FT Vest US Eq Max Buf SepSEPMETF
13F holders, Q4 2024 (December 31)26holders +13
13new positions
0sold out
1famous investor
$29.83avg. 13F price*
At the end of Q4 2024, 26 institutions reported holding FT Vest US Eq Max Buf Sep (SEPM) in their 13F filings, up 13 from Q3 2024. 13 opened new positions and 0 sold out. The largest holders were Foundations Investment Advisors, LLC ($7.5M), Encompass More Asset Management ($2.9M) and Donald L. Hagan, LLC ($1.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Eq Max Buf Sep
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740U554
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $15.8M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 598,897 shares bought and 209,630 shares sold, net +389,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Foundations Investment Advisors, LLC | 0.14% | New | 249,744 | $7.5M |
| Encompass More Asset Management | 0.95% | New | 95,989 | $2.9M |
| Donald L. Hagan, LLC | 0.89% | New | 57,598 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +65.6% | 56,028 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +144.0% | 46,799 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.9% | 34,426 | $1.0M |
| AE Wealth Management LLC | 0.01% | New | 26,406 | $788K |
| Citadel Advisors | 0.00% | Add +25.3% | 20,727 | $618K |
| Old Mission Capital LLC | 0.01% | New | 19,916 | $594K |
| Kestra Advisory Services, LLC | 0.00% | New | 17,306 | $516K |
| Jane Street Group, LLC | 0.00% | New | 13,609 | $406K |
| LVZ, Inc. | 0.05% | New | 11,799 | $352K |
| WT Wealth Management | 0.11% | Reduce -94.9% | 11,255 | $336K |
| Creekmur Asset Management LLC | 0.07% | Add +21160.8% | 10,843 | $323K |
| Brass Tax Wealth Management, Inc. | 0.07% | Add +9.8% | 10,652 | $318K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.3% | 10,363 | $309K |
| Nicholson Wealth Management Group, LLC | 0.20% | New | 10,246 | $306K |
| Anfield Capital Management, LLC | 0.09% | New | 8,336 | $249K |
| Mutual Advisors, LLC | 0.01% | No change | 7,092 | $212K |
| Mariner, LLC | 0.00% | No change | 7,072 | $211K |
| Osaic Holdings, Inc. | 0.00% | New | 6,890 | $206K |
| Barclays PLC | 0.00% | New | 5,260 | $157K |
| Harbour Investments, Inc. | 0.00% | New | 5,000 | $149K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 700 | $21K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 340 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 338 | $10K |
"% of holder's portfolio" is SEPM's weight in each manager's 13F, not the share of FT Vest US Eq Max Buf Sep the manager owns.