FT Vest U.S. Equity Buffer EFJANETF

13F holders, Q3 2025 (September 30)
141holders −3
9new positions
12sold out
$50.12avg. 13F price*

At the end of Q3 2025, 141 institutions reported holding FT Vest U.S. Equity Buffer E (FJAN) in their 13F filings, down 3 from Q2 2025. 9 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($43.4M), Raymond James Financial Inc. ($28.9M) and Stephens Inc. ($26.6M).

Company
FT Vest U.S. Equity Buffer E
Filed as
FIRST TR EXCHNG TRADED FD VI (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$1.8M
Exits12$8.9M

All 13F filers, Q2 2025 → Q3 2025: 350,275 shares bought and 865,130 shares sold, net −514,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 141 holders

Envestnet Asset Management Inc. 0.01% Add +4.7% 865,980 $43.4M
Raymond James Financial Inc. 0.01% Reduce -1.1% 576,415 $28.9M
Stephens Inc. 0.34% Reduce -0.7% 531,203 $26.6M
Cetera Investment Advisers 0.03% Add +1.5% 473,470 $23.7M
Brookstone Capital Management 0.21% Reduce -4.2% 357,733 $17.9M
Janney Montgomery Scott LLC 0.03% Add +1.5% 247,365 $12.4M
LPL Financial LLC 0.00% Add +10.7% 232,783 $11.7M
Assetmark, Inc. 0.02% Add +13.6% 219,976 $11.0M
Commonwealth Equity Services, LLC 0.01% Reduce -11.0% 205,278 $10.3M
Osaic Holdings, Inc. 0.01% Add +0.4% 194,396 $9.7M
MML Investors Services, LLC 0.02% Add +1.4% 176,673 $8.9M
U.S. Capital Wealth Advisors, LLC 0.21% Add +1.6% 158,146 $7.9M
SMART Wealth LLC 2.36% Reduce -12.9% 124,623 $6.3M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -39.9% 123,485 $6.2M
Atria Investments, Inc 0.07% Add +170.0% 120,399 $6.0M
Cwm, LLC 0.02% Reduce -3.6% 104,621 $5.2M
Kestra Advisory Services, LLC 0.02% Reduce -6.9% 97,043 $4.9M
BAM Wealth Management, LLC 3.47% — 89,308 $4.5M
Synergy Asset Management, LLC 0.15% Add +203.4% 84,971 $4.1M
REAP Financial Group, LLC 0.84% Reduce -6.0% 77,040 $3.9M
Bleakley Financial Group, LLC 0.09% Reduce -3.3% 76,900 $3.9M
Plotkin Financial Advisors, LLC 1.88% Reduce -0.2% 75,808 $3.8M
Anfield Capital Management, LLC 1.06% Reduce -3.7% 71,583 $3.6M
1776 Wealth LLC 1.12% Add +3.7% 57,961 $2.9M
CreativeOne Wealth, LLC 0.07% Reduce -54.5% 57,938 $2.9M
Keystone Wealth Services, LLC 0.61% Reduce -6.0% 55,994 $2.8M
Apollon Wealth Management, LLC 0.05% Reduce -0.6% 55,014 $2.8M
Independent Wealth Network Inc. 0.81% Reduce -0.2% 49,833 $2.5M
Faithward Advisors, LLC 0.35% Reduce -0.1% 47,385 $2.4M
Susquehanna International Group, LLP 0.00% Add +102.1% 46,679 $2.3M
Sunbelt Securities, Inc. 0.16% Add +8.0% 44,885 $2.3M
Integrity Financial Corp 1.05% Reduce -1.9% 44,007 $2.2M
Midwest Financial Network, LLC 1.76% Add +3.3% 43,183 $2.2M
Prospera Financial Services Inc 0.03% Reduce -2.7% 39,745 $2.0M
Avior Wealth Management, LLC 0.06% Reduce -19.2% 39,023 $2.0M
Main Street Financial Solutions, LLC 0.12% Reduce -1.0% 38,733 $1.9M
Royal Bank of Canada 0.00% Reduce -21.4% 38,708 $1.9M
HighTower Advisors, LLC 0.00% Reduce -0.9% 36,880 $1.8M
FWG Investments, LLC. 1.14% Reduce -2.0% 33,052 $1.7M
TFB Advisors LLC 0.44% Reduce -3.4% 30,106 $1.5M
Strategic Blueprint, LLC 0.06% Add +33.2% 28,722 $1.4M
Fragasso Financial Advisors Inc 0.08% Reduce -0.2% 26,044 $1.3M
Integrated Advisors Network LLC 0.05% Reduce -0.0% 25,621 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -1.9% 25,366 $1.3M
Truist Financial Corp. 0.00% Reduce -4.8% 25,065 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +1.3% 24,654 $1.2M
