FT Vest US Equity Buffer ETFFJULETF
13F holders, Q1 2025 (March 31)143holders −7
9new positions
14sold out
1famous investor
$47.63avg. 13F price*
At the end of Q1 2025, 143 institutions reported holding FT Vest US Equity Buffer ETF (FJUL) in their 13F filings, down 7 from Q4 2024. 9 opened new positions and 14 sold out. The largest holders were Raymond James Financial Inc. ($33.6M), Envestnet Asset Management Inc. ($23.7M) and Cwm, LLC ($17.7M). 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 (Q1 2025)
- CUSIP
- 33740U208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.8M |
| Exits | 14 | $13.0M |
All 13F filers, Q4 2024 → Q1 2025: 231,548 shares bought and 1,067,885 shares sold, net −836,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Raymond James Financial Inc. | 0.01% | Add +0.3% | 706,428 | $33.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.8% | 496,834 | $23.7M |
| Cwm, LLC | 0.07% | Reduce -2.4% | 371,407 | $17.7M |
| Cetera Investment Advisers | 0.03% | Add +9.2% | 342,168 | $16.3M |
| Fsa Wealth Partners, Inc. | 5.91% | Reduce -2.2% | 327,931 | $15.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.6% | 195,050 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -26.9% | 174,295 | $8.3M |
| CreativeOne Wealth, LLC | 0.22% | Reduce -0.6% | 152,526 | $7.3M |
| Assetmark, Inc. | 0.02% | Add +38.1% | 137,011 | $6.5M |
| Bison Wealth, LLC | 0.59% | Reduce -1.7% | 132,484 | $6.3M |
| SMART Wealth LLC | 2.20% | Reduce -0.8% | 128,919 | $6.1M |
| Stephens Inc. | 0.09% | Reduce -0.9% | 127,179 | $6.1M |
| REAP Financial Group, LLC | 1.45% | Add +0.0% | 122,915 | $5.9M |
| Captrust Financial Advisors | 0.01% | No change | 112,517 | $5.4M |
| MBL Wealth, LLC | 0.50% | Reduce -3.9% | 104,576 | $5.0M |
| LPL Financial LLC | 0.00% | Add +0.3% | 99,254 | $4.7M |
| Novem Group | 0.60% | Reduce -8.9% | 89,603 | $4.3M |
| Keystone Wealth Services, LLC | 1.03% | Reduce -4.8% | 79,913 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.8% | 78,715 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -7.1% | 78,489 | $3.7M |
| Main Street Financial Solutions, LLC | 0.31% | Reduce -0.8% | 73,767 | $3.5M |
| MML Investors Services, LLC | 0.01% | Reduce -5.4% | 71,891 | $3.4M |
| Beck Capital Management, LLC | 0.88% | Reduce -5.6% | 62,635 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.1% | 54,332 | $2.6M |
| Opes Wealth Management LLC | 0.46% | Add +1.5% | 47,760 | $2.3M |
| Midwest Financial Network, LLC | 2.11% | Add +13.2% | 44,302 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -4.9% | 40,632 | $1.9M |
| Schulz Wealth, LTD. | 1.47% | No change | 40,468 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -2.1% | 38,715 | $1.8M |
| Lion Street Advisors, LLC | 0.58% | No change | 38,054 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +62.9% | 33,781 | $1.6M |
| Aurora Private Wealth, Inc. | 1.26% | Reduce -2.4% | 33,120 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | Add +0.1% | 32,546 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -10.1% | 31,311 | $1.5M |
| 1776 Wealth LLC | 0.67% | Reduce -7.7% | 30,626 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +71.2% | 28,626 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.6% | 27,776 | $1.3M |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -8.4% | 27,088 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 26,802 | $1.3M |
| Synergy Asset Management, LLC | 0.16% | New | 26,382 | $1.3M |
