FT Vest U.S. Equity Buffer EFJANETF
13F holders, Q1 2024 (March 31)119holders
1famous investor
$41.98avg. 13F price*
At the end of Q1 2024, 119 institutions reported holding FT Vest U.S. Equity Buffer E (FJAN) in their 13F filings. The largest holders were Osaic Holdings, Inc. ($32.2M), Freedom Investment Management, Inc. ($29.8M) and Commonwealth Equity Services, LLC ($20.9M). 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 (Q1 2024)
- CUSIP
- 33740F623
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $88.0M |
| Exits | 5 | $5.2M |
Ownership 119 holders
| Osaic Holdings, Inc. | 0.07% | Add +16.4% | 766,542 | $32.2M |
| Freedom Investment Management, Inc. | 2.39% | New | 710,908 | $29.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +18.7% | 498,997 | $20.9M |
| Brookstone Capital Management | 0.33% | Reduce -7.2% | 441,180 | $18.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +186.4% | 440,566 | $18.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +445.1% | 367,127 | $15.4M |
| Cetera Investment Advisers | 0.03% | Add +3133.5% | 337,899 | $14.2M |
| Prospera Financial Services Inc | 0.34% | New | 275,229 | $11.6M |
| Cwm, LLC | 0.04% | Add +1625.8% | 201,769 | $8.5M |
| SMART Wealth LLC | 3.80% | New | 200,775 | $8.4M |
| MML Investors Services, LLC | 0.03% | Add +21.1% | 197,738 | $8.3M |
| LPL Financial LLC | 0.00% | Add +45.0% | 169,710 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +81.9% | 167,901 | $7.0M |
| Prosperity Consulting Group, LLC | 0.75% | Add +563.1% | 141,907 | $6.0M |
| CreativeOne Wealth, LLC | 0.23% | Add +2606.1% | 137,332 | $5.8M |
| McCarthy & Cox | 2.16% | — | 136,172 | $5.7M |
| WealthPlan Investment Management, LLC | 0.86% | New | 133,979 | $5.6M |
| Gallagher Fiduciary Advisors, LLC | 0.16% | Add +10.5% | 110,738 | $4.6M |
| Foguth Wealth Management, LLC. | 2.32% | — | 103,123 | $4.3M |
| Signal Advisors Wealth, LLC | 1.07% | Add +12.2% | 103,123 | $4.3M |
| Atria Investments, Inc | 0.06% | New | 100,483 | $4.2M |
| Advisory Services Network, LLC | 0.09% | New | 98,654 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +339.7% | 94,040 | $3.9M |
| Raymond James & Associates | 0.00% | Add +711.5% | 92,079 | $3.9M |
| Americana Partners, LLC | 0.31% | New | 88,790 | $3.7M |
| WealthPLAN Partners, LLC | 0.37% | New | 86,243 | $3.6M |
| Plotkin Financial Advisors, LLC | 2.27% | New | 81,509 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +98.4% | 79,976 | $3.4M |
| REAP Financial Group, LLC | 0.91% | Add +80.8% | 78,936 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +51.2% | 66,384 | $2.8M |
| Sunbelt Securities, Inc. | 0.29% | Add +142.7% | 61,272 | $2.6M |
| OneDigital Investment Advisors LLC | 0.04% | Add +19.6% | 58,398 | $2.5M |
| Harbour Investments, Inc. | 0.08% | Add +85.5% | 55,783 | $2.3M |
| 1776 Wealth LLC | 1.10% | Add +189.0% | 55,603 | $2.3M |
| NewEdge Advisors, LLC | 0.02% | Add +11.1% | 52,024 | $2.2M |
| Keystone Wealth Services, LLC | 0.68% | Add +23.9% | 50,096 | $2.1M |
| Independent Wealth Network Inc. | 0.97% | New | 49,390 | $2.1M |
| Main Street Financial Solutions, LLC | 0.21% | Add +44.1% | 45,906 | $1.9M |
| Integrity Financial Corp | 1.24% | Add +1.3% | 43,025 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +22.8% | 36,087 | $1.5M |
| Stephens Inc. | 0.02% | New | 35,433 | $1.5M |
| AE Wealth Management LLC | 0.02% | Reduce -86.0% | 33,001 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | New | 28,773 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +74.4% | 26,428 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -6.7% | 24,918 | $1.0M |
| Marshall Financial Group, LLC | 0.29% | Add +1.3% | 24,136 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +155.2% | 24,133 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.2% | 23,915 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | New | 23,654 | $993K |
| Tanglewood Legacy Advisors, LLC | 0.47% | Add +2311.3% | 22,522 | $945K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.6% | 21,553 | $905K |
| FSB Premier Wealth Management, Inc. | 0.42% | Add +51.1% | 21,415 | $899K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3081.0% | 15,905 | $668K |
| Lincoln National Corp. | 0.01% | New | 15,801 | $663K |
