FT Vest U.S. Equity Buffer EFDECETF
13F holders, Q2 2024 (June 30)140holders +24
18new positions
9sold out
1famous investor
$44.14avg. 13F price*
At the end of Q2 2024, 140 institutions reported holding FT Vest U.S. Equity Buffer E (FDEC) in their 13F filings, up 24 from Q1 2024. 18 opened new positions and 9 sold out. The largest holders were Wells Fargo & Company ($41.8M), Envestnet Asset Management Inc. ($25.2M) and Sigma Planning Corp ($23.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740U505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $20.6M |
| Exits | 9 | $73.9M |
All 13F filers, Q1 2024 → Q2 2024: 527,807 shares bought and 2,700,574 shares sold, net −2,172,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Wells Fargo & Company | 0.01% | Reduce -3.6% | 982,540 | $41.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +62.0% | 592,095 | $25.2M |
| Sigma Planning Corp | 0.74% | Reduce -1.0% | 547,734 | $23.3M |
| Astor Investment Management LLC | 9.16% | Reduce -12.1% | 467,802 | $19.9M |
| Cwm, LLC | 0.07% | Reduce -3.3% | 353,004 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -15.6% | 350,659 | $14.9M |
| Outlook Wealth Advisors, LLC | 4.12% | New | 7,760 | $13.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -6.5% | 263,391 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -43.9% | 246,249 | $10.5M |
| MML Investors Services, LLC | 0.04% | Add +4.6% | 216,865 | $9.2M |
| Truist Financial Corp. | 0.01% | Reduce -1.9% | 191,686 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -5.5% | 166,986 | $7.1M |
| Schulz Wealth, LTD. | 5.76% | Reduce -0.5% | 159,721 | $6.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.3% | 153,589 | $6.5M |
| Atria Investments, Inc | 0.08% | Reduce -27.2% | 147,219 | $6.3M |
| Cetera Investment Advisers | 0.01% | Reduce -51.0% | 144,425 | $6.1M |
| Central Valley Advisors, LLC | 2.19% | Add +4.1% | 118,980 | $5.1M |
| Heck Capital Advisors, LLC | 0.62% | Reduce -0.4% | 117,763 | $5.0M |
| Global Retirement Partners, LLC | 0.15% | Add +2.3% | 115,477 | $4.9M |
| AE Wealth Management LLC | 0.04% | Add +77.1% | 103,083 | $4.4M |
| Legacy Capital Group California, Inc. | 1.54% | Reduce -0.1% | 100,275 | $4.3M |
| LPL Financial LLC | 0.00% | Add +5.9% | 96,784 | $4.1M |
| Raymond James & Associates | 0.00% | Reduce -5.9% | 96,768 | $4.1M |
| Sowell Financial Services LLC | 0.19% | Add +0.3% | 94,382 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.3% | 78,044 | $3.3M |
| REAP Financial Group, LLC | 0.87% | Reduce -1.3% | 75,829 | $3.2M |
| Keystone Wealth Services, LLC | 0.97% | Reduce -11.7% | 73,325 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.3% | 71,477 | $3.0M |
| Stephens Inc. | 0.04% | No change | 67,530 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Add +0.1% | 63,787 | $2.7M |
| Bullseye Investment Management, LLC | 1.84% | Add +114.5% | 75,313 | $2.7M |
| Capital Analysts, LLC | 0.10% | Add +4.3% | 53,203 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +3.3% | 52,221 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Reduce -27.5% | 39,086 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -11.8% | 37,936 | $1.6M |
| GeoWealth Management, LLC | 0.07% | Reduce -8.8% | 37,252 | $1.6M |
| FWG Investments, LLC. | 1.50% | Reduce -4.1% | 35,023 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 31,577 | $1.3M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -79.0% | 31,429 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +1.6% | 31,403 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.9% | 30,391 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 29,910 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.08% | No change | 29,546 | $1.3M |
| McCarthy & Cox | 0.46% | No change | 28,368 | $1.2M |
