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FT Vest US Equity Deep Buffe (DJUL)

CUSIP: 33740F698 | NYSE | 228 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.3,472,82136.6%+291,723Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.3,472,821
36.6% of class · Sep 30, 2026+291,723
No 13F filer matched

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC191,138
0.0% of portfolio›$9.8M
Decker Wealth Management LLC171,604
1.8% of portfolio›$8.8M
Truist Financial Corp134,108
0.0% of portfolio›$6.9M
Ignite Planners, LLC124,874
0.8% of portfolio›$6.4M
Kestra Advisory Services, LLC104,256
0.0% of portfolio›$5.3M
Reap Financial Group, LLC101,284
0.8% of portfolio›$5.2M
Oppenheimer & Co Inc97,607
0.1% of portfolio›$5.0M
Winnacle Wealth LLC92,281
3.1% of portfolio›$4.7M
Founders Financial Securities LLC86,304
0.2% of portfolio›$4.4M
Foguth Wealth Management, Llc.82,494
0.4% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.79,798
0.0% of portfolio›$4.1M
LifeWealth Investments, LLC68,576
1.0% of portfolio›$3.5M
Comprehensive Financial Consultants Institutional, Inc.58,803
0.8% of portfolio›$3.0M
Smart Wealth LLC53,237
0.6% of portfolio›$2.7M
Commonwealth Financial Services, LLC46,717
0.4% of portfolio›$2.4M
Sagespring Wealth Partners, LLC31,564
0.0% of portfolio›$1.6M
Spire Wealth Management29,040
0.0% of portfolio›$1.5M
Mission Financial Group, LLC26,735
1.1% of portfolio›$1.4M
Hartford Financial Management Inc.23,332
0.3% of portfolio›$1.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors22,576
0.1% of portfolio›$1.2M
StoneX Group Inc.19,431
0.0% of portfolio›$994.7K
Capital Asset Advisory Services LLC18,878
0.0% of portfolio›$967.8K
Gaddis Premier Wealth Advisors LLC17,994
0.5% of portfolio›$921.1K
Spectrum Asset Management, Inc. (NB )17,755
0.3% of portfolio›$908.9K
IFP Advisors, Inc16,856
0.0% of portfolio›$862.9K
Pinnacle Wealth Planning Services, Inc.16,147
0.1% of portfolio›$826.6K
Claro Advisors Inc.15,489
0.1% of portfolio›$792.9K
Ferguson Shapiro LLC14,304
0.2% of portfolio›$732.2K
Santori & Peters, Inc.13,939
0.2% of portfolio›$713.5K
Wealth Enhancement Advisory Services, LLC13,398
0.0% of portfolio›$691.4K
RFG Advisory, LLC12,277
0.0% of portfolio›$628.5K
Buck Wealth Strategies, LLC11,385
0.1% of portfolio›$582.8K
Madrona Financial Services, LLC11,082
0.1% of portfolio›$567.3K
Evolution Wealth Management Inc.10,377
0.3% of portfolio›$531.2K
Farther Finance Advisors, LLC9,706
0.0% of portfolio›$496.8K
Uptick Partners, LLC9,019
0.1% of portfolio›$461.7K
Bison Wealth, LLC7,800
0.0% of portfolio›$404.0K
Capital Investment Advisory Services, LLC7,403
0.0% of portfolio›$379.0K
First Heartland Consultants, Inc.7,068
0.0% of portfolio›$361.8K
Park Avenue Securities LLC6,673
0.0% of portfolio›$342.0K
Balentine LLC6,550
0.0% of portfolio›$335.3K
JIM Saulnier & Associates, LLC6,131
0.1% of portfolio›$313.8K
Cottage Street Advisors LLC6,069
0.1% of portfolio›$310.7K
MTM Investment Management, LLC6,000
0.1% of portfolio›$307.1K
Lanark Financial, Inc.5,656
