FT Vest U.S. Equity Buffer EFOCTETF
13F holders, Q2 2024 (June 30)97holders +3
11new positions
9sold out
1famous investor
$41.53avg. 13F price*
At the end of Q2 2024, 97 institutions reported holding FT Vest U.S. Equity Buffer E (FOCT) in their 13F filings, up 3 from Q1 2024. 11 opened new positions and 9 sold out. The largest holders were Commonwealth Equity Services, LLC ($10.3M), Cwm, LLC ($9.8M) and Legacy Capital Wealth Partners, LLC ($6.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740F664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $9.9M |
| Exits | 9 | $14.2M |
All 13F filers, Q1 2024 → Q2 2024: 265,107 shares bought and 678,978 shares sold, net −413,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Commonwealth Equity Services, LLC | 0.02% | Reduce -15.5% | 247,800 | $10.3M |
| Cwm, LLC | 0.05% | Reduce -6.3% | 235,115 | $9.8M |
| Legacy Capital Wealth Partners, LLC | 1.65% | New | 156,369 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.3% | 152,284 | $6.3M |
| Cetera Investment Advisers | 0.01% | Reduce -0.3% | 151,858 | $6.3M |
| McCarthy & Cox | 2.19% | No change | 137,225 | $5.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.5% | 131,570 | $5.5M |
| REAP Financial Group, LLC | 1.43% | Reduce -0.4% | 127,672 | $5.3M |
| Prospera Financial Services Inc | 0.14% | Add +0.5% | 124,062 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -51.9% | 107,972 | $4.5M |
| Stephens Inc. | 0.06% | Reduce -0.4% | 98,352 | $4.1M |
| SOA Wealth Advisors, LLC. | 0.74% | Reduce -1.3% | 89,004 | $3.7M |
| Valtinson Bruner Financial Planning LLC | 1.30% | Reduce -3.1% | 78,891 | $3.3M |
| Raymond James & Associates | 0.00% | Reduce -12.5% | 74,714 | $3.1M |
| ERn Financial, LLC | 0.50% | Reduce -28.5% | 73,223 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -8.8% | 65,698 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -21.0% | 61,220 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 54,049 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +5.3% | 47,944 | $2.0M |
| AE Wealth Management LLC | 0.02% | Reduce -13.5% | 40,436 | $1.7M |
| Fragasso Financial Advisors Inc | 0.13% | Reduce 0.0% | 39,186 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +2.7% | 37,843 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | No change | 37,135 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.4% | 35,982 | $1.5M |
| Wolff Wiese Magana LLC | 1.16% | Reduce -4.8% | 35,076 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -0.2% | 28,804 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 25,906 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -32.6% | 24,605 | $1.0M |
| Assetmark, Inc. | 0.00% | New | 23,662 | $983K |
| Capital Analysts, LLC | 0.04% | No change | 22,652 | $941K |
| CreativeOne Wealth, LLC | 0.05% | Add +6.0% | 22,242 | $924K |
| FSB Premier Wealth Management, Inc. | 0.40% | Reduce -31.0% | 21,185 | $880K |
| Tanglewood Legacy Advisors, LLC | 0.36% | No change | 18,426 | $765K |
| Captrust Financial Advisors | 0.00% | Reduce -14.8% | 17,786 | $739K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -24.4% | 17,538 | $729K |
| SeaCrest Wealth Management, LLC | 0.08% | No change | 17,383 | $722K |
| Integrity Financial Corp | 0.44% | Reduce -0.9% | 17,082 | $710K |
| Ameritas Advisory Services, LLC | 0.03% | No change | 16,562 | $688K |
| Mgo One Seven LLC | 0.03% | Add +0.2% | 16,136 | $670K |
| Strategic Blueprint, LLC | 0.04% | Reduce -22.1% | 15,929 | $662K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.7% | 15,869 | $659K |
| Citadel Advisors | 0.00% | New | 15,340 | $637K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.6% | 14,635 | $608K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 13,627 | $566K |
| Schulz Wealth, LTD. | 0.45% | No change | 12,838 | $533K |
| Atria Investments, Inc | 0.01% | Reduce -49.8% | 12,572 | $522K |
| IFP Advisors, Inc | 0.02% | No change | 12,445 | $517K |
| Pitti Group Wealth Management, LLC | 0.54% | No change | 12,841 | $499K |
| Townsquare Capital LLC | 0.01% | Reduce -0.7% | 11,496 | $478K |
| First Heartland Consultants, Inc. | 0.05% | Add +3.4% | 11,468 | $476K |
| Sage Capital Advisors,llc | 0.13% | Reduce -4.9% | 11,121 | $462K |
| SMART Wealth LLC | 0.19% | Add +100.4% | 11,093 | $461K |
| Octavia Wealth Advisors, LLC | 0.06% | No change | 11,049 | $459K |
| Keystone Wealth Services, LLC | 0.13% | No change | 10,127 | $421K |
| Archer Investment Corp | 0.12% | No change | 9,785 | $406K |
| CoreCap Advisors, LLC | 0.04% | Add +15.3% | 9,595 | $399K |
| Mariner, LLC | 0.00% | No change | 9,462 | $393K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -32.1% | 9,247 | $384K |
| FWG Investments, LLC. | 0.38% | Reduce -0.8% | 8,971 | $373K |
| Lanark Financial, Inc. | 0.03% | Reduce -10.4% | 8,745 | $363K |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Reduce -0.3% | 8,692 | $361K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +9.5% | 8,370 | $348K |
| J.W. Cole Advisors, Inc. | 0.02% | No change | 8,033 | $334K |
| Meridian Wealth Management, LLC | 0.04% | New | 7,983 | $332K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -15.1% | 7,861 | $327K |
| Blue Bell Private Wealth Management, LLC | 0.07% | No change | 7,721 | $321K |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.8% | 7,047 | $293K |
| DHJJ Financial Advisors, Ltd. | 0.12% | No change | 7,032 | $292K |
| Arbor Capital Management Inc. | 0.26% | No change | 6,947 | $289K |
| WealthTrust Asset Management, LLC | 0.21% | No change | 6,907 | $287K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.3% | 6,895 | $286K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 6,730 | $280K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,500 | $270K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 6,363 | $264K |
| Share Andrew L. | 0.15% | No change | 6,229 | $259K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,228 | $258K |
| TFB Advisors LLC | 0.08% | New | 6,175 | $257K |
| Beacon Financial Advisory LLC | 0.09% | No change | 5,500 | $228K |
| StoneX Group Inc. | 0.02% | New | 5,315 | $221K |
| Financial Network Wealth Advisors LLC | 0.16% | No change | 5,268 | $219K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 5,176 | $215K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 5,176 | $215K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,152 | $214K |
| Sanctuary Advisors, LLC | 0.00% | — | 5,090 | $206K |
| Transcend Capital Advisors, LLC | 0.01% | New | 4,900 | $204K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,712 | $113K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +8.2% | 2,110 | $88K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -26.2% | 2,024 | $84K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,227 | $51K |
| Larson Financial Group LLC | 0.00% | No change | 1,060 | $44K |
| UBS Group AG | 0.00% | Add +190.6% | 892 | $37K |
| Bank of America Corp. | 0.00% | No change | 746 | $31K |
| 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 | $17K |
| Tucker Asset Management LLC | 0.00% | No change | 237 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | — | 100 | $4K |
"% 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.