FT Vest U.S. Equity Buffer EFOCTETF

13F holders, Q1 2026 (March 31)
138holders −7
8new positions
13sold out
$47.74avg. 13F price*

At the end of Q1 2026, 138 institutions reported holding FT Vest U.S. Equity Buffer E (FOCT) in their 13F filings, down 7 from Q4 2025. 8 opened new positions and 13 sold out. The largest holders were Envestnet Asset Management Inc. ($41.7M), Raymond James Financial Inc. ($16.9M) and Cetera Investment Advisers ($16.8M).

Company
FT Vest U.S. Equity Buffer E
Filed as
FIRST TR EXCHNG TRADED FD VI (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions8$2.4M
Exits13$7.0M

All 13F filers, Q4 2025 → Q1 2026: 201,952 shares bought and 454,447 shares sold, net −252,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 138 holders

Envestnet Asset Management Inc. 0.01% Add +0.8% 874,953 $41.7M
Raymond James Financial Inc. 0.01% Reduce -8.2% 353,428 $16.9M
Cetera Investment Advisers 0.02% Reduce -5.5% 353,252 $16.8M
Assetmark, Inc. 0.03% Add +11.6% 295,232 $14.1M
Bleakley Financial Group, LLC 0.17% Reduce -1.8% 231,440 $11.0M
LPL Financial LLC 0.00% Reduce -24.2% 183,095 $8.7M
Osaic Holdings, Inc. 0.01% Reduce -10.3% 181,778 $8.7M
Atria Investments, Inc 0.09% Add +1.8% 159,523 $7.6M
Commonwealth Equity Services, LLC 0.01% Reduce -7.8% 148,921 $7.1M
REAP Financial Group, LLC 1.36% Reduce -0.9% 145,024 $6.9M
Kestra Advisory Services, LLC 0.02% Add +16.0% 107,151 $5.1M
MML Investors Services, LLC 0.01% Add +2.8% 100,548 $4.8M
Cwm, LLC 0.01% Reduce -15.3% 99,239 $4.7M
BAM Wealth Management, LLC 3.28% Reduce -12.0% 91,964 $4.4M
Capital Analysts, LLC 0.11% Add +0.7% 91,522 $4.4M
Acorn Financial Advisory Services Inc. 0.46% Reduce -0.7% 70,860 $3.4M
CreativeOne Wealth, LLC 0.07% Reduce -1.7% 67,492 $3.2M
Harbour Investments, Inc. 0.05% Add +44.3% 66,953 $3.2M
Royal Bank of Canada 0.00% Reduce -6.2% 52,092 $2.5M
Valtinson Bruner Financial Planning LLC 0.67% Reduce -2.8% 51,390 $2.5M
FWG Investments, LLC. 1.55% Add +0.6% 51,250 $2.4M
Truist Financial Corp. 0.00% Reduce -2.7% 48,630 $2.3M
Janney Montgomery Scott LLC 0.01% Add +2.5% 47,413 $2.3M
SOA Wealth Advisors, LLC. 0.40% Reduce -48.3% 44,143 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.8% 42,253 $2.0M
SMART Wealth LLC 0.54% Add +8.8% 38,702 $1.8M
Brookstone Capital Management 0.02% Reduce -1.1% 37,921 $1.8M
Rockefeller Capital Management L.P. 0.00% Reduce -4.1% 35,308 $1.7M
Susquehanna International Group, LLP 0.00% Add +31.3% 32,266 $1.5M
McKinley Carter Wealth Services, Inc. 0.09% No change 32,216 $1.5M
Founders Financial Securities LLC 0.09% Add +8.9% 31,132 $1.5M
Insigneo Advisory Services, LLC 0.11% Reduce -13.8% 31,466 $1.5M
Harvest Investment Services, LLC 0.26% Reduce -4.8% 29,949 $1.4M
Reflection Asset Management 0.87% No change 27,826 $1.4M
VestGen Advisors, LLC 0.04% Add +308.7% 25,441 $1.3M
Gallagher Fiduciary Advisors, LLC 0.05% Reduce -5.2% 27,089 $1.3M
Captrust Financial Advisors 0.00% No change 26,687 $1.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +15.8% 25,584 $1.2M
Strategic Blueprint, LLC 0.07% Add +160.8% 24,854 $1.2M
Silver Oak Securities, Incorporated 0.08% No change 24,292 $1.2M
Keystone Wealth Services, LLC 0.24% New 23,101 $1.1M
Signal Advisors Wealth, LLC 0.07% Add +8.5% 22,732 $1.1M
Integrity Financial Corp 0.53% Reduce -6.7% 22,519 $1.1M
Fragasso Financial Advisors Inc 0.06% Reduce -0.1% 21,563 $1.0M
