FT Vest U.S. Equity Buffer EFDECETF
13F holders, Q1 2025 (March 31)143holders +8
18new positions
9sold out
2famous investors
$43.40avg. 13F price*
At the end of Q1 2025, 143 institutions reported holding FT Vest U.S. Equity Buffer E (FDEC) in their 13F filings, up 8 from Q4 2024. 18 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($29.7M), Griffith & Werner, Inc. ($24.2M) and Commonwealth Equity Services, LLC ($22.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740U505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.9M |
| Exits | 9 | $3.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,197,486 shares bought and 818,834 shares sold, net +378,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Envestnet Asset Management Inc. | 0.01% | Add +2.5% | 684,902 | $29.7M |
| Griffith & Werner, Inc. | 15.07% | Add +7.6% | 558,364 | $24.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +60.2% | 524,751 | $22.8M |
| Cwm, LLC | 0.07% | Reduce -2.6% | 380,922 | $16.5M |
| Osaic Holdings, Inc. | 0.04% | Add +15.4% | 377,799 | $16.4M |
| Cetera Investment Advisers | 0.03% | Add +15.8% | 348,584 | $15.1M |
| Bouchey Financial Group, Ltd. | 1.35% | Add +2.2% | 343,670 | $14.9M |
| Stephens Inc. | 0.20% | Add +379.6% | 316,829 | $13.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.7% | 264,335 | $11.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.2% | 185,640 | $8.1M |
| CreativeOne Wealth, LLC | 0.24% | Add +27.8% | 183,673 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.7% | 168,789 | $7.3M |
| Mgo One Seven LLC | 0.28% | Add +1.2% | 164,475 | $7.1M |
| Schulz Wealth, LTD. | 5.21% | Reduce -0.9% | 157,491 | $6.8M |
| Assetmark, Inc. | 0.02% | Add +38.6% | 149,431 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -14.8% | 135,928 | $5.9M |
| Truist Financial Corp. | 0.01% | Reduce -12.0% | 131,159 | $5.7M |
| LPL Financial LLC | 0.00% | Reduce -77.6% | 126,706 | $5.5M |
| Heck Capital Advisors, LLC | 0.56% | Reduce -0.3% | 113,726 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +22.0% | 107,881 | $4.7M |
| NovaPoint Capital, LLC | 1.36% | New | 102,000 | $4.4M |
| Bison Wealth, LLC | 0.40% | Add +20.0% | 98,130 | $4.3M |
| Arkadios Wealth Advisors | 0.14% | Add +10.8% | 85,929 | $3.7M |
| Novem Group | 0.51% | Reduce -4.2% | 83,010 | $3.6M |
| REAP Financial Group, LLC | 0.86% | Add +31.0% | 79,835 | $3.5M |
| Keystone Wealth Services, LLC | 0.77% | Reduce -18.5% | 65,772 | $2.9M |
| Harvest Investment Services, LLC | 0.68% | Add +8.0% | 56,040 | $2.4M |
| Faithward Advisors, LLC | 0.41% | Add +85.3% | 54,396 | $2.4M |
| AE Wealth Management LLC | 0.02% | Reduce -4.1% | 51,470 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +75.4% | 47,727 | $2.1M |
| Ignite Planners, LLC | 0.40% | Add +58.2% | 47,102 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -19.2% | 45,844 | $2.0M |
| Leigh Baldwin & Co., LLC | 1.59% | New | 45,470 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.2% | 36,567 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | No change | 34,931 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +80.7% | 33,862 | $1.5M |
| Old Mission Capital LLC | 0.03% | Add +585.9% | 31,694 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Reduce -3.1% | 31,665 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 31,524 | $1.4M |
| Integrity Financial Corp | 0.77% | Add +32.6% | 31,378 | $1.4M |
| Tanglewood Legacy Advisors, LLC | 0.58% | Reduce -5.5% | 30,703 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +29.6% | 30,289 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.5% | 29,594 | $1.3M |
| FWG Investments, LLC. | 1.51% | Add +49.1% | 29,555 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.5% | 28,518 | $1.2M |
| Bullseye Investment Management, LLC | 0.70% | Add +15.3% | 25,367 | $1.1M |