| Blue Bell Private Wealth Management, LLC | 0.22% | Reduce -0.2% | 24,742 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.3% | 24,120 | $1.1M |
| Ameritas Advisory Services, LLC | 0.05% | Add +7.5% | 23,425 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -86.5% | 23,331 | $1.1M |
| Integrity Financial Corp | 0.61% | Reduce -2.3% | 22,696 | $1.1M |
| Wolff Wiese Magana LLC | 0.73% | No change | 22,368 | $1.1M |
| McCarthy & Cox | 0.46% | Reduce -94.3% | 22,190 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -1.4% | 21,155 | $1.0M |
| FWG Investments, LLC. | 1.12% | Reduce -8.5% | 20,040 | $955K |
| Strategic Blueprint, LLC | 0.05% | Add +30.4% | 19,593 | $933K |
| AE Wealth Management LLC | 0.01% | Reduce -4.6% | 19,515 | $930K |
| Accel Wealth Management | 0.33% | Reduce -5.2% | 19,342 | $921K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.2% | 18,666 | $889K |
| UBS Group AG | 0.00% | Add +4778.8% | 16,588 | $790K |
| Flagstar Securities, Inc. | 0.20% | Reduce -4.3% | 16,319 | $777K |
| Founders Financial Securities LLC | 0.06% | Add +44.3% | 16,037 | $757K |
| TFB Advisors LLC | 0.20% | Add +31.4% | 14,647 | $698K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.6% | 13,974 | $666K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.2% | 13,252 | $631K |
| Jane Street Group, LLC | 0.00% | Reduce -33.5% | 13,246 | $631K |
| SOA Wealth Advisors, LLC. | 0.13% | No change | 13,219 | $630K |
| Brookstone Capital Management | 0.01% | Reduce -13.2% | 12,781 | $609K |
| Citadel Advisors | 0.00% | Reduce -26.3% | 12,219 | $582K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.4% | 12,144 | $578K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 12,054 | $574K |
| AIFG Consultants Ltd. | 0.94% | Reduce -5.5% | 12,016 | $572K |
| LM Advisors LLC | 0.10% | No change | 12,000 | $572K |
| CoreCap Advisors, LLC | 0.02% | Add +8.3% | 11,878 | $566K |
| Crown Wealth Group, LLC | 0.29% | No change | 11,699 | $557K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -44.0% | 11,549 | $551K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 11,438 | $545K |
| GTS Securities LLC | 0.02% | New | 10,981 | $523K |
| DHJJ Financial Advisors, Ltd. | 0.21% | Reduce -7.9% | 10,715 | $510K |
| World Equity Group, Inc. | 0.14% | Add +25.7% | 10,599 | $505K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 10,255 | $488K |
| FSB Premier Wealth Management, Inc. | 0.18% | Reduce -3.0% | 9,695 | $462K |
| Griffith & Werner, Inc. | 0.28% | No change | 9,363 | $446K |
| Sanctuary Advisors, LLC | 0.00% | No change | 9,316 | $444K |
| Outlook Wealth Advisors, LLC | 0.12% | No change | 9,177 | $437K |
| Grantvest Financial Group LLC | 0.35% | No change | 9,037 | $430K |
| Farther Finance Advisors, LLC | 0.01% | New | 8,828 | $421K |
| Capital Analysts, LLC | 0.02% | Reduce -86.2% | 8,803 | $419K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.7% | 8,786 | $419K |
| Harvest Investment Services, LLC | 0.12% | Reduce -3.1% | 8,763 | $417K |
| Beacon Financial Advisory LLC | 0.13% | No change | 8,720 | $415K |
| VestGen Investment Management | 0.30% | Add +10.1% | 8,462 | $403K |
| Sowell Financial Services LLC | 0.02% | New | 8,367 | $399K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -55.7% | 8,295 | $395K |
| Cerity Partners LLC | 0.00% | No change | 8,110 | $386K |
| Centaurus Financial, Inc. | 0.02% | Reduce -1.3% | 7,932 | $378K |
| IFP Advisors, Inc | 0.01% | Reduce -21.4% | 7,712 | $367K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 7,470 | $356K |
