FT Vest U.S. Equity Buffer EFJANETF
13F holders, Q4 2024 (December 31)121holders +3
9new positions
12sold out
$45.93avg. 13F price*
At the end of Q4 2024, 121 institutions reported holding FT Vest U.S. Equity Buffer E (FJAN) in their 13F filings, up 3 from Q3 2024. 9 opened new positions and 12 sold out. The largest holders were Brookstone Capital Management ($18.2M), Raymond James Financial Inc. ($17.4M) and Janney Montgomery Scott LLC ($10.3M).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740F623
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.6M |
| Exits | 12 | $4.8M |
All 13F filers, Q3 2024 → Q4 2024: 257,853 shares bought and 1,058,008 shares sold, net −800,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Brookstone Capital Management | 0.26% | Reduce -4.0% | 396,568 | $18.2M |
| Raymond James Financial Inc. | 0.01% | — | 379,067 | $17.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -3.0% | 224,729 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 215,525 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 177,719 | $8.2M |
| Foguth Wealth Management, LLC. | 2.12% | Add +47.1% | 173,555 | $8.1M |
| Signal Advisors Wealth, LLC | 0.87% | Add +37.6% | 167,425 | $7.7M |
| LPL Financial LLC | 0.00% | Add +7.1% | 161,741 | $7.4M |
| MML Investors Services, LLC | 0.03% | Reduce -1.4% | 158,861 | $7.3M |
| SMART Wealth LLC | 2.33% | Reduce -13.9% | 142,894 | $6.6M |
| McCarthy & Cox | 2.12% | Reduce -0.5% | 132,916 | $6.1M |
| Cetera Investment Advisers | 0.01% | Reduce -15.8% | 120,563 | $5.5M |
| Gallagher Fiduciary Advisors, LLC | 1.07% | Add +5.0% | 119,575 | $5.5M |
| Atria Investments, Inc | 0.07% | Add +5.3% | 118,893 | $5.5M |
| Prosperity Consulting Group, LLC | 0.40% | Reduce -4.1% | 116,097 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -19.9% | 114,936 | $5.3M |
| Assetmark, Inc. | 0.01% | Add +55.7% | 105,475 | $4.8M |
| Americana Partners, LLC | 0.19% | Add +3.5% | 100,012 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -83.6% | 99,180 | $4.6M |
| Cwm, LLC | 0.02% | Reduce -47.1% | 96,727 | $4.4M |
| Bison Wealth, LLC | 0.47% | — | 84,098 | $3.9M |
| REAP Financial Group, LLC | 0.94% | Reduce -3.9% | 82,238 | $3.8M |
| Anfield Capital Management, LLC | 1.27% | Reduce -2.5% | 76,222 | $3.5M |
| Plotkin Financial Advisors, LLC | 1.92% | Reduce -11.4% | 70,398 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.1% | 64,922 | $3.0M |
| 1776 Wealth LLC | 1.17% | No change | 55,603 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -8.4% | 52,893 | $2.4M |
| Keystone Wealth Services, LLC | 0.61% | Reduce -0.5% | 49,846 | $2.3M |
| Independent Wealth Network Inc. | 0.92% | Reduce -0.4% | 49,353 | $2.3M |
| Prospera Financial Services Inc | 0.05% | Add +22.2% | 47,919 | $2.2M |
| Midwest Financial Network, LLC | 2.02% | — | 42,351 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +22.2% | 41,643 | $1.9M |
| Sunbelt Securities, Inc. | 0.17% | Reduce -30.9% | 41,560 | $1.9M |
| Main Street Financial Solutions, LLC | 0.18% | Reduce -6.7% | 40,099 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -30.5% | 35,427 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +15.2% | 35,179 | $1.6M |
| Integrity Financial Corp | 0.91% | Reduce -3.7% | 34,458 | $1.6M |
| Stephens Inc. | 0.02% | Reduce -2.5% | 33,490 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.0% | 26,345 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 24,889 | $1.1M |
| Fragasso Financial Advisors Inc | 0.08% | No change | 24,118 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -1.0% | 22,817 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.8% | 22,523 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.44% | No change | 22,522 | $1.0M |
| Marshall Financial Group, LLC | 0.24% | Reduce -7.6% | 21,395 | $982K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -28.2% | 20,382 | $936K |
| Old Mission Capital LLC | 0.02% | New | 19,193 | $881K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -2.6% | 19,046 | $874K |
| NewEdge Advisors, LLC | 0.01% | Reduce -33.7% | 18,518 | $850K |
| Harbour Investments, Inc. | 0.02% | Reduce -10.7% | 16,898 | $776K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.6% | 15,925 | $731K |
| FSB Premier Wealth Management, Inc. | 0.26% | Reduce -0.3% | 14,327 | $658K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -6.0% | 14,025 | $643K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 13,430 | $616K |
