FT Vest US Eq Max Buf JuneJUNMETF

13F holders, Q4 2024 (December 31)
52holders −3
5new positions
10sold out
$31.77avg. 13F price*

At the end of Q4 2024, 52 institutions reported holding FT Vest US Eq Max Buf June (JUNM) in their 13F filings, down 3 from Q3 2024. 5 opened new positions and 10 sold out. The largest holders were Mutual Advisors, LLC ($7.6M), Commonwealth Equity Services, LLC ($7.2M) and Encompass More Asset Management ($5.8M).

Company
FT Vest US Eq Max Buf June
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$2.3M
Exits10$3.5M

All 13F filers, Q3 2024 → Q4 2024: 150,361 shares bought and 265,877 shares sold, net −115,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

Mutual Advisors, LLC 0.22% Reduce -1.2% 239,038 $7.6M
Commonwealth Equity Services, LLC 0.01% Reduce -5.8% 228,331 $7.2M
Encompass More Asset Management 1.90% Add +32.3% 181,255 $5.8M
Envestnet Asset Management Inc. 0.00% Add +3.9% 154,244 $4.9M
VanWeelden Wealth Management, LLC 4.22% — 146,982 $4.7M
Donald L. Hagan, LLC 1.86% Reduce -2.2% 112,722 $3.6M
Gallagher Fiduciary Advisors, LLC 0.50% Add +6.8% 80,390 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.8% 54,939 $1.7M
Atria Investments, Inc 0.02% Add +8.5% 54,740 $1.7M
Cresset Asset Management, LLC 0.01% No change 53,650 $1.7M
Atria Wealth Solutions, Inc. 0.02% Reduce -18.0% 48,084 $1.5M
HBW Advisory Services LLC 0.15% Reduce -0.1% 45,566 $1.4M
Glen Eagle Advisors, LLC 0.19% No change 36,900 $1.2M
Owen LaRue, LLC 0.55% No change 33,220 $1.1M
Diligent Investors, LLC 0.24% No change 32,900 $1.0M
Cetera Investment Advisers 0.00% Add +4.7% 32,508 $1.0M
AE Wealth Management LLC 0.01% Reduce -68.9% 25,502 $810K
Nations Financial Group Inc, /Ia/ 0.06% No change 25,492 $809K
Kestra Advisory Services, LLC 0.00% Reduce -1.1% 22,742 $722K
StoneX Group Inc. 0.04% Reduce -15.1% 22,500 $714K
Susquehanna International Group, LLP 0.00% New 22,127 $702K
Creekmur Asset Management LLC 0.16% Reduce -39.9% 21,884 $695K
Clear Creek Financial Management, LLC 0.07% No change 20,300 $644K
MML Investors Services, LLC 0.00% Reduce -10.5% 19,255 $611K
Strategic Blueprint, LLC 0.04% Add +0.8% 18,843 $598K
Osaic Holdings, Inc. 0.00% Add +34.2% 18,757 $596K
Legacy CG, LLC 0.17% Reduce -25.9% 17,560 $558K
Old Mission Capital LLC 0.01% New 16,165 $513K
Brookstone Capital Management 0.01% Add +6.7% 15,504 $492K
RPS Advisory Solutions LLC 0.30% Reduce -10.1% 15,185 $482K
Anfield Capital Management, LLC 0.16% No change 14,047 $446K
Bullseye Investment Management, LLC 0.28% New 12,637 $401K
Signal Advisors Wealth, LLC 0.04% Reduce -4.8% 12,465 $396K
Orion Porfolio Solutions, LLC 0.00% Add +64.2% 12,194 $387K
Orion Portfolio Solutions, LLC 0.00% Add +64.2% 12,194 $387K
Geneos Wealth Management Inc. 0.01% New 11,545 $367K
LPL Financial LLC 0.00% New 11,499 $365K
Prostatis Group LLC 0.11% Reduce -24.0% 11,445 $363K
Foguth Wealth Management, LLC. 0.09% Reduce -15.3% 11,088 $356K
Jane Street Group, LLC 0.00% Reduce -65.4% 9,859 $313K
Wedbush Securities Inc. 0.01% Reduce -5.7% 9,122 $290K
Capital Analysts, LLC 0.01% No change 7,995 $254K
Harbour Investments, Inc. 0.01% No change 7,752 $246K
Capital Investment Advisory Services, LLC 0.02% Reduce -60.7% 7,585 $241K
Cwm, LLC 0.00% Reduce -0.3% 7,045 $224K
NewEdge Advisors, LLC 0.00% No change 6,550 $208K
Larson Financial Group LLC 0.01% No change 6,533 $207K
Barclays PLC 0.00% Reduce -2.5% 4,834 $153K
DHJJ Financial Advisors, Ltd. 0.03% No change 2,110 $67K
Noble Wealth Management PBC 0.04% — 2,000 $63K
Integrity Financial Corp 0.00% No change 161 $5K
Lanark Financial, Inc. 0.05% — 17 $548

"% 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.