FT Vest U.S. Equity Buffer EFDECETF
13F holders, Q2 2025 (June 30)139holders −4
10new positions
15sold out
2famous investors
$46.65avg. 13F price*
At the end of Q2 2025, 139 institutions reported holding FT Vest U.S. Equity Buffer E (FDEC) in their 13F filings, down 4 from Q1 2025. 10 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($33.6M), Grant Private Wealth Management Inc ($28.2M) and Commonwealth Equity Services, LLC ($23.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2025)
- CUSIP
- 33740U505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $30.6M |
| Exits | 15 | $24.5M |
All 13F filers, Q1 2025 → Q2 2025: 919,831 shares bought and 1,172,944 shares sold, net −253,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| Envestnet Asset Management Inc. | 0.01% | Add +5.0% | 719,210 | $33.6M |
| Grant Private Wealth Management Inc | 15.99% | New | 604,354 | $28.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.9% | 493,839 | $23.0M |
| Cwm, LLC | 0.06% | Reduce -0.5% | 378,866 | $17.7M |
| Cetera Investment Advisers | 0.03% | Add +6.7% | 372,072 | $17.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.9% | 254,133 | $11.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -38.2% | 233,312 | $10.8M |
| Assetmark, Inc. | 0.02% | Add +32.7% | 198,308 | $9.3M |
| CreativeOne Wealth, LLC | 0.22% | Reduce -1.7% | 180,625 | $8.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -5.1% | 176,243 | $8.2M |
| Mgo One Seven LLC | 0.26% | Add +3.7% | 170,614 | $8.0M |
| LPL Financial LLC | 0.00% | Add +23.5% | 156,526 | $7.3M |
| Schulz Wealth, LTD. | 5.36% | Reduce -2.5% | 153,514 | $7.2M |
| Stephens Inc. | 0.09% | Reduce -55.7% | 140,448 | $6.6M |
| MML Investors Services, LLC | 0.02% | Reduce -7.7% | 125,454 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.9% | 114,233 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -38.5% | 103,799 | $4.8M |
| Truist Financial Corp. | 0.01% | Reduce -22.6% | 101,514 | $4.7M |
| NovaPoint Capital, LLC | 1.42% | Reduce -2.9% | 99,091 | $4.6M |
| Bison Wealth, LLC | 0.35% | Reduce -2.6% | 95,541 | $4.5M |
| Novem Group | 0.48% | Reduce -2.5% | 80,935 | $3.8M |
| Sigma Planning Corp | 0.11% | Add +73.6% | 79,567 | $3.7M |
| REAP Financial Group, LLC | 0.83% | Reduce -5.3% | 75,601 | $3.5M |
| Arkadios Wealth Advisors | 0.10% | Reduce -14.4% | 73,561 | $3.4M |
| Keystone Wealth Services, LLC | 0.75% | Add +1.4% | 66,672 | $3.1M |
| Faithward Advisors, LLC | 0.39% | Reduce -0.2% | 54,282 | $2.5M |
| Ignite Planners, LLC | 0.43% | Add +11.3% | 52,411 | $2.5M |
| Harvest Investment Services, LLC | 0.55% | Reduce -6.1% | 52,645 | $2.5M |
| Leigh Baldwin & Co., LLC | 1.44% | Add +3.0% | 46,818 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +36.4% | 46,171 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.7% | 35,958 | $1.7M |
| Harbour Investments, Inc. | 0.04% | Add +13.5% | 35,937 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.09% | No change | 34,931 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.1% | 32,294 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -37.7% | 32,075 | $1.5M |
| Integrity Financial Corp | 0.74% | Reduce -0.4% | 31,250 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 31,115 | $1.5M |
| Tanglewood Legacy Advisors, LLC | 0.59% | No change | 30,703 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -37.4% | 29,888 | $1.4M |
| FWG Investments, LLC. | 1.01% | Reduce -3.2% | 28,614 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.0% | 27,367 | $1.3M |
| Fortress Private Ledger, LLC | 0.50% | Reduce -3.2% | 23,670 | $1.1M |
| Bullseye Investment Management, LLC | 0.70% | No change | 25,367 | $1.1M |
| 1776 Wealth LLC | 0.45% | No change | 23,257 | $1.1M |
| Valtinson Bruner Financial Planning LLC | 0.34% | Add +4.6% | 22,883 | $1.1M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -25.6% | 22,519 | $1.1M |
