QJUN institutional holders

FT Vest Nasdaq-100 Buffer ETF - June · 117 reporting institutions · $191M reported value

Funds that can replace QJUN · QJUN return decomposition

Institutional holdings

Institutions reporting QJUN, largest first
InstitutionReported positionAdvisors at firmReport period
Raymond James Financial Inc$18.6M02026-06-30
Truist Financial Corp$12.6M02026-06-30
Lpl Financial LLC$12.4M23,4582026-06-30
Cetera Investment Advisers$11.1M10,3702026-06-30
Modern Wealth Management, LLC$10.8M1612026-06-30
Osaic Holdings, Inc.$10.5M02026-06-30
Commonwealth Equity Services, LLC$10.3M2,8632026-06-30
Kestra Advisory Services, LLC$8M1,4792026-06-30
Ferguson Shapiro LLC$6.2M02026-06-30
Aptus Capital Advisors, LLC$5.6M212026-06-30
Financial Guidance Group, Inc.$5.5M32026-06-30
Ifp Advisors, Inc$4.8M3182026-06-30
Envestnet Pmc$4.2M602026-06-30
Steward Partners Investment Advisory, LLC$3.5M4812026-06-30
Stephens Inc /ar$3.2M2432026-06-30
Sequent Planning LLC$3.2M1002026-06-30
Smart Wealth LLC$2.7M192026-06-30
Fwg Investments, Llc.$2.6M92026-06-30
Harbour Investments, Inc.$2.5M2472026-06-30
Hightower Advisors, LLC$2.5M1,0462026-06-30
Acorn Financial Advisory Services Inc /adv$2.5M172026-06-30
Susquehanna International Group, LLP$2.4M02026-06-30
Keystone Wealth Services, LLC$2.2M122026-06-30
Ameritas Advisory Services, LLC$2.1M5502026-06-30
First Heartland Consultants, Inc.$2M992026-06-30
Northeast Planning Associates, Inc. / Nh$2M02026-06-30
Foundations Investment Advisors, LLC$1.9M3022026-06-30
MML Investors Services, LLC$1.8M5,1202026-06-30
Faithward Advisors, LLC$1.4M182026-06-30
Ignite Planners LLC$1.3M242026-06-30
Avantra Family Wealth, Inc.$1.1M32026-06-30
Uptick Partners, LLC$1.1M172026-06-30
Ausdal Financial Partners, Inc.$1.1M1892026-06-30
Clear Creek Financial Management, LLC$897.8K442026-06-30
Waverly Advisors, LLC$879.3K2312026-06-30
Brass Tax Wealth Management, Inc$822.3K02025-09-30
Newedge Advisors$765.1K6012026-06-30
Rockefeller Capital Management LP$747.8K3462026-06-30
Dhjj Financial Advisors, Ltd.$736.5K72026-06-30
Diversify Advisory Services, LLC$734.7K1162026-06-30
Diversify Wealth Management, LLC$734.7K782026-06-30
Bullseye Investment Management, LLC$733.4K42025-09-30
Grantvest Financial Group LLC$728.5K52026-06-30
Wealth Enhancement Advisory Services, LLC$722K1,0262026-06-30
Prospera Financial Services, Inc.$716.2K2702026-06-30
Kovack Advisors, Inc.$710.5K2582026-06-30
Silver Oak Securities, Incorporated$688.6K1172026-06-30
Red Crane Wealth Management, LLC$687.4K22026-06-30
Farther Finance Advisors, LLC$686.1K3342026-06-30
Csenge Advisory Group$597.1K752026-06-30
Centura Wealth Advisory$572.7K182026-06-30
Main Street Financial Solutions, LLC$560.6K412026-06-30
Novem Group$557.5K322026-06-30
Mutual Advisors, LLC$554.4K1532026-06-30
Sloy Dahl & Holst, LLC$519.6K62026-06-30
Prosperity Financial Group, Inc.$501.3K02026-06-30
