FT Vest U.S. Equity Buffer EFDECETF
13F holders, Q4 2024 (December 31)135holders +19
22new positions
9sold out
1famous investor
$44.59avg. 13F price*
At the end of Q4 2024, 135 institutions reported holding FT Vest U.S. Equity Buffer E (FDEC) in their 13F filings, up 19 from Q3 2024. 22 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($29.8M), LPL Financial LLC ($25.2M) and Griffith & Werner, Inc. ($23.1M). 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 (Q4 2024)
- CUSIP
- 33740U505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $28.2M |
| Exits | 9 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 2,385,049 shares bought and 639,361 shares sold, net +1,745,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Envestnet Asset Management Inc. | 0.01% | Add +247.4% | 668,002 | $29.8M |
| LPL Financial LLC | 0.01% | Add +183.2% | 565,212 | $25.2M |
| Griffith & Werner, Inc. | 15.27% | — | 518,943 | $23.1M |
| Cwm, LLC | 0.07% | Add +15.9% | 391,244 | $17.4M |
| Raymond James Financial Inc. | 0.01% | — | 365,439 | $16.3M |
| Bouchey Financial Group, Ltd. | 1.31% | New | 336,213 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.7% | 327,647 | $14.6M |
| Osaic Holdings, Inc. | 0.03% | Add +48.6% | 327,444 | $14.6M |
| Cetera Investment Advisers | 0.03% | Add +148.3% | 301,113 | $13.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +21.7% | 186,063 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.6% | 162,709 | $7.3M |
| Mgo One Seven LLC | 0.28% | Add +2007.5% | 162,466 | $7.2M |
| MML Investors Services, LLC | 0.02% | Add +2.6% | 159,492 | $7.1M |
| Schulz Wealth, LTD. | 5.44% | No change | 158,964 | $7.1M |
| Truist Financial Corp. | 0.01% | Reduce -16.3% | 149,103 | $6.6M |
| CreativeOne Wealth, LLC | 0.20% | Add +645.2% | 143,749 | $6.4M |
| Heck Capital Advisors, LLC | 0.58% | Reduce -0.8% | 114,078 | $5.1M |
| Assetmark, Inc. | 0.01% | Add +55.9% | 107,785 | $4.8M |
| Global Retirement Partners, LLC | 0.14% | Add +0.7% | 107,770 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +57.3% | 88,414 | $3.9M |
| Novem Group | 0.57% | — | 86,610 | $3.9M |
| Bison Wealth, LLC | 0.45% | — | 81,749 | $3.6M |
| Keystone Wealth Services, LLC | 0.95% | Add +10.3% | 80,687 | $3.6M |
| Arkadios Wealth Advisors | 0.19% | New | 77,524 | $3.5M |
| Jane Street Group, LLC | 0.00% | New | 67,138 | $3.0M |
| Stephens Inc. | 0.04% | Reduce -1.4% | 66,066 | $2.9M |
| REAP Financial Group, LLC | 0.67% | Reduce -19.0% | 60,950 | $2.7M |
| Sigma Planning Corp | 0.08% | Reduce -86.7% | 56,713 | $2.5M |
| AE Wealth Management LLC | 0.02% | Reduce -1.6% | 53,655 | $2.4M |
| Harvest Investment Services, LLC | 0.57% | Add +95.3% | 51,877 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.4% | 38,567 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Add +13.7% | 34,931 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Reduce -45.8% | 34,595 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Reduce -8.7% | 32,689 | $1.5M |
| Tanglewood Legacy Advisors, LLC | 0.62% | Add +53.3% | 32,478 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -10.4% | 30,648 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +39.0% | 29,847 | $1.4M |
| Ignite Planners, LLC | 0.29% | New | 29,780 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.8% | 29,744 | $1.3M |
| Faithward Advisors, LLC | 0.22% | Add +32.6% | 29,347 | $1.3M |
| McCarthy & Cox | 0.44% | No change | 28,368 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +34.1% | 27,215 | $1.2M |
| Fortress Private Ledger, LLC | 0.68% | — | 24,884 | $1.1M |
| Grantvest Financial Group LLC | 1.20% | — | 24,062 | $1.1M |
| Integrity Financial Corp | 0.61% | Add +1.8% | 23,654 | $1.1M |