| Thoroughbred Financial Services, LLC | 0.06% | No change | 14,925 | $626K |
| Susquehanna International Group, LLP | 0.00% | Add +34.5% | 14,008 | $588K |
| FWG Investments, LLC. | 0.63% | Add +62.9% | 13,860 | $582K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +66.6% | 13,685 | $574K |
| BCGM Wealth Management, LLC | 0.20% | No change | 13,204 | $554K |
| Strategic Blueprint, LLC | 0.04% | New | 13,195 | $554K |
| Semus Wealth Partners LLC | 0.44% | New | 12,424 | $522K |
| Mutual Advisors, LLC | 0.02% | New | 12,244 | $514K |
| Scotia Capital Inc. | 0.00% | Reduce -1.9% | 12,170 | $511K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Add +4.4% | 11,930 | $501K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.6% | 11,780 | $495K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 11,496 | $483K |
| DHJJ Financial Advisors, Ltd. | 0.21% | Add +21.2% | 11,392 | $478K |
| Beacon Financial Group | 0.05% | Reduce -18.6% | 11,312 | $475K |
| Ignite Planners, LLC | 0.13% | New | 11,163 | $468K |
| IFP Advisors, Inc | 0.02% | Reduce -15.3% | 10,705 | $449K |
| Creative Financial Designs Inc. | 0.04% | New | 10,696 | $449K |
| Archer Investment Corp | 0.13% | No change | 10,420 | $437K |
| Faithward Advisors, LLC | 0.08% | New | 9,957 | $418K |
| Arkadios Wealth Advisors | 0.03% | Reduce -12.2% | 9,443 | $396K |
| StoneX Group Inc. | 0.04% | Add +28.3% | 9,419 | $395K |
| Harvest Investment Services, LLC | 0.16% | New | 9,354 | $393K |
| Luken Investment Analytics, LLC | 0.19% | No change | 8,800 | $369K |
| CoreCap Advisors, LLC | 0.02% | Add +57.9% | 8,215 | $345K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +44.6% | 7,908 | $332K |
| AIFG Consultants Ltd. | 0.23% | New | 7,667 | $322K |
| Citadel Advisors | 0.00% | New | 7,631 | $320K |
| Trek Financial, LLC | 0.02% | No change | 7,325 | $308K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.8% | 7,188 | $302K |
| Savvy Advisors, Inc. | 0.17% | Add +37.7% | 7,149 | $300K |
| Cedar Brook Financial Partners, LLC | 0.05% | No change | 6,598 | $277K |
| Cascade Investment Group, Inc. | 0.21% | New | 6,570 | $276K |
| Lanark Financial, Inc. | 0.03% | Add +124.8% | 6,468 | $271K |
| Arbor Capital Management Inc. | 0.25% | New | 6,167 | $260K |
| Rovin Capital /Ut/ | 0.11% | New | 6,145 | $258K |
| Accel Wealth Management | 0.11% | New | 6,125 | $257K |
| Pitti Group Wealth Management, LLC | 0.28% | Reduce -16.8% | 6,077 | $254K |
| 1ST Source Bank | 0.01% | No change | 5,850 | $246K |
| Mariner, LLC | 0.00% | New | 5,679 | $238K |
| Naviter Wealth, LLC | 0.04% | Reduce -21.7% | 5,250 | $220K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,132 | $215K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 5,132 | $215K |
| Jane Street Group, LLC | 0.00% | New | 4,904 | $206K |
| First Trust Advisors LP | 0.00% | New | 4,768 | $200K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +478.2% | 4,186 | $176K |
| GeoWealth Management, LLC | 0.01% | New | 3,365 | $141K |
| National Bank of Canada | 0.00% | No change | 2,900 | $122K |
| UBS Group AG | 0.00% | New | 2,450 | $103K |
| JPMorgan Chase & Co. | 0.00% | Reduce -92.1% | 2,321 | $97K |
| Larson Financial Group LLC | 0.01% | Reduce -11.8% | 2,183 | $92K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,868 | $78K |
| Capital Analysts, LLC | 0.00% | New | 1,843 | $77K |
| Global Retirement Partners, LLC | 0.00% | New | 1,830 | $77K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,500 | $63K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,410 | $59K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 810 | $34K |
| Creekmur Asset Management LLC | 0.01% | No change | 766 | $32K |
| Clear Point Advisors Inc. | 0.02% | No change | 500 | $21K |
| Spire Wealth Management | 0.00% | No change | 475 | $20K |
| Principal Securities, Inc. | 0.00% | No change | 425 | $18K |
| Balefire, LLC | 0.01% | No change | 330 | $14K |
| Laurel Wealth Advisors LLC | 0.00% | New | 289 | $12K |
| NorthRock Partners, LLC | 0.00% | New | 265 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 95 | $4K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -97.4% | 86 | $4K |
"% of holder's portfolio" is FJAN's weight in each manager's 13F, not the share of FT Vest U.S. Equity Buffer E the manager owns.