FT Vest U.S. Equity Buffer EFOCTETF
13F holders, Q1 2024 (March 31)94holders
$40.57avg. 13F price*
At the end of Q1 2024, 94 institutions reported holding FT Vest U.S. Equity Buffer E (FOCT) in their 13F filings. The largest holders were Financial Designs Corp ($12.2M), Commonwealth Equity Services, LLC ($11.9M) and Cwm, LLC ($10.2M).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740F664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.2M |
| Exits | 11 | $26.7M |
Ownership 94 holders
| Financial Designs Corp | 8.05% | Reduce -0.4% | 300,994 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.7% | 293,232 | $11.9M |
| Cwm, LLC | 0.05% | Reduce -18.1% | 250,996 | $10.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.9% | 224,273 | $9.1M |
| Cetera Investment Advisers | 0.01% | Add +1612.0% | 152,355 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +34.4% | 140,659 | $5.7M |
| McCarthy & Cox | 2.10% | — | 137,225 | $5.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +8.1% | 132,278 | $5.4M |
| REAP Financial Group, LLC | 1.43% | Reduce -0.3% | 128,234 | $5.2M |
| Prospera Financial Services Inc | 0.15% | Add +0.8% | 123,438 | $5.0M |
| ERn Financial, LLC | 0.72% | Add +2.1% | 102,469 | $4.2M |
| Stephens Inc. | 0.06% | Reduce -0.2% | 98,752 | $4.0M |
| SOA Wealth Advisors, LLC. | 0.76% | Reduce -1.5% | 90,208 | $3.7M |
| Raymond James & Associates | 0.00% | Reduce -13.4% | 85,374 | $3.5M |
| Valtinson Bruner Financial Planning LLC | 1.41% | Reduce -0.1% | 81,417 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -25.0% | 77,461 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +66.0% | 72,077 | $2.9M |
| LPL Financial LLC | 0.00% | Add +24.0% | 55,505 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -27.8% | 46,755 | $1.9M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.1% | 45,548 | $1.8M |
| Fragasso Financial Advisors Inc | 0.13% | No change | 39,187 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Add +5.4% | 37,135 | $1.5M |
| Wolff Wiese Magana LLC | 1.29% | Reduce -1.4% | 36,862 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -27.3% | 36,838 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -10.4% | 36,522 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.4% | 35,483 | $1.4M |
| FSB Premier Wealth Management, Inc. | 0.58% | Add +1.1% | 30,694 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +0.2% | 28,864 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 25,937 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 25,036 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -5.5% | 23,213 | $942K |
| Capital Analysts, LLC | 0.04% | Reduce -2.2% | 22,652 | $919K |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 21,219 | $861K |
| CreativeOne Wealth, LLC | 0.03% | New | 20,976 | $851K |
| Captrust Financial Advisors | 0.00% | Reduce -5.5% | 20,866 | $847K |
| Strategic Blueprint, LLC | 0.06% | Reduce -6.5% | 20,441 | $829K |
| Tanglewood Legacy Advisors, LLC | 0.37% | No change | 18,426 | $748K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -20.5% | 18,184 | $738K |
| SeaCrest Wealth Management, LLC | 0.09% | No change | 17,383 | $705K |
| Integrity Financial Corp | 0.48% | Reduce -1.3% | 17,241 | $699K |
| Ameritas Advisory Services, LLC | 0.03% | New | 16,562 | $669K |
| NewEdge Advisors, LLC | 0.01% | Reduce -18.5% | 16,188 | $657K |
| Mgo One Seven LLC | 0.03% | Reduce -3.4% | 16,102 | $653K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -20.6% | 13,627 | $553K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -9.6% | 13,626 | $553K |
| Schulz Wealth, LTD. | 0.45% | Reduce -5.0% | 12,838 | $521K |
| Pitti Group Wealth Management, LLC | 0.58% | No change | 12,841 | $520K |
| IFP Advisors, Inc | 0.02% | No change | 12,445 | $505K |
| Sage Capital Advisors,llc | 0.14% | New | 11,690 | $474K |
| Townsquare Capital LLC | 0.01% | Reduce -1.5% | 11,571 | $469K |
| First Heartland Consultants, Inc. | 0.05% | Add +46.7% | 11,093 | $450K |
| Octavia Wealth Advisors, LLC | 0.07% | No change | 11,049 | $448K |
| Keystone Wealth Services, LLC | 0.13% | No change | 10,127 | $411K |
| Beacon Financial Group | 0.05% | Reduce -32.4% | 9,789 | $397K |
| Archer Investment Corp | 0.12% | No change | 9,785 | $397K |
| Lanark Financial, Inc. | 0.04% | Reduce -2.3% | 9,760 | $395K |
| Mariner, LLC | 0.00% | No change | 9,462 | $384K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 9,261 | $376K |
| FWG Investments, LLC. | 0.40% | Add +7.6% | 9,047 | $367K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 8,717 | $354K |
| CoreCap Advisors, LLC | 0.02% | Add +60.7% | 8,325 | $338K |
| Two Sigma Securities, LLC | 0.02% | New | 8,182 | $332K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -2.4% | 8,033 | $326K |
| Blue Bell Private Wealth Management, LLC | 0.07% | No change | 7,721 | $313K |
| Sequent Planning LLC | 0.11% | — | 7,681 | $312K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -8.7% | 7,645 | $310K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -91.7% | 7,441 | $302K |
| Cedar Brook Financial Partners, LLC | 0.06% | Reduce -29.1% | 7,352 | $298K |
| DHJJ Financial Advisors, Ltd. | 0.13% | No change | 7,032 | $285K |
| Arbor Capital Management Inc. | 0.27% | Reduce -0.8% | 6,947 | $284K |
| WealthTrust Asset Management, LLC | 0.21% | No change | 6,907 | $280K |
| Jane Street Group, LLC | 0.00% | New | 6,818 | $277K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 6,730 | $273K |
| Share Andrew L. | 0.13% | No change | 6,229 | $253K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,228 | $252K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +2.6% | 5,843 | $237K |
| SMART Wealth LLC | 0.10% | New | 5,536 | $225K |
| Beacon Financial Advisory LLC | 0.11% | No change | 5,500 | $223K |
| Financial Network Wealth Advisors LLC | 0.21% | No change | 5,268 | $214K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 5,176 | $210K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 5,176 | $210K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -36.5% | 2,742 | $111K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,712 | $110K |
| Clear Point Advisors Inc. | 0.07% | No change | 2,187 | $89K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,950 | $79K |
| Larson Financial Group LLC | 0.00% | Reduce -42.7% | 1,060 | $43K |
| Bank of America Corp. | 0.00% | No change | 746 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 630 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 555 | $23K |
| Caitlin John, LLC | 0.01% | No change | 404 | $16K |
| UBS Group AG | 0.00% | Reduce -87.4% | 307 | $12K |
| Tucker Asset Management LLC | 0.00% | No change | 237 | $10K |
| Morgan Stanley | 0.00% | New | 146 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 137 | $6K |
"% of holder's portfolio" is FOCT's weight in each manager's 13F, not the share of FT Vest U.S. Equity Buffer E the manager owns.