FT Vest U.S. Equity Buffer EFJANETF
13F holders, Q3 2024 (September 30)118holders −5
7new positions
11sold out
$44.69avg. 13F price*
At the end of Q3 2024, 118 institutions reported holding FT Vest U.S. Equity Buffer E (FJAN) in their 13F filings, down 5 from Q2 2024. 7 opened new positions and 11 sold out. The largest holders were Osaic Holdings, Inc. ($27.0M), Brookstone Capital Management ($18.5M) and Raymond James Financial Services Advisors, Inc. ($14.9M).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740F623
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.3M |
| Exits | 11 | $32.3M |
All 13F filers, Q2 2024 → Q3 2024: 278,841 shares bought and 1,431,233 shares sold, net −1,152,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Osaic Holdings, Inc. | 0.06% | Reduce -6.4% | 603,646 | $27.0M |
| Brookstone Capital Management | 0.27% | Reduce -1.1% | 413,214 | $18.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -7.4% | 332,194 | $14.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -17.4% | 231,751 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.1% | 215,156 | $9.6M |
| Cwm, LLC | 0.04% | Reduce -5.7% | 182,735 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -45.5% | 182,397 | $8.2M |
| SMART Wealth LLC | 2.91% | Reduce -33.7% | 165,959 | $7.4M |
| MML Investors Services, LLC | 0.03% | Reduce -19.4% | 161,032 | $7.2M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 150,957 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.1% | 143,420 | $6.4M |
| Cetera Investment Advisers | 0.01% | Reduce -13.5% | 143,229 | $6.4M |
| McCarthy & Cox | 2.29% | Reduce -1.1% | 133,616 | $6.0M |
| Signal Advisors Wealth, LLC | 0.78% | Add +1601.0% | 121,672 | $5.4M |
| Prosperity Consulting Group, LLC | 0.42% | Reduce -5.2% | 121,100 | $5.4M |
| Foguth Wealth Management, LLC. | 1.91% | Add +1.4% | 117,957 | $5.3M |
| Gallagher Fiduciary Advisors, LLC | 1.03% | Add +3.5% | 113,900 | $5.1M |
| Atria Investments, Inc | 0.06% | Add +6.8% | 112,956 | $5.1M |
| Americana Partners, LLC | 0.29% | Add +6.9% | 96,607 | $4.3M |
| Advisory Services Network, LLC | 0.09% | No change | 97,391 | $4.2M |
| REAP Financial Group, LLC | 0.94% | Reduce -0.3% | 85,586 | $3.8M |
| Plotkin Financial Advisors, LLC | 2.13% | Reduce -1.6% | 79,500 | $3.6M |
| Anfield Capital Management, LLC | 1.33% | Reduce -2.2% | 78,208 | $3.5M |
| Assetmark, Inc. | 0.01% | Add +197.9% | 67,752 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -15.3% | 66,301 | $3.0M |
| Sunbelt Securities, Inc. | 0.26% | No change | 60,180 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -10.1% | 57,745 | $2.6M |
| 1776 Wealth LLC | 1.12% | No change | 55,603 | $2.5M |
| Raymond James & Associates | 0.00% | Reduce -39.4% | 53,083 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -4.1% | 50,949 | $2.3M |
| Keystone Wealth Services, LLC | 0.62% | No change | 50,096 | $2.2M |
| Independent Wealth Network Inc. | 0.98% | Add +0.3% | 49,542 | $2.2M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -5.7% | 42,984 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Add +386.9% | 39,207 | $1.8M |
| Integrity Financial Corp | 0.94% | Reduce -13.4% | 35,795 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | New | 35,469 | $1.6M |
| Insigneo Advisory Services, LLC | 0.16% | Reduce -4.1% | 34,779 | $1.6M |
| Stephens Inc. | 0.02% | Reduce -3.0% | 34,366 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -3.1% | 34,089 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -2.1% | 30,546 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.1% | 30,529 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -3.7% | 28,375 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +85.5% | 28,340 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -43.2% | 27,920 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -7.0% | 26,342 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 24,944 | $1.1M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -3.2% | 24,118 | $1.1M |
