FT Vest U.S. Equity Buffer EFOCTETF
13F holders, Q1 2025 (March 31)119holders −10
8new positions
17sold out
1famous investor
$41.50avg. 13F price*
At the end of Q1 2025, 119 institutions reported holding FT Vest U.S. Equity Buffer E (FOCT) in their 13F filings, down 10 from Q4 2024. 8 opened new positions and 17 sold out. The largest holders were Raymond James Financial Inc. ($24.4M), Cetera Investment Advisers ($14.1M) and Harvest Investment Services, LLC ($11.9M). One famous investor held it 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 (Q1 2025)
- CUSIP
- 33740F664
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.5M |
| Exits | 17 | $26.2M |
All 13F filers, Q4 2024 → Q1 2025: 591,281 shares bought and 1,375,028 shares sold, net −783,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Raymond James Financial Inc. | 0.01% | Add +10.6% | 586,833 | $24.4M |
| Cetera Investment Advisers | 0.03% | Reduce -25.3% | 340,067 | $14.1M |
| Harvest Investment Services, LLC | 3.31% | Add +973.0% | 286,031 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -51.0% | 275,945 | $11.5M |
| Bleakley Financial Group, LLC | 0.36% | Reduce -1.0% | 267,935 | $11.1M |
| Cwm, LLC | 0.03% | Reduce -5.5% | 178,368 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.0% | 160,713 | $6.7M |
| Assetmark, Inc. | 0.02% | Add +39.3% | 154,885 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.0% | 132,570 | $5.5M |
| Bison Wealth, LLC | 0.46% | Reduce -4.4% | 117,982 | $4.9M |
| REAP Financial Group, LLC | 1.09% | Reduce -0.4% | 106,109 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -10.8% | 88,817 | $3.7M |
| SOA Wealth Advisors, LLC. | 0.76% | Reduce -0.1% | 88,044 | $3.7M |
| Mgo One Seven LLC | 0.13% | Reduce -1.4% | 78,507 | $3.3M |
| Capital Analysts, LLC | 0.12% | Add +3011.7% | 77,450 | $3.2M |
| Valtinson Bruner Financial Planning LLC | 1.04% | Reduce -2.9% | 74,473 | $3.1M |
| Acorn Financial Advisory Services Inc. | 0.56% | Reduce -4.6% | 74,014 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 73,512 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +5.0% | 67,847 | $2.8M |
| LPL Financial LLC | 0.00% | Add +4.0% | 64,323 | $2.7M |
| Stephens Inc. | 0.04% | No change | 60,014 | $2.5M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -70.4% | 53,362 | $2.2M |
| Midwest Financial Network, LLC | 2.10% | Add +13.2% | 50,743 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.5% | 45,656 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +9.3% | 41,554 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +2.4% | 41,523 | $1.7M |
| SMART Wealth LLC | 0.62% | Add +12.3% | 41,397 | $1.7M |
| Fragasso Financial Advisors Inc | 0.12% | Reduce -1.6% | 40,544 | $1.7M |
| Insigneo Advisory Services, LLC | 0.17% | Reduce -5.3% | 40,275 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +34.9% | 39,829 | $1.7M |
| FWG Investments, LLC. | 1.83% | Reduce -1.5% | 37,496 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 37,364 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | No change | 36,780 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -8.8% | 33,830 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -9.8% | 32,940 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.6% | 32,044 | $1.3M |
| Captrust Financial Advisors | 0.00% | No change | 28,137 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +11.3% | 25,776 | $1.1M |
| Strategic Blueprint, LLC | 0.05% | Add +104.2% | 23,680 | $983K |
| FSB Premier Wealth Management, Inc. | 0.38% | Reduce -0.8% | 23,352 | $969K |
| Founders Financial Securities LLC | 0.07% | Add +43.3% | 18,793 | $773K |
| SeaCrest Wealth Management, LLC | 0.08% | No change | 17,383 | $721K |
| Integrity Financial Corp | 0.41% | Reduce -13.4% | 17,219 | $715K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -6.2% | 16,913 | $702K |
