First reported at 379,067 shares this quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2024-12-31 | 17399251 |
| 2025-03-31 | 25306731 |
| 2025-06-30 | 27708146 |
| 2025-09-30 | 28910037 |
| 2025-12-31 | 20485341 |
| 2026-03-31 | 13984742 |
| 2026-06-30 | 14099239 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 255,931 | -21,489 (-7.7%) | < 0.01% | $14,099,239 | 2026-08-14 | |
| Q1 2026 | Reduced | 277,420 | -118,432 (-29.9%) | < 0.01% | $13,984,742 | 2026-05-14 | |
| Q4 2025 | Reduced | 395,852 | -180,563 (-31.3%) | < 0.01% | $20,485,341 | 2026-02-18 | |
| Q3 2025 | Reduced | 576,415 | -6,301 (-1.1%) | < 0.01% | $28,910,037 | 2025-11-14 | |
| Q2 2025 | Added | 582,716 | +12,102 (2.1%) | < 0.01% | $27,708,146 | 2025-08-14 | |
| Q1 2025 | Added | 570,614 | +191,547 (50.5%) | < 0.01% | $25,306,731 | 2025-05-13 | |
| Q4 2024 | New | 379,067 | +379,067 (0.0%) | < 0.01% | $17,399,251 | 2025-02-06 |
Who else reported the position
135 managers reported FT VEST U.S. EQUITY BUFFER ETF for Q4 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Brookstone Capital Management | Reduced | 396,568 | -16,646 | 0.26% | $18,202,540 | 11 qtrs |
| RAYMOND JAMES FINANCIAL INC This report | New | 379,067 | +379,067 | < 0.01% | $17,399,251 | 1 qtr |
| Janney Montgomery Scott LLC | Reduced | 224,729 | -7,022 | 0.03% | $10,315,000 | 16 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 215,525 | +369 | < 0.01% | $9,892,641 | 12 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Reduced | 177,719 | -4,678 | 0.01% | $8,157,000 | 16 qtrs |
| Foguth Wealth Management LLC | Added | 173,555 | +55,598 | 2.12% | $8,092,870 | 4 qtrs |
| Signal Advisors Wealth LLC | Added | 167,425 | +45,753 | 0.87% | $7,684,841 | 5 qtrs |
| LPL Financial LLC | Added | 161,741 | +10,784 | < 0.01% | $7,423,944 | 7 qtrs |
| MML INVESTORS SERVICES LLC | Reduced | 158,861 | -2,171 | 0.03% | $7,292,000 | 8 qtrs |
| SMART Wealth LLC | Reduced | 142,894 | -23,065 | 2.33% | $6,558,863 | 9 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2024
- Filed
- February 06, 2025
- Filing type
- 13F-HR
- Position type
- FT VEST US EQT
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 379,067
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.