FT Vest U.S. Equity Buffer EFSEPETF
13F holders, Q1 2025 (March 31)125holders −7
11new positions
17sold out
1famous investor
$44.55avg. 13F price*
At the end of Q1 2025, 125 institutions reported holding FT Vest U.S. Equity Buffer E (FSEP) in their 13F filings, down 7 from Q4 2024. 11 opened new positions and 17 sold out. The largest holders were Osaic Holdings, Inc. ($14.0M), Cwm, LLC ($13.7M) and Envestnet Asset Management Inc. ($11.4M). 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
- 33740U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.7M |
| Exits | 17 | $7.9M |
All 13F filers, Q4 2024 → Q1 2025: 241,240 shares bought and 1,041,244 shares sold, net −800,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Osaic Holdings, Inc. | 0.03% | Reduce -6.8% | 314,798 | $14.0M |
| Cwm, LLC | 0.05% | Reduce -1.9% | 306,850 | $13.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.9% | 256,591 | $11.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.7% | 238,753 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -20.1% | 216,195 | $9.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.8% | 163,001 | $7.3M |
| Assetmark, Inc. | 0.02% | Add +38.7% | 145,428 | $6.5M |
| REAP Financial Group, LLC | 1.56% | Reduce -5.4% | 141,230 | $6.3M |
| Bison Wealth, LLC | 0.48% | Reduce -5.2% | 114,518 | $5.1M |
| Cetera Investment Advisers | 0.01% | Reduce -60.5% | 108,923 | $4.9M |
| Schulz Wealth, LTD. | 3.66% | Reduce -5.8% | 107,757 | $4.8M |
| Keystone Wealth Services, LLC | 1.28% | Reduce -0.6% | 106,319 | $4.7M |
| Strategic Blueprint, LLC | 0.25% | Add +3.9% | 102,890 | $4.6M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 99,924 | $4.5M |
| Merit Financial Group, LLC | 0.06% | Add +10.1% | 93,420 | $4.2M |
| 1776 Wealth LLC | 1.50% | No change | 73,408 | $3.3M |
| Fragasso Financial Advisors Inc | 0.22% | Reduce -1.7% | 65,375 | $2.9M |
| Prospera Financial Services Inc | 0.06% | Reduce -0.1% | 60,421 | $2.7M |
| ERn Financial, LLC | 0.41% | Reduce -4.5% | 57,712 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.5% | 55,375 | $2.5M |
| Harbour Investments, Inc. | 0.07% | Reduce -3.4% | 52,706 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | New | 45,488 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -11.6% | 36,097 | $1.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Reduce -0.5% | 35,060 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +48.5% | 33,141 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -0.1% | 32,430 | $1.4M |
| Integrity Financial Corp | 0.81% | Reduce -4.7% | 32,160 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.24% | Reduce -1.9% | 31,082 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -55.9% | 30,933 | $1.4M |
| FWG Investments, LLC. | 1.55% | Reduce -7.5% | 29,581 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +15.6% | 28,661 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | No change | 27,552 | $1.2M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -17.5% | 27,480 | $1.2M |
| Beacon Financial Group | 0.13% | Reduce -34.5% | 27,360 | $1.2M |
| Octavia Wealth Advisors, LLC | 0.14% | Reduce -2.5% | 25,353 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Add +6.2% | 25,279 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.1% | 24,456 | $1.1M |
| Beck Capital Management, LLC | 0.31% | New | 24,022 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 23,154 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.3% | 20,837 | $928K |
| FSB Premier Wealth Management, Inc. | 0.35% | Add +4.7% | 20,333 | $906K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -3.0% | 19,858 | $897K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -84.7% | 20,122 | $896K |
| Legacy Solutions, LLC | 0.98% | No change | 19,943 | $888K |
