FT Vest U.S. Equity Buffer EFOCTETF
13F holders, Q3 2024 (September 30)94holders −3
6new positions
10sold out
1famous investor
$42.24avg. 13F price*
At the end of Q3 2024, 94 institutions reported holding FT Vest U.S. Equity Buffer E (FOCT) in their 13F filings, down 3 from Q2 2024. 6 opened new positions and 10 sold out. The largest holders were McCarthy & Cox ($5.8M), Raymond James Financial Services Advisors, Inc. ($5.6M) and Prospera Financial Services Inc ($5.3M). 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 (Q3 2024)
- CUSIP
- 33740F664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.5M |
| Exits | 10 | $10.5M |
All 13F filers, Q2 2024 → Q3 2024: 154,515 shares bought and 876,628 shares sold, net −722,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| McCarthy & Cox | 2.22% | No change | 137,225 | $5.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.2% | 131,820 | $5.6M |
| Prospera Financial Services Inc | 0.14% | Add +1.3% | 125,637 | $5.3M |
| REAP Financial Group, LLC | 1.24% | Reduce -6.4% | 119,558 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -58.7% | 102,425 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.6% | 99,804 | $4.2M |
| SOA Wealth Advisors, LLC. | 0.72% | Reduce -0.1% | 88,937 | $3.8M |
| Cwm, LLC | 0.01% | Reduce -65.9% | 80,158 | $3.4M |
| Valtinson Bruner Financial Planning LLC | 1.16% | Reduce -0.2% | 78,719 | $3.3M |
| Cetera Investment Advisers | 0.01% | Reduce -49.9% | 76,157 | $3.2M |
| Raymond James & Associates | 0.00% | Reduce -3.2% | 72,296 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.9% | 71,784 | $3.0M |
| Assetmark, Inc. | 0.01% | Add +199.5% | 70,876 | $3.0M |
| ERn Financial, LLC | 0.43% | Reduce -9.4% | 66,372 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.5% | 62,094 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -7.9% | 56,403 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 53,215 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.7% | 47,140 | $2.0M |
| Stephens Inc. | 0.03% | Reduce -52.3% | 46,880 | $2.0M |
| Fragasso Financial Advisors Inc | 0.13% | Reduce -0.0% | 39,184 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -7.9% | 37,235 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 37,047 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -0.9% | 36,815 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 32,731 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.8% | 30,654 | $1.3M |
| Brookstone Capital Management | 0.02% | No change | 28,804 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 25,989 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -0.0% | 25,900 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.35% | Reduce -3.7% | 20,404 | $862K |
| Harbour Investments, Inc. | 0.02% | Reduce -24.5% | 18,572 | $785K |
| Tanglewood Legacy Advisors, LLC | 0.35% | No change | 18,426 | $779K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 17,538 | $741K |
| SeaCrest Wealth Management, LLC | 0.08% | No change | 17,383 | $735K |
| Captrust Financial Advisors | 0.00% | Reduce -4.8% | 16,942 | $716K |
| Ameritas Advisory Services, LLC | 0.03% | Add +0.9% | 16,712 | $706K |
| Integrity Financial Corp | 0.41% | Reduce -3.9% | 16,421 | $694K |
| JPMorgan Chase & Co. | 0.00% | Add +122.7% | 15,690 | $663K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.9% | 15,092 | $638K |
| SMART Wealth LLC | 0.24% | Add +31.1% | 14,546 | $615K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.2% | 13,595 | $574K |
| Mgo One Seven LLC | 0.02% | Reduce -17.5% | 13,317 | $563K |
| Citadel Advisors | 0.00% | Reduce -15.8% | 12,914 | $546K |
| Schulz Wealth, LTD. | 0.42% | No change | 12,838 | $542K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.4% | 12,377 | $523K |
| Pitti Group Wealth Management, LLC | 0.54% | No change | 12,841 | $499K |
| Strategic Blueprint, LLC | 0.03% | Reduce -26.1% | 11,770 | $497K |
| Townsquare Capital LLC | 0.01% | Reduce -0.8% | 11,409 | $482K |
| Octavia Wealth Advisors, LLC | 0.06% | No change | 11,049 | $467K |
| CoreCap Advisors, LLC | 0.02% | Add +12.1% | 10,758 | $455K |
| IFP Advisors, Inc | 0.02% | Reduce -17.1% | 10,322 | $436K |
| Keystone Wealth Services, LLC | 0.12% | No change | 10,127 | $428K |
| Archer Investment Corp | 0.11% | No change | 9,785 | $413K |
| Mariner, LLC | 0.00% | Reduce -1.6% | 9,312 | $393K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | No change | 8,692 | $367K |
| Lanark Financial, Inc. | 0.03% | Reduce -1.5% | 8,612 | $363K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | No change | 8,370 | $354K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.4% | 8,223 | $347K |
| FWG Investments, LLC. | 0.30% | Reduce -8.4% | 8,216 | $347K |
| Founders Financial Securities LLC | 0.03% | New | 8,111 | $343K |
| TFB Advisors LLC | 0.10% | Add +31.1% | 8,097 | $342K |
| Meridian Wealth Management, LLC | 0.02% | No change | 7,983 | $337K |
| Sanctuary Advisors, LLC | 0.00% | Add +50.7% | 7,669 | $329K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -3.7% | 7,432 | $314K |
| Mutual Advisors, LLC | 0.01% | New | 7,238 | $306K |
| Arbor Capital Management Inc. | 0.28% | Reduce -0.8% | 6,895 | $292K |
| WealthTrust Asset Management, LLC | 0.22% | No change | 6,907 | $292K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.2% | 6,815 | $288K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -14.0% | 6,761 | $286K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -41.2% | 6,740 | $285K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 6,730 | $284K |
| Prosperity Consulting Group, LLC | 0.02% | New | 6,571 | $278K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 6,363 | $269K |
| Share Andrew L. | 0.18% | No change | 6,229 | $263K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,228 | $263K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -73.1% | 5,982 | $253K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -17.8% | 5,782 | $244K |
| Beacon Financial Advisory LLC | 0.08% | No change | 5,500 | $232K |
| Transcend Capital Advisors, LLC | 0.01% | No change | 4,900 | $207K |
| UBS Group AG | 0.00% | Add +421.5% | 4,652 | $197K |
| PNC Financial Services Group, Inc. | 0.00% | Add +125.2% | 2,763 | $117K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,712 | $115K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +11.8% | 2,360 | $100K |
| Financial Network Wealth Advisors LLC | 0.08% | Reduce -57.9% | 2,220 | $94K |
| Capital Analysts, LLC | 0.00% | Reduce -90.8% | 2,080 | $88K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,024 | $86K |
| Larson Financial Group LLC | 0.00% | No change | 1,060 | $45K |
| Barclays PLC | 0.00% | New | 1,053 | $44K |
| Bank of America Corp. | 0.00% | No change | 746 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 630 | $27K |
| 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 |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 137 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 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.