FT Vest U.S. Equity Buffer EFJANETF
13F holders, Q2 2024 (June 30)123holders +4
15new positions
14sold out
$43.41avg. 13F price*
At the end of Q2 2024, 123 institutions reported holding FT Vest U.S. Equity Buffer E (FJAN) in their 13F filings, up 4 from Q1 2024. 15 opened new positions and 14 sold out. The largest holders were Freedom Investment Management, Inc. ($29.6M), Osaic Holdings, Inc. ($28.0M) and Brookstone Capital Management ($18.3M).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740F623
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $9.4M |
| Exits | 14 | $8.4M |
All 13F filers, Q1 2024 → Q2 2024: 547,595 shares bought and 1,566,659 shares sold, net −1,019,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Freedom Investment Management, Inc. | 2.42% | Reduce -4.2% | 680,973 | $29.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -15.8% | 645,056 | $28.0M |
| Brookstone Capital Management | 0.30% | Reduce -5.3% | 417,653 | $18.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -2.3% | 358,682 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -32.9% | 334,758 | $14.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.7% | 283,459 | $12.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +198.3% | 280,536 | $12.2M |
| SMART Wealth LLC | 4.39% | Add +24.6% | 250,179 | $10.9M |
| MML Investors Services, LLC | 0.04% | Add +1.0% | 199,728 | $8.7M |
| Cwm, LLC | 0.04% | Reduce -3.9% | 193,812 | $8.4M |
| Cetera Investment Advisers | 0.02% | Reduce -51.0% | 165,664 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -8.1% | 154,372 | $6.7M |
| LPL Financial LLC | 0.00% | Reduce -10.6% | 151,779 | $6.6M |
| McCarthy & Cox | 2.25% | Reduce -0.7% | 135,166 | $5.9M |
| Prosperity Consulting Group, LLC | 0.75% | Reduce -10.0% | 127,745 | $5.5M |
| Foguth Wealth Management, LLC. | 2.23% | Add +12.8% | 116,285 | $5.0M |
| Gallagher Fiduciary Advisors, LLC | 1.07% | Reduce -0.6% | 110,101 | $4.8M |
| Atria Investments, Inc | 0.06% | Add +5.3% | 105,794 | $4.6M |
| Advisory Services Network, LLC | 0.09% | Reduce -1.3% | 97,391 | $4.2M |
| Americana Partners, LLC | 0.31% | Add +1.8% | 90,347 | $3.9M |
| Raymond James & Associates | 0.00% | Reduce -4.9% | 87,545 | $3.8M |
| REAP Financial Group, LLC | 1.00% | Add +8.7% | 85,837 | $3.7M |
| Plotkin Financial Advisors, LLC | 2.26% | Reduce -0.8% | 80,813 | $3.5M |
| Anfield Capital Management, LLC | 1.69% | New | 79,978 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.1% | 78,328 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 64,210 | $2.8M |
| Sunbelt Securities, Inc. | 0.27% | Reduce -1.8% | 60,180 | $2.6M |
| 1776 Wealth LLC | 1.09% | No change | 55,603 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -9.0% | 53,120 | $2.3M |
| Keystone Wealth Services, LLC | 0.68% | No change | 50,096 | $2.2M |
| Independent Wealth Network Inc. | 1.00% | Reduce -0.0% | 49,381 | $2.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.5% | 49,164 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +246.5% | 48,536 | $2.1M |
| Main Street Financial Solutions, LLC | 0.19% | Reduce -0.7% | 45,584 | $2.0M |
| Integrity Financial Corp | 1.12% | Reduce -3.9% | 41,343 | $1.8M |
| Stephens Inc. | 0.02% | No change | 35,433 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -2.5% | 35,192 | $1.5M |
| Insigneo Advisory Services, LLC | 0.17% | New | 36,254 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -5.4% | 31,216 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Reduce -44.1% | 31,201 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +2.4% | 29,460 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +31.4% | 28,319 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -5.2% | 25,066 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | No change | 24,918 | $1.1M |
