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

050100150 Q1 2024: 94Q1 2024Q2 2024: 97Q2 2024Q3 2024: 94Q3 2024Q4 2024: 129Q4 2024Q1 2025: 119Q1 2025Q2 2025: 116Q2 2025Q3 2025: 113Q3 2025Q4 2025: 145Q4 2025Q1 2026: 138Q1 2026Q2 2026: 143Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$3.5M
Exits17$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
Barclays PLC 0.00% New 4,758 $197K
Wood Tarver Financial Group, LLC 0.06% Add +145.2% 4,440 $184K
Sunbelt Securities, Inc. 0.01% Add +20.0% 2,997 $124K
Ameritas Investment Partners, Inc. 0.00% No change 2,680 $111K
Private Trust Co. NA 0.01% No change 1,917 $80K
Financial Network Wealth Advisors LLC 0.10% Add +64.3% 1,909 $79K
Stonebridge Financial Group, LLC 0.01% Reduce -27.8% 1,560 $65K
Noble Wealth Management PBC 0.03% New 1,000 $42K
Larson Financial Group LLC 0.00% Reduce -21.4% 833 $35K
Principal Securities, Inc. 0.00% No change 767 $33K
Capital Investment Advisory Services, LLC 0.00% No change 629 $26K
Park Square Financial Group, LLC 0.02% No change 584 $24K
Federation des caisses Desjardins du Quebec 0.00% No change 555 $23K
JPMorgan Chase & Co. 0.00% Reduce -76.4% 270 $11K
CIBC Private Wealth Group LLC 0.00% New 292 $11K
IMG Wealth Management, Inc. 0.01% No change 264 $11K
Tucker Asset Management LLC 0.00% No change 237 $10K
Topsail Wealth Management, LLC 0.00% No change 200 $8K
EPG Wealth Management LLC 0.00% No change 137 $6K

"% 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.