FT Vest U.S. Equity Buffer EFSEPETF
13F holders, Q4 2024 (December 31)132holders +21
19new positions
4sold out
1famous investor
$45.71avg. 13F price*
At the end of Q4 2024, 132 institutions reported holding FT Vest U.S. Equity Buffer E (FSEP) in their 13F filings, up 21 from Q3 2024. 19 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($22.5M), Osaic Holdings, Inc. ($15.4M) and Cwm, LLC ($14.3M). 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 (Q4 2024)
- CUSIP
- 33740U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $14.0M |
| Exits | 4 | $22.4M |
All 13F filers, Q3 2024 → Q4 2024: 596,228 shares bought and 755,146 shares sold, net −158,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| Envestnet Asset Management Inc. | 0.01% | Add +25.4% | 492,568 | $22.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -24.6% | 337,572 | $15.4M |
| Cwm, LLC | 0.06% | Reduce -3.0% | 312,783 | $14.3M |
| Cetera Investment Advisers | 0.03% | Add +8.3% | 275,938 | $12.6M |
| Raymond James Financial Inc. | 0.00% | — | 270,551 | $12.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.7% | 221,734 | $10.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +18.2% | 167,643 | $7.7M |
| REAP Financial Group, LLC | 1.69% | Add +9.4% | 149,221 | $6.8M |
| CreativeOne Wealth, LLC | 0.18% | Reduce -22.4% | 131,677 | $6.0M |
| Bison Wealth, LLC | 0.68% | — | 120,787 | $5.5M |
| Schulz Wealth, LTD. | 4.01% | Reduce -2.9% | 114,357 | $5.2M |
| McCarthy & Cox | 1.81% | Reduce -4.7% | 114,227 | $5.2M |
| Keystone Wealth Services, LLC | 1.29% | Reduce -0.5% | 106,924 | $4.9M |
| Assetmark, Inc. | 0.01% | Add +55.9% | 104,831 | $4.8M |
| LPL Financial LLC | 0.00% | Add +5.0% | 100,301 | $4.6M |
| Strategic Blueprint, LLC | 0.27% | Add +6.0% | 99,041 | $4.5M |
| Merit Financial Group, LLC | 0.07% | New | 84,819 | $3.9M |
| 1776 Wealth LLC | 1.54% | No change | 73,408 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +19.5% | 70,078 | $3.2M |
| Fragasso Financial Advisors Inc | 0.23% | Reduce -7.1% | 66,509 | $3.0M |
| Prospera Financial Services Inc | 0.06% | Add +7.5% | 60,468 | $2.8M |
| ERn Financial, LLC | 0.41% | New | 60,441 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.0% | 59,857 | $2.7M |
| Harbour Investments, Inc. | 0.07% | Reduce -0.3% | 54,571 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.9% | 42,245 | $1.9M |
| Beacon Financial Group | 0.21% | Reduce -3.4% | 41,791 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +1.1% | 40,847 | $1.9M |
| Valtinson Bruner Financial Planning LLC | 0.64% | Reduce -4.1% | 40,313 | $1.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Reduce -1.2% | 35,250 | $1.6M |
| Integrity Financial Corp | 0.89% | Add +14.4% | 33,754 | $1.5M |
| Signal Advisors Wealth, LLC | 0.17% | Add +2.2% | 33,308 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -0.2% | 32,477 | $1.5M |
| FWG Investments, LLC. | 1.14% | Add +13.7% | 31,961 | $1.5M |
| Sloy Dahl & Holst, LLC | 0.18% | No change | 31,696 | $1.4M |
| Advisory Services Network, LLC | 0.02% | New | 28,656 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | No change | 27,552 | $1.3M |
| Octavia Wealth Advisors, LLC | 0.14% | No change | 26,007 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -25.6% | 24,795 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.07% | No change | 23,809 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 23,802 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 22,314 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 22,321 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.5% | 21,319 | $974K |
| Mariner, LLC | 0.00% | Reduce -0.6% | 20,639 | $943K |
| Ameritas Advisory Services, LLC | 0.03% | Add +50.9% | 20,475 | $936K |
| Jane Street Group, LLC | 0.00% | New | 20,048 | $916K |
