FT Vest U.S. Equity Buffer EFSEPETF
13F holders, Q3 2025 (September 30)138holders +12
23new positions
12sold out
1famous investor
$50.51avg. 13F price*
At the end of Q3 2025, 138 institutions reported holding FT Vest U.S. Equity Buffer E (FSEP) in their 13F filings, up 12 from Q2 2025. 23 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($27.7M), Cwm, LLC ($21.7M) and Cetera Investment Advisers ($20.8M). 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 (Q3 2025)
- CUSIP
- 33740U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $11.5M |
| Exits | 12 | $8.7M |
All 13F filers, Q2 2025 → Q3 2025: 891,444 shares bought and 442,751 shares sold, net +448,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.2% | 547,181 | $27.7M |
| Cwm, LLC | 0.07% | Add +50.4% | 429,438 | $21.7M |
| Cetera Investment Advisers | 0.02% | Add +21.1% | 412,385 | $20.8M |
| Osaic Holdings, Inc. | 0.02% | Add +1.9% | 336,632 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +40.0% | 306,680 | $15.5M |
| LPL Financial LLC | 0.00% | Add +18.6% | 231,252 | $11.7M |
| Assetmark, Inc. | 0.02% | Add +12.5% | 217,152 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Add +5.8% | 216,488 | $10.9M |
| Atria Investments, Inc | 0.08% | Add +217.1% | 144,667 | $7.3M |
| REAP Financial Group, LLC | 1.54% | Add +5.3% | 140,437 | $7.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.6% | 139,729 | $7.1M |
| BAM Wealth Management, LLC | 4.18% | — | 106,883 | $5.4M |
| Schulz Wealth, LTD. | 3.54% | Reduce -0.3% | 105,943 | $5.4M |
| Keystone Wealth Services, LLC | 1.15% | Reduce -2.1% | 104,114 | $5.3M |
| Strategic Blueprint, LLC | 0.22% | Add +13.7% | 98,673 | $5.0M |
| 1776 Wealth LLC | 1.43% | No change | 73,408 | $3.7M |
| Prospera Financial Services Inc | 0.06% | Add +9.7% | 71,145 | $3.6M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -47.4% | 66,901 | $3.4M |
| Fragasso Financial Advisors Inc | 0.20% | Add +0.7% | 64,473 | $3.3M |
| Jane Street Group, LLC | 0.00% | New | 59,105 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.3% | 56,667 | $2.9M |
| Harbour Investments, Inc. | 0.06% | Add +12.2% | 55,259 | $2.8M |
| ERn Financial, LLC | 0.46% | Reduce -3.9% | 46,352 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +29.6% | 42,621 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -52.5% | 38,355 | $1.9M |
| Stephens Inc. | 0.02% | Add +11.9% | 35,620 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.6% | 35,225 | $1.8M |
| American Alpha Advisors, LLC | 1.25% | Add +0.2% | 34,212 | $1.7M |
| Integrity Financial Corp | 0.83% | Add +6.3% | 34,165 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -3.2% | 33,845 | $1.7M |
| Sloy Dahl & Holst, LLC | 0.17% | No change | 31,082 | $1.6M |
| Signal Advisors Wealth, LLC | 0.14% | Add +13.4% | 30,799 | $1.6M |
| FWG Investments, LLC. | 1.03% | Add +2.1% | 29,779 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +30.5% | 28,760 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -0.4% | 27,397 | $1.4M |
| Blue Bell Private Wealth Management, LLC | 0.20% | Add +80.3% | 25,831 | $1.3M |
| Octavia Wealth Advisors, LLC | 0.13% | No change | 25,353 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.07% | No change | 25,279 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.3% | 25,169 | $1.3M |
| Bleakley Financial Group, LLC | 0.03% | Add +59.4% | 24,315 | $1.2M |
| Beck Capital Management, LLC | 0.27% | Reduce -2.4% | 23,509 | $1.2M |
| Founders Financial Securities LLC | 0.08% | Add +24.7% | 23,265 | $1.2M |
| Accel Wealth Management | 0.31% | Add +103.5% | 21,320 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | Add +46.7% | 20,719 | $1.0M |
| Legacy Solutions, LLC | 0.94% | Add +3.7% | 20,674 | $1.0M |
