FT Vest U.S. Equity Buffer EFDECETF
13F holders, Q3 2024 (September 30)116holders −24
8new positions
13sold out
1famous investor
$43.63avg. 13F price*
At the end of Q3 2024, 116 institutions reported holding FT Vest U.S. Equity Buffer E (FDEC) in their 13F filings, down 24 from Q2 2024. 8 opened new positions and 13 sold out. The largest holders were Sigma Planning Corp ($18.6M), Cwm, LLC ($14.8M) and Commonwealth Equity Services, LLC ($13.3M). 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 (Q3 2024)
- CUSIP
- 33740U505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.8M |
| Exits | 13 | $12.4M |
All 13F filers, Q2 2024 → Q3 2024: 248,900 shares bought and 1,284,889 shares sold, net −1,035,989 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Sigma Planning Corp | 0.57% | Reduce -22.4% | 425,053 | $18.6M |
| Cwm, LLC | 0.06% | Reduce -4.4% | 337,517 | $14.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -13.2% | 304,335 | $13.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.6% | 256,632 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -10.5% | 220,344 | $9.6M |
| LPL Financial LLC | 0.00% | Add +106.2% | 199,570 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -67.5% | 192,272 | $8.4M |
| Truist Financial Corp. | 0.01% | Reduce -7.0% | 178,191 | $7.8M |
| Schulz Wealth, LTD. | 5.38% | Reduce -0.5% | 158,964 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.0% | 157,054 | $6.9M |
| MML Investors Services, LLC | 0.02% | Reduce -28.3% | 155,467 | $6.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.5% | 152,882 | $6.7M |
| Cetera Investment Advisers | 0.01% | Reduce -16.0% | 121,259 | $5.3M |
| Heck Capital Advisors, LLC | 0.58% | Reduce -2.3% | 115,017 | $5.0M |
| Global Retirement Partners, LLC | 0.14% | Reduce -7.3% | 107,017 | $4.7M |
| Raymond James & Associates | 0.00% | Reduce -1.4% | 95,421 | $4.2M |
| REAP Financial Group, LLC | 0.81% | Reduce -0.7% | 75,283 | $3.3M |
| Bullseye Investment Management, LLC | 1.93% | Add +15.0% | 86,611 | $3.2M |
| Keystone Wealth Services, LLC | 0.89% | Reduce -0.2% | 73,180 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +196.1% | 69,152 | $3.0M |
| Stephens Inc. | 0.04% | Reduce -0.8% | 67,009 | $2.9M |
| Advisory Services Network, LLC | 0.06% | No change | 63,787 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -28.0% | 56,200 | $2.5M |
| AE Wealth Management LLC | 0.02% | Reduce -47.1% | 54,517 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -40.4% | 42,586 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Reduce -8.4% | 35,819 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 34,217 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Add +4.0% | 30,716 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.2% | 29,978 | $1.3M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -5.9% | 29,553 | $1.3M |
| McCarthy & Cox | 0.48% | No change | 28,368 | $1.2M |
| Harvest Investment Services, LLC | 0.37% | Reduce -3.0% | 26,569 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 25,000 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.1% | 24,509 | $1.1M |
| UBS Group AG | 0.00% | Add +324.1% | 24,202 | $1.1M |
| Integrity Financial Corp | 0.60% | Reduce -5.2% | 23,248 | $1.0M |
| Arbor Capital Management Inc. | 0.95% | Add +101.6% | 23,318 | $1.0M |
| Mariner, LLC | 0.00% | Add +3.8% | 22,340 | $978K |
| Faithward Advisors, LLC | 0.17% | Reduce -1.5% | 22,124 | $969K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -19.1% | 21,481 | $956K |
| Tanglewood Legacy Advisors, LLC | 0.41% | No change | 21,191 | $928K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -33.2% | 20,288 | $888K |
| Valtinson Bruner Financial Planning LLC | 0.30% | No change | 19,689 | $862K |
| Catalina Capital Group, LLC | 0.29% | No change | 19,657 | $861K |
| FWG Investments, LLC. | 0.74% | Reduce -43.9% | 19,634 | $860K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -38.6% | 19,289 | $844K |
| BlueChip Wealth Advisors LLC | 0.44% | No change | 19,200 | $841K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.0% | 19,190 | $840K |
| Captrust Financial Advisors | 0.00% | No change | 18,327 | $802K |
| 1776 Wealth LLC | 0.36% | No change | 18,224 | $798K |
| Blue Bell Private Wealth Management, LLC | 0.15% | Reduce -2.3% | 17,549 | $768K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.4% | 17,210 | $753K |
