FT Vest US Equity Buffer ETFFJULETF

13F holders, Q1 2024 (March 31)
129holders
1famous investor
$44.40avg. 13F price*

At the end of Q1 2024, 129 institutions reported holding FT Vest US Equity Buffer ETF (FJUL) in their 13F filings. The largest holders were Wells Fargo & Company ($43.1M), Envestnet Asset Management Inc. ($28.9M) and Commonwealth Equity Services, LLC ($23.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
FT Vest US Equity Buffer ETF
Filed as
FIRST TR EXCHNG TRADED FD VI (Q1 2024)
CUSIP
33740U208
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 129Q1 2024Q2 2024: 112Q2 2024Q3 2024: 145Q3 2024Q4 2024: 150Q4 2024Q1 2025: 143Q1 2025Q2 2025: 132Q2 2025Q3 2025: 153Q3 2025Q4 2025: 166Q4 2025Q1 2026: 150Q1 2026Q2 2026: 158Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions13$5.4M
Exits10$21.8M

Ownership 129 holders

Wells Fargo & Company 0.01% Add +0.6% 970,130 $43.1M
Envestnet Asset Management Inc. 0.01% Add +160.8% 649,743 $28.9M
Commonwealth Equity Services, LLC 0.04% Reduce -1.6% 535,741 $23.8M
Astor Investment Management LLC 8.94% Reduce -2.2% 506,523 $22.5M
McCarthy & Cox 6.73% — 401,129 $17.8M
Osaic Holdings, Inc. 0.04% Add +17.5% 361,426 $16.1M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -64.5% 351,771 $15.6M
Raymond James & Associates 0.01% Reduce -1.2% 321,658 $14.3M
Cwm, LLC 0.07% Reduce -10.0% 300,680 $13.4M
Cetera Investment Advisers 0.03% Add +139.1% 263,747 $11.7M
GDS Wealth Management 0.91% Add +4.0% 173,874 $7.7M
CreativeOne Wealth, LLC 0.30% Reduce -23.1% 170,771 $7.6M
Atria Investments, Inc 0.10% Reduce -63.9% 160,333 $7.1M
AIFG Consultants Ltd. 4.88% Reduce -7.8% 152,400 $6.8M
NewEdge Advisors, LLC 0.05% Reduce -1.5% 126,337 $5.6M
Steward Partners Investment Advisory, LLC 0.06% Add +1.6% 125,815 $5.6M
Captrust Financial Advisors 0.02% Reduce -1.5% 124,122 $5.5M
LPL Financial LLC 0.00% Add +17.7% 101,358 $4.5M
MBL Wealth, LLC 0.51% Add +42.8% 100,744 $4.5M
Legacy Capital Group California, Inc. 1.57% Reduce -0.6% 95,500 $4.2M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -22.1% 90,087 $4.0M
Fsa Wealth Partners, Inc. 0.94% Add +7.0% 85,265 $3.8M
Stephens Inc. 0.06% Reduce -2.8% 82,718 $3.7M
Keystone Wealth Services, LLC 1.13% Add +0.4% 77,892 $3.5M
Main Street Financial Solutions, LLC 0.36% Reduce -1.7% 76,366 $3.4M
Kestra Advisory Services, LLC 0.02% Add +49.9% 73,432 $3.3M
OneDigital Investment Advisors LLC 0.05% Add +12.3% 72,282 $3.2M
REAP Financial Group, LLC 0.84% Reduce -9.0% 68,952 $3.1M
Beck Capital Management, LLC 0.78% Reduce -3.7% 61,052 $2.7M
Lloyd Advisory Services, LLC. 0.58% Add +712.4% 61,012 $2.7M
Avantax Advisory Services, Inc. 0.02% Reduce -8.8% 60,103 $2.7M
Jane Street Group, LLC 0.00% New 58,881 $2.6M
AE Wealth Management LLC 0.03% Reduce -59.6% 56,873 $2.5M
Opes Wealth Management LLC 0.51% Add +0.2% 49,445 $2.2M
Janney Montgomery Scott LLC 0.01% Reduce -3.0% 46,378 $2.1M
Schulz Wealth, LTD. 1.61% Reduce -4.3% 42,333 $1.9M
Lion Street Advisors, LLC 0.75% No change 44,322 $1.8M
MML Investors Services, LLC 0.01% Reduce -7.8% 39,548 $1.8M
Harbour Investments, Inc. 0.06% Reduce -44.1% 37,406 $1.7M
GeoWealth Management, LLC 0.06% Add +196.9% 35,708 $1.6M
Mariner, LLC 0.00% Add +10.8% 33,099 $1.5M
Truist Financial Corp. 0.00% Add +2.4% 33,006 $1.5M
1776 Wealth LLC 0.67% No change 31,851 $1.4M
B. Riley Wealth Advisors, Inc. 0.04% Add +2.5% 35,334 $1.4M
