FT Vest U.S. Equity Buffer EFSEPETF
13F holders, Q2 2025 (June 30)126holders +1
7new positions
12sold out
1famous investor
$47.99avg. 13F price*
At the end of Q2 2025, 126 institutions reported holding FT Vest U.S. Equity Buffer E (FSEP) in their 13F filings, up 1 from Q1 2025. 7 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($31.0M), Cetera Investment Advisers ($16.4M) and Osaic Holdings, Inc. ($15.8M). 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
- 33740U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.6M |
| Exits | 12 | $7.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,002,679 shares bought and 485,908 shares sold, net +516,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Envestnet Asset Management Inc. | 0.01% | Add +151.4% | 645,003 | $31.0M |
| Cetera Investment Advisers | 0.03% | Add +212.8% | 340,663 | $16.4M |
| Osaic Holdings, Inc. | 0.03% | Add +4.9% | 330,359 | $15.8M |
| Cwm, LLC | 0.05% | Reduce -6.9% | 285,613 | $13.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.3% | 219,025 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.4% | 204,595 | $9.8M |
| LPL Financial LLC | 0.00% | Add +95.0% | 194,904 | $9.4M |
| Assetmark, Inc. | 0.02% | Add +32.7% | 192,968 | $9.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -12.0% | 143,410 | $6.9M |
| REAP Financial Group, LLC | 1.50% | Reduce -5.5% | 133,418 | $6.4M |
| CreativeOne Wealth, LLC | 0.16% | Add +532.6% | 127,290 | $6.1M |
| Bison Wealth, LLC | 0.43% | Reduce -0.2% | 114,248 | $5.5M |
| Keystone Wealth Services, LLC | 1.23% | No change | 106,319 | $5.1M |
| Schulz Wealth, LTD. | 3.81% | Reduce -1.4% | 106,261 | $5.1M |
| Strategic Blueprint, LLC | 0.20% | Reduce -15.7% | 86,792 | $4.2M |
| Merit Financial Group, LLC | 0.04% | Reduce -13.5% | 80,771 | $3.9M |
| 1776 Wealth LLC | 1.45% | No change | 73,408 | $3.5M |
| Prospera Financial Services Inc | 0.06% | Add +7.3% | 64,844 | $3.1M |
| Fragasso Financial Advisors Inc | 0.21% | Reduce -2.1% | 64,020 | $3.1M |
| Harbour Investments, Inc. | 0.06% | Reduce -6.5% | 49,261 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.8% | 48,311 | $2.3M |
| ERn Financial, LLC | 0.49% | Reduce -16.4% | 48,253 | $2.3M |
| Atria Investments, Inc | 0.03% | Reduce -1.2% | 45,616 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.9% | 35,425 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -0.2% | 34,980 | $1.7M |
| American Alpha Advisors, LLC | 1.32% | New | 34,158 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +14.8% | 32,894 | $1.6M |
| Integrity Financial Corp | 0.79% | Reduce -0.1% | 32,130 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -1.9% | 31,830 | $1.5M |
| Sloy Dahl & Holst, LLC | 0.21% | No change | 31,082 | $1.5M |
| FWG Investments, LLC. | 1.06% | Reduce -1.4% | 29,174 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.3% | 28,372 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -0.2% | 27,497 | $1.3M |
| Signal Advisors Wealth, LLC | 0.10% | Reduce -1.1% | 27,170 | $1.3M |
| Octavia Wealth Advisors, LLC | 0.14% | No change | 25,353 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.07% | No change | 25,279 | $1.2M |
| Beacon Financial Group | 0.12% | Reduce -10.2% | 24,581 | $1.2M |
| Beck Capital Management, LLC | 0.29% | Add +0.2% | 24,080 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 22,039 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.0% | 20,006 | $960K |
| Legacy Solutions, LLC | 0.92% | No change | 19,943 | $957K |
| Mariner, LLC | 0.00% | Add +0.0% | 19,778 | $950K |
| FSB Premier Wealth Management, Inc. | 0.33% | Reduce -5.5% | 19,214 | $922K |
| Founders Financial Securities LLC | 0.07% | Reduce -68.7% | 18,660 | $896K |
| Old Mission Capital LLC | 0.02% | Reduce -69.5% | 17,957 | $862K |
| McCarthy & Cox | 0.22% | No change | 17,656 | $848K |
| TFB Advisors LLC | 0.22% | Reduce -4.9% | 17,338 | $832K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.7% | 17,025 | $817K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Reduce -2.0% | 16,478 | $791K |
| Bleakley Financial Group, LLC | 0.02% | No change | 15,257 | $732K |
| Mgo One Seven LLC | 0.02% | Add +14.3% | 15,199 | $730K |
| Sunbelt Securities, Inc. | 0.06% | Add +55.2% | 15,719 | $718K |
| Lion Street Advisors, LLC | 0.22% | No change | 14,900 | $715K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | No change | 14,509 | $697K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -1.4% | 14,325 | $688K |
| Centaurus Financial, Inc. | 0.04% | No change | 14,126 | $678K |
| Swmg, LLC | 0.22% | Add +0.8% | 13,621 | $668K |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 13,805 | $663K |