0.0% of portfolio›$289.5K
Sound Income Strategies, LLC5,641
0.0% of portfolio›$291.1K
Prime Capital Investment Advisors, LLC5,576
0.0% of portfolio›$285.4K
Keystone Wealth Services, LLC5,156
0.0% of portfolio›$264.2K
Legacy Capital Wealth Partners, LLC5,137
0.1% of portfolio›$263.0K
AlphaStar Capital Management, LLC5,094
0.0% of portfolio›$260.8K
United Advisor Group, LLC4,876
0.0% of portfolio›$249.6K
Grantvest Financial Group LLC4,745
0.1% of portfolio›$242.9K
Clear Creek Financial Management, LLC4,234
0.0% of portfolio›$216.8K
Five Pine Wealth Management4,051
0.1% of portfolio›$207.4K
Triumph Capital Management1,500
0.0% of portfolio›$76.8K
Creative Financial Designs Inc1,146
0.0% of portfolio›$58.7K
Signaturefd, LLC1,145
0.0% of portfolio›$58.6K
CoreCap Advisors, LLC974
0.0% of portfolio›$49.9K
Nfsg Corp630
0.0% of portfolio›$32.3K
EverSource Wealth Advisors, LLC203
0.0% of portfolio›$10.4K
Assetmark, Inc166
0.0% of portfolio›$8.5K
Compass Financial Management LLC91
0.0% of portfolio›$4.7K
Dhjj Financial Advisors, Ltd.60
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
191,138$9.8M0.0%ETFLowWaltham, MA2026-11-02
Decker Wealth Management LLC
171,604$8.8M1.8%MomentumLowNashville, TN2026-10-09
Truist Financial Corp
134,108$6.9M0.0%CoreLowCharlotte, NC2026-10-30
Ignite Planners, LLC
124,874$6.4M0.8%CoreLowSan Clemente, CA2026-10-14
Kestra Advisory Services, LLC
104,256$5.3M0.0%CoreLowAustin, TX2026-11-02
Reap Financial Group, LLC
101,284$5.2M0.8%ETFLowAustin, TX2026-11-02
Oppenheimer & Co Inc
97,607$5.0M0.1%CoreLowNew York, NY2026-10-26
Winnacle Wealth LLC
92,281$4.7M3.1%CoreMediumWaco, TX2026-10-15
Founders Financial Securities LLC
86,304$4.4M0.2%ETFMediumTowson, MD2026-10-28
Foguth Wealth Management, Llc.
82,494$4.2M0.4%ETFHighBrighton, MI2026-10-19
Cambridge Investment Research Advisors, Inc.
79,798$4.1M0.0%ETFLowFairfield, IA2026-11-02
LifeWealth Investments, LLC
68,576$3.5M1.0%ETFMediumWinter Garden, FL2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
58,803$3.0M0.8%CoreMediumBloomington, IN2026-10-15
Smart Wealth LLC
53,237$2.7M0.6%ETFHighOmaha, NE2026-11-04
Commonwealth Financial Services, LLC
46,717$2.4M0.4%ETFMediumVienna, WV2026-10-20
Sagespring Wealth Partners, LLC
31,564$1.6M0.0%ETFLowFranklin, TN2026-10-22
Spire Wealth Management
29,040$1.5M0.0%GrowthMediumMclean, VA2026-10-30
Mission Financial Group, LLC
26,735$1.4M1.1%ETFN/AHonolulu, HI2026-10-21
Hartford Financial Management Inc.
23,332$1.2M0.3%CoreLowWest Hartford, CT2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
22,576$1.2M0.1%ETFMediumWestlake, OH2026-10-14
StoneX Group Inc.
19,431$994.7K0.0%ETFMediumNew York, NY2026-11-03
Capital Asset Advisory Services LLC
18,878$967.8K0.0%ETFLowWilliamston, MI2026-10-30
Gaddis Premier Wealth Advisors LLC
17,994$921.1K0.5%ETFMediumDurant, OK2026-10-29
Spectrum Asset Management, Inc. (NB )
17,755$908.9K0.3%CoreMediumNewport Beach, CA2026-10-19
IFP Advisors, Inc
16,856$862.9K0.0%GrowthLowTampa, FL2026-10-16
Pinnacle Wealth Planning Services, Inc.