| Grantvest Financial Group LLC | 0.76% | Reduce -5.2% | 21,978 | $1.0M |
| Founders Financial Securities LLC | 0.08% | Add +7.9% | 21,220 | $990K |
| BlueChip Wealth Advisors LLC | 0.38% | Add +20.2% | 20,000 | $933K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.9% | 19,920 | $930K |
| Foundations Investment Advisors, LLC | 0.01% | New | 19,710 | $920K |
| Mariner, LLC | 0.00% | Reduce -3.8% | 18,889 | $881K |
| Catalina Capital Group, LLC | 0.59% | No change | 18,861 | $880K |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.9% | 18,638 | $870K |
| Captrust Financial Advisors | 0.00% | No change | 18,327 | $855K |
| RFG Advisory, LLC | 0.02% | Add +211.9% | 17,228 | $804K |
| Blue Bell Private Wealth Management, LLC | 0.13% | Reduce -1.5% | 17,171 | $801K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -7.0% | 17,000 | $793K |
| TFB Advisors LLC | 0.20% | Reduce -14.9% | 16,649 | $777K |
| Strategic Blueprint, LLC | 0.04% | Add +23.4% | 16,412 | $766K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Reduce -1.5% | 16,091 | $751K |
| Farther Finance Advisors, LLC | 0.01% | Add +73.0% | 15,719 | $734K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +46.5% | 14,613 | $682K |
| Brookstone Capital Management | 0.01% | Add +8.6% | 14,423 | $673K |
| CoreCap Advisors, LLC | 0.03% | Add +6.9% | 13,885 | $648K |
| Prospera Financial Services Inc | 0.01% | Add +2.1% | 12,945 | $604K |
| VestGen Investment Management | 0.43% | Add +39.7% | 12,759 | $595K |
| UBS Group AG | 0.00% | Add +2354.0% | 12,172 | $568K |
| World Equity Group, Inc. | 0.15% | Add +4.1% | 11,943 | $557K |
| Clear Creek Financial Management, LLC | 0.05% | No change | 10,891 | $508K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.3% | 10,593 | $494K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -11.0% | 10,548 | $492K |
| Arbor Capital Management Inc. | 0.41% | Reduce -4.2% | 10,046 | $475K |
| Pitti Group Wealth Management, LLC | 0.39% | Reduce -0.0% | 9,720 | $454K |
| HighTower Advisors, LLC | 0.00% | No change | 9,676 | $452K |
| AQR Capital Management | 0.00% | No change | 9,600 | $448K |
| PKS Advisory Services, LLC | 0.10% | Reduce -0.8% | 9,093 | $424K |
| Summit Financial Wealth Advisors, LLC | 0.07% | No change | 8,952 | $418K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.0% | 8,841 | $415K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.7% | 8,687 | $405K |
| McCarthy & Cox | 0.11% | No change | 8,614 | $402K |
| Sowell Financial Services LLC | 0.02% | Reduce -2.9% | 8,398 | $392K |
| Swmg, LLC | 0.13% | Reduce -0.0% | 8,111 | $386K |
| Wedbush Securities Inc. | 0.01% | No change | 8,264 | $386K |
| SOA Wealth Advisors, LLC. | 0.07% | No change | 8,068 | $377K |
| ORG Partners LLC | 0.08% | No change | 7,927 | $369K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 7,902 | $369K |
| FSB Premier Wealth Management, Inc. | 0.13% | Reduce -9.5% | 7,857 | $367K |
| Sunbelt Securities, Inc. | 0.03% | Add +6.8% | 8,032 | $358K |
| Share Andrew L. | 0.25% | No change | 7,650 | $357K |
| Savvy Advisors, Inc. | 0.02% | No change | 7,587 | $354K |
| IFP Advisors, Inc | 0.01% | Add +8.7% | 7,555 | $353K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 7,418 | $346K |
| Paragon Capital Management Ltd | 0.06% | Reduce -5.5% | 7,301 | $341K |
| Mutual Advisors, LLC | 0.01% | Reduce -8.5% | 7,154 | $341K |
| Capasso Planning Partners LLC | 0.19% | Reduce -0.4% | 7,220 | $337K |
| Flagstar Securities, Inc. | 0.09% | Reduce -38.1% | 7,023 | $328K |
| Wolverine Trading, LLC | 0.01% | New | 6,870 | $319K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,598 | $308K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,585 | $307K |
"% 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.