FT Vest US Eq Max Buf JulyJULMETF

13F holders, Q4 2025 (December 31)
40holders +4
5new positions
2sold out
$33.60avg. 13F price*

At the end of Q4 2025, 40 institutions reported holding FT Vest US Eq Max Buf July (JULM) in their 13F filings, up 4 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were Old Mission Capital LLC ($1.4M), Commonwealth Equity Services, LLC ($867K) and Glen Eagle Advisors, LLC ($820K).

Company
FT Vest US Eq Max Buf July
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$547K
Exits2$739K

All 13F filers, Q3 2025 → Q4 2025: 42,932 shares bought and 38,788 shares sold, net +4,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 40 holders

Old Mission Capital LLC 0.06% Add +99.1% 42,360 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -12.0% 25,816 $867K
Glen Eagle Advisors, LLC 0.11% Reduce -1.4% 24,390 $820K
Cwm, LLC 0.00% Reduce -1.4% 23,435 $787K
LPL Financial LLC 0.00% Reduce -0.1% 20,440 $687K
Strategic Blueprint, LLC 0.04% Add +2.0% 18,650 $627K
Mutual Advisors, LLC 0.01% Reduce -5.1% 18,104 $608K
IMC-Chicago, LLC 0.01% Add +9.3% 17,141 $576K
Captrust Financial Advisors 0.00% No change 15,304 $514K
Cetera Investment Advisers 0.00% Add +16.1% 14,225 $478K
Susquehanna International Group, LLP 0.00% New 13,267 $446K
Arete Wealth Advisors, LLC 0.03% No change 13,050 $438K
Norden Group LLC 0.04% No change 12,000 $403K
Madrona Financial Services, LLC 0.08% No change 11,162 $375K
Crusonia Wealth Advisors LLC 0.08% — 10,820 $364K
Goldman Sachs Group Inc. 0.00% Reduce -8.6% 10,490 $352K
Clear Creek Financial Management, LLC 0.03% Add +1.3% 10,239 $344K
MML Investors Services, LLC 0.00% Add +0.8% 10,126 $340K
AE Wealth Management LLC 0.00% No change 9,897 $333K
Kestra Advisory Services, LLC 0.00% Reduce -43.6% 9,740 $327K
Cresset Asset Management, LLC 0.00% No change 9,371 $315K
Ergawealth Advisors, Inc. 0.14% No change 8,858 $298K
Envestnet Asset Management Inc. 0.00% Add +3.0% 8,706 $293K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.2% 7,678 $258K
Prasad Wealth Partners, LLC 0.06% Reduce -11.1% 6,800 $228K
IFP Advisors, Inc 0.00% No change 6,560 $220K
Foguth Wealth Management, LLC. 0.03% — 6,224 $209K
Barclays PLC 0.00% Add +18.2% 4,266 $143K
Osaic Holdings, Inc. 0.00% Add +29.2% 2,878 $97K
Anfield Capital Management, LLC 0.03% No change 2,875 $97K
Capital Analysts, LLC 0.00% No change 2,471 $83K
Financial Network Wealth Advisors LLC 0.07% Reduce -26.9% 2,140 $72K
Harbour Investments, Inc. 0.00% Reduce -23.7% 1,845 $62K
Triumph Capital Management 0.01% New 1,545 $52K
Integrity Financial Corp 0.01% No change 764 $26K
CX Institutional 0.00% New 713 $24K
Geneos Wealth Management Inc. 0.00% No change 650 $22K
Wells Fargo & Company 0.00% New 518 $17K
DHJJ Financial Advisors, Ltd. 0.00% No change 370 $12K
UBS Group AG 0.00% New 233 $8K

"% 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.