FT Vest US Equity Buffer ETFFJULETF
13F holders, Q4 2024 (December 31)150holders +5
7new positions
10sold out
1famous investor
$48.97avg. 13F price*
At the end of Q4 2024, 150 institutions reported holding FT Vest US Equity Buffer ETF (FJUL) in their 13F filings, up 5 from Q3 2024. 7 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($34.5M), Envestnet Asset Management Inc. ($23.9M) and McCarthy & Cox ($19.1M). 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 (Q4 2024)
- CUSIP
- 33740U208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 10 | $5.1M |
All 13F filers, Q3 2024 → Q4 2024: 207,313 shares bought and 520,858 shares sold, net −313,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 150 holders
| Raymond James Financial Inc. | 0.01% | — | 704,248 | $34.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.0% | 488,186 | $23.9M |
| McCarthy & Cox | 6.62% | Reduce -2.7% | 389,416 | $19.1M |
| Cwm, LLC | 0.08% | Reduce -21.8% | 380,619 | $18.6M |
| Fsa Wealth Partners, Inc. | 3.85% | Reduce -0.4% | 335,235 | $16.4M |
| Cetera Investment Advisers | 0.03% | Reduce -0.9% | 313,280 | $15.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.2% | 238,541 | $11.7M |
| GDS Wealth Management | 0.98% | Add +9.8% | 219,589 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.7% | 202,391 | $9.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -4.8% | 172,326 | $8.4M |
| CreativeOne Wealth, LLC | 0.23% | Reduce -22.4% | 153,482 | $7.5M |
| Bison Wealth, LLC | 0.81% | — | 134,773 | $6.6M |
| SMART Wealth LLC | 2.26% | Reduce -12.4% | 129,946 | $6.4M |
| Stephens Inc. | 0.09% | Reduce -3.8% | 128,380 | $6.3M |
| REAP Financial Group, LLC | 1.49% | Add +8.4% | 122,907 | $6.0M |
| Captrust Financial Advisors | 0.02% | Reduce -7.4% | 112,517 | $5.5M |
| MBL Wealth, LLC | 0.54% | Reduce -2.3% | 108,809 | $5.3M |
| Assetmark, Inc. | 0.01% | Add +53.7% | 99,229 | $4.9M |
| LPL Financial LLC | 0.00% | Add +11.6% | 99,002 | $4.8M |
| Novem Group | 0.72% | — | 98,348 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.9% | 84,475 | $4.1M |
| Keystone Wealth Services, LLC | 1.09% | Reduce -1.8% | 83,931 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.5% | 81,836 | $4.0M |
| MML Investors Services, LLC | 0.01% | Reduce -9.1% | 75,989 | $3.7M |
| Main Street Financial Solutions, LLC | 0.36% | Reduce -0.2% | 74,371 | $3.6M |
| Beck Capital Management, LLC | 0.86% | Reduce -2.9% | 66,373 | $3.3M |
| Capital Analysts, LLC | 0.13% | Add +0.5% | 63,962 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.2% | 53,214 | $2.6M |
| Opes Wealth Management LLC | 0.47% | Reduce -1.7% | 47,060 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -32.7% | 42,722 | $2.1M |
| Schulz Wealth, LTD. | 1.52% | Reduce -1.7% | 40,468 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -1.6% | 39,561 | $1.9M |
| Midwest Financial Network, LLC | 1.99% | — | 39,127 | $1.9M |
| Lion Street Advisors, LLC | 0.59% | No change | 38,054 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -8.0% | 34,844 | $1.7M |
| Aurora Private Wealth, Inc. | 1.24% | Add +0.8% | 33,930 | $1.7M |
| 1776 Wealth LLC | 0.75% | Reduce -0.1% | 33,188 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | No change | 32,496 | $1.6M |
| Prosperity Consulting Group, LLC | 0.11% | Add +0.1% | 29,568 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.8% | 28,827 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 26,617 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.0% | 25,197 | $1.2M |
| Blue Bell Private Wealth Management, LLC | 0.23% | Reduce -0.9% | 24,794 | $1.2M |
