FT Vest U.S. Equity Buffer EFOCTETF
13F holders, Q4 2024 (December 31)129holders +35
22new positions
5sold out
1famous investor
$42.63avg. 13F price*
At the end of Q4 2024, 129 institutions reported holding FT Vest U.S. Equity Buffer E (FOCT) in their 13F filings, up 35 from Q3 2024. 22 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($24.0M), Raymond James Financial Inc. ($22.6M) and Cetera Investment Advisers ($19.4M). 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 (Q4 2024)
- CUSIP
- 33740F664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $33.5M |
| Exits | 5 | $5.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,479,974 shares bought and 317,962 shares sold, net +2,162,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Envestnet Asset Management Inc. | 0.01% | Add +684.2% | 562,913 | $24.0M |
| Raymond James Financial Inc. | 0.01% | — | 530,741 | $22.6M |
| Cetera Investment Advisers | 0.04% | Add +497.8% | 455,252 | $19.4M |
| LeClair Wealth Partners LLC | 8.10% | — | 285,025 | $12.2M |
| Bleakley Financial Group, LLC | 0.35% | New | 270,666 | $11.5M |
| Cwm, LLC | 0.03% | Add +135.5% | 188,752 | $8.0M |
| CreativeOne Wealth, LLC | 0.24% | Add +2915.5% | 180,388 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +58.5% | 162,340 | $6.9M |
| WealthPlan Investment Management, LLC | 0.66% | New | 156,445 | $6.7M |
| McCarthy & Cox | 2.14% | Add +5.2% | 144,387 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +44.4% | 144,151 | $6.1M |
| Bison Wealth, LLC | 0.64% | — | 123,461 | $5.3M |
| Assetmark, Inc. | 0.01% | Add +56.9% | 111,208 | $4.7M |
| REAP Financial Group, LLC | 1.13% | Reduce -10.9% | 106,512 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +60.4% | 99,600 | $4.2M |
| WealthPLAN Partners, LLC | 0.54% | New | 89,956 | $3.8M |
| SOA Wealth Advisors, LLC. | 0.69% | Reduce -0.9% | 88,132 | $3.8M |
| Mgo One Seven LLC | 0.13% | Add +498.1% | 79,651 | $3.4M |
| Acorn Financial Advisory Services Inc. | 0.55% | New | 77,548 | $3.3M |
| Valtinson Bruner Financial Planning LLC | 1.14% | Reduce -2.5% | 76,729 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +28.3% | 72,361 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +149.5% | 64,622 | $2.8M |
| LPL Financial LLC | 0.00% | Add +16.3% | 61,875 | $2.6M |
| Stephens Inc. | 0.04% | Add +28.0% | 60,014 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +51.2% | 46,341 | $2.0M |
| Midwest Financial Network, LLC | 1.99% | — | 44,813 | $1.9M |
| Insigneo Advisory Services, LLC | 0.19% | New | 42,512 | $1.8M |
| Fragasso Financial Advisors Inc | 0.13% | Add +5.1% | 41,182 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +9.4% | 40,536 | $1.7M |
| FWG Investments, LLC. | 1.26% | Add +363.2% | 38,057 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +458.1% | 38,037 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -0.4% | 37,090 | $1.6M |
| SMART Wealth LLC | 0.56% | Add +153.4% | 36,862 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -0.1% | 36,780 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -22.6% | 36,499 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +122.6% | 33,601 | $1.4M |
| Brookstone Capital Management | 0.02% | Add +2.5% | 29,531 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +66.1% | 28,137 | $1.2M |
| Harvest Investment Services, LLC | 0.28% | New | 26,657 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.40% | Add +15.3% | 23,533 | $1.0M |
| Ameritas Advisory Services, LLC | 0.03% | Add +38.5% | 23,154 | $987K |
| Atria Investments, Inc | 0.01% | Add +0.6% | 22,146 | $944K |
| Integrity Financial Corp | 0.49% | Add +21.1% | 19,884 | $848K |
| Tanglewood Legacy Advisors, LLC | 0.34% | No change | 18,426 | $786K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.9% | 18,038 | $769K |
