FT Vest US Equity Buffer ETFFJULETF

13F holders, Q2 2024 (June 30)
112holders −17
7new positions
8sold out
1famous investor
$46.10avg. 13F price*

At the end of Q2 2024, 112 institutions reported holding FT Vest US Equity Buffer ETF (FJUL) in their 13F filings, down 17 from Q1 2024. 7 opened new positions and 8 sold out. The largest holders were Commonwealth Equity Services, LLC ($24.4M), McCarthy & Cox ($18.3M) and Fsa Wealth Partners, Inc. ($15.7M). 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 (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions7$2.5M
Exits8$3.0M

All 13F filers, Q1 2024 → Q2 2024: 353,404 shares bought and 1,761,143 shares sold, net −1,407,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 112 holders

Commonwealth Equity Services, LLC 0.04% Reduce -1.3% 528,745 $24.4M
McCarthy & Cox 7.04% Reduce -0.8% 398,062 $18.3M
Fsa Wealth Partners, Inc. 4.31% Add +300.3% 341,348 $15.7M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -15.2% 298,368 $13.7M
Raymond James & Associates 0.01% Reduce -14.3% 275,592 $12.7M
Cwm, LLC 0.05% Reduce -26.1% 222,228 $10.2M
GDS Wealth Management 0.91% Add +3.8% 180,471 $8.3M
Osaic Holdings, Inc. 0.02% Reduce -57.8% 152,541 $7.0M
AIFG Consultants Ltd. 4.92% Reduce -5.6% 143,803 $6.6M
Cetera Investment Advisers 0.01% Reduce -49.8% 132,362 $6.1M
Captrust Financial Advisors 0.02% No change 124,122 $5.7M
Steward Partners Investment Advisory, LLC 0.06% Reduce -8.3% 115,401 $5.3M
MBL Wealth, LLC 0.53% Add +2.9% 103,624 $4.8M
Envestnet Asset Management Inc. 0.00% Reduce -84.2% 102,420 $4.7M
LPL Financial LLC 0.00% Reduce -5.5% 95,825 $4.4M
Stephens Inc. 0.06% Reduce -0.3% 82,431 $3.8M
Keystone Wealth Services, LLC 1.08% Reduce -3.2% 75,392 $3.5M
Main Street Financial Solutions, LLC 0.32% Reduce -2.5% 74,466 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -22.1% 70,130 $3.2M
OneDigital Investment Advisors LLC 0.04% Reduce -6.5% 67,580 $3.1M
REAP Financial Group, LLC 0.82% Reduce -4.1% 66,126 $3.0M
Kestra Advisory Services, LLC 0.02% Reduce -14.2% 63,035 $2.9M
Beck Capital Management, LLC 0.75% Reduce -3.2% 59,108 $2.7M
Opes Wealth Management LLC 0.47% Reduce -0.3% 49,280 $2.3M
Avantax Advisory Services, Inc. 0.02% Reduce -21.5% 47,165 $2.2M
Janney Montgomery Scott LLC 0.01% Reduce -2.4% 45,283 $2.1M
Schulz Wealth, LTD. 1.60% Reduce -3.0% 41,083 $1.9M
Lion Street Advisors, LLC 0.66% Reduce -12.0% 38,999 $1.8M
Susquehanna International Group, LLP 0.00% Add +49.5% 34,419 $1.6M
MML Investors Services, LLC 0.01% Reduce -16.4% 33,050 $1.5M
1776 Wealth LLC 0.66% No change 31,851 $1.5M
Mariner, LLC 0.00% Reduce -18.3% 27,035 $1.2M
Blue Bell Private Wealth Management, LLC 0.25% Reduce -2.7% 26,343 $1.2M
Truist Financial Corp. 0.00% Reduce -22.7% 25,506 $1.2M
Assetmark, Inc. 0.00% New 22,362 $1.0M
Atria Wealth Solutions, Inc. 0.01% Reduce -15.7% 18,181 $837K
Flagstar Securities, Inc. 0.22% Reduce -10.7% 17,703 $815K
CreativeOne Wealth, LLC 0.04% Reduce -89.7% 17,594 $810K
Wealthgarden F.S. LLC 0.84% — 17,362 $800K
Royal Bank of Canada 0.00% Reduce -37.8% 17,274 $796K
Harbour Investments, Inc. 0.03% Reduce -55.1% 16,794 $774K
Aurora Private Wealth, Inc. 0.68% Reduce -23.7% 16,786 $773K
AE Wealth Management LLC 0.01% Reduce -72.1% 15,865 $731K
Kestra Private Wealth Services, LLC 0.01% No change 15,835 $729K
UBS Group AG 0.00% Add +884.0% 15,084 $695K
Sunbelt Securities, Inc. 0.07% No change 15,012 $691K
Cypress Wealth Services, LLC 0.15% No change 14,214 $655K
Old Mission Capital LLC 0.02% New 13,940 $642K
NewEdge Advisors, LLC 0.00% Reduce -89.0% 13,930 $642K
