FT Vest US Eq Max Buf JuneJUNMETF

13F holders, Q3 2024 (September 30)
55holders +27
30new positions
3sold out
1famous investor
$31.43avg. 13F price*

At the end of Q3 2024, 55 institutions reported holding FT Vest US Eq Max Buf June (JUNM) in their 13F filings, up 27 from Q2 2024. 30 opened new positions and 3 sold out. The largest holders were Mutual Advisors, LLC ($7.6M), Commonwealth Equity Services, LLC ($7.6M) and Envestnet Asset Management Inc. ($4.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
FT Vest US Eq Max Buf June
Filed as
FIRST TR EXCHNG TRADED FD VI (Q3 2024)
CUSIP
33740U588
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q2 2024: 28Q2 2024Q3 2024: 55Q3 2024Q4 2024: 52Q4 2024Q1 2025: 51Q1 2025Q2 2025: 51Q2 2025Q3 2025: 50Q3 2025Q4 2025: 56Q4 2025Q1 2026: 52Q1 2026Q2 2026: 57Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions30$23.2M
Exits3$337K

All 13F filers, Q2 2024 → Q3 2024: 1,190,087 shares bought and 18,643 shares sold, net +1,171,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 55 holders

Mutual Advisors, LLC 0.22% Add +9.7% 241,913 $7.6M
Commonwealth Equity Services, LLC 0.01% Add +43.6% 242,326 $7.6M
Envestnet Asset Management Inc. 0.00% New 148,395 $4.7M
Encompass More Asset Management 1.64% Add +195.3% 137,000 $4.3M
Donald L. Hagan, LLC 1.85% Add +24.7% 115,309 $3.6M
AE Wealth Management LLC 0.02% New 82,076 $2.6M
Gallagher Fiduciary Advisors, LLC 0.48% Add +678.0% 75,300 $2.4M
Atria Wealth Solutions, Inc. 0.02% New 58,669 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +653.2% 57,114 $1.8M
Cresset Asset Management, LLC 0.01% Add +27.7% 53,650 $1.7M
Atria Investments, Inc 0.02% New 50,446 $1.6M
HBW Advisory Services LLC 0.21% New 45,589 $1.4M
Glen Eagle Advisors, LLC 0.20% New 36,900 $1.2M
Creekmur Asset Management LLC 0.27% Add +36.3% 36,391 $1.1M
World Equity Group, Inc. 0.38% New 33,442 $1.1M
Owen LaRue, LLC 0.55% Add +48.5% 33,220 $1.0M
Diligent Investors, LLC 0.24% New 32,900 $1.0M
Cetera Investment Advisers 0.00% Add +77.5% 31,044 $975K
Jane Street Group, LLC 0.00% New 28,507 $896K
StoneX Group Inc. 0.06% Add +44.0% 26,500 $833K
Nations Financial Group Inc, /Ia/ 0.06% New 25,492 $801K
Legacy CG, LLC 0.24% New 23,685 $744K
Kestra Advisory Services, LLC 0.00% Add +182.9% 22,997 $723K
MML Investors Services, LLC 0.00% Add +51.0% 21,510 $676K
Clear Creek Financial Management, LLC 0.07% Add +3.6% 20,300 $638K
Capital Investment Advisory Services, LLC 0.06% Add +147.5% 19,297 $606K
Strategic Blueprint, LLC 0.04% Add +68.4% 18,697 $587K
Lanark Financial, Inc. 0.05% New 17,276 $542K
RPS Advisory Solutions LLC 0.38% New 16,882 $530K
Prostatis Group LLC 0.15% New 15,053 $473K
Brookstone Capital Management 0.01% New 14,530 $457K
Anfield Capital Management, LLC 0.17% New 14,047 $441K
Osaic Holdings, Inc. 0.00% Add +327.2% 13,979 $439K
Citadel Advisors 0.00% Reduce -35.6% 13,842 $435K
Signal Advisors Wealth, LLC 0.06% New 13,091 $411K
Foguth Wealth Management, LLC. 0.15% Add +77.8% 13,091 $411K
JPMorgan Chase & Co. 0.00% Add +163.8% 12,958 $407K
Sowell Financial Services LLC 0.02% New 13,016 $401K
Wedbush Securities Inc. 0.01% New 9,672 $304K
LexAurum Advisors, LLC 0.07% New 9,580 $301K
Captrust Financial Advisors 0.00% New 9,000 $283K
BlueChip Wealth Advisors LLC 0.14% New 8,774 $276K
Capital Analysts, LLC 0.01% Add +89.1% 7,995 $251K
Harbour Investments, Inc. 0.01% Add +58.0% 7,752 $244K
Orion Porfolio Solutions, LLC 0.00% Add +11.9% 7,425 $233K
Orion Portfolio Solutions, LLC 0.00% Add +11.9% 7,425 $233K
Cwm, LLC 0.00% New 7,066 $222K
NewEdge Advisors, LLC 0.00% New 6,550 $206K
Larson Financial Group LLC 0.01% No change 6,533 $205K
GeoWealth Management, LLC 0.01% New 5,861 $184K
Barclays PLC 0.00% New 4,959 $156K
UBS Group AG 0.00% New 4,430 $139K
DHJJ Financial Advisors, Ltd. 0.03% New 2,110 $66K
Integrity Financial Corp 0.00% New 161 $5K
Bank of America Corp. 0.00% New 28 $880

"% of holder's portfolio" is JUNM's weight in each manager's 13F, not the share of FT Vest US Eq Max Buf June the manager owns.