FT Vest US Equity Buffer ETFFJULETF
13F holders, Q3 2024 (September 30)145holders +33
42new positions
9sold out
1famous investor
$48.11avg. 13F price*
At the end of Q3 2024, 145 institutions reported holding FT Vest US Equity Buffer ETF (FJUL) in their 13F filings, up 33 from Q2 2024. 42 opened new positions and 9 sold out. The largest holders were Cwm, LLC ($23.4M), Envestnet Asset Management Inc. ($22.6M) and Raymond James & Associates ($22.4M). 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 (Q3 2024)
- CUSIP
- 33740U208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $25.2M |
| Exits | 9 | $3.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,608,612 shares bought and 569,073 shares sold, net +2,039,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Cwm, LLC | 0.10% | Add +119.1% | 486,850 | $23.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +358.1% | 469,183 | $22.6M |
| Raymond James & Associates | 0.01% | Add +68.8% | 465,101 | $22.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +35.7% | 404,869 | $19.5M |
| McCarthy & Cox | 7.38% | Add +0.6% | 400,355 | $19.3M |
| Fsa Wealth Partners, Inc. | 3.91% | Reduce -1.4% | 336,487 | $16.2M |
| Cetera Investment Advisers | 0.03% | Add +139.0% | 316,291 | $15.2M |
| Osaic Holdings, Inc. | 0.03% | Add +72.3% | 262,756 | $12.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -58.5% | 219,223 | $10.5M |
| GDS Wealth Management | 0.94% | Add +10.8% | 199,966 | $9.6M |
| CreativeOne Wealth, LLC | 0.32% | Add +1024.2% | 197,799 | $9.5M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +57.0% | 181,118 | $8.7M |
| SMART Wealth LLC | 2.80% | Add +1398.2% | 148,335 | $7.1M |
| Stephens Inc. | 0.09% | Add +61.9% | 133,484 | $6.4M |
| Captrust Financial Advisors | 0.02% | Reduce -2.1% | 121,488 | $5.8M |
| REAP Financial Group, LLC | 1.34% | Add +71.5% | 113,372 | $5.5M |
| MBL Wealth, LLC | 0.58% | Add +7.5% | 111,416 | $5.4M |
| LPL Financial LLC | 0.00% | Reduce -7.4% | 88,695 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +23.5% | 86,630 | $4.2M |
| Keystone Wealth Services, LLC | 1.14% | Add +13.4% | 85,476 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +152.9% | 83,592 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +31.5% | 82,908 | $4.0M |
| Main Street Financial Solutions, LLC | 0.33% | Add +0.0% | 74,496 | $3.6M |
| Beck Capital Management, LLC | 0.88% | Add +15.6% | 68,339 | $3.3M |
| Assetmark, Inc. | 0.01% | Add +188.6% | 64,545 | $3.1M |
| Capital Analysts, LLC | 0.12% | New | 63,631 | $3.1M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -6.1% | 63,486 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +22.7% | 55,562 | $2.7M |
| AIFG Consultants Ltd. | 1.95% | Reduce -62.8% | 53,504 | $2.6M |
| Opes Wealth Management LLC | 0.44% | Reduce -2.9% | 47,865 | $2.3M |
| Sigma Planning Corp | 0.07% | New | 45,014 | $2.2M |
| Schulz Wealth, LTD. | 1.53% | Add +0.2% | 41,163 | $2.0M |
| Mariner, LLC | 0.00% | Add +48.7% | 40,189 | $1.9M |
| Lion Street Advisors, LLC | 0.64% | Reduce -2.4% | 38,054 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +48.5% | 37,874 | $1.8M |
| Aurora Private Wealth, Inc. | 1.27% | Add +100.5% | 33,655 | $1.6M |
| 1776 Wealth LLC | 0.72% | Add +4.3% | 33,220 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | New | 32,496 | $1.6M |
| Harvest Investment Services, LLC | 0.48% | New | 31,320 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +74.0% | 30,053 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | New | 29,662 | $1.4M |
