FT Vest US Eq Max Buf JulyJULMETF

13F holders, Q3 2025 (September 30)
36holders +9
14new positions
4sold out
1famous investor
$33.21avg. 13F price*

At the end of Q3 2025, 36 institutions reported holding FT Vest US Eq Max Buf July (JULM) in their 13F filings, up 9 from Q2 2025. 14 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($974K), Glen Eagle Advisors, LLC ($821K) and Cwm, LLC ($789K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
FT Vest US Eq Max Buf July
Filed as
FIRST TR EXCHNG TRADED FD VI (Q3 2025)
CUSIP
33740U570
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q3 2024: 28Q3 2024Q4 2024: 30Q4 2024Q1 2025: 27Q1 2025Q2 2025: 27Q2 2025Q3 2025: 36Q3 2025Q4 2025: 40Q4 2025Q1 2026: 38Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions14$4.8M
Exits4$768K

All 13F filers, Q2 2025 → Q3 2025: 164,075 shares bought and 83,096 shares sold, net +80,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders

Commonwealth Equity Services, LLC 0.00% Reduce -46.9% 29,330 $974K
Glen Eagle Advisors, LLC 0.11% No change 24,725 $821K
Cwm, LLC 0.00% New 23,772 $789K
Old Mission Capital LLC 0.03% New 21,272 $706K
LPL Financial LLC 0.00% Add +2.0% 20,458 $679K
Citadel Advisors 0.00% Add +90.7% 20,269 $673K
Mutual Advisors, LLC 0.01% No change 19,079 $636K
Strategic Blueprint, LLC 0.03% New 18,280 $607K
Kestra Advisory Services, LLC 0.00% No change 17,285 $574K
IMC-Chicago, LLC 0.01% New 15,688 $521K
Captrust Financial Advisors 0.00% New 15,304 $508K
Arete Wealth Advisors, LLC 0.03% No change 13,050 $433K
Cetera Investment Advisers 0.00% Add +27.5% 12,252 $407K
Norden Group LLC 0.04% No change 12,000 $398K
Goldman Sachs Group Inc. 0.00% New 11,481 $381K
Madrona Financial Services, LLC 0.08% Add +69.6% 11,162 $371K
Clear Creek Financial Management, LLC 0.03% Reduce -10.8% 10,113 $336K
MML Investors Services, LLC 0.00% Add +22.1% 10,041 $333K
AE Wealth Management LLC 0.00% New 9,897 $329K
Cresset Asset Management, LLC 0.00% New 9,371 $311K
Ergawealth Advisors, Inc. 0.14% New 8,858 $294K
Envestnet Asset Management Inc. 0.00% Add +1.4% 8,452 $281K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -79.7% 8,269 $275K
Prasad Wealth Partners, LLC 0.07% Add +1.3% 7,650 $254K
IFP Advisors, Inc 0.01% No change 6,560 $218K
Barclays PLC 0.00% New 3,609 $120K
Financial Network Wealth Advisors LLC 0.11% No change 2,929 $97K
Anfield Capital Management, LLC 0.03% No change 2,875 $95K
Capital Analysts, LLC 0.00% No change 2,471 $82K
Harbour Investments, Inc. 0.00% New 2,419 $80K
Osaic Holdings, Inc. 0.00% Add +305.1% 2,228 $74K
Ameritas Advisory Services, LLC 0.00% New 2,000 $66K
Creekmur Asset Management LLC 0.00% No change 825 $27K
Integrity Financial Corp 0.01% New 764 $25K
Geneos Wealth Management Inc. 0.00% No change 650 $22K
DHJJ Financial Advisors, Ltd. 0.00% New 370 $12K

"% 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.