| Harvest Investment Services, LLC | 0.46% | Reduce -0.0% | 27,406 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.28% | New | 25,617 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | — | 26,564 | $1.1M |
| Integrity Financial Corp | 0.65% | Add +2.9% | 24,516 | $1.0M |
| Assetmark, Inc. | 0.00% | New | 23,352 | $994K |
| Citadel Advisors | 0.00% | New | 22,629 | $963K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.6% | 22,496 | $957K |
| Faithward Advisors, LLC | 0.17% | Reduce -0.8% | 22,469 | $956K |
| Strategic Blueprint, LLC | 0.06% | Reduce -12.1% | 21,715 | $924K |
| Mariner, LLC | 0.00% | Add +1.8% | 21,526 | $916K |
| Tanglewood Legacy Advisors, LLC | 0.43% | Reduce -1.2% | 21,191 | $902K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.8% | 20,202 | $860K |
| Valtinson Bruner Financial Planning LLC | 0.33% | Reduce -0.3% | 19,689 | $838K |
| Catalina Capital Group, LLC | 0.32% | No change | 19,657 | $836K |
| BlueChip Wealth Advisors LLC | 0.48% | No change | 19,200 | $817K |
| Captrust Financial Advisors | 0.00% | No change | 18,327 | $780K |
| 1776 Wealth LLC | 0.35% | No change | 18,224 | $775K |
| Blue Bell Private Wealth Management, LLC | 0.16% | Reduce -2.6% | 17,955 | $764K |
| DHJJ Financial Advisors, Ltd. | 0.31% | Reduce -2.4% | 17,201 | $732K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 15,870 | $675K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.5% | 15,224 | $648K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.2% | 14,888 | $633K |
| DAVENPORT & Co LLC | 0.00% | Add +2.4% | 14,708 | $626K |
| Optivise Advisory Services LLC | 0.33% | — | 14,568 | $620K |
| Axxcess Wealth Management, LLC | 0.02% | Add +0.8% | 14,522 | $618K |
| Fourpath Capital Management, LLC | 0.39% | Add +0.1% | 12,448 | $530K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 12,070 | $514K |
| Wedbush Securities Inc. | 0.02% | Reduce -21.3% | 11,849 | $504K |
| Arbor Capital Management Inc. | 0.45% | Reduce -0.2% | 11,565 | $493K |
| Old Mission Capital LLC | 0.01% | New | 11,368 | $484K |
| Mutual Advisors, LLC | 0.01% | Reduce -14.6% | 11,128 | $475K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -12.6% | 10,748 | $457K |
| Prospera Financial Services Inc | 0.01% | No change | 10,255 | $436K |
| TFB Advisors LLC | 0.14% | New | 10,173 | $433K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 9,930 | $423K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -3.3% | 9,627 | $410K |
| Raleigh Capital Management Inc. | 0.17% | Add +1.8% | 9,464 | $403K |
| CoreCap Advisors, LLC | 0.04% | Add +13.2% | 9,429 | $401K |
| HighTower Advisors, LLC | 0.00% | No change | 9,226 | $393K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -31.6% | 9,181 | $391K |
| Townsquare Capital LLC | 0.01% | No change | 9,096 | $387K |
| Financial Network Wealth Advisors LLC | 0.29% | Add +9.1% | 9,014 | $383K |
| Pitti Group Wealth Management, LLC | 0.41% | Reduce -7.6% | 9,726 | $379K |
| Sunbelt Securities, Inc. | 0.04% | No change | 8,219 | $350K |
| Swmg, LLC | 0.15% | No change | 8,113 | $345K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -9.3% | 8,097 | $345K |
| Lloyd Advisory Services, LLC. | 0.16% | Reduce -87.5% | 8,048 | $342K |
| Paragon Capital Management Ltd | 0.06% | Reduce -58.3% | 7,802 | $332K |
| IFP Advisors, Inc | 0.01% | No change | 7,777 | $331K |
| Mgo One Seven LLC | 0.02% | Reduce -76.5% | 7,709 | $328K |
| Share Andrew L. | 0.19% | No change | 7,650 | $326K |
| Plotkin Financial Advisors, LLC | 0.20% | No change | 7,420 | $316K |
| Centaurus Financial, Inc. | 0.02% | No change | 7,262 | $309K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,598 | $281K |
| Flagstar Securities, Inc. | 0.08% | Reduce -20.6% | 6,537 | $278K |
| HRT Financial LP | 0.00% | New | 6,520 | $277K |
"% of holder's portfolio" is FDEC's weight in each manager's 13F, not the share of FT Vest U.S. Equity Buffer E the manager owns.