| Mariner, LLC | 0.00% | Reduce -4.2% | 19,770 | $881K |
| AE Wealth Management LLC | 0.01% | Reduce -6.4% | 18,355 | $818K |
| TFB Advisors LLC | 0.23% | Add +26.0% | 18,224 | $812K |
| JPMorgan Chase & Co. | 0.00% | Add +10912.1% | 18,170 | $809K |
| McCarthy & Cox | 0.34% | Reduce -84.5% | 17,656 | $787K |
| Sanctuary Advisors, LLC | 0.01% | No change | 17,490 | $779K |
| Old Mission Capital LLC | 0.01% | Reduce -27.1% | 17,346 | $773K |
| Founders Financial Securities LLC | 0.06% | Add +44.5% | 17,152 | $759K |
| SeaCrest Wealth Management, LLC | 0.08% | No change | 16,831 | $750K |
| DHJJ Financial Advisors, Ltd. | 0.30% | Reduce -0.4% | 16,816 | $749K |
| Jane Street Group, LLC | 0.00% | Reduce -21.2% | 15,798 | $704K |
| Bleakley Financial Group, LLC | 0.02% | No change | 15,257 | $680K |
| Darwin Wealth Management, LLC | 0.23% | No change | 14,798 | $676K |
| Lion Street Advisors, LLC | 0.21% | No change | 14,900 | $664K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -1.2% | 14,509 | $648K |
| Blue Bell Private Wealth Management, LLC | 0.12% | No change | 14,527 | $647K |
| Citadel Advisors | 0.00% | Add +205.0% | 14,507 | $646K |
| Truist Financial Corp. | 0.00% | Reduce -16.3% | 14,319 | $638K |
| Centaurus Financial, Inc. | 0.04% | No change | 14,126 | $629K |
| Swmg, LLC | 0.24% | Reduce -0.3% | 13,513 | $597K |
| Mgo One Seven LLC | 0.02% | Reduce -20.7% | 13,302 | $593K |
| CoreCap Advisors, LLC | 0.02% | Add +9.3% | 12,653 | $564K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 12,302 | $548K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +30.0% | 11,433 | $509K |
| Brookstone Capital Management | 0.01% | Reduce -3.6% | 10,696 | $477K |
| Accel Wealth Management | 0.17% | No change | 10,675 | $476K |
| Prosperity Consulting Group, LLC | 0.04% | Add +3.4% | 10,525 | $469K |
| Noble Wealth Management PBC | 0.32% | Reduce -3.1% | 10,343 | $461K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -35.6% | 10,130 | $451K |
| HRT Financial LP | 0.00% | Add +56.4% | 10,112 | $450K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.6% | 10,079 | $449K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.1% | 9,696 | $432K |
| Arbor Capital Management Inc. | 0.42% | Add +5.1% | 9,621 | $430K |
| Novem Group | 0.06% | Reduce -38.1% | 9,590 | $427K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 9,587 | $427K |
| Apollon Wealth Management, LLC | 0.01% | No change | 9,517 | $424K |
| Farther Finance Advisors, LLC | 0.01% | New | 9,292 | $415K |
| Semus Wealth Partners LLC | 0.28% | No change | 9,070 | $404K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.4% | 8,511 | $379K |
| Sowell Financial Services LLC | 0.02% | New | 8,329 | $371K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -1.6% | 8,282 | $367K |
| Mutual Advisors, LLC | 0.01% | No change | 8,299 | $366K |
| Catalina Capital Group, LLC | 0.23% | No change | 7,766 | $346K |
| Summit Wealth Partners, LLC | 0.07% | No change | 7,314 | $326K |
| Morgan Stanley | 0.00% | No change | 7,104 | $316K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.4% | 7,050 | $314K |
| New Wave Wealth Advisors LLC | 0.13% | Reduce -25.0% | 6,703 | $299K |
| Harvest Investment Services, LLC | 0.08% | Add +28.1% | 6,455 | $288K |
| Townsquare Capital LLC | 0.00% | Reduce -8.3% | 6,136 | $273K |
| Lanark Financial, Inc. | 0.02% | — | 6,098 | $271K |
| Share Andrew L. | 0.20% | No change | 6,000 | $267K |
| Focus Partners Wealth | 0.00% | No change | 5,955 | $265K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 5,830 | $260K |
| Tanglewood Legacy Advisors, LLC | 0.11% | New | 5,743 | $256K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 5,679 | $253K |
| Creative Financial Designs Inc. | 0.02% | Reduce -37.2% | 5,600 | $249K |
"% 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.