| TFB Advisors LLC | 0.20% | Add +32.0% | 16,594 | $689K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.6% | 16,525 | $686K |
| Jane Street Group, LLC | 0.00% | New | 16,422 | $682K |
| Tanglewood Legacy Advisors, LLC | 0.29% | Reduce -14.3% | 15,797 | $656K |
| Keystone Wealth Services, LLC | 0.17% | No change | 15,122 | $628K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.7% | 14,214 | $590K |
| CoreCap Advisors, LLC | 0.02% | Add +8.9% | 13,449 | $558K |
| Centaurus Financial, Inc. | 0.03% | No change | 13,237 | $549K |
| Citadel Advisors | 0.00% | Reduce -17.3% | 13,178 | $547K |
| Schulz Wealth, LTD. | 0.41% | No change | 12,873 | $534K |
| Blue Bell Private Wealth Management, LLC | 0.10% | No change | 12,632 | $524K |
| Savvy Advisors, Inc. | 0.05% | Add +2.0% | 12,280 | $510K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.9% | 11,919 | $495K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.1% | 11,880 | $493K |
| Pitti Group Wealth Management, LLC | 0.50% | Reduce -5.1% | 11,755 | $488K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +14.5% | 11,588 | $481K |
| First Trust Advisors LP | 0.00% | Reduce -2.2% | 10,937 | $454K |
| Octavia Wealth Advisors, LLC | 0.05% | No change | 10,472 | $435K |
| IFP Advisors, Inc | 0.01% | No change | 10,332 | $429K |
| Lanark Financial, Inc. | 0.04% | — | 9,897 | $410K |
| Arbor Capital Management Inc. | 0.39% | Add +2.6% | 9,667 | $403K |
| Farther Finance Advisors, LLC | 0.01% | New | 9,642 | $401K |
| Semus Wealth Partners LLC | 0.27% | No change | 9,234 | $383K |
| Sowell Financial Services LLC | 0.02% | New | 9,089 | $377K |
| Archer Investment Corp | 0.10% | No change | 9,035 | $375K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -23.4% | 8,692 | $361K |
| Financial Life Planners | 0.33% | No change | 8,249 | $342K |
| Meridian Wealth Management, LLC | 0.02% | No change | 7,983 | $331K |
| Townsquare Capital LLC | 0.00% | Reduce -2.6% | 7,974 | $331K |
| Bank of America Corp. | 0.00% | Add +965.0% | 7,945 | $330K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -3.4% | 7,940 | $330K |
| Mariner, LLC | 0.00% | Reduce -6.9% | 7,820 | $325K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -8.2% | 7,817 | $324K |
| Sanctuary Advisors, LLC | 0.00% | Add +21.9% | 7,669 | $318K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 7,555 | $314K |
| Prospera Financial Services Inc | 0.01% | Reduce -17.0% | 7,280 | $302K |
| Mutual Advisors, LLC | 0.01% | No change | 7,238 | $298K |
| WealthTrust Asset Management, LLC | 0.21% | No change | 6,907 | $287K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 6,761 | $281K |
| Old Mission Capital LLC | 0.01% | Reduce -48.0% | 6,744 | $280K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 6,730 | $279K |
| Leigh Baldwin & Co., LLC | 0.22% | Add +1.6% | 6,500 | $270K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 6,363 | $264K |
| Share Andrew L. | 0.19% | No change | 6,229 | $259K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,228 | $258K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -34.6% | 5,945 | $247K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.6% | 5,943 | $247K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.9% | 5,847 | $243K |
| DHJJ Financial Advisors, Ltd. | 0.09% | No change | 5,667 | $235K |
| Transcend Capital Advisors, LLC | 0.02% | Add +14.6% | 5,615 | $233K |
| Beacon Financial Advisory LLC | 0.07% | No change | 5,500 | $228K |
| HRT Financial LP | 0.00% | New | 5,360 | $222K |
| Legacy Solutions, LLC | 0.24% | No change | 5,244 | $218K |
| McCarthy & Cox | 0.09% | Reduce -96.5% | 5,098 | $212K |
| Fortress Private Ledger, LLC | 0.12% | No change | 4,980 | $207K |
| NWF Advisory Services Inc. | 0.03% | Reduce -7.2% | 4,825 | $200K |
"% of holder's portfolio" is FOCT's weight in each manager's 13F, not the share of FT Vest U.S. Equity Buffer E the manager owns.