FT Vest U.S. Equity Buffer EFOCTETF

13F holders, Q2 2025 (June 30)
116holders −3
12new positions
15sold out
1famous investor
$44.75avg. 13F price*

At the end of Q2 2025, 116 institutions reported holding FT Vest U.S. Equity Buffer E (FOCT) in their 13F filings, down 3 from Q1 2025. 12 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($32.1M), Raymond James Financial Inc. ($27.0M) and Cetera Investment Advisers ($21.7M). 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 (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions12$5.4M
Exits15$4.9M

All 13F filers, Q1 2025 → Q2 2025: 1,103,612 shares bought and 309,786 shares sold, net +793,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 116 holders

Envestnet Asset Management Inc. 0.01% Add +159.8% 716,816 $32.1M
Raymond James Financial Inc. 0.01% Add +2.8% 603,284 $27.0M
Cetera Investment Advisers 0.04% Add +42.5% 484,491 $21.7M
Harvest Investment Services, LLC 2.80% Reduce -2.1% 280,052 $12.5M
Bleakley Financial Group, LLC 0.29% Reduce -3.8% 257,708 $11.5M
Assetmark, Inc. 0.02% Add +33.4% 206,645 $9.3M
Osaic Holdings, Inc. 0.01% Add +42.0% 188,286 $8.3M
Cwm, LLC 0.03% Reduce -1.2% 176,218 $7.9M
CreativeOne Wealth, LLC 0.21% Add +227.8% 174,929 $7.8M
LPL Financial LLC 0.00% Add +134.9% 151,066 $6.8M
Commonwealth Equity Services, LLC 0.01% Reduce -9.5% 145,380 $6.5M
Bison Wealth, LLC 0.42% Reduce -0.3% 117,621 $5.3M
Kestra Advisory Services, LLC 0.02% Add +7.0% 95,045 $4.3M
SOA Wealth Advisors, LLC. 0.71% Reduce -1.0% 87,130 $3.9M
Capital Analysts, LLC 0.12% Add +7.7% 83,416 $3.7M
REAP Financial Group, LLC 0.87% Reduce -22.1% 82,707 $3.7M
Mgo One Seven LLC 0.11% Add +1.3% 79,486 $3.6M
MML Investors Services, LLC 0.01% Add +11.4% 75,571 $3.4M
Valtinson Bruner Financial Planning LLC 1.06% Add +0.8% 75,093 $3.4M
Acorn Financial Advisory Services Inc. 0.54% Reduce -1.4% 72,963 $3.3M
Royal Bank of Canada 0.00% Reduce -18.7% 59,772 $2.7M
Atria Investments, Inc 0.03% New 50,039 $2.2M
Janney Montgomery Scott LLC 0.01% Add +17.9% 48,987 $2.2M
Midwest Financial Network, LLC 1.96% Reduce -12.8% 44,228 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.7% 42,137 $1.9M
Fragasso Financial Advisors Inc 0.12% Add +0.9% 40,918 $1.8M
SMART Wealth LLC 0.57% Reduce -2.0% 40,557 $1.8M
Truist Financial Corp. 0.00% Reduce -2.6% 40,433 $1.8M
Brookstone Capital Management 0.02% Reduce -0.1% 39,791 $1.8M
Insigneo Advisory Services, LLC 0.15% Reduce -1.2% 39,775 $1.8M
FWG Investments, LLC. 1.29% Add +1.1% 37,926 $1.7M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -4.5% 35,105 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -0.3% 32,837 $1.5M
Captrust Financial Advisors 0.00% No change 28,137 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -16.1% 26,884 $1.2M
FSB Premier Wealth Management, Inc. 0.35% Reduce -5.2% 22,143 $991K
Gallagher Fiduciary Advisors, LLC 0.04% Add +149.0% 21,643 $969K
Founders Financial Securities LLC 0.07% Add +8.8% 20,441 $915K
AE Wealth Management LLC 0.01% Reduce -40.3% 20,197 $904K
Ameritas Advisory Services, LLC 0.05% Reduce -22.1% 20,072 $899K
Integrity Financial Corp 0.39% Add +0.3% 17,265 $773K
Kestra Private Wealth Services, LLC 0.01% No change 16,913 $757K
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.9% 16,053 $719K
