FT Vest U.S. Equity Buffer EFJANETF

13F holders, Q2 2025 (June 30)
144holders −5
6new positions
10sold out
$47.53avg. 13F price*

At the end of Q2 2025, 144 institutions reported holding FT Vest U.S. Equity Buffer E (FJAN) in their 13F filings, down 5 from Q1 2025. 6 opened new positions and 10 sold out. The largest holders were Envestnet Asset Management Inc. ($39.3M), Raymond James Financial Inc. ($27.7M) and Stephens Inc. ($25.4M).

Company
FT Vest U.S. Equity Buffer E
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 2025)
CUSIP
33740F623
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 119Q1 2024Q2 2024: 123Q2 2024Q3 2024: 118Q3 2024Q4 2024: 121Q4 2024Q1 2025: 149Q1 2025Q2 2025: 144Q2 2025Q3 2025: 141Q3 2025Q4 2025: 146Q4 2025Q1 2026: 164Q1 2026Q2 2026: 160Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$2.0M
Exits10$3.8M

All 13F filers, Q1 2025 → Q2 2025: 772,262 shares bought and 331,700 shares sold, net +440,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 144 holders

Envestnet Asset Management Inc. 0.01% Add +6.5% 827,315 $39.3M
Raymond James Financial Inc. 0.01% Add +2.1% 582,716 $27.7M
Stephens Inc. 0.35% Add +58.7% 535,103 $25.4M
Cetera Investment Advisers 0.04% Add +4.4% 466,395 $22.2M
Brookstone Capital Management 0.23% Reduce -3.2% 373,290 $17.7M
Signal Advisors Wealth, LLC 1.11% Add +58.8% 299,289 $14.2M
Foguth Wealth Management, LLC. 2.99% Add +53.5% 293,767 $14.0M
Janney Montgomery Scott LLC 0.03% Add +2.6% 243,647 $11.6M
Commonwealth Equity Services, LLC 0.01% Reduce -6.1% 230,631 $11.0M
LPL Financial LLC 0.00% Add +24.6% 210,222 $10.0M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -5.8% 205,419 $9.8M
Assetmark, Inc. 0.02% Add +32.6% 193,688 $9.2M
Osaic Holdings, Inc. 0.02% Add +11.0% 193,551 $9.1M
MML Investors Services, LLC 0.02% Reduce -12.2% 174,283 $8.3M
U.S. Capital Wealth Advisors, LLC 0.22% Add +0.5% 155,678 $7.4M
SMART Wealth LLC 2.13% Add +2.7% 143,148 $6.8M
CreativeOne Wealth, LLC 0.16% Reduce -3.2% 127,356 $6.1M
Cwm, LLC 0.02% Reduce -4.8% 108,580 $5.2M
Kestra Advisory Services, LLC 0.02% Reduce -1.6% 104,232 $5.0M
REAP Financial Group, LLC 0.92% Reduce -9.5% 82,005 $3.9M
Bleakley Financial Group, LLC 0.10% No change 79,542 $3.8M
Bison Wealth, LLC 0.30% Reduce -11.7% 79,138 $3.8M
Plotkin Financial Advisors, LLC 1.99% Add +1.3% 75,970 $3.6M
Anfield Capital Management, LLC 1.17% Reduce -1.8% 74,303 $3.5M
Prosperity Consulting Group, LLC 0.24% Reduce -20.7% 70,214 $3.3M
Semus Wealth Partners LLC 2.14% No change 69,524 $3.3M
Keystone Wealth Services, LLC 0.68% Add +9.3% 59,594 $2.8M
1776 Wealth LLC 1.10% Add +0.6% 55,917 $2.7M
Apollon Wealth Management, LLC 0.05% Add +221.7% 55,324 $2.6M
Independent Wealth Network Inc. 0.87% Reduce -1.4% 49,927 $2.4M
Royal Bank of Canada 0.00% Reduce -6.8% 49,236 $2.3M
Avior Wealth Management, LLC 0.08% Reduce -1.8% 48,282 $2.3M
Faithward Advisors, LLC 0.35% Reduce -0.1% 47,424 $2.3M
Integrity Financial Corp 1.09% Add +0.9% 44,848 $2.1M
Atria Investments, Inc 0.03% Add +38.0% 44,591 $2.1M
Midwest Financial Network, LLC 1.97% Reduce -12.8% 41,813 $2.0M
Prospera Financial Services Inc 0.04% Reduce -15.4% 40,832 $1.9M
Sunbelt Securities, Inc. 0.17% Reduce -7.4% 41,560 $1.9M
Main Street Financial Solutions, LLC 0.13% No change 39,113 $1.9M
HighTower Advisors, LLC 0.00% Reduce -20.7% 37,204 $1.8M
FWG Investments, LLC. 1.22% Add +9.5% 33,735 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -3.5% 33,106 $1.6M
TFB Advisors LLC 0.39% Reduce -5.9% 31,172 $1.5M