Jane Street Group, LLC 0.00% Reduce -76.8% 13,680 $630K
Sage Capital Advisors,llc 0.17% Reduce -30.2% 13,178 $607K
Rockefeller Capital Management L.P. 0.00% Reduce -7.0% 12,318 $567K
Integrity Financial Corp 0.35% Add +1.8% 12,096 $557K
LM Advisors LLC 0.11% No change 12,000 $553K
DHJJ Financial Advisors, Ltd. 0.23% Reduce -17.7% 11,715 $540K
McKinley Carter Wealth Services, Inc. 0.03% No change 10,888 $502K
Tanglewood Legacy Advisors, LLC 0.23% Reduce -26.3% 10,782 $497K
Lanark Financial, Inc. 0.04% No change 10,735 $494K
SOA Wealth Advisors, LLC. 0.09% No change 10,050 $463K
SMART Wealth LLC 0.18% Add +92.4% 9,901 $456K
Ameritas Advisory Services, LLC 0.02% Add +5.5% 9,700 $447K
IFP Advisors, Inc 0.02% Add +15.2% 9,444 $435K
FWG Investments, LLC. 0.43% Reduce -14.4% 9,244 $426K
Beacon Financial Advisory LLC 0.16% No change 9,150 $421K
CoreCap Advisors, LLC 0.04% Add +13.1% 8,821 $406K
Wealth Enhancement Advisory Services, LLC 0.00% No change 8,763 $404K
StoneX Group Inc. 0.03% Reduce -1.1% 8,703 $401K
HRT Financial LP 0.00% Reduce -56.2% 8,695 $400K
Outlook Wealth Advisors, LLC 0.12% Reduce -53.9% 9,177 $381K
Cerity Partners LLC 0.00% No change 8,110 $374K
Mutual Advisors, LLC 0.01% Add +26.0% 7,811 $361K
Centaurus Financial, Inc. 0.02% No change 7,699 $355K
FSB Premier Wealth Management, Inc. 0.16% Reduce -41.9% 7,570 $349K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -79.2% 7,350 $339K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -0.0% 6,553 $302K
Baker Tilly Wealth Management, LLC 0.12% Reduce -5.8% 6,460 $298K
Strategic Blueprint, LLC 0.02% Reduce -18.7% 6,441 $297K
Wolverine Trading, LLC 0.00% New 6,370 $293K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -43.1% 6,145 $283K
Citadel Advisors 0.00% Reduce -62.8% 5,988 $276K
Arbor Capital Management Inc. 0.24% No change 5,709 $263K
Fragasso Financial Advisors Inc 0.02% No change 5,666 $261K
RFG Advisory, LLC 0.01% Reduce -1.8% 5,620 $259K
TFB Advisors LLC 0.08% New 5,605 $258K
Aptus Capital Advisors, LLC 0.00% Reduce -0.2% 5,600 $258K
Valtinson Bruner Financial Planning LLC 0.10% No change 5,310 $245K
Prospera Financial Services Inc 0.01% Reduce -0.4% 4,950 $228K
First Heartland Consultants, Inc. 0.02% Reduce -9.2% 4,830 $222K
SeaCrest Wealth Management, LLC 0.03% No change 4,814 $222K
Transcend Capital Advisors, LLC 0.02% No change 4,700 $216K
Diligent Investors, LLC 0.05% No change 4,575 $211K
Ogorek Anthony Joseph /NY/ 0.07% Reduce -3.1% 4,070 $187K
Castleview Partners, LLC 0.08% No change 2,950 $136K
Financial Network Wealth Advisors LLC 0.09% New 2,667 $123K
Concourse Financial Group Securities, Inc. 0.01% Reduce -4.6% 2,637 $121K
Wolff Wiese Magana LLC 0.09% No change 2,492 $115K
Glen Eagle Advisors, LLC 0.02% No change 2,000 $92K
Morgan Stanley 0.00% No change 1,800 $83K
Mather Group, Llc. 0.00% New 1,753 $78K
Archer Investment Corp 0.02% No change 1,656 $76K
Bank of America Corp. 0.00% No change 1,540 $71K
Principal Securities, Inc. 0.00% Reduce -20.9% 1,324 $61K
PNC Financial Services Group, Inc. 0.00% New 854 $39K
Geneos Wealth Management Inc. 0.00% No change 850 $39K
Center for Financial Planning, Inc. 0.00% No change 600 $28K
Larson Financial Group LLC 0.00% No change 586 $27K
JPMorgan Chase & Co. 0.00% Reduce -96.3% 583 $27K
Creative Financial Designs Inc. 0.00% No change 272 $13K
Penserra Capital Management LLC 0.00% Reduce -0.6% 173 $8K
Comerica Bank 0.00% Reduce -14.8% 155 $7K
Hazlett, Burt & Watson, Inc. 0.00% No change 107 $5K
Benjamin F. Edwards & Company, Inc. 0.00% No change 100 $5K

"% 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.