First Trust Exchange-Traded Fun

Historical 13F Holders

Symbol
JULM
CUSIP
33740U570
All holders as of
Q2 2026
Type
Equity
Class
VEST US MAX BUFF
Reported Value, Excluding Options
Total Shares Held, Excluding Options
Total Filers

13D/G Filers

Every filing for 33740U570 since 12/18/2024, newest first.

Filer % of Class Filed
First Trust Portfolios L.P. 13G/A Amendment 4
17.2% 10/14/2026
Event 9/30/2026
First Trust Portfolios L.P. 13G/A Amendment 3
18.8% 7/14/2026
Event 6/30/2026
First Trust Portfolios L.P. 13G/A Amendment 2
16.4% 3/6/2026
Event 2/28/2026
First Trust Portfolios L.P. 13G/A Amendment 1
10.9% 2/6/2026
Event 1/31/2026
First Trust Portfolios L.P. 13G
8.6% 1/30/2026
Event 12/31/2025

13F Holders by Quarter

Period Filers Shares, Excl. Options Value, Excl. Options
2026 Q3 16 225 k $7.83 M
2026 Q2 36 311 k $10.7 M
2026 Q1 38 345 k $11.6 M
2025 Q4 40 406 k $13.6 M
2025 Q3 36 386 k $12.8 M
2025 Q2 28 311 k $10.1 M
2025 Q1 28 322 k $10.1 M
2024 Q4 31 396 k $12.5 M
2024 Q3 29 392 k $12.2 M