| Mutual Advisors, LLC | 0.01% | No change | 7,520 | $354K |
| Prospera Financial Services Inc | 0.01% | Add +1.1% | 7,337 | $349K |
| New Wave Wealth Advisors LLC | 0.15% | Reduce -22.2% | 7,000 | $333K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -50.5% | 6,802 | $324K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.7% | 6,790 | $323K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +3.7% | 6,790 | $323K |
| RFG Advisory, LLC | 0.01% | Add +10.8% | 6,782 | $323K |
| Tanglewood Legacy Advisors, LLC | 0.14% | Reduce -37.2% | 6,770 | $322K |
| Arbor Capital Management Inc. | 0.31% | Add +4.9% | 6,697 | $320K |
| Sage Capital Advisors,llc | 0.08% | Reduce -59.6% | 6,588 | $314K |
| StoneX Group Inc. | 0.02% | Add +2.4% | 6,572 | $313K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 6,436 | $307K |
| Transcend Capital Advisors, LLC | 0.02% | New | 6,425 | $306K |
| Ignite Planners, LLC | 0.06% | Add +0.2% | 6,052 | $288K |
| NWF Advisory Services Inc. | 0.04% | Add +35.4% | 6,025 | $287K |
| GPS Wealth Strategies Group, LLC | 0.04% | New | 6,002 | $286K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 5,666 | $270K |
| WESPAC Advisors SoCal, LLC | 0.07% | Reduce -8.7% | 5,591 | $266K |
| Lanark Financial, Inc. | 0.02% | — | 5,543 | $264K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -17.3% | 5,534 | $264K |
| Morgan Stanley | 0.00% | No change | 5,527 | $263K |
| Arkadios Wealth Advisors | 0.01% | No change | 5,180 | $247K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 5,046 | $240K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -59.4% | 5,021 | $239K |
| EPG Wealth Management LLC | 0.07% | Reduce -4.3% | 5,000 | $238K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -53.7% | 4,958 | $236K |
| Diligent Investors, LLC | 0.05% | No change | 4,575 | $218K |
| Merit Financial Group, LLC | 0.00% | New | 4,423 | $211K |
| Savvy Advisors, Inc. | 0.02% | No change | 4,352 | $207K |
| Independent Financial Group, LLC | 0.01% | No change | 4,343 | $207K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -21.6% | 4,331 | $206K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 4,327 | $206K |
| Barclays PLC | 0.00% | Add +10230.0% | 4,132 | $197K |
| Ogorek Anthony Joseph /NY/ | 0.06% | No change | 3,960 | $188K |
| Principal Securities, Inc. | 0.00% | No change | 2,721 | $133K |
| Creative Financial Designs Inc. | 0.01% | Reduce -9.8% | 2,514 | $120K |
| Financial Network Wealth Advisors LLC | 0.13% | No change | 2,003 | $95K |
| Continuum Advisory, LLC | 0.01% | Add +2.4% | 1,857 | $88K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -10.5% | 1,790 | $85K |
| Archer Investment Corp | 0.02% | No change | 1,656 | $79K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 1,406 | $67K |
| JPMorgan Chase & Co. | 0.00% | Reduce -73.1% | 1,303 | $62K |
| Geneos Wealth Management Inc. | 0.00% | No change | 850 | $40K |
| Center for Financial Planning, Inc. | 0.00% | No change | 600 | $29K |
| Park Square Financial Group, LLC | 0.02% | No change | 517 | $25K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 400 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | New | 255 | $11K |
| Topsail Wealth Management, LLC | 0.00% | No change | 200 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 200 | $10K |
| Noble Wealth Management PBC | 0.00% | Reduce -25.0% | 150 | $7K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 120 | $6K |
"% 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.