| SeaCrest Wealth Management, LLC | 0.08% | No change | 17,383 | $741K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +23.5% | 16,793 | $716K |
| Citadel Advisors | 0.00% | Add +23.4% | 15,936 | $679K |
| PNC Financial Services Group, Inc. | 0.00% | Add +457.3% | 15,398 | $656K |
| Keystone Wealth Services, LLC | 0.17% | Add +49.3% | 15,122 | $645K |
| Centaurus Financial, Inc. | 0.03% | New | 13,237 | $564K |
| Founders Financial Securities LLC | 0.05% | Add +61.7% | 13,115 | $559K |
| Old Mission Capital LLC | 0.01% | New | 12,982 | $553K |
| Schulz Wealth, LTD. | 0.42% | Add +0.3% | 12,873 | $549K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +70.0% | 12,632 | $539K |
| TFB Advisors LLC | 0.15% | Add +55.2% | 12,568 | $536K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 12,397 | $528K |
| Pitti Group Wealth Management, LLC | 0.54% | Reduce -3.6% | 12,381 | $528K |
| CoreCap Advisors, LLC | 0.02% | Add +14.8% | 12,354 | $527K |
| Harbour Investments, Inc. | 0.01% | Reduce -34.7% | 12,130 | $517K |
| Savvy Advisors, Inc. | 0.06% | Add +78.5% | 12,040 | $513K |
| Strategic Blueprint, LLC | 0.03% | Reduce -1.5% | 11,595 | $494K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +30.6% | 11,352 | $484K |
| First Trust Advisors LP | 0.00% | New | 11,178 | $477K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -5.2% | 10,472 | $446K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 10,332 | $440K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 10,118 | $431K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,815 | $418K |
| Arbor Capital Management Inc. | 0.40% | Add +36.7% | 9,423 | $409K |
| New Wave Wealth Advisors LLC | 0.16% | New | 9,400 | $401K |
| Avantax Advisory Services, Inc. | 0.00% | New | 9,355 | $399K |
| VestGen Investment Management | 0.11% | Add +58.5% | 9,310 | $397K |
| Semus Wealth Partners LLC | 0.26% | New | 9,234 | $394K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 9,096 | $388K |
| Archer Investment Corp | 0.10% | Reduce -7.7% | 9,035 | $385K |
| Prospera Financial Services Inc | 0.01% | Reduce -93.0% | 8,773 | $374K |
| Prosperity Consulting Group, LLC | 0.03% | Add +29.6% | 8,517 | $363K |
| Mariner, LLC | 0.00% | Reduce -9.8% | 8,402 | $358K |
| Financial Life Planners | 0.29% | — | 8,249 | $352K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 8,223 | $351K |
| Townsquare Capital LLC | 0.00% | Reduce -28.3% | 8,186 | $349K |
| Meridian Wealth Management, LLC | 0.02% | No change | 7,983 | $340K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -9.7% | 7,555 | $322K |
| Mutual Advisors, LLC | 0.01% | No change | 7,238 | $312K |
| WealthTrust Asset Management, LLC | 0.21% | No change | 6,907 | $294K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 6,761 | $288K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 6,730 | $287K |
| HighTower Advisors, LLC | 0.00% | New | 6,719 | $286K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +141.8% | 6,558 | $286K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -18.0% | 6,290 | $274K |
| Leigh Baldwin & Co., LLC | 0.23% | — | 6,400 | $273K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 6,363 | $271K |
| Share Andrew L. | 0.13% | No change | 6,229 | $266K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,228 | $265K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.6% | 5,948 | $254K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.6% | 5,948 | $254K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Reduce -2.0% | 5,667 | $242K |
| Beacon Financial Advisory LLC | 0.08% | No change | 5,500 | $234K |
| Range Financial Group LLC | 0.11% | New | 5,483 | $234K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,417 | $231K |
"% 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.