16,147$826.6K0.1%GARPLowMansfield, OH2026-10-27
Claro Advisors Inc.
15,489$792.9K0.1%CoreLowBoston, MA2026-11-02
Ferguson Shapiro LLC
14,304$732.2K0.2%ETFHighDecatur, GA2026-10-16
Santori & Peters, Inc.
13,939$713.5K0.2%GrowthVery LowCanonsburg, PA2026-10-26
Wealth Enhancement Advisory Services, LLC
13,398$691.4K0.0%CoreLowPlymouth, MN2026-10-13
RFG Advisory, LLC
12,277$628.5K0.0%ETFMediumBirmingham, AL2026-11-03
Buck Wealth Strategies, LLC
11,385$582.8K0.1%ValueMediumDenver, CO2026-10-28
Madrona Financial Services, LLC
11,082$567.3K0.1%ETFLowEverett, WA2026-10-23
Evolution Wealth Management Inc.
10,377$531.2K0.3%ETFMediumFort Myers, FL2026-10-28
Farther Finance Advisors, LLC
9,706$496.8K0.0%IndexLowSan Francisco, CA2026-10-08
Uptick Partners, LLC
9,019$461.7K0.1%ETFLowNacogdoches, TX2026-11-04
Bison Wealth, LLC
7,800$404.0K0.0%GrowthMediumAtlanta, GA2026-10-13
Capital Investment Advisory Services, LLC
7,403$379.0K0.0%CoreMediumRaleigh, NC2026-10-30
First Heartland Consultants, Inc.
7,068$361.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Park Avenue Securities LLC
6,673$342.0K0.0%ETFMediumNew York, NY2026-10-26
Balentine LLC
6,550$335.3K0.0%ETFLowAtlanta, GA2026-11-03
JIM Saulnier & Associates, LLC
6,131$313.8K0.1%ETFLowFort Collins, CO2026-11-04
Cottage Street Advisors LLC
6,069$310.7K0.1%GrowthLowMarion, MA2026-10-19
MTM Investment Management, LLC
6,000$307.1K0.1%CoreVery LowSpartanburg, SC2026-10-30
Lanark Financial, Inc.
5,656$289.5K0.0%CoreMediumBirmingham, AL2026-10-26
Sound Income Strategies, LLC
5,641$291.1K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Prime Capital Investment Advisors, LLC
5,576$285.4K0.0%ETFLowOverland Park, KS2026-10-20
Keystone Wealth Services, LLC
5,156$264.2K0.0%ETFHighPalm Desert, CA2026-11-03
Legacy Capital Wealth Partners, LLC
5,137$263.0K0.1%CoreMediumLittle Rock, AR2026-10-21
AlphaStar Capital Management, LLC
5,094$260.8K0.0%ETFMediumCornelius, NC2026-10-16
United Advisor Group, LLC
4,876$249.6K0.0%ETFLowCincinnati, OH2026-11-03
Grantvest Financial Group LLC
4,745$242.9K0.1%ETFLowMatawan, NJ2026-10-21
Clear Creek Financial Management, LLC
4,234$216.8K0.0%ETFMediumSilverdale, WA2026-10-28
Five Pine Wealth Management
4,051$207.4K0.1%ETFVery LowCoeur D Alene, ID2026-10-20
Triumph Capital Management
1,500$76.8K0.0%ETFMediumDenver, CO2026-10-14
Creative Financial Designs Inc
1,146$58.7K0.0%ETFMediumKokomo, IN2026-11-04
Signaturefd, LLC
1,145$58.6K0.0%IndexLowAtlanta, GA2026-10-23
CoreCap Advisors, LLC
974$49.9K0.0%ETFMediumSouthfield, MI2026-10-08
Nfsg Corp
630$32.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
EverSource Wealth Advisors, LLC
203$10.4K0.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
166$8.5K0.0%ETFLowConcord, CA2026-10-21
Compass Financial Management LLC
91$4.7K0.0%CoreN/ATampa, FL2026-10-30
Dhjj Financial Advisors, Ltd.
60$3.1K0.0%ETFVery LowNaperville, IL2026-10-23