FT Vest U.S. Equity Buffer EFDECETF
13F holders, Q1 2024 (March 31)116holders
$41.18avg. 13F price*
At the end of Q1 2024, 116 institutions reported holding FT Vest U.S. Equity Buffer E (FDEC) in their 13F filings. The largest holders were Mason & Associates Inc ($70.6M), Sigma Planning Corp ($22.3M) and Osaic Holdings, Inc. ($18.1M).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740U505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $75.9M |
| Exits | 17 | $14.4M |
Ownership 116 holders
| Mason & Associates Inc | 18.84% | New | 1,714,085 | $70.6M |
| Sigma Planning Corp | 0.70% | Add +48.0% | 539,937 | $22.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -8.4% | 439,156 | $18.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +11.7% | 415,373 | $17.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.3% | 365,511 | $15.1M |
| Cwm, LLC | 0.07% | Reduce -5.0% | 364,857 | $15.0M |
| Cetera Investment Advisers | 0.03% | Add +167.4% | 294,951 | $12.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +191.0% | 281,777 | $11.6M |
| MML Investors Services, LLC | 0.04% | Add +914.1% | 207,267 | $8.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.1% | 195,456 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +6.3% | 176,801 | $7.3M |
| Schulz Wealth, LTD. | 5.66% | Reduce -1.3% | 160,529 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +99.3% | 153,057 | $6.3M |
| CreativeOne Wealth, LLC | 0.25% | Reduce -36.5% | 149,507 | $6.2M |
| Heck Capital Advisors, LLC | 0.74% | Reduce -0.2% | 118,204 | $4.9M |
| Central Valley Advisors, LLC | 2.43% | Add +7.3% | 114,337 | $4.7M |
| Global Retirement Partners, LLC | 0.17% | Reduce -0.7% | 112,892 | $4.7M |
| Raymond James & Associates | 0.00% | Reduce -7.7% | 102,820 | $4.2M |
| Sowell Financial Services LLC | 0.18% | Add +5.6% | 94,119 | $3.9M |
| LPL Financial LLC | 0.00% | Add +122.6% | 91,374 | $3.8M |
| Keystone Wealth Services, LLC | 1.11% | Add +1.4% | 83,040 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +24.9% | 82,382 | $3.4M |
| REAP Financial Group, LLC | 0.87% | Add +75.0% | 76,862 | $3.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.3% | 73,127 | $3.0M |
| Stephens Inc. | 0.04% | Add +3.7% | 67,530 | $2.8M |
| AE Wealth Management LLC | 0.03% | Reduce -88.9% | 58,207 | $2.4M |
| Harbour Investments, Inc. | 0.08% | Add +31.7% | 53,880 | $2.2M |
| Capital Analysts, LLC | 0.10% | Add +29.6% | 51,031 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 50,573 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Add +5213.7% | 47,823 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +81.5% | 43,027 | $1.8M |
| FWG Investments, LLC. | 1.63% | Add +114.9% | 36,520 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +12.2% | 33,713 | $1.4M |
| Mgo One Seven LLC | 0.07% | Add +125.7% | 32,834 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.7% | 30,982 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +115.9% | 30,923 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.9% | 29,910 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.08% | No change | 29,546 | $1.2M |
| Bullseye Investment Management, LLC | 0.74% | Reduce -72.9% | 35,119 | $1.2M |
| McCarthy & Cox | 0.44% | — | 28,368 | $1.2M |
| Harvest Investment Services, LLC | 0.45% | Add +50.4% | 27,412 | $1.1M |
| Strategic Blueprint, LLC | 0.07% | Add +47.2% | 24,701 | $1.0M |
| Integrity Financial Corp | 0.67% | Add +5.0% | 23,823 | $982K |
| Kingsview Wealth Management, LLC | 0.02% | Add +2.5% | 22,858 | $942K |
| Faithward Advisors, LLC | 0.17% | No change | 22,650 | $933K |
| Tanglewood Legacy Advisors, LLC | 0.44% | Reduce -5.6% | 21,451 | $884K |
| Mariner, LLC | 0.00% | Add +5.5% | 21,144 | $871K |
| Valtinson Bruner Financial Planning LLC | 0.35% | Reduce -24.0% | 19,739 | $813K |
| Catalina Capital Group, LLC | 0.35% | Reduce -1.9% | 19,657 | $810K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.5% | 19,278 | $794K |
| BlueChip Wealth Advisors LLC | 0.51% | No change | 19,200 | $791K |
| Paragon Capital Management Ltd | 0.14% | Reduce -16.6% | 18,727 | $772K |
| Trek Financial, LLC | 0.06% | No change | 18,455 | $761K |
| Blue Bell Private Wealth Management, LLC | 0.16% | Add +59.5% | 18,431 | $760K |