| Fortress Private Ledger, LLC | 0.59% | Reduce -1.7% | 24,453 | $1.1M |
| 1776 Wealth LLC | 0.46% | Add +7.9% | 23,257 | $1.0M |
| Grantvest Financial Group LLC | 0.82% | Reduce -3.7% | 23,179 | $1.0M |
| Valtinson Bruner Financial Planning LLC | 0.32% | Reduce -7.0% | 21,872 | $949K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.4% | 20,099 | $872K |
| Mariner, LLC | 0.00% | Reduce -7.2% | 19,639 | $852K |
| TFB Advisors LLC | 0.24% | Add +24.4% | 19,565 | $849K |
| Founders Financial Securities LLC | 0.07% | Add +38.4% | 19,661 | $844K |
| Jane Street Group, LLC | 0.00% | Reduce -71.7% | 18,991 | $824K |
| Catalina Capital Group, LLC | 0.55% | No change | 18,861 | $819K |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.2% | 18,799 | $816K |
| Captrust Financial Advisors | 0.00% | No change | 18,327 | $795K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.9% | 18,270 | $793K |
| Blue Bell Private Wealth Management, LLC | 0.14% | Reduce -0.1% | 17,436 | $757K |
| BlueChip Wealth Advisors LLC | 0.35% | No change | 16,640 | $722K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Reduce -1.9% | 16,341 | $709K |
| Citadel Advisors | 0.00% | Reduce -36.0% | 13,662 | $593K |
| Strategic Blueprint, LLC | 0.03% | New | 13,301 | $577K |
| Brookstone Capital Management | 0.01% | New | 13,282 | $576K |
| CoreCap Advisors, LLC | 0.02% | Add +8.8% | 12,989 | $564K |
| Prospera Financial Services Inc | 0.01% | Add +1.9% | 12,677 | $550K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -39.7% | 11,848 | $515K |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.0% | 11,657 | $506K |
| World Equity Group, Inc. | 0.14% | New | 11,468 | $498K |
| Flagstar Securities, Inc. | 0.13% | Reduce -7.8% | 11,353 | $493K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +31.4% | 11,260 | $489K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 11,183 | $485K |
| Townsquare Capital LLC | 0.01% | Add +12.1% | 11,136 | $483K |
| Clear Creek Financial Management, LLC | 0.05% | Add +31.4% | 10,891 | $473K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +59.0% | 10,785 | $468K |
| Arbor Capital Management Inc. | 0.44% | Add +1.2% | 10,487 | $456K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.7% | 10,096 | $438K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +112.0% | 9,977 | $433K |
| United Capital Financial Advisors, LLC | 0.00% | Add +77.5% | 9,765 | $424K |
| Pitti Group Wealth Management, LLC | 0.43% | Reduce -7.6% | 9,724 | $422K |
| HighTower Advisors, LLC | 0.00% | Add +4.9% | 9,676 | $420K |
| AQR Capital Management | 0.00% | New | 9,600 | $417K |
| PKS Advisory Services, LLC | 0.11% | Reduce -4.8% | 9,163 | $398K |
| VestGen Investment Management | 0.30% | Reduce -0.2% | 9,131 | $396K |
| Farther Finance Advisors, LLC | 0.01% | New | 9,084 | $395K |
| Fragasso Financial Advisors Inc | 0.03% | Add +46.6% | 8,965 | $389K |
| Summit Financial Wealth Advisors, LLC | 0.08% | No change | 8,952 | $389K |
| FSB Premier Wealth Management, Inc. | 0.15% | Add +33.9% | 8,680 | $377K |
| Sowell Financial Services LLC | 0.02% | New | 8,652 | $376K |
| McCarthy & Cox | 0.16% | Reduce -69.6% | 8,614 | $374K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.2% | 8,264 | $359K |
| Apollon Wealth Management, LLC | 0.01% | Add +37.1% | 8,222 | $357K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +34.0% | 8,068 | $350K |
| Swmg, LLC | 0.14% | No change | 8,113 | $349K |
| ORG Partners LLC | 0.09% | New | 7,927 | $345K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 7,902 | $343K |
| Mutual Advisors, LLC | 0.01% | Reduce -22.4% | 7,815 | $336K |
| Paragon Capital Management Ltd | 0.07% | Reduce -5.2% | 7,728 | $335K |
| Share Andrew L. | 0.25% | No change | 7,650 | $332K |
"% 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.