AE Wealth Management LLC 0.01% Reduce -0.7% 23,995 $1.2M
Harbour Investments, Inc. 0.03% Add +8.3% 23,960 $1.2M
Ignite Planners, LLC 0.19% Reduce -7.6% 23,519 $1.2M
Tanglewood Legacy Advisors, LLC 0.46% No change 23,495 $1.2M
Founders Financial Securities LLC 0.08% Add +25.0% 23,476 $1.2M
Prosperity Consulting Group, LLC 0.05% Reduce -68.8% 21,887 $1.1M
Marshall Financial Group, LLC 0.21% Reduce -1.1% 21,155 $1.1M
Mgo One Seven LLC 0.02% Reduce -24.1% 21,154 $1.1M
Harvest Investment Services, LLC 0.20% Reduce -27.2% 20,277 $1.0M
Arkadios Wealth Advisors 0.02% Reduce -4.5% 20,171 $1.0M
NewEdge Advisors, LLC 0.00% Reduce -13.0% 18,486 $927K
Envestnet Portfolio Solutions, Inc. 0.00% Add +66.0% 18,237 $915K
Centaurus Financial, Inc. 0.04% No change 17,887 $897K
FSB Premier Wealth Management, Inc. 0.29% Reduce -2.6% 17,569 $881K
McCarthy & Cox 0.19% Add +6.7% 16,977 $851K
Kestra Private Wealth Services, LLC 0.01% No change 16,555 $830K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.6% 15,625 $784K
Mutual Advisors, LLC 0.02% Reduce -1.7% 15,386 $775K
United Capital Financial Advisors, LLC 0.01% No change 14,630 $734K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.2% 14,609 $733K
CoreCap Advisors, LLC 0.03% Add +3.8% 14,405 $722K
VestGen Investment Management 0.42% Add +13.7% 13,993 $702K
Signal Advisors Wealth, LLC 0.06% Reduce -95.7% 12,742 $639K
OneDigital Investment Advisors LLC 0.01% Reduce -61.9% 12,622 $633K
RFG Advisory, LLC 0.01% Add +26.3% 12,177 $611K
Wealth Enhancement Advisory Services, LLC 0.00% Add +151.9% 12,144 $609K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -2.6% 12,126 $608K
Insigneo Advisory Services, LLC 0.04% No change 11,709 $587K
Creative Financial Designs Inc. 0.04% Add +1.3% 11,408 $572K
World Equity Group, Inc. 0.13% Reduce -1.9% 11,334 $568K
Ameritas Advisory Services, LLC 0.04% Reduce -28.4% 11,295 $567K
Foundations Investment Advisors, LLC 0.01% Reduce -0.3% 10,953 $549K
Mariner, LLC 0.00% No change 10,814 $542K
DHJJ Financial Advisors, Ltd. 0.18% Reduce -2.2% 10,640 $534K
Blue Bell Private Wealth Management, LLC 0.08% Reduce -0.9% 10,460 $525K
Novem Group 0.06% Reduce -0.6% 10,280 $516K
Archer Investment Corp 0.11% No change 10,086 $506K
Park Avenue Securities LLC 0.00% Add +45.0% 10,075 $505K
Grantvest Financial Group LLC 0.34% Reduce -10.3% 9,936 $498K
AssuredPartners Investment Advisors, LLC 0.10% No change 8,833 $443K
Luken Investment Analytics, LLC 0.17% No change 8,800 $441K
Sowell Financial Services LLC 0.02% Reduce -10.3% 8,455 $424K
PNC Financial Services Group, Inc. 0.00% Reduce -12.2% 8,356 $419K
Savvy Advisors, Inc. 0.02% Reduce -0.3% 8,243 $413K
IFP Advisors, Inc 0.01% Reduce -3.5% 8,060 $404K
McKinley Carter Wealth Services, Inc. 0.02% No change 7,908 $397K
Grant Street Asset Management, Inc. 0.08% New 7,864 $394K
Orion Porfolio Solutions, LLC 0.00% Add +20.0% 7,649 $384K
HBK Sorce Advisory LLC 0.01% No change 7,430 $372K
Kingswood Wealth Advisors, LLC 0.02% Reduce -31.2% 7,236 $363K
Bullseye Investment Management, LLC 0.22% No change 7,752 $344K
Lanark Financial, Inc. 0.03% Reduce -5.0% 6,853 $344K
SOA Wealth Advisors, LLC. 0.06% No change 6,743 $338K
Thoroughbred Financial Services, LLC 0.02% Reduce -53.7% 6,650 $333K

"% 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 141 holders