Synergy Asset Management, LLC 0.15% Reduce -1.5% 28,004 $1.3M
Harvest Investment Services, LLC 0.30% Add +24.2% 27,864 $1.3M
Mgo One Seven LLC 0.04% Add +165.0% 27,854 $1.3M
Truist Financial Corp. 0.00% Reduce -1.8% 26,333 $1.3M
Fragasso Financial Advisors Inc 0.08% Add +0.4% 26,088 $1.2M
Rockefeller Capital Management L.P. 0.00% Reduce -0.5% 25,843 $1.2M
Ignite Planners, LLC 0.21% Reduce -1.3% 25,446 $1.2M
Integrated Advisors Network LLC 0.06% Reduce -2.4% 25,626 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +10.4% 24,349 $1.2M
AE Wealth Management LLC 0.01% Reduce -34.8% 24,156 $1.1M
Tanglewood Legacy Advisors, LLC 0.46% Add +4.3% 23,495 $1.1M
Susquehanna International Group, LLP 0.00% Add +3.5% 23,093 $1.1M
Harbour Investments, Inc. 0.03% Add +9.3% 22,126 $1.1M
Strategic Blueprint, LLC 0.05% Add +134.9% 21,560 $1.0M
Marshall Financial Group, LLC 0.20% No change 21,395 $1.0M
NewEdge Advisors, LLC 0.01% Add +0.0% 21,258 $1.0M
Arkadios Wealth Advisors 0.03% Reduce -1.4% 21,131 $1.0M
Founders Financial Securities LLC 0.07% Add +8.8% 18,776 $893K
FSB Premier Wealth Management, Inc. 0.31% Reduce -6.8% 18,034 $858K
Centaurus Financial, Inc. 0.05% Reduce -1.6% 17,887 $851K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.1% 16,555 $787K
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.2% 16,215 $771K
Mutual Advisors, LLC 0.02% Reduce -0.1% 15,646 $759K
McCarthy & Cox 0.20% Reduce -4.8% 15,905 $756K
Ameritas Advisory Services, LLC 0.04% Reduce -31.2% 15,767 $750K
Great Valley Advisor Group, Inc. 0.02% Add +29.6% 14,781 $703K
United Capital Financial Advisors, LLC 0.01% No change 14,630 $696K
Thoroughbred Financial Services, LLC 0.05% Reduce -0.2% 14,350 $682K
CoreCap Advisors, LLC 0.03% Add +7.4% 13,883 $660K
Gallagher Fiduciary Advisors, LLC 0.02% Add +54.8% 12,449 $592K
VestGen Investment Management 0.42% Add +41.5% 12,312 $585K
Insigneo Advisory Services, LLC 0.05% Reduce -2.5% 11,709 $557K
World Equity Group, Inc. 0.15% Add +3.3% 11,557 $550K
Creative Financial Designs Inc. 0.04% Add +1.7% 11,262 $536K
Grantvest Financial Group LLC 0.39% No change 11,075 $527K
Envestnet Portfolio Solutions, Inc. 0.00% New 10,985 $522K
Foundations Investment Advisors, LLC 0.01% New 10,981 $522K
DHJJ Financial Advisors, Ltd. 0.19% Reduce -0.3% 10,876 $517K
Mariner, LLC 0.00% Reduce -15.1% 10,814 $514K
Blue Bell Private Wealth Management, LLC 0.08% No change 10,560 $502K
Kingswood Wealth Advisors, LLC 0.04% Reduce -3.7% 10,523 $500K
Novem Group 0.06% Add +0.6% 10,341 $492K
Archer Investment Corp 0.11% No change 10,086 $480K
RFG Advisory, LLC 0.01% New 9,643 $459K
PNC Financial Services Group, Inc. 0.00% Reduce -8.6% 9,517 $453K
Sowell Financial Services LLC 0.02% Reduce -2.7% 9,429 $448K
AssuredPartners Investment Advisors, LLC 0.10% Reduce -8.7% 8,833 $420K
Luken Investment Analytics, LLC 0.18% No change 8,800 $418K
Farther Finance Advisors, LLC 0.01% Reduce -0.6% 8,718 $415K
IFP Advisors, Inc 0.01% Reduce -21.6% 8,355 $397K
Savvy Advisors, Inc. 0.03% Reduce -0.1% 8,265 $393K
McKinley Carter Wealth Services, Inc. 0.02% No change 7,908 $376K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -69.2% 7,575 $360K
HBK Sorce Advisory LLC 0.01% No change 7,430 $353K
Bullseye Investment Management, LLC 0.22% No change 7,752 $344K
Lanark Financial, Inc. 0.03% Reduce -14.4% 7,211 $342K
Csenge Advisory Group 0.02% Reduce -0.0% 7,247 $334K

"% 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.

Show all 144 holders