FT Vest US Eq Max Buf JulyJULMETF
13F holders, Q4 2024 (December 31)30holders +2
4new positions
3sold out
$31.45avg. 13F price*
At the end of Q4 2024, 30 institutions reported holding FT Vest US Eq Max Buf July (JULM) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($2.2M), Cambridge Investment Research Advisors, Inc. ($1.3M) and Old Mission Capital LLC ($788K).
- Company
- FT Vest US Eq Max Buf July
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740U570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $458K |
| Exits | 3 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 47,475 shares bought and 50,974 shares sold, net −3,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Commonwealth Equity Services, LLC | 0.00% | Add +42.6% | 69,635 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 40,488 | $1.3M |
| Old Mission Capital LLC | 0.02% | Add +31.6% | 25,061 | $788K |
| Glen Eagle Advisors, LLC | 0.13% | No change | 24,725 | $777K |
| Cetera Investment Advisers | 0.00% | Add +3.8% | 22,044 | $693K |
| Mutual Advisors, LLC | 0.02% | Reduce -4.9% | 19,514 | $616K |
| Kestra Advisory Services, LLC | 0.00% | No change | 17,285 | $543K |
| Townsquare Capital LLC | 0.01% | No change | 17,282 | $543K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -1.4% | 15,611 | $491K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.5% | 15,302 | $481K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -10.3% | 13,050 | $410K |
| Foguth Wealth Management, LLC. | 0.10% | Add +26.2% | 12,457 | $395K |
| Norden Group LLC | 0.04% | No change | 12,000 | $377K |
| Nations Financial Group Inc, /Ia/ | 0.03% | No change | 11,222 | $353K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,908 | $343K |
| MML Investors Services, LLC | 0.00% | Add +33.1% | 10,786 | $339K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -22.2% | 9,825 | $309K |
| Brookstone Capital Management | 0.00% | No change | 9,099 | $286K |
| Prasad Wealth Partners, LLC | 0.08% | — | 7,750 | $244K |
| Madrona Financial Services, LLC | 0.06% | No change | 6,580 | $207K |
| IFP Advisors, Inc | 0.01% | No change | 6,560 | $206K |
| HighTower Advisors, LLC | 0.00% | No change | 6,500 | $204K |
| AE Wealth Management LLC | 0.00% | New | 2,900 | $91K |
| Anfield Capital Management, LLC | 0.03% | No change | 2,875 | $90K |
| Capital Analysts, LLC | 0.00% | No change | 2,471 | $78K |
| Creekmur Asset Management LLC | 0.01% | Reduce -61.5% | 1,700 | $53K |
| Larson Financial Group LLC | 0.00% | No change | 1,644 | $52K |
| Geneos Wealth Management Inc. | 0.00% | New | 650 | $20K |
| UBS Group AG | 0.00% | New | 100 | $3K |
| Barclays PLC | 0.00% | Reduce -86.2% | 9 | $283 |
"% of holder's portfolio" is JULM's weight in each manager's 13F, not the share of FT Vest US Eq Max Buf July the manager owns.