| FSB Premier Wealth Management, Inc. | 0.34% | Add +5.4% | 20,250 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +39.4% | 19,247 | $973K |
| Mgo One Seven LLC | 0.02% | Add +26.2% | 19,182 | $969K |
| Beacon Financial Group | 0.10% | Reduce -22.2% | 19,117 | $966K |
| Mariner, LLC | 0.00% | Reduce -5.2% | 18,747 | $947K |
| DHJJ Financial Advisors, Ltd. | 0.31% | Add +9.6% | 18,056 | $913K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +128.5% | 17,915 | $905K |
| McCarthy & Cox | 0.20% | No change | 17,656 | $892K |
| Foundations Investment Advisors, LLC | 0.01% | Add +87.8% | 17,024 | $860K |
| TFB Advisors LLC | 0.25% | Reduce -1.7% | 17,047 | $857K |
| CoreCap Advisors, LLC | 0.03% | Add +25.4% | 16,961 | $857K |
| Silver Oak Securities, Incorporated | 0.06% | New | 16,831 | $851K |
| VestGen Investment Management | 0.51% | Add +36.4% | 16,787 | $848K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.1% | 16,503 | $834K |
| Wealthgarden F.S. LLC | 0.58% | New | 16,156 | $820K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.0% | 16,206 | $819K |
| Cozad Asset Management Inc. | 0.06% | New | 15,633 | $790K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +21.3% | 15,495 | $783K |
| Brookstone Capital Management | 0.01% | Add +39.6% | 15,271 | $772K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +2.6% | 14,887 | $752K |
| Swmg, LLC | 0.21% | No change | 13,621 | $692K |
| World Equity Group, Inc. | 0.16% | Add +16.0% | 13,526 | $684K |
| Main Street Financial Solutions, LLC | 0.04% | Add +8.2% | 13,308 | $673K |
| RFG Advisory, LLC | 0.01% | Add +24.4% | 12,670 | $640K |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,109 | $612K |
| United Capital Financial Advisors, LLC | 0.00% | Add +19.8% | 12,079 | $610K |
| PNC Financial Services Group, Inc. | 0.00% | Add +44.4% | 12,068 | $610K |
| Ameritas Advisory Services, LLC | 0.04% | Add +5.6% | 11,691 | $591K |
| Mutual Advisors, LLC | 0.01% | Add +39.2% | 11,555 | $587K |
| Chris Bulman Inc | 0.29% | New | 11,586 | $586K |
| Ignite Planners, LLC | 0.09% | New | 10,987 | $555K |
| Allie Family Office LLC | 0.26% | New | 10,915 | $552K |
| Susquehanna International Group, LLP | 0.00% | New | 10,915 | $552K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -32.4% | 10,630 | $537K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +3.4% | 10,027 | $507K |
| LM Advisors LLC | 0.07% | Add +11.1% | 10,000 | $505K |
| Sowell Financial Services LLC | 0.02% | Add +26.2% | 9,841 | $497K |
| Motiv8 Investments LLC | 0.26% | New | 9,762 | $493K |
| Novem Group | 0.06% | Reduce -0.5% | 9,540 | $482K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.4% | 9,210 | $465K |
| Arbor Capital Management Inc. | 0.36% | Reduce -2.3% | 8,845 | $448K |
| Citadel Advisors | 0.00% | Add +42.2% | 8,681 | $439K |
| Morgan Stanley | 0.00% | Reduce -1.2% | 8,463 | $428K |
| Diversify Advisory Services, LLC | 0.01% | No change | 8,282 | $423K |
| Harvest Investment Services, LLC | 0.08% | Reduce -32.3% | 8,321 | $421K |
| Noble Wealth Management PBC | 0.22% | — | 8,241 | $417K |
| Catalina Capital Group, LLC | 0.24% | No change | 7,766 | $392K |
| Wood Tarver Financial Group, LLC | 0.12% | Add +3.6% | 7,760 | $392K |
| Park Avenue Securities LLC | 0.00% | Add +80.5% | 7,657 | $387K |
| AE Wealth Management LLC | 0.00% | Reduce -0.0% | 7,378 | $373K |
| HighTower Advisors, LLC | 0.00% | New | 7,358 | $372K |
| Summit Wealth Partners, LLC | 0.07% | No change | 7,314 | $370K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,445 | $326K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -33.0% | 6,378 | $322K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,363 | $322K |
"% 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.