| Citadel Advisors | 0.00% | Reduce -24.3% | 17,128 | $750K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Reduce -2.5% | 16,776 | $734K |
| Capital Analysts, LLC | 0.03% | Reduce -72.7% | 14,532 | $636K |
| TFB Advisors LLC | 0.15% | Add +12.3% | 11,424 | $500K |
| Prospera Financial Services Inc | 0.01% | Add +1.9% | 10,455 | $458K |
| CoreCap Advisors, LLC | 0.02% | Add +10.6% | 10,432 | $457K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 9,930 | $435K |
| Concourse Financial Group Securities, Inc. | 0.03% | No change | 9,627 | $421K |
| HighTower Advisors, LLC | 0.00% | No change | 9,226 | $403K |
| Founders Financial Securities LLC | 0.04% | Add +70.5% | 9,182 | $402K |
| Townsquare Capital LLC | 0.00% | No change | 9,096 | $398K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -24.9% | 9,070 | $396K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -16.3% | 9,000 | $393K |
| &partners | 0.01% | Add +87.6% | 8,870 | $388K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -41.6% | 8,688 | $380K |
| Pitti Group Wealth Management, LLC | 0.41% | No change | 9,726 | $379K |
| Mutual Advisors, LLC | 0.01% | Reduce -23.1% | 8,563 | $377K |
| Wedbush Securities Inc. | 0.01% | Reduce -29.4% | 8,362 | $366K |
| Financial Network Wealth Advisors LLC | 0.30% | Reduce -8.3% | 8,264 | $362K |
| Swmg, LLC | 0.15% | No change | 8,113 | $361K |
| Sunbelt Securities, Inc. | 0.04% | No change | 8,219 | $360K |
| Paragon Capital Management Ltd | 0.07% | No change | 7,802 | $342K |
| IFP Advisors, Inc | 0.01% | No change | 7,777 | $340K |
| Mgo One Seven LLC | 0.01% | No change | 7,709 | $338K |
| Share Andrew L. | 0.23% | No change | 7,650 | $335K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -5.7% | 7,636 | $334K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,598 | $289K |
| Prosperity Consulting Group, LLC | 0.02% | Add +20.3% | 6,551 | $287K |
| Flagstar Securities, Inc. | 0.07% | No change | 6,537 | $286K |
| Bleakley Financial Group, LLC | 0.01% | No change | 6,282 | $275K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,235 | $273K |
| Plotkin Financial Advisors, LLC | 0.16% | Reduce -17.2% | 6,143 | $269K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 6,114 | $268K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 6,022 | $264K |
| Apollon Wealth Management, LLC | 0.01% | No change | 5,997 | $263K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 5,875 | $257K |
| Aurora Private Wealth, Inc. | 0.19% | Reduce -3.3% | 5,670 | $248K |
| Centaurus Financial, Inc. | 0.02% | Reduce -22.2% | 5,652 | $247K |
| Signal Advisors Wealth, LLC | 0.04% | New | 5,601 | $245K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 5,316 | $233K |
| Savvy Advisors, Inc. | 0.05% | No change | 5,230 | $229K |
| Cerro Pacific Wealth Advisors LLC | 0.08% | No change | 5,224 | $222K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -48.5% | 4,724 | $207K |
| Encompass More Asset Management | 0.08% | New | 4,720 | $207K |
| Archer Investment Corp | 0.05% | No change | 4,043 | $177K |
| Lanark Financial, Inc. | 0.01% | Reduce -13.2% | 3,488 | $152K |
| Cornerstone Planning Group LLC | 0.04% | No change | 3,438 | $152K |
| North Star Investment Management Corp. | 0.01% | No change | 3,368 | $147K |
| Wagner Wealth Management, LLC | 0.04% | No change | 3,000 | $131K |
| UMB Bank, n.a. | 0.00% | New | 2,208 | $97K |
| PNC Financial Services Group, Inc. | 0.00% | Add +780.3% | 2,060 | $90K |
| Barclays PLC | 0.00% | New | 2,000 | $88K |
| Morgan Stanley | 0.00% | Add +84.9% | 1,716 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.4% | 1,500 | $66K |
| Clear Point Advisors Inc. | 0.05% | No change | 1,403 | $61K |
| Mather Group, Llc. | 0.00% | New | 1,144 | $50K |
| Spire Wealth Management | 0.00% | Reduce -48.8% | 1,100 | $48K |
| Principal Securities, Inc. | 0.00% | Reduce -34.8% | 631 | $28K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 316 | $14K |
| Peterson Financial Group, Inc. | 0.05% | New | 274 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 200 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 193 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 113 | $5K |
| Allworth Financial LP | 0.00% | No change | 17 | $745 |
"% 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.