PNC Financial Services Group, Inc. 0.00% Reduce -1.4% 20,296 $968K
VestGen Investment Management 0.50% Reduce -8.2% 19,012 $906K
AE Wealth Management LLC 0.00% Reduce -0.7% 18,658 $890K
Midwest Financial Network, LLC 0.70% Reduce -35.4% 18,592 $886K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.6% 17,325 $826K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.8% 17,118 $816K
Bison Wealth, LLC 0.08% No change 15,743 $813K
Clear Creek Financial Management, LLC 0.06% Add +41.8% 16,956 $808K
Ameritas Advisory Services, LLC 0.03% Add +5.2% 16,453 $784K
Freedom Investment Management, Inc. 0.22% No change 15,740 $750K
RFG Advisory, LLC 0.01% Add +10.9% 15,663 $747K
CoreCap Advisors, LLC 0.03% Reduce -1.3% 15,645 $746K
Stephens Inc. 0.01% Reduce -8.8% 15,417 $735K
Mutual Advisors, LLC 0.02% No change 14,964 $713K
Ashton Thomas Private Wealth, LLC 0.02% Add +2.9% 14,559 $694K
Blue Bell Private Wealth Management, LLC 0.10% Add +7.6% 13,972 $666K
OneDigital Investment Advisors LLC 0.01% Add +11.3% 13,889 $662K
Mgo One Seven LLC 0.01% Reduce -3.0% 13,770 $657K
Tanglewood Legacy Advisors, LLC 0.22% No change 12,984 $619K
Octavia Wealth Advisors, LLC 0.06% No change 12,523 $597K
FSB Premier Wealth Management, Inc. 0.18% Reduce -0.0% 12,191 $581K
Leigh Baldwin & Co., LLC 0.37% Reduce -3.6% 12,115 $578K
World Equity Group, Inc. 0.15% Reduce -6.2% 12,100 $577K
Accel Wealth Management 0.15% Reduce -0.8% 11,830 $564K
Foundations Investment Advisors, LLC 0.01% Add +6.3% 11,603 $553K
Pitti Group Wealth Management, LLC 0.44% No change 11,302 $539K
Keating Financial Advisory Services, Inc. 0.08% Add +10.5% 10,992 $524K
IFP Advisors, Inc 0.01% Reduce -23.2% 10,596 $505K
NewEdge Advisors, LLC 0.00% Reduce -0.7% 10,577 $504K
Archer Investment Corp 0.10% No change 10,035 $478K
HighTower Advisors, LLC 0.00% Reduce -51.8% 9,906 $472K
Integrity Alliance, Llc. 0.02% Reduce -35.7% 9,685 $462K
Geneos Wealth Management Inc. 0.01% No change 9,330 $445K
Kingswood Wealth Advisors, LLC 0.02% Reduce -0.7% 9,233 $440K
TFB Advisors LLC 0.22% Reduce -41.5% 8,729 $416K
Concurrent Investment Advisors, LLC 0.00% New 8,470 $404K
Park Avenue Securities LLC 0.00% Add +1.9% 8,278 $395K
Financial Life Planners 0.30% No change 8,249 $393K
Meridian Wealth Management, LLC 0.01% No change 7,983 $381K
Arkadios Wealth Advisors 0.01% No change 7,980 $380K
Arbor Capital Management Inc. 0.31% Reduce -7.6% 7,747 $376K
Signature Estate & Investment Advisors LLC 0.01% No change 7,627 $364K
DHJJ Financial Advisors, Ltd. 0.12% No change 7,527 $359K
United Capital Financial Advisors, LLC 0.00% Add +18.2% 7,512 $358K
Private Advisor Group, LLC 0.00% Reduce -9.3% 7,510 $358K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -12.8% 7,470 $356K
Prosperity Consulting Group, LLC 0.02% No change 7,461 $356K
Legacy Solutions, LLC 0.33% No change 7,458 $356K
Sowell Financial Services LLC 0.01% Reduce -1.2% 7,361 $351K
Gateway Wealth Partners, LLC 0.01% New 7,234 $345K
Mariner, LLC 0.00% Reduce -5.1% 6,951 $331K
Lanark Financial, Inc. 0.02% Reduce -21.8% 6,921 $330K
WealthTrust Asset Management, LLC 0.19% Add +50.2% 6,837 $326K
Savvy Advisors, Inc. 0.01% Add +7.6% 6,831 $326K
Orion Porfolio Solutions, LLC 0.00% Add +18.1% 6,742 $321K
Beacon Pointe Advisors, LLC 0.00% No change 6,731 $321K

"% 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 138 holders