| CoreCap Advisors, LLC | 0.03% | Add +6.9% | 13,530 | $650K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +18.4% | 12,770 | $613K |
| VestGen Investment Management | 0.42% | Add +1.0% | 12,312 | $591K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 12,302 | $591K |
| Harvest Investment Services, LLC | 0.13% | Add +90.5% | 12,298 | $590K |
| World Equity Group, Inc. | 0.15% | Reduce -25.9% | 11,659 | $560K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -44.3% | 11,071 | $532K |
| Brookstone Capital Management | 0.01% | Add +2.3% | 10,938 | $525K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -50.2% | 10,932 | $525K |
| Accel Wealth Management | 0.17% | Reduce -1.9% | 10,475 | $503K |
| RFG Advisory, LLC | 0.01% | New | 10,182 | $489K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 10,079 | $484K |
| SOA Wealth Advisors, LLC. | 0.09% | No change | 9,696 | $466K |
| Novem Group | 0.06% | No change | 9,590 | $460K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -9.6% | 9,518 | $457K |
| Apollon Wealth Management, LLC | 0.01% | No change | 9,517 | $457K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.6% | 9,241 | $444K |
| Arbor Capital Management Inc. | 0.38% | Reduce -5.9% | 9,053 | $440K |
| Semus Wealth Partners LLC | 0.28% | No change | 9,070 | $435K |
| Foundations Investment Advisors, LLC | 0.01% | New | 9,067 | $435K |
| LM Advisors LLC | 0.06% | New | 9,000 | $432K |
| Darwin Wealth Management, LLC | 0.14% | Reduce -42.1% | 8,571 | $411K |
| Morgan Stanley | 0.00% | Add +2.6% | 8,568 | $411K |
| Diversify Advisory Services, LLC | 0.02% | No change | 8,282 | $410K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -25.7% | 8,495 | $408K |
| Mutual Advisors, LLC | 0.01% | No change | 8,299 | $406K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.8% | 8,360 | $401K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -7.9% | 7,841 | $376K |
| Sowell Financial Services LLC | 0.02% | Reduce -6.4% | 7,796 | $374K |
| Catalina Capital Group, LLC | 0.25% | No change | 7,766 | $373K |
| Wood Tarver Financial Group, LLC | 0.11% | Add +735.1% | 7,491 | $359K |
| AE Wealth Management LLC | 0.00% | Reduce -59.8% | 7,380 | $354K |
| Summit Wealth Partners, LLC | 0.07% | No change | 7,314 | $351K |
| Citadel Advisors | 0.00% | Reduce -57.9% | 6,104 | $293K |
| Share Andrew L. | 0.20% | No change | 6,000 | $288K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 5,830 | $280K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 5,679 | $273K |
| Creative Financial Designs Inc. | 0.02% | No change | 5,600 | $269K |
| Focus Partners Wealth | 0.00% | Reduce -6.0% | 5,600 | $269K |
| Luken Investment Analytics, LLC | 0.11% | Add +11.7% | 5,456 | $262K |
| Lanark Financial, Inc. | 0.02% | Reduce -12.8% | 5,317 | $255K |
| Tanglewood Legacy Advisors, LLC | 0.10% | Reduce -9.0% | 5,225 | $251K |
| Brown Wealth Management, LLC | 0.08% | No change | 5,100 | $245K |
| Fortress Private Ledger, LLC | 0.11% | Reduce -9.4% | 5,023 | $241K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -10.1% | 4,937 | $237K |
| WESPAC Advisors SoCal, LLC | 0.05% | No change | 4,716 | $226K |
| Brass Tax Wealth Management, Inc. | 0.04% | No change | 4,665 | $224K |
| Sequent Planning LLC | 0.07% | Reduce -1.1% | 4,563 | $219K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 4,517 | $217K |
| TCFG Wealth Management, LLC | 0.09% | New | 4,288 | $206K |
| Park Avenue Securities LLC | 0.00% | New | 4,242 | $204K |
| Barclays PLC | 0.00% | Add +179.2% | 4,193 | $201K |
| Avion Wealth | 0.04% | New | 3,951 | $189K |
| IFP Advisors, Inc | 0.00% | Add +45.6% | 3,122 | $150K |
| Capital Analysts, LLC | 0.00% | Add +533.9% | 2,916 | $140K |
| Evolution Wealth Management Inc. | 0.17% | — | 2,829 | $136K |
| ORG Partners LLC | 0.02% | No change | 2,310 | $111K |
| Wells Fargo & Company | 0.00% | Add +145.0% | 2,055 | $99K |
| Albion Financial Group | 0.01% | No change | 1,600 | $77K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,300 | $62K |
| Financial Network Wealth Advisors LLC | 0.06% | No change | 1,036 | $50K |
| Topsail Wealth Management, LLC | 0.01% | No change | 843 | $40K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -83.2% | 750 | $36K |
| PFS Partners, LLC | 0.02% | No change | 675 | $32K |
| Park Square Financial Group, LLC | 0.02% | No change | 553 | $27K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 500 | $24K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.8% | 400 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 90 | $4K |
"% 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.