FT Vest US Eq Max Buf JulyJULMETF
13F holders, Q1 2025 (March 31)27holders −3
3new positions
6sold out
$31.28avg. 13F price*
At the end of Q1 2025, 27 institutions reported holding FT Vest US Eq Max Buf July (JULM) in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 6 sold out. The largest holders were Commonwealth Equity Services, LLC ($1.7M), Cambridge Investment Research Advisors, Inc. ($1.3M) and Glen Eagle Advisors, LLC ($774K).
- Company
- FT Vest US Eq Max Buf July
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740U570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $507K |
| Exits | 6 | $1.6M |
All 13F filers, Q4 2024 → Q1 2025: 16,782 shares bought and 91,939 shares sold, net −75,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.2% | 55,549 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 40,418 | $1.3M |
| Glen Eagle Advisors, LLC | 0.13% | No change | 24,725 | $774K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.2% | 19,079 | $595K |
| Kestra Advisory Services, LLC | 0.00% | No change | 17,285 | $541K |
| Townsquare Capital LLC | 0.01% | No change | 17,282 | $541K |
| Clear Creek Financial Management, LLC | 0.05% | Add +0.7% | 15,725 | $492K |
| Arete Wealth Advisors, LLC | 0.03% | No change | 13,050 | $408K |
| LPL Financial LLC | 0.00% | New | 12,487 | $391K |
| Foguth Wealth Management, LLC. | 0.09% | Reduce -1.1% | 12,316 | $385K |
| Norden Group LLC | 0.04% | No change | 12,000 | $376K |
| Cetera Investment Advisers | 0.00% | Reduce -56.4% | 9,607 | $301K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -3.5% | 9,484 | $297K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.5% | 8,342 | $261K |
| MML Investors Services, LLC | 0.00% | Reduce -23.8% | 8,220 | $257K |
| Prasad Wealth Partners, LLC | 0.08% | Reduce -2.6% | 7,550 | $236K |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.2% | 7,015 | $220K |
| Madrona Financial Services, LLC | 0.06% | No change | 6,580 | $206K |
| IFP Advisors, Inc | 0.01% | No change | 6,560 | $205K |
| HighTower Advisors, LLC | 0.00% | No change | 6,500 | $203K |
| Financial Network Wealth Advisors LLC | 0.12% | New | 2,929 | $92K |
| Anfield Capital Management, LLC | 0.03% | No change | 2,875 | $90K |
| Capital Analysts, LLC | 0.00% | No change | 2,471 | $77K |
| Creekmur Asset Management LLC | 0.01% | Reduce -51.5% | 825 | $26K |
| Osaic Holdings, Inc. | 0.00% | New | 785 | $25K |
| Geneos Wealth Management Inc. | 0.00% | No change | 650 | $20K |
| UBS Group AG | 0.00% | Add +467.0% | 567 | $18K |
"% 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.