| Captrust Financial Advisors | 0.00% | Reduce -19.8% | 18,327 | $755K |
| 1776 Wealth LLC | 0.36% | No change | 18,224 | $751K |
| DHJJ Financial Advisors, Ltd. | 0.32% | Add +28.1% | 17,628 | $726K |
| MBL Wealth, LLC | 0.08% | New | 16,695 | $688K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 15,870 | $654K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -12.7% | 15,221 | $627K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -17.4% | 13,430 | $553K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.1% | 13,030 | $537K |
| Lincoln National Corp. | 0.01% | No change | 12,525 | $516K |
| Arbor Capital Management Inc. | 0.45% | Add +2.3% | 11,592 | $479K |
| Pitti Group Wealth Management, LLC | 0.48% | Add +8.2% | 10,526 | $433K |
| Prospera Financial Services Inc | 0.01% | Add +6.2% | 10,255 | $423K |
| JPMorgan Chase & Co. | 0.00% | Add +21610.9% | 9,987 | $412K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +126.5% | 9,959 | $410K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,244 | $381K |
| HighTower Advisors, LLC | 0.00% | No change | 9,226 | $380K |
| Townsquare Capital LLC | 0.01% | No change | 9,096 | $375K |
| Acorn Financial Advisory Services Inc. | 0.07% | Reduce -1.7% | 8,924 | $368K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.0% | 8,711 | $359K |
| CoreCap Advisors, LLC | 0.02% | Add +57.4% | 8,331 | $343K |
| Financial Network Wealth Advisors LLC | 0.34% | No change | 8,264 | $341K |
| Semus Wealth Partners LLC | 0.29% | No change | 8,249 | $340K |
| Flagstar Securities, Inc. | 0.09% | No change | 8,231 | $339K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -28.4% | 8,219 | $339K |
| Swmg, LLC | 0.15% | New | 8,113 | $334K |
| IFP Advisors, Inc | 0.01% | No change | 7,777 | $320K |
| Share Andrew L. | 0.17% | No change | 7,650 | $315K |
| Plotkin Financial Advisors, LLC | 0.20% | New | 7,420 | $306K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 7,416 | $306K |
| Centaurus Financial, Inc. | 0.02% | Add +9.7% | 7,262 | $299K |
| Cedar Brook Financial Partners, LLC | 0.06% | No change | 7,015 | $289K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,598 | $272K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 6,428 | $265K |
| Bleakley Financial Group, LLC | 0.01% | No change | 6,282 | $259K |
| Simplicity Wealth,LLC | 0.01% | New | 6,282 | $259K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,235 | $257K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -48.6% | 6,114 | $252K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 6,022 | $248K |
| Apollon Wealth Management, LLC | 0.01% | No change | 5,997 | $247K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 5,944 | $245K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 5,875 | $242K |
| Aurora Private Wealth, Inc. | 0.21% | Add +0.8% | 5,863 | $241K |
| FSB Premier Wealth Management, Inc. | 0.11% | Reduce -10.0% | 5,681 | $234K |
| RFG Advisory, LLC | 0.01% | New | 5,365 | $221K |
| Savvy Advisors, Inc. | 0.12% | No change | 5,230 | $216K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -62.2% | 5,010 | $206K |
| Archer Investment Corp | 0.05% | Reduce -13.2% | 4,043 | $167K |
| Lanark Financial, Inc. | 0.02% | Reduce -15.0% | 4,016 | $165K |
| UBS Group AG | 0.00% | New | 3,821 | $157K |
| North Star Investment Management Corp. | 0.01% | New | 3,368 | $139K |
| GeoWealth Management, LLC | 0.01% | Reduce -45.7% | 3,333 | $137K |
| Benjamin Edwards Inc. | 0.03% | New | 3,094 | $128K |
| Wagner Wealth Management, LLC | 0.04% | No change | 3,000 | $124K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,574 | $106K |
| Spire Wealth Management | 0.00% | No change | 2,150 | $89K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.7% | 1,675 | $69K |
| Clear Point Advisors Inc. | 0.05% | No change | 1,403 | $58K |
| Morgan Stanley | 0.00% | No change | 633 | $26K |
| Balefire, LLC | 0.00% | No change | 325 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 200 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 193 | $8K |
| Allworth Financial LP | 0.00% | New | 17 | $701 |
"% of holder's portfolio" is FDEC's weight in each manager's 13F, not the share of FT Vest U.S. Equity Buffer E the manager owns.