| FWG Investments, LLC. | 0.44% | Reduce -3.6% | 12,374 | $568K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -64.7% | 12,295 | $564K |
| Scotia Capital Inc. | 0.00% | No change | 12,170 | $559K |
| Founders Financial Securities LLC | 0.05% | Add +65.1% | 11,966 | $549K |
| TFB Advisors LLC | 0.16% | Add +54.0% | 11,958 | $549K |
| CoreCap Advisors, LLC | 0.02% | Add +14.2% | 11,833 | $543K |
| Centaurus Financial, Inc. | 0.03% | No change | 11,692 | $537K |
| Ignite Planners, LLC | 0.12% | Add +2.7% | 11,463 | $527K |
| Mutual Advisors, LLC | 0.01% | Add +0.6% | 10,981 | $506K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -9.9% | 10,585 | $486K |
| Creative Financial Designs Inc. | 0.04% | Reduce -2.9% | 10,352 | $475K |
| IFP Advisors, Inc | 0.02% | Add +6.2% | 10,319 | $474K |
| Archer Investment Corp | 0.12% | Reduce -1.6% | 10,086 | $463K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -12.2% | 9,892 | $454K |
| AssuredPartners Investment Advisors, LLC | 0.09% | — | 9,737 | $447K |
| Harvest Investment Services, LLC | 0.11% | Reduce -2.6% | 9,716 | $446K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.1% | 9,635 | $442K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,463 | $434K |
| Faithward Advisors, LLC | 0.07% | Reduce -3.3% | 9,408 | $432K |
| Bullseye Investment Management, LLC | 0.29% | New | 9,158 | $420K |
| Luken Investment Analytics, LLC | 0.19% | No change | 8,800 | $404K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -29.4% | 8,599 | $395K |
| Advisory Services Network, LLC | 0.01% | Reduce -91.7% | 8,061 | $370K |
| Beacon Financial Group | 0.04% | No change | 7,994 | $367K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 7,908 | $363K |
| Ameriprise Financial Inc. | 0.00% | New | 7,368 | $338K |
| HBK Sorce Advisory LLC | 0.01% | No change | 7,030 | $323K |
| Cascade Investment Group, Inc. | 0.22% | Reduce -1.2% | 6,593 | $303K |
| Chris Bulman Inc | 0.19% | Add +28.7% | 6,398 | $294K |
| Arbor Capital Management Inc. | 0.29% | Add +4.8% | 6,348 | $294K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -21.5% | 6,191 | $288K |
| StoneX Group Inc. | 0.02% | Reduce -1.0% | 6,112 | $281K |
| Arkadios Wealth Advisors | 0.02% | Reduce -35.2% | 6,062 | $278K |
| 1ST Source Bank | 0.02% | No change | 5,850 | $269K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.1% | 5,743 | $264K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +0.1% | 5,743 | $264K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -45.0% | 5,401 | $248K |
| Journey Strategic Wealth LLC | 0.01% | No change | 5,321 | $244K |
| Mariner, LLC | 0.00% | Reduce -11.7% | 5,017 | $230K |
| Two Sigma Securities, LLC | 0.04% | New | 4,991 | $229K |
| Catalina Capital Group, LLC | 0.07% | No change | 4,688 | $215K |
| Pitti Group Wealth Management, LLC | 0.22% | Reduce -36.3% | 4,651 | $213K |
| Lion Street Advisors, LLC | 0.07% | New | 4,469 | $205K |
| Naviter Wealth, LLC | 0.02% | Reduce -4.3% | 4,404 | $202K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 3,854 | $177K |
| National Bank of Canada | 0.00% | No change | 2,900 | $133K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,868 | $86K |
| Capital Analysts, LLC | 0.00% | No change | 1,843 | $85K |
| Global Retirement Partners, LLC | 0.00% | New | 1,650 | $76K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,500 | $69K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.8% | 1,477 | $68K |
| Barclays PLC | 0.00% | Add +43.1% | 1,417 | $65K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,250 | $57K |
| PNC Financial Services Group, Inc. | 0.00% | Add +349.8% | 1,237 | $57K |
| Financial Network Wealth Advisors LLC | 0.10% | Reduce -40.4% | 1,218 | $56K |
| Larson Financial Group LLC | 0.00% | No change | 1,172 | $54K |
| Creekmur Asset Management LLC | 0.01% | No change | 766 | $35K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 713 | $32K |
| Avior Wealth Management, LLC | 0.00% | New | 619 | $28K |
| Park Square Financial Group, LLC | 0.02% | — | 556 | $26K |
| Spire Wealth Management | 0.00% | No change | 475 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 425 | $20K |
| Ameriflex Group, Inc. | 0.01% | — | 300 | $14K |
| Allworth Financial LP | 0.00% | New | 228 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 95 | $4K |
| Transce3nd, LLC | 0.00% | — | 63 | $3K |
| Lanark Financial, Inc. | 0.03% | — | 6 | $289 |
"% 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.