| Prosperity Consulting Group, LLC | 0.11% | New | 29,529 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +106.7% | 25,458 | $1.2M |
| Blue Bell Private Wealth Management, LLC | 0.23% | Reduce -5.0% | 25,020 | $1.2M |
| Atria Investments, Inc | 0.01% | New | 23,168 | $1.1M |
| Wolff Wiese Magana LLC | 0.74% | Add +797.6% | 22,368 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -52.6% | 22,356 | $1.1M |
| FWG Investments, LLC. | 0.93% | Add +140.8% | 22,259 | $1.1M |
| Integrity Financial Corp | 0.61% | Add +79.4% | 21,698 | $1.0M |
| Accel Wealth Management | 0.38% | New | 21,400 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +33.2% | 21,131 | $1.0M |
| Bouchey Financial Group, Ltd. | 0.09% | New | 20,143 | $969K |
| Oppenheimer & Co. Inc. | 0.01% | New | 19,846 | $955K |
| Journey Strategic Wealth LLC | 0.03% | New | 18,730 | $901K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.0% | 17,278 | $831K |
| Strategic Blueprint, LLC | 0.05% | Add +164.8% | 17,055 | $821K |
| Ameritas Advisory Services, LLC | 0.03% | Add +73.0% | 16,780 | $807K |
| Flagstar Securities, Inc. | 0.20% | Reduce -5.4% | 16,754 | $806K |
| Sage Capital Advisors,llc | 0.21% | Add +25.6% | 16,551 | $796K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 15,835 | $762K |
| Sunbelt Securities, Inc. | 0.07% | Add +1.3% | 15,202 | $731K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +32.8% | 14,454 | $695K |
| Harbour Investments, Inc. | 0.02% | Reduce -14.3% | 14,384 | $692K |
| Lanark Financial, Inc. | 0.06% | Add +31.2% | 14,086 | $677K |
| Signal Advisors Wealth, LLC | 0.09% | New | 13,766 | $662K |
| SOA Wealth Advisors, LLC. | 0.12% | Add +31.5% | 13,219 | $636K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.1% | 12,799 | $616K |
| DHJJ Financial Advisors, Ltd. | 0.24% | Add +5.7% | 12,378 | $596K |
| LM Advisors LLC | 0.12% | No change | 12,000 | $577K |
| Crown Wealth Group, LLC | 0.24% | New | 11,699 | $563K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.5% | 11,199 | $539K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +81.1% | 11,129 | $535K |
| Tanglewood Legacy Advisors, LLC | 0.23% | No change | 10,782 | $519K |
| Brookstone Capital Management | 0.01% | New | 10,652 | $512K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 10,390 | $499K |
| FSB Premier Wealth Management, Inc. | 0.20% | Add +32.3% | 10,017 | $482K |
| Jane Street Group, LLC | 0.00% | Reduce -26.8% | 10,011 | $482K |
| New Wave Wealth Advisors LLC | 0.22% | New | 10,000 | $481K |
| Heritage Oak Wealth Advisors LLC | 0.22% | New | 10,000 | $481K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1062.5% | 9,928 | $478K |
| IFP Advisors, Inc | 0.02% | Add +3.9% | 9,814 | $472K |
| CoreCap Advisors, LLC | 0.02% | Add +10.2% | 9,724 | $468K |
| Sanctuary Advisors, LLC | 0.00% | New | 9,316 | $458K |
| Outlook Wealth Advisors, LLC | 0.13% | No change | 9,177 | $442K |
| Prospera Financial Services Inc | 0.01% | Add +81.9% | 9,006 | $433K |
| HighTower Advisors, LLC | 0.00% | New | 8,936 | $429K |
| Mgo One Seven LLC | 0.02% | New | 8,851 | $426K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -4.7% | 8,720 | $420K |
| Centaurus Financial, Inc. | 0.03% | Add +6.7% | 8,216 | $395K |
| Cerity Partners LLC | 0.00% | No change | 8,110 | $390K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.3% | 7,791 | $377K |
| Csenge Advisory Group | 0.02% | New | 7,385 | $357K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +1.2% | 7,436 | $356K |