Royal Bank of Canada 0.00% Add +29.6% 27,763 $1.2M
Elevated Capital Advisors, LLC 0.35% Reduce -21.7% 27,754 $1.2M
Blue Bell Private Wealth Management, LLC 0.26% Reduce -0.6% 27,081 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -61.2% 23,030 $1.0M
Aurora Private Wealth, Inc. 0.84% Reduce -0.2% 21,991 $977K
Atria Wealth Solutions, Inc. 0.01% Add +4.0% 21,561 $958K
Outlook Wealth Advisors, LLC 0.27% Reduce -46.0% 19,890 $884K
HRT Financial LP 0.01% New 19,854 $882K
Flagstar Securities, Inc. 0.25% No change 19,832 $882K
Sage Capital Advisors,llc 0.24% Reduce -2.8% 18,869 $839K
Citadel Advisors 0.00% Add +74.9% 16,105 $716K
Kestra Private Wealth Services, LLC 0.02% No change 15,835 $704K
JPMorgan Chase & Co. 0.00% Add +153.3% 15,782 $702K
Bank of New York Mellon Corp 0.00% Reduce -15.1% 15,333 $682K
Advisory Services Network, LLC 0.01% Reduce -2.5% 15,114 $672K
Sunbelt Securities, Inc. 0.07% Reduce -7.1% 15,012 $667K
Tanglewood Legacy Advisors, LLC 0.32% No change 14,632 $650K
Two Sigma Securities, LLC 0.03% New 14,467 $643K
DHJJ Financial Advisors, Ltd. 0.28% Reduce -4.0% 14,235 $633K
Cypress Wealth Services, LLC 0.15% No change 14,214 $632K
Axxcess Wealth Management, LLC 0.02% Add +2.1% 13,711 $609K
DAVENPORT & Co LLC 0.00% Add +38.4% 13,669 $608K
Rockefeller Capital Management L.P. 0.00% Add +16.6% 13,238 $588K
FSB Premier Wealth Management, Inc. 0.27% Add +2.0% 13,022 $579K
Sigma Planning Corp 0.02% Reduce -12.5% 12,754 $567K
LM Advisors LLC 0.09% No change 12,000 $533K
Integrity Financial Corp 0.36% Reduce -3.4% 11,880 $528K
Fourpath Capital Management, LLC 0.36% Add +4.4% 11,830 $526K
McKinley Carter Wealth Services, Inc. 0.03% No change 10,888 $484K
FWG Investments, LLC. 0.52% Reduce -0.9% 10,806 $480K
Envestnet Portfolio Solutions, Inc. 0.00% Add +13.5% 10,795 $480K
Lanark Financial, Inc. 0.04% Reduce -13.9% 10,735 $477K
EPG Wealth Management LLC 0.12% No change 10,725 $477K
SOA Wealth Advisors, LLC. 0.09% Reduce -6.6% 10,050 $447K
Advisor Resource Council 0.18% Reduce -81.2% 10,383 $432K
Beacon Financial Advisory LLC 0.20% No change 9,150 $407K
Ameritas Advisory Services, LLC 0.02% New 9,198 $402K
Raleigh Capital Management Inc. 0.17% Reduce -11.0% 8,848 $393K
StoneX Group Inc. 0.04% Add +1.8% 8,796 $391K
Wealth Enhancement Advisory Services, LLC 0.00% No change 8,763 $390K
IFP Advisors, Inc 0.02% Reduce -1.1% 8,196 $364K
Cerity Partners LLC 0.00% No change 8,110 $360K
Strategic Blueprint, LLC 0.03% Add +22.0% 7,922 $352K
CoreCap Advisors, LLC 0.02% Add +58.3% 7,802 $347K
Centaurus Financial, Inc. 0.02% Reduce -1.6% 7,699 $342K
Lincoln National Corp. 0.01% Reduce -6.2% 7,600 $338K
Baker Tilly Wealth Management, LLC 0.06% No change 6,860 $305K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -0.1% 6,554 $291K
Mutual Advisors, LLC 0.01% No change 6,198 $276K
Wedbush Securities Inc. 0.01% Reduce -58.0% 6,036 $268K
ACT Advisors, LLC. 0.14% No change 5,860 $260K
RFG Advisory, LLC 0.01% Reduce -56.5% 5,720 $254K
Arbor Capital Management Inc. 0.24% Reduce -0.2% 5,709 $254K
Fragasso Financial Advisors Inc 0.02% No change 5,666 $252K
Aptus Capital Advisors, LLC 0.01% Add +93.5% 5,612 $249K
First Heartland Consultants, Inc. 0.02% Reduce -68.6% 5,321 $237K

"% of holder's portfolio" is FJUL's weight in each manager's 13F, not the share of FT Vest US Equity Buffer ETF the manager owns.

Show all 129 holders