| Valtinson Bruner Financial Planning LLC | 0.37% | Add +19.4% | 23,509 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -20.9% | 23,371 | $1.0M |
| Bullseye Investment Management, LLC | 0.68% | Reduce -74.6% | 22,004 | $980K |
| 1776 Wealth LLC | 0.44% | Add +18.3% | 21,557 | $961K |
| Citadel Advisors | 0.00% | Add +24.7% | 21,354 | $952K |
| Mariner, LLC | 0.00% | Reduce -5.3% | 21,164 | $943K |
| FWG Investments, LLC. | 0.69% | Add +0.9% | 19,815 | $883K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +118.3% | 19,648 | $876K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.6% | 19,072 | $850K |
| Catalina Capital Group, LLC | 0.28% | Reduce -4.0% | 18,861 | $841K |
| Centaurus Financial, Inc. | 0.05% | Add +233.2% | 18,835 | $840K |
| Atria Investments, Inc | 0.01% | New | 18,743 | $835K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.2% | 18,620 | $830K |
| Captrust Financial Advisors | 0.00% | No change | 18,327 | $817K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.7% | 18,219 | $812K |
| Blue Bell Private Wealth Management, LLC | 0.15% | Reduce -0.5% | 17,462 | $778K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Reduce -0.7% | 16,666 | $743K |
| BlueChip Wealth Advisors LLC | 0.41% | Reduce -13.3% | 16,640 | $742K |
| TFB Advisors LLC | 0.20% | Add +37.6% | 15,725 | $701K |
| Founders Financial Securities LLC | 0.06% | Add +54.8% | 14,210 | $633K |
| Capital Analysts, LLC | 0.03% | Reduce -2.4% | 14,189 | $632K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +39.0% | 13,380 | $610K |
| Prospera Financial Services Inc | 0.01% | Add +19.0% | 12,443 | $555K |
| Flagstar Securities, Inc. | 0.14% | Add +88.4% | 12,314 | $549K |
| CoreCap Advisors, LLC | 0.02% | Add +14.4% | 11,938 | $532K |
| PNC Financial Services Group, Inc. | 0.00% | Add +440.2% | 11,128 | $496K |
| Arbor Capital Management Inc. | 0.46% | Reduce -55.6% | 10,360 | $470K |
| Pitti Group Wealth Management, LLC | 0.48% | Add +8.2% | 10,524 | $469K |
| Mutual Advisors, LLC | 0.01% | Add +17.7% | 10,075 | $452K |
| Townsquare Capital LLC | 0.01% | Add +9.2% | 9,932 | $443K |
| PKS Advisory Services, LLC | 0.11% | — | 9,621 | $429K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +9.9% | 9,552 | $426K |
| HighTower Advisors, LLC | 0.00% | No change | 9,226 | $411K |
| VestGen Investment Management | 0.11% | New | 9,147 | $408K |
| Summit Financial Wealth Advisors, LLC | 0.08% | New | 8,952 | $404K |
| Clearstead Advisors, LLC | 0.01% | New | 8,800 | $392K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -5.5% | 8,570 | $382K |
| Wedbush Securities Inc. | 0.01% | No change | 8,362 | $373K |
| Swmg, LLC | 0.15% | No change | 8,113 | $370K |
| Clear Creek Financial Management, LLC | 0.04% | Add +56.0% | 8,291 | $370K |
| Paragon Capital Management Ltd | 0.07% | Add +4.5% | 8,151 | $363K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -2.3% | 8,032 | $360K |
| Avantax Advisory Services, Inc. | 0.00% | Add +67.7% | 7,923 | $353K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -20.4% | 7,902 | $352K |
| IFP Advisors, Inc | 0.01% | Reduce -0.5% | 7,742 | $345K |
| Share Andrew L. | 0.17% | No change | 7,650 | $341K |
| Main Street Financial Solutions, LLC | 0.03% | New | 7,418 | $331K |
| &partners | 0.00% | Reduce -18.5% | 7,229 | $325K |
| Capasso Planning Partners LLC | 0.13% | New | 7,251 | $323K |
| Bleakley Financial Group, LLC | 0.01% | Add +14.1% | 7,168 | $320K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,859 | $306K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,785 | $302K |
| Prosperity Consulting Group, LLC | 0.02% | Add +1.5% | 6,651 | $296K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,598 | $294K |
| Snowden Capital Advisors LLC | 0.01% | Add +5.6% | 6,585 | $294K |
"% 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.