| TFB Advisors LLC | 0.10% | Add +30.7% | 7,327 | $353K |
| Summit Wealth Partners, LLC | 0.07% | New | 7,255 | $349K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +7.6% | 7,051 | $339K |
| Arbor Capital Management Inc. | 0.32% | Add +23.5% | 7,052 | $338K |
| Founders Financial Securities LLC | 0.03% | New | 6,808 | $328K |
| NWF Advisory Services Inc. | 0.05% | New | 6,525 | $314K |
| Wealthgarden F.S. LLC | 0.30% | Reduce -62.6% | 6,495 | $312K |
| StoneX Group Inc. | 0.02% | Reduce -26.2% | 6,420 | $309K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +127.8% | 6,006 | $289K |
| Citadel Advisors | 0.00% | Reduce -0.5% | 5,956 | $287K |
| WESPAC Advisors SoCal, LLC | 0.07% | New | 5,865 | $282K |
| Semus Wealth Partners LLC | 0.19% | New | 5,734 | $276K |
| Morgan Stanley | 0.00% | Add +214.9% | 5,669 | $273K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 5,666 | $273K |
| RFG Advisory, LLC | 0.01% | No change | 5,620 | $270K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.3% | 5,525 | $266K |
| GeoWealth Management, LLC | 0.01% | New | 5,439 | $262K |
| VestGen Investment Management | 0.07% | New | 5,386 | $259K |
| Valtinson Bruner Financial Planning LLC | 0.09% | No change | 5,310 | $255K |
| EPG Wealth Management LLC | 0.06% | Add +0.0% | 5,225 | $251K |
| Ignite Planners, LLC | 0.06% | New | 5,192 | $250K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +4.8% | 5,046 | $243K |
| Zimmermann Investment Management & Planning LLC | 0.07% | New | 4,799 | $231K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 4,700 | $226K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -4.4% | 4,616 | $222K |
| Diligent Investors, LLC | 0.05% | No change | 4,575 | $220K |
| Savvy Advisors, Inc. | 0.04% | New | 4,536 | $218K |
| Independent Financial Group, LLC | 0.01% | New | 4,343 | $209K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,327 | $208K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,323 | $208K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 4,323 | $208K |
| Black Point Wealth Management | 0.24% | New | 4,225 | $203K |
| Ogorek Anthony Joseph /NY/ | 0.07% | No change | 4,070 | $195K |
| Castleview Partners, LLC | 0.08% | No change | 2,950 | $142K |
| Financial Network Wealth Advisors LLC | 0.12% | Add +9.6% | 2,922 | $141K |
| Creative Financial Designs Inc. | 0.01% | Add +924.3% | 2,786 | $134K |
| Principal Securities, Inc. | 0.00% | Add +105.5% | 2,721 | $131K |
| Barclays PLC | 0.00% | New | 2,666 | $128K |
| Gilliland Jeter Wealth Management LLC | 0.03% | New | 2,169 | $104K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 2,000 | $96K |
| Continuum Advisory, LLC | 0.01% | New | 1,857 | $91K |
| Archer Investment Corp | 0.02% | No change | 1,656 | $80K |
| Bank of America Corp. | 0.00% | No change | 1,540 | $74K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,046 | $50K |
| Geneos Wealth Management Inc. | 0.00% | No change | 850 | $41K |
| JPMorgan Chase & Co. | 0.00% | Add +17.0% | 682 | $33K |
| Center for Financial Planning, Inc. | 0.00% | No change | 600 | $29K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 550 | $26K |
| Comerica Bank | 0.00% | Add +65.8% | 257 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 228 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -65.9% | 200 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 107 | $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.