| Integrity Financial Corp | 0.65% | Add +7.0% | 23,226 | $1.1M |
| Wolff Wiese Magana LLC | 0.73% | No change | 22,368 | $1.1M |
| FWG Investments, LLC. | 0.83% | Reduce -1.6% | 21,905 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +29.8% | 21,782 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Add +14.6% | 21,461 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -10.5% | 20,736 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +98.7% | 20,641 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -3.2% | 20,452 | $1.0M |
| Accel Wealth Management | 0.38% | Reduce -4.7% | 20,400 | $999K |
| Jane Street Group, LLC | 0.00% | Add +99.1% | 19,930 | $976K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.8% | 19,491 | $954K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +8.4% | 18,733 | $917K |
| Flagstar Securities, Inc. | 0.21% | Add +1.7% | 17,044 | $835K |
| Susquehanna International Group, LLP | 0.00% | Add +49.3% | 16,724 | $819K |
| Citadel Advisors | 0.00% | Add +178.3% | 16,575 | $812K |
| Sage Capital Advisors,llc | 0.21% | Reduce -1.4% | 16,322 | $799K |
| Strategic Blueprint, LLC | 0.04% | Reduce -11.9% | 15,020 | $735K |
| Brookstone Capital Management | 0.01% | Add +38.2% | 14,718 | $721K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.3% | 14,204 | $696K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,830 | $677K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -9.5% | 13,756 | $676K |
| SOA Wealth Advisors, LLC. | 0.12% | No change | 13,219 | $647K |
| AIFG Consultants Ltd. | 1.02% | Reduce -76.2% | 12,721 | $623K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.8% | 12,703 | $622K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.1% | 12,359 | $605K |
| LM Advisors LLC | 0.11% | No change | 12,000 | $588K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.1% | 11,723 | $574K |
| Crown Wealth Group, LLC | 0.23% | No change | 11,699 | $573K |
| DHJJ Financial Advisors, Ltd. | 0.22% | Reduce -6.0% | 11,635 | $570K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -20.9% | 11,438 | $560K |
| TFB Advisors LLC | 0.16% | Add +52.2% | 11,149 | $546K |
| Founders Financial Securities LLC | 0.05% | Add +63.3% | 11,116 | $544K |
| CoreCap Advisors, LLC | 0.02% | Add +12.8% | 10,970 | $537K |
| Tanglewood Legacy Advisors, LLC | 0.23% | No change | 10,782 | $528K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -52.1% | 10,714 | $525K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -35.2% | 10,255 | $502K |
| FSB Premier Wealth Management, Inc. | 0.20% | Reduce -0.2% | 9,995 | $489K |
| IFP Advisors, Inc | 0.02% | Reduce -0.1% | 9,805 | $480K |
| Sanctuary Advisors, LLC | 0.00% | No change | 9,316 | $466K |
| Griffith & Werner, Inc. | 0.30% | — | 9,363 | $458K |
| Outlook Wealth Advisors, LLC | 0.13% | No change | 9,177 | $449K |
| Harvest Investment Services, LLC | 0.11% | Reduce -71.1% | 9,047 | $443K |
| Grantvest Financial Group LLC | 0.49% | — | 9,037 | $443K |
| New Wave Wealth Advisors LLC | 0.18% | Reduce -10.0% | 9,000 | $441K |
| HighTower Advisors, LLC | 0.00% | No change | 8,936 | $438K |
| Beacon Financial Advisory LLC | 0.14% | No change | 8,720 | $427K |
| World Equity Group, Inc. | 0.09% | New | 8,429 | $413K |
| Cerity Partners LLC | 0.00% | No change | 8,110 | $397K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.2% | 8,032 | $393K |
| VestGen Investment Management | 0.10% | Add +42.6% | 7,683 | $376K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.5% | 7,520 | $371K |
| Csenge Advisory Group | 0.02% | Add +2.5% | 7,571 | $371K |
| Prospera Financial Services Inc | 0.01% | Reduce -19.4% | 7,260 | $355K |