| Legacy Solutions, LLC | 0.99% | — | 19,943 | $911K |
| Atria Investments, Inc | 0.01% | Reduce -10.6% | 19,688 | $900K |
| AE Wealth Management LLC | 0.01% | Add +0.6% | 19,602 | $896K |
| FSB Premier Wealth Management, Inc. | 0.36% | Reduce -14.7% | 19,413 | $887K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -12.1% | 17,490 | $816K |
| Truist Financial Corp. | 0.00% | Add +15.3% | 17,104 | $782K |
| DHJJ Financial Advisors, Ltd. | 0.30% | Reduce -3.3% | 16,891 | $772K |
| SeaCrest Wealth Management, LLC | 0.08% | No change | 16,831 | $769K |
| Mgo One Seven LLC | 0.03% | Add +24.3% | 16,777 | $767K |
| Sunbelt Securities, Inc. | 0.06% | Add +5.0% | 15,719 | $719K |
| Novem Group | 0.11% | — | 15,500 | $708K |
| Bleakley Financial Group, LLC | 0.02% | Add +87.3% | 15,257 | $697K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 15,200 | $695K |
| Lion Street Advisors, LLC | 0.22% | Reduce -4.8% | 14,900 | $681K |
| Darwin Wealth Management, LLC | 0.23% | Reduce -7.0% | 14,798 | $676K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | No change | 14,687 | $671K |
| Blue Bell Private Wealth Management, LLC | 0.13% | Add +1.7% | 14,527 | $664K |
| TFB Advisors LLC | 0.19% | Add +40.4% | 14,464 | $661K |
| Centaurus Financial, Inc. | 0.04% | No change | 14,126 | $645K |
| Swmg, LLC | 0.25% | Reduce -0.2% | 13,551 | $632K |
| Main Street Financial Solutions, LLC | 0.06% | No change | 12,302 | $562K |
| Founders Financial Securities LLC | 0.05% | Add +65.2% | 11,872 | $542K |
| CoreCap Advisors, LLC | 0.02% | Add +14.1% | 11,577 | $529K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +9.5% | 10,996 | $513K |
| Brookstone Capital Management | 0.01% | Add +75.2% | 11,095 | $507K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +45.4% | 11,059 | $505K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -10.0% | 10,781 | $493K |
| Noble Wealth Management PBC | 0.34% | — | 10,678 | $488K |
| Accel Wealth Management | 0.18% | No change | 10,675 | $488K |
| Prosperity Consulting Group, LLC | 0.04% | Add +3.0% | 10,176 | $465K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +26.6% | 9,691 | $443K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.3% | 9,682 | $442K |
| United Capital Financial Advisors, LLC | 0.00% | New | 9,639 | $441K |
| Apollon Wealth Management, LLC | 0.01% | No change | 9,517 | $435K |
| Arbor Capital Management Inc. | 0.42% | Add +2.2% | 9,157 | $426K |
| Semus Wealth Partners LLC | 0.27% | Reduce -2.4% | 9,070 | $414K |
| New Wave Wealth Advisors LLC | 0.17% | New | 8,939 | $408K |
| Creative Financial Designs Inc. | 0.03% | Add +1.0% | 8,923 | $408K |
| World Equity Group, Inc. | 0.09% | New | 8,892 | $406K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 8,811 | $403K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.3% | 8,795 | $402K |
| Fortress Private Ledger, LLC | 0.24% | — | 8,591 | $393K |
| Diversify Advisory Services, LLC | 0.02% | Add +1.6% | 8,417 | $383K |
| Mutual Advisors, LLC | 0.01% | Reduce -10.8% | 8,299 | $382K |
| VestGen Investment Management | 0.10% | Add +45.0% | 8,234 | $376K |
| Catalina Capital Group, LLC | 0.12% | No change | 7,766 | $355K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +33.9% | 7,740 | $354K |
| Summit Wealth Partners, LLC | 0.07% | No change | 7,314 | $334K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -62.7% | 7,300 | $334K |
| Morgan Stanley | 0.00% | Reduce -1.6% | 7,104 | $325K |
| Townsquare Capital LLC | 0.00% | Add +9.0% | 6,689 | $306K |
| HRT Financial LP | 0.00% | New | 6,464 | $295K |
| Wolverine Trading, LLC | 0.01% | Reduce -68.0% | 6,424 | $294K |
| Opes Wealth Management LLC | 0.06% | Reduce -9.2% | 6,277 | $287K |
"% 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.