| Marshall Financial Group, LLC | 0.29% | Reduce -2.5% | 23,540 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.7% | 23,264 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -4.2% | 23,127 | $1.0M |
| Assetmark, Inc. | 0.00% | New | 22,745 | $987K |
| Old Mission Capital LLC | 0.03% | New | 22,605 | $981K |
| Tanglewood Legacy Advisors, LLC | 0.46% | No change | 22,522 | $978K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 22,065 | $958K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -11.0% | 21,050 | $914K |
| FSB Premier Wealth Management, Inc. | 0.41% | Reduce -2.1% | 20,954 | $910K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.5% | 15,825 | $687K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -88.7% | 15,573 | $676K |
| Jane Street Group, LLC | 0.00% | Add +211.6% | 15,279 | $663K |
| Thoroughbred Financial Services, LLC | 0.04% | No change | 14,925 | $647K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 13,685 | $594K |
| BCGM Wealth Management, LLC | 0.20% | No change | 13,204 | $573K |
| FWG Investments, LLC. | 0.57% | Reduce -6.5% | 12,966 | $563K |
| Scotia Capital Inc. | 0.00% | No change | 12,170 | $528K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -1.2% | 11,788 | $512K |
| Centaurus Financial, Inc. | 0.03% | No change | 11,780 | $511K |
| Creative Financial Designs Inc. | 0.04% | Add +6.7% | 11,413 | $495K |
| DHJJ Financial Advisors, Ltd. | 0.21% | Reduce -1.1% | 11,267 | $489K |
| Ignite Planners, LLC | 0.12% | No change | 11,163 | $488K |
| Mutual Advisors, LLC | 0.01% | Reduce -10.9% | 10,911 | $475K |
| Archer Investment Corp | 0.13% | No change | 10,420 | $452K |
| UBS Group AG | 0.00% | Add +318.3% | 10,249 | $445K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.5% | 10,174 | $442K |
| IFP Advisors, Inc | 0.02% | Reduce -6.5% | 10,011 | $435K |
| Faithward Advisors, LLC | 0.08% | Reduce -1.2% | 9,840 | $427K |
| Optivise Advisory Services LLC | 0.23% | — | 9,773 | $424K |
| Strategic Blueprint, LLC | 0.03% | Reduce -26.7% | 9,670 | $420K |
| StoneX Group Inc. | 0.03% | Add +0.5% | 9,465 | $411K |
| Sanctuary Advisors, LLC | 0.00% | — | 9,801 | $407K |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.9% | 9,361 | $406K |
| Harvest Investment Services, LLC | 0.16% | Reduce -0.1% | 9,348 | $406K |
| CoreCap Advisors, LLC | 0.04% | Add +13.7% | 9,343 | $406K |
| Beacon Financial Group | 0.04% | Reduce -21.7% | 8,856 | $384K |
| Luken Investment Analytics, LLC | 0.19% | No change | 8,800 | $382K |
| Prospera Financial Services Inc | 0.01% | Reduce -97.1% | 8,053 | $350K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 7,908 | $343K |
| AIFG Consultants Ltd. | 0.25% | No change | 7,667 | $333K |
| Signal Advisors Wealth, LLC | 0.68% | Reduce -93.1% | 7,153 | $310K |
| Savvy Advisors, Inc. | 0.10% | No change | 7,149 | $310K |
| Wolverine Trading, LLC | 0.01% | New | 7,123 | $309K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.2% | 7,030 | $305K |
| TFB Advisors LLC | 0.10% | New | 6,955 | $302K |
| Cascade Investment Group, Inc. | 0.23% | Add +3.8% | 6,820 | $296K |
| Pitti Group Wealth Management, LLC | 0.32% | Add +20.1% | 7,301 | $291K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 6,598 | $286K |
| Lanark Financial, Inc. | 0.03% | No change | 6,468 | $280K |
| Rovin Capital /Ut/ | 0.11% | No change | 6,145 | $267K |
| Accel Wealth Management | 0.11% | No change | 6,125 | $266K |
| Arbor Capital Management Inc. | 0.24% | Reduce -0.9% | 6,109 | $265K |
| 1ST Source Bank | 0.01% | No change | 5,850 | $254K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +12.1% | 5,752 | $250K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +12.1% | 5,752 | $250K |
| Mariner, LLC | 0.00% | No change | 5,679 | $246K |
"% 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.