TFB Advisors LLC 0.19% Reduce -4.8% 15,789 $707K
Keystone Wealth Services, LLC 0.16% Reduce -1.8% 14,851 $665K
CoreCap Advisors, LLC 0.03% Add +7.5% 14,452 $647K
Citadel Advisors 0.00% Add +7.5% 14,170 $634K
First Trust Advisors LP 0.00% Add +27.7% 13,970 $625K
Harbour Investments, Inc. 0.02% Add +12.2% 13,323 $596K
Ashton Thomas Private Wealth, LLC 0.02% Add +14.3% 13,241 $593K
VestGen Investment Management 0.42% New 13,124 $588K
Centaurus Financial, Inc. 0.03% Reduce -0.9% 13,119 $587K
Tanglewood Legacy Advisors, LLC 0.24% Reduce -17.8% 12,984 $581K
NewEdge Advisors, LLC 0.00% Add +8.1% 12,883 $577K
Schulz Wealth, LTD. 0.43% No change 12,873 $576K
Leigh Baldwin & Co., LLC 0.38% Add +96.4% 12,765 $571K
World Equity Group, Inc. 0.15% New 12,428 $556K
Blue Bell Private Wealth Management, LLC 0.09% Reduce -2.3% 12,339 $552K
Savvy Advisors, Inc. 0.04% No change 12,280 $550K
Envestnet Portfolio Solutions, Inc. 0.00% New 11,709 $524K
Pitti Group Wealth Management, LLC 0.45% Reduce -1.0% 11,639 $521K
Stephens Inc. 0.01% Reduce -81.3% 11,219 $502K
PNC Financial Services Group, Inc. 0.00% Reduce -23.1% 10,926 $489K
Beacon Financial Advisory LLC 0.12% Add +90.9% 10,500 $470K
Octavia Wealth Advisors, LLC 0.05% No change 10,472 $469K
Strategic Blueprint, LLC 0.02% Reduce -55.8% 10,472 $469K
IFP Advisors, Inc 0.01% No change 10,332 $463K
RFG Advisory, LLC 0.01% New 10,278 $460K
Farther Finance Advisors, LLC 0.01% Reduce -0.5% 9,591 $429K
Lanark Financial, Inc. 0.03% Reduce -4.5% 9,450 $423K
Arbor Capital Management Inc. 0.36% Reduce -5.2% 9,163 $415K
Semus Wealth Partners LLC 0.27% No change 9,234 $413K
Archer Investment Corp 0.10% No change 9,035 $404K
Goldman Sachs Group Inc. 0.00% New 8,991 $403K
Sowell Financial Services LLC 0.02% Reduce -2.3% 8,876 $397K
Foundations Investment Advisors, LLC 0.01% New 8,310 $372K
Financial Life Planners 0.30% No change 8,249 $369K
J.W. Cole Advisors, Inc. 0.01% Add +3.6% 8,223 $368K
Meridian Wealth Management, LLC 0.02% No change 7,983 $357K
Mariner, LLC 0.00% No change 7,820 $350K
Prosperity Consulting Group, LLC 0.03% No change 7,817 $350K
Sanctuary Advisors, LLC 0.00% No change 7,669 $343K
Gerber Kawasaki Wealth & Investment Management 0.01% No change 7,555 $338K
Mutual Advisors, LLC 0.01% Add +0.1% 7,249 $331K
Beacon Pointe Advisors, LLC 0.00% No change 6,761 $303K
Glen Eagle Advisors, LLC 0.05% No change 6,730 $301K
Signature Estate & Investment Advisors LLC 0.01% No change 6,363 $285K
Share Andrew L. 0.20% No change 6,229 $279K
Thoroughbred Financial Services, LLC 0.02% No change 6,228 $278K
Prospera Financial Services Inc 0.01% Reduce -15.7% 6,138 $275K
Kingswood Wealth Advisors, LLC 0.02% No change 5,945 $266K
HighTower Advisors, LLC 0.00% No change 5,943 $266K
United Capital Financial Advisors, LLC 0.00% No change 5,847 $262K
DHJJ Financial Advisors, Ltd. 0.09% Add +0.2% 5,677 $254K
Legacy Solutions, LLC 0.22% No change 5,244 $235K
Wood Tarver Financial Group, LLC 0.07% Add +18.1% 5,246 $234K
Fortress Private Ledger, LLC 0.10% No change 4,980 $223K
WealthTrust Asset Management, LLC 0.15% Reduce -34.1% 4,551 $204K
Ameritas Investment Partners, Inc. 0.00% No change 2,680 $120K
Barclays PLC 0.00% Reduce -49.3% 2,413 $108K

"% 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.

Show all 116 holders