| Summit Wealth Partners, LLC | 0.07% | No change | 7,255 | $355K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -51.4% | 6,695 | $328K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +8.0% | 6,488 | $324K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +51.5% | 6,547 | $321K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +51.5% | 6,547 | $321K |
| Arbor Capital Management Inc. | 0.31% | Reduce -9.5% | 6,384 | $318K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -13.4% | 6,436 | $315K |
| StoneX Group Inc. | 0.02% | No change | 6,420 | $314K |
| WESPAC Advisors SoCal, LLC | 0.07% | Add +4.4% | 6,125 | $300K |
| RFG Advisory, LLC | 0.01% | Add +8.9% | 6,120 | $300K |
| Ignite Planners, LLC | 0.07% | Add +16.4% | 6,042 | $298K |
| Semus Wealth Partners LLC | 0.19% | No change | 5,734 | $281K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 5,666 | $277K |
| Morgan Stanley | 0.00% | Reduce -2.5% | 5,527 | $271K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 5,525 | $271K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Reduce -0.1% | 5,304 | $260K |
| Two Sigma Securities, LLC | 0.05% | New | 5,293 | $259K |
| EPG Wealth Management LLC | 0.07% | No change | 5,225 | $256K |
| Arkadios Wealth Advisors | 0.01% | New | 5,180 | $254K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 5,046 | $247K |
| JPMorgan Chase & Co. | 0.00% | Add +611.3% | 4,851 | $238K |
| First Heartland Consultants, Inc. | 0.02% | Add +1.2% | 4,673 | $229K |
| Diligent Investors, LLC | 0.05% | No change | 4,575 | $224K |
| NWF Advisory Services Inc. | 0.03% | Reduce -31.8% | 4,450 | $218K |
| Savvy Advisors, Inc. | 0.03% | Reduce -4.1% | 4,352 | $213K |
| Independent Financial Group, LLC | 0.01% | No change | 4,343 | $213K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 4,327 | $212K |
| Black Point Wealth Management | 0.24% | No change | 4,225 | $207K |
| Ogorek Anthony Joseph /NY/ | 0.06% | Reduce -2.7% | 3,960 | $193K |
| Castleview Partners, LLC | 0.08% | No change | 2,950 | $144K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,786 | $136K |
| Principal Securities, Inc. | 0.00% | No change | 2,721 | $133K |
| Financial Network Wealth Advisors LLC | 0.18% | Reduce -31.4% | 2,003 | $98K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 2,000 | $98K |
| Continuum Advisory, LLC | 0.01% | Reduce -2.4% | 1,813 | $89K |
| Archer Investment Corp | 0.02% | No change | 1,656 | $81K |
| Bank of America Corp. | 0.00% | No change | 1,540 | $75K |
| Frazier Financial Advisors, LLC | 0.05% | New | 1,406 | $69K |
| GeoWealth Management, LLC | 0.00% | Reduce -78.0% | 1,199 | $59K |
| Geneos Wealth Management Inc. | 0.00% | No change | 850 | $42K |
| Winnacle Wealth LLC | 0.03% | — | 626 | $31K |
| Center for Financial Planning, Inc. | 0.00% | No change | 600 | $29K |
| Park Square Financial Group, LLC | 0.02% | — | 517 | $25K |
| Global Retirement Partners, LLC | 0.00% | New | 435 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -27.3% | 400 | $20K |
| UBS Group AG | 0.00% | New | 340 | $17K |
| Comerica Bank | 0.00% | Reduce -14.8% | 219 | $11K |
| Noble Wealth Management PBC | 0.01% | — | 200 | $10K |
| Topsail Wealth Management, LLC | 0.00% | — | 200 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 200 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 120 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -56.1% | 47 | $2K |
| Barclays PLC | 0.00% | Reduce -98.5% | 40 | $2K |
| Lanark Financial, Inc. | 0.03% | — | 6 | $293 |
"% 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.