| Marshall Financial Group, LLC | 0.25% | Reduce -1.6% | 23,153 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -0.3% | 23,055 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.4% | 22,699 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.45% | No change | 22,522 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -11.4% | 19,546 | $873K |
| Harbour Investments, Inc. | 0.03% | Reduce -39.4% | 18,922 | $846K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 15,825 | $708K |
| Thoroughbred Financial Services, LLC | 0.04% | No change | 14,925 | $667K |
| FSB Premier Wealth Management, Inc. | 0.26% | Reduce -31.4% | 14,365 | $642K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.9% | 13,430 | $601K |
| BCGM Wealth Management, LLC | 0.19% | No change | 13,204 | $590K |
| FWG Investments, LLC. | 0.50% | Reduce -1.0% | 12,835 | $574K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -21.8% | 12,174 | $544K |
| Scotia Capital Inc. | 0.00% | No change | 12,170 | $544K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Reduce -0.3% | 11,755 | $526K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.8% | 11,692 | $523K |
| DHJJ Financial Advisors, Ltd. | 0.20% | No change | 11,267 | $504K |
| Ignite Planners, LLC | 0.11% | No change | 11,163 | $499K |
| Mutual Advisors, LLC | 0.01% | No change | 10,911 | $490K |
| Creative Financial Designs Inc. | 0.04% | Reduce -6.6% | 10,660 | $477K |
| CoreCap Advisors, LLC | 0.02% | Add +10.9% | 10,364 | $463K |
| Archer Investment Corp | 0.12% | Reduce -1.6% | 10,252 | $458K |
| Harvest Investment Services, LLC | 0.14% | Add +6.8% | 9,980 | $446K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -53.4% | 9,815 | $439K |
| Faithward Advisors, LLC | 0.08% | Reduce -1.1% | 9,728 | $435K |
| IFP Advisors, Inc | 0.02% | Reduce -3.0% | 9,716 | $435K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.3% | 9,645 | $431K |
| Arkadios Wealth Advisors | 0.02% | No change | 9,361 | $419K |
| Luken Investment Analytics, LLC | 0.18% | No change | 8,800 | $394K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.5% | 7,888 | $359K |
| Beacon Financial Group | 0.04% | Reduce -9.7% | 7,994 | $357K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 7,908 | $354K |
| TFB Advisors LLC | 0.10% | Add +11.6% | 7,764 | $347K |
| Founders Financial Securities LLC | 0.03% | New | 7,248 | $324K |
| HBK Sorce Advisory LLC | 0.01% | No change | 7,030 | $314K |
| Savvy Advisors, Inc. | 0.06% | Reduce -3.9% | 6,874 | $307K |
| Cascade Investment Group, Inc. | 0.22% | Reduce -2.2% | 6,673 | $298K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 6,598 | $295K |
| Pitti Group Wealth Management, LLC | 0.32% | No change | 7,301 | $291K |
| Lanark Financial, Inc. | 0.02% | Reduce -2.6% | 6,299 | $281K |
| StoneX Group Inc. | 0.02% | Reduce -34.8% | 6,172 | $276K |
| Rovin Capital /Ut/ | 0.10% | No change | 6,145 | $275K |
| Arbor Capital Management Inc. | 0.26% | Reduce -0.8% | 6,057 | $270K |
| 1ST Source Bank | 0.01% | No change | 5,850 | $262K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.2% | 5,739 | $257K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.2% | 5,739 | $257K |
| Mariner, LLC | 0.00% | No change | 5,679 | $254K |
| AIFG Consultants Ltd. | 0.19% | Reduce -28.0% | 5,518 | $247K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.8% | 5,321 | $238K |
| Chris Bulman Inc | 0.15% | Add +21.4% | 4,972 | $222K |
| Catalina Capital Group, LLC | 0.07% | No change | 4,688 | $210K |
| Naviter Wealth, LLC | 0.03% | New | 4,604 | $206K |
| UBS Group AG | 0.00% | Reduce -56.8% | 4,429 | $198K |
"% 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.