 26,698 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -13.2% | 26,414 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 26,388 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -24.7% | 24,128 | $978K |
| Integrity Financial Corp | 0.54% | Add +10.6% | 23,062 | $935K |
| Nova Wealth Management, Inc. | 0.78% | — | 22,165 | $899K |
| Old Mission Capital LLC | 0.02% | New | 21,622 | $877K |
| Clear Creek Financial Management, LLC | 0.09% | New | 21,462 | $870K |
| Spire Wealth Management | 0.02% | Add +289.7% | 19,688 | $798K |
| Beacon Financial Group | 0.08% | Add +113.1% | 19,464 | $789K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 16,934 | $687K |
| Onyx Bridge Wealth Group LLC | 0.10% | Reduce -1.6% | 16,803 | $681K |
| Apollon Wealth Management, LLC | 0.02% | No change | 16,500 | $669K |
| MML Investors Services, LLC | 0.00% | Reduce -18.7% | 15,848 | $643K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 15,427 | $626K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -1.0% | 15,417 | $625K |
| Founders Financial Securities LLC | 0.06% | Add +91.8% | 15,361 | $623K |
| Silver Oak Securities, Incorporated | 0.06% | No change | 15,046 | $612K |
| Lunt Capital Management, Inc. | 0.24% | No change | 15,046 | $610K |
| Strategic Blueprint, LLC | 0.03% | Reduce -6.4% | 13,668 | $554K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.8% | 13,039 | $529K |
| StoneX Group Inc. | 0.03% | Reduce -2.2% | 12,827 | $520K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,614 | $511K |
| Sloy Dahl & Holst, LLC | 0.06% | No change | 11,800 | $478K |
| Legacy Solutions, LLC | 0.49% | — | 11,089 | $450K |
| Arbor Capital Management Inc. | 0.42% | Add +4.3% | 10,349 | $427K |
| Schulz Wealth, LTD. | 0.31% | Reduce -13.5% | 9,934 | $403K |
| Financial Guidance Group, Inc. | 0.22% | No change | 9,900 | $401K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,900 | $401K |
| HighTower Advisors, LLC | 0.00% | Add +36.8% | 9,377 | $380K |
| Wealth Group Ltd | 0.11% | Add +2.2% | 9,040 | $367K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 8,971 | $364K |
| Jane Street Group, LLC | 0.00% | Reduce -62.8% | 7,795 | $316K |
| TCFG Wealth Management, LLC | 0.16% | Reduce -2.9% | 7,627 | $309K |
| Brass Tax Wealth Management, Inc. | 0.06% | Reduce -0.1% | 6,892 | $279K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -3.5% | 6,720 | $272K |
| Grantvest Financial Group LLC | 0.28% | — | 6,109 | $248K |
| Sunbelt Securities, Inc. | 0.02% | No change | 6,043 | $246K |
| Cascade Investment Group, Inc. | 0.16% | New | 5,616 | $228K |
| Wolverine Trading, LLC | 0.01% | New | 5,446 | $221K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,335 | $216K |
| First Heartland Consultants, Inc. | 0.02% | New | 5,159 | $209K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -1.4% | 5,158 | $209K |
| Presidio Capital Management, LLC | 0.11% | New | 4,961 | $201K |
| Barclays PLC | 0.00% | Add +37.7% | 4,830 | $196K |
| Centaurus Financial, Inc. | 0.01% | New | 4,441 | $180K |
| Royal Bank of Canada | 0.00% | Add +127.7% | 4,267 | $173K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 3,430 | $142K |
| SOA Wealth Advisors, LLC. | 0.02% | New | 2,510 | $102K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -29.4% | 2,460 | $100K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 2,350 | $95K |
| Coppell Advisory Solutions LLC | 0.01% | New | 2,046 | $83K |
| Topsail Wealth Management, LLC | 0.02% | — | 1,778 | $72K |
| JPMorgan Chase & Co. | 0.00% | New | 1,623 | $66K |
| Castleview Partners, LLC | 0.03% | No change | 1,548 | $63K |
| Principal Securities, Inc. | 0.00% | No change | 1,300 | $53K |
| Winnacle Wealth LLC | 0.05% | — | 1,235 | $50K |
| Morgan Stanley | 0.00% | No change | 1,161 | $47K |
| CoreCap Advisors, LLC | 0.00% | Add +2.9% | 1,116 | $45K |
| IFP Advisors, Inc | 0.00% | No change | 965 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 925 | $38K |
| Creative Financial Designs Inc. | 0.00% | No change | 894 | $36K |
| FSC Wealth Advisors, LLC | 0.01% | Add +300.7% | 545 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 500 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 400 | $16K |
| AlphaMark Advisors, LLC | 0.01% | Add +1775.0% | 375 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 200 | $8K |
| UBS Group AG | 0.00% | New | 95 | $4K |
| Hartford Financial Management Inc. | 0.00% | No change | 55 | $2K |
| Lanark Financial, Inc. | 0.01% | — | 3 | $150 |
"% of holder's portfolio" is DSEP's weight in each manager's 13F, not the share of FT Vest U.S. Equity Deep Buf the manager owns.