IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Vest US EQ MAX BUF June (JUNM)

CUSIP: 33740U588 | NYSE | 97 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC180,872
0.0% of portfolio›$6.4M
LPL Financial LLC37,330
0.0% of portfolio›$1.3M
Diligent Investors, LLC32,375
0.3% of portfolio›$1.1M
Americana Partners, LLC30,768
0.0% of portfolio›$1.1M
Kestra Advisory Services, LLC22,702
0.0% of portfolio›$804.0K
Atria Investments, Inc17,381
0.0% of portfolio›$615.5K
Concurrent Investment Advisors, LLC16,773
0.0% of portfolio›$594.0K
Clear Creek Financial Management, LLC16,629
0.0% of portfolio›$588.9K
Madrona Financial Services, LLC16,222
0.1% of portfolio›$574.5K
Cambridge Investment Research Advisors, Inc.15,878
0.0% of portfolio›$562.0K
McKinley Carter Wealth Services, Inc.15,098
0.0% of portfolio›$534.7K
Lanark Financial, Inc.11,444
0.0% of portfolio›$405.3K
Foguth Wealth Management, Llc.10,194
0.0% of portfolio›$361.6K
HBW Advisory Services LLC9,931
0.0% of portfolio›$351.7K
Victory Financial Group, LLC8,859
0.0% of portfolio›$313.7K
Buck Wealth Strategies, LLC8,780
0.0% of portfolio›$310.9K
PKS Advisory Services, LLC8,690
0.0% of portfolio›$304.9K
Truist Financial Corp7,390
0.0% of portfolio›$261.7K
Brookstone Capital Management7,288
0.0% of portfolio›$258.1K
Wedbush Securities Inc7,022
0.0% of portfolio›$249.0K
StoneX Group Inc.6,400
0.0% of portfolio›$226.7K
WealthCare Asset Management, LLC6,264
0.2% of portfolio›$221.8K
Capital Investment Advisory Services, LLC4,225
0.0% of portfolio›$149.6K
Barclays PLC3,823
0.0% of portfolio›$135.4K
James T. Borello RIA3,636
0.0% of portfolio›$128.8K
Evolution Wealth Management Inc.3,272
0.1% of portfolio›$115.9K
Dhjj Financial Advisors, Ltd.2,275
0.0% of portfolio›$80.6K
Pinnacle Wealth Planning Services, Inc.2,181
0.0% of portfolio›$77.2K
CX Institutional905
0.0% of portfolio›$32
CoreCap Advisors, LLC875
0.0% of portfolio›$31.0K
Noble Wealth Management PBC825
0.0% of portfolio›$29.2K
Assetmark, Inc600
0.0% of portfolio›$21.2K
Clearstead Advisors, LLC100
0.0% of portfolio›$3.5K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
180,872$6.4M0.0%ETFLowWaltham, MA2026-11-02
LPL Financial LLC
37,330$1.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Diligent Investors, LLC
32,375$1.1M0.3%CoreLowRedlands, CA2026-10-21
Americana Partners, LLC
30,768$1.1M0.0%CoreMediumHouston, TX2026-10-28
Kestra Advisory Services, LLC
22,702$804.0K0.0%CoreLowAustin, TX2026-11-02
Atria Investments, Inc
17,381$615.5K0.0%CoreMediumCharlotte, NC2026-10-15
Concurrent Investment Advisors, LLC
16,773$594.0K0.0%GrowthMediumTampa, FL2026-10-16
Clear Creek Financial Management, LLC
16,629$588.9K0.0%ETFMediumSilverdale, WA2026-10-28
Madrona Financial Services, LLC
16,222$574.5K0.1%ETFLowEverett, WA2026-10-23
Cambridge Investment Research Advisors, Inc.
15,878$562.0K0.0%ETFLowFairfield, IA2026-11-02
McKinley Carter Wealth Services, Inc.
15,098$534.7K0.0%ETFMediumWheeling, WV2026-10-16
Lanark Financial, Inc.
11,444$405.3K0.0%CoreMediumBirmingham, AL2026-10-26
Foguth Wealth Management, Llc.
10,194$361.6K0.0%ETFHighBrighton, MI2026-10-19
HBW Advisory Services LLC
9,931$351.7K0.0%ETFMediumSimi Valley, CA2026-10-15
Victory Financial Group, LLC
8,859$313.7K0.0%ETFLowAustin, TX2026-10-27
Buck Wealth Strategies, LLC
8,780$310.9K0.0%ValueMediumDenver, CO2026-10-28
PKS Advisory Services, LLC
8,690$304.9K0.0%ETFMediumAlbany, NY2026-10-26
Truist Financial Corp
7,390$261.7K0.0%CoreLowCharlotte, NC2026-10-30
Brookstone Capital Management
7,288$258.1K0.0%ETFMediumWheaton, IL2026-10-22
Wedbush Securities Inc
7,022$249.0K0.0%CoreLowPasadena, CA2026-10-22
StoneX Group Inc.
6,400$226.7K0.0%ETFMediumNew York, NY2026-11-03
WealthCare Asset Management, LLC
6,264$221.8K0.2%CoreHighSpringfield, MO2026-10-26
Capital Investment Advisory Services, LLC
4,225$149.6K0.0%CoreMediumRaleigh, NC2026-10-30
Barclays PLC
3,823$135.4K0.0%CoreMediumLondon, United Kingdom2026-11-06
James T. Borello RIA
3,636$128.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Evolution Wealth Management Inc.
3,272$115.9K0.1%ETFMediumFort Myers, FL2026-10-28
Dhjj Financial Advisors, Ltd.
2,275$80.6K0.0%ETFVery LowNaperville, IL2026-10-23
Pinnacle Wealth Planning Services, Inc.
2,181$77.2K0.0%GARPLowMansfield, OH2026-10-27
CX Institutional
905$320.0%CoreMediumAuburn, IN2026-10-02
CoreCap Advisors, LLC
875$31.0K0.0%ETFMediumSouthfield, MI2026-10-08
Noble Wealth Management PBC
825$29.2K0.0%YieldMediumGreenwood Village, CO2026-10-01
Assetmark, Inc
600$21.2K0.0%ETFLowConcord, CA2026-10-21
Clearstead Advisors, LLC
100$3.5K0.0%ETFLowCleveland, OH2026-11-06