Valtinson Bruner Financial Planning LLC$497.4K72026-06-30
Outlook Wealth Advisors, LLC$488.3K62026-06-30
J.W. Cole Advisors, Inc.$439.4K4992026-06-30
World Investment Advisors$430.8K3592026-06-30
Mariner, LLC$428.4K02026-06-30
Diligent Investors, LLC$405.4K32026-06-30
Snowden Capital Advisors LLC$387.5K1222026-06-30
Beck Capital Management, LLC$382.5K102026-06-30
Stonex Group Inc.$376.3K02026-06-30
Chicago Partners Investment Group LLC$369.3K572026-06-30
Money Concepts Capital Corp$368.2K3892026-06-30
Winnacle Wealth, LLC$351.9K62026-06-30
Spire Wealth Management$328.1K32026-06-30
Pinnacle Wealth Planning Services, Inc.$317.1K202026-06-30
Buck Wealth Strategies, LLC$301.2K502026-06-30
Citizens Financial Group Inc/ri$300.3K02026-06-30
Arkadios Wealth Advisors$298.4K2262026-06-30
Redhawk Wealth Advisors, Inc.$296.8K432026-06-30
Legacy Solutions, LLC$296.7K32026-06-30
Arax Advisory Partners$284.9K2322026-06-30
Concurrent Investment Advisors, LLC$284.5K3492026-06-30
Oppenheimer & Co. Inc.$276.6K1,1662026-06-30
Legacy Wealth Managment, Llc/id$267.1K492026-06-30
Rfg Advisory, LLC$264K1912026-06-30
Integrated Advisors Network LLC$254.9K792026-06-30
Hbw Advisory Services LLC$253.5K682026-06-30
Principle Wealth$253.4K212026-06-30
Insigneo Advisory Services, LLC$245K2252026-06-30
Jaffetilchin Investment Partners, LLC$206.2K02026-03-31
Transcend Capital Advisors, LLC$203.7K02026-06-30
Ep Wealth Advisors, LLC$183.6K3382026-06-30
Fiduciary Financial Advisors$168.6K512026-06-30
Integrity Financial Corp /wa$167.1K142026-06-30
Migdal Insurance & Financial Holdings Ltd.$149.9K02026-06-30
Sunbelt Securities, Inc.$144K632026-03-31
Ae Wealth Management LLC$93K4712026-06-30
Topsail Wealth Management, LLC$92.9K42026-06-30
Blue Bell Private Wealth Management, LLC$86.9K112026-06-30
Parallel Advisors, LLC$76K752026-06-30
International Assets Investment Management, LLC$73.6K1222026-06-30
Fifth Third Bancorp$63.3K02026-06-30
Advisornet Wealth Partners$49K582026-06-30
Ifg Advisory, LLC$40.2K1102026-06-30
Cwm, LLC$33.3K6672026-03-31
Corecap Advisors, LLC$22.9K1182026-06-30
Benson Wealth Management, Inc.$17.2K22026-06-30
Hollencrest Capital Management$16.9K152026-06-30
Morgan Stanley$15K23,1852026-06-30
Noble Wealth Management Pbc.$13.5K42026-06-30
Global Retirement Partners LLC$11.6K4912026-06-30
Cambridge Investment Research Advisors, Inc.$3.4K3,9402026-03-31
Clearstead; Clearstead Advisory Solutions$3.4K642026-06-30
Park Square Financial Group LLC$1.3K52026-06-30
Creative Financial Designs Inc /adv$1.3K02026-06-30
Centaurus Financial, Inc.$1K4312026-06-30
Janney Montgomery Scott LLC$1K1,3422026-06-30
Northwestern Mutual Wealth Management Co$40502026-06-30
Park Avenue Securities LLC$3821,9082026-06-30
Capital Analysts, LLC$2496082026-06-30
Capital Investment Advisory Services, LLC$1351032026-06-30
Smartleaf Asset Management LLC$6792026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30