FT Vest U.S. Equity Buffer EFSEPETF
13F holders, Q1 2024 (March 31)93holders
1famous investor
$42.48avg. 13F price*
At the end of Q1 2024, 93 institutions reported holding FT Vest U.S. Equity Buffer E (FSEP) in their 13F filings. The largest holders were Cwm, LLC ($15.3M), Commonwealth Equity Services, LLC ($13.7M) and Osaic Holdings, Inc. ($12.7M). 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 (Q1 2024)
- CUSIP
- 33740U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.5M |
| Exits | 6 | $4.6M |
Ownership 93 holders
| Cwm, LLC | 0.07% | Reduce -11.3% | 359,511 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.0% | 322,379 | $13.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -12.4% | 299,243 | $12.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -11.9% | 144,497 | $6.1M |
| McCarthy & Cox | 1.97% | — | 122,616 | $5.2M |
| Schulz Wealth, LTD. | 4.30% | Reduce -1.3% | 118,458 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 110,981 | $4.7M |
| Keystone Wealth Services, LLC | 1.52% | Reduce -0.3% | 109,732 | $4.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +194.3% | 109,504 | $4.7M |
| REAP Financial Group, LLC | 1.14% | Add +0.3% | 97,833 | $4.2M |
| LPL Financial LLC | 0.00% | Add +100.7% | 94,156 | $4.0M |
| Raymond James & Associates | 0.00% | Reduce -1.8% | 91,213 | $3.9M |
| 1776 Wealth LLC | 1.45% | No change | 72,287 | $3.1M |
| Cetera Investment Advisers | 0.01% | Reduce -5.8% | 69,275 | $2.9M |
| Harbour Investments, Inc. | 0.10% | Reduce -5.4% | 66,163 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.3% | 62,620 | $2.7M |
| Prospera Financial Services Inc | 0.07% | Reduce -0.2% | 52,415 | $2.2M |
| Fragasso Financial Advisors Inc | 0.16% | No change | 43,208 | $1.8M |
| Valtinson Bruner Financial Planning LLC | 0.77% | Reduce -60.0% | 42,664 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -6.8% | 40,860 | $1.7M |
| Beacon Financial Group | 0.20% | Reduce -6.7% | 40,342 | $1.7M |
| FSB Premier Wealth Management, Inc. | 0.76% | Add +2.3% | 38,420 | $1.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | New | 36,878 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -10.5% | 34,996 | $1.5M |
| Sloy Dahl & Holst, LLC | 0.33% | No change | 33,306 | $1.4M |
| Stephens Inc. | 0.02% | No change | 32,430 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 31,124 | $1.3M |
| Integrity Financial Corp | 0.91% | Reduce -1.4% | 31,110 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.12% | No change | 29,462 | $1.3M |
| FWG Investments, LLC. | 1.21% | Reduce -2.6% | 26,294 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.16% | No change | 26,007 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.8% | 24,507 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -0.0% | 23,159 | $984K |
| AE Wealth Management LLC | 0.01% | Reduce -63.4% | 23,128 | $983K |
| McKinley Carter Wealth Services, Inc. | 0.06% | No change | 21,559 | $916K |
| MML Investors Services, LLC | 0.00% | Reduce -13.7% | 19,465 | $827K |
| DHJJ Financial Advisors, Ltd. | 0.33% | Add +0.7% | 17,508 | $744K |
| SeaCrest Wealth Management, LLC | 0.09% | No change | 16,831 | $715K |
| Citadel Advisors | 0.00% | Add +134.7% | 16,693 | $709K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +77.6% | 16,566 | $704K |
| Acorn Financial Advisory Services Inc. | 0.13% | Reduce -3.5% | 16,438 | $699K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.7% | 15,940 | $677K |
| CreativeOne Wealth, LLC | 0.03% | Add +0.3% | 15,612 | $663K |
| Sunbelt Securities, Inc. | 0.07% | No change | 15,555 | $661K |
| Blue Bell Private Wealth Management, LLC | 0.14% | Reduce -2.0% | 15,280 | $649K |
| Strategic Blueprint, LLC | 0.05% | Reduce -6.0% | 15,230 | $647K |
| Jane Street Group, LLC | 0.00% | Reduce -6.5% | 14,957 | $636K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -22.0% | 14,800 | $629K |
| Darwin Wealth Management, LLC | 0.18% | No change | 14,798 | $629K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | No change | 14,687 | $624K |
| Swmg, LLC | 0.26% | No change | 13,584 | $577K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -4.0% | 12,705 | $540K |
| Susquehanna International Group, LLP | 0.00% | New | 12,313 | $523K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.3% | 12,161 | $517K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +0.9% | 10,900 | $463K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -21.7% | 10,676 | $454K |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -12.4% | 10,510 | $447K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -22.3% | 10,230 | $435K |
| Ameritas Advisory Services, LLC | 0.02% | New | 9,842 | $414K |
| Truist Financial Corp. | 0.00% | Reduce -25.9% | 9,643 | $410K |
| Creative Financial Designs Inc. | 0.04% | Add +4.1% | 9,484 | $403K |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.1% | 9,162 | $389K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -11.4% | 8,714 | $370K |
| Arbor Capital Management Inc. | 0.32% | Reduce -0.0% | 8,036 | $342K |
| CoreCap Advisors, LLC | 0.02% | Add +58.9% | 8,006 | $340K |
| Catalina Capital Group, LLC | 0.14% | No change | 7,766 | $330K |
| SOA Wealth Advisors, LLC. | 0.06% | No change | 7,379 | $314K |
| Mutual Advisors, LLC | 0.01% | No change | 7,273 | $309K |
| StoneX Group Inc. | 0.03% | Add +37.5% | 7,224 | $307K |
| AIFG Consultants Ltd. | 0.21% | No change | 6,903 | $293K |
| Opes Wealth Management LLC | 0.07% | Add +1.9% | 6,842 | $291K |
| Share Andrew L. | 0.13% | No change | 6,000 | $255K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.0% | 5,750 | $244K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 5,679 | $241K |
| Townsquare Capital LLC | 0.00% | Reduce -2.5% | 5,646 | $240K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -9.4% | 6,393 | $237K |
| Mgo One Seven LLC | 0.01% | No change | 5,416 | $230K |
| Cedar Brook Financial Partners, LLC | 0.04% | No change | 5,310 | $226K |
| IFP Advisors, Inc | 0.01% | Add +34.7% | 5,253 | $223K |
| Lincoln National Corp. | 0.00% | Reduce -10.3% | 5,208 | $221K |
| Brown Wealth Management, LLC | 0.09% | No change | 5,100 | $217K |
| Bright Futures Wealth Management, LLC. | 0.11% | — | 4,800 | $210K |
| Lanark Financial, Inc. | 0.02% | Reduce -4.3% | 4,086 | $173K |
| Castleview Partners, LLC | 0.05% | No change | 2,171 | $92K |
| Clear Point Advisors Inc. | 0.05% | No change | 1,400 | $59K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,300 | $55K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,030 | $44K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 1,067 | $43K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 860 | $37K |
| UBS Group AG | 0.00% | Reduce -61.7% | 563 | $24K |
| Archer Investment Corp | 0.01% | No change | 515 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 460 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 300 | $13K |
"% of holder's portfolio" is FSEP's weight in each manager's 13F, not the share of FT Vest U.S. Equity Buffer E the manager owns.