FT Vest U.S. Equity Buffer EFSEPETF
13F holders, Q4 2025 (December 31)149holders +11
20new positions
11sold out
$51.56avg. 13F price*
At the end of Q4 2025, 149 institutions reported holding FT Vest U.S. Equity Buffer E (FSEP) in their 13F filings, up 11 from Q3 2025. 20 opened new positions and 11 sold out. The largest holders were Envestnet Asset Management Inc. ($26.1M), Cwm, LLC ($23.3M) and Cetera Investment Advisers ($19.7M).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2025)
- CUSIP
- 33740U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.2M |
| Exits | 11 | $11.1M |
All 13F filers, Q3 2025 → Q4 2025: 356,189 shares bought and 429,158 shares sold, net −72,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.4% | 506,888 | $26.1M |
| Cwm, LLC | 0.06% | Add +5.3% | 452,254 | $23.3M |
| Cetera Investment Advisers | 0.02% | Reduce -7.5% | 381,335 | $19.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.3% | 308,536 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.5% | 298,960 | $15.4M |
| Assetmark, Inc. | 0.03% | Add +15.7% | 251,276 | $13.0M |
| LPL Financial LLC | 0.00% | Add +5.4% | 243,763 | $12.6M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 218,572 | $11.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.0% | 143,973 | $7.4M |
| Atria Investments, Inc | 0.08% | Reduce -1.1% | 143,123 | $7.4M |
| REAP Financial Group, LLC | 1.45% | Reduce -1.2% | 138,780 | $7.2M |
| Strategic Blueprint, LLC | 0.31% | Add +4.0% | 102,612 | $5.3M |
| Schulz Wealth, LTD. | 3.37% | Reduce -3.7% | 102,053 | $5.3M |
| BAM Wealth Management, LLC | 3.61% | Reduce -9.4% | 96,780 | $5.0M |
| 1776 Wealth LLC | 1.42% | No change | 73,408 | $3.8M |
| CreativeOne Wealth, LLC | 0.09% | Add +9.4% | 73,219 | $3.8M |
| Prospera Financial Services Inc | 0.06% | Reduce -3.1% | 68,928 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +57.3% | 67,038 | $3.5M |
| Harbour Investments, Inc. | 0.07% | Add +16.5% | 64,384 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.5% | 64,326 | $3.3M |
| Fragasso Financial Advisors Inc | 0.19% | Reduce -4.5% | 61,566 | $3.2M |
| ERn Financial, LLC | 0.44% | Reduce -3.1% | 44,926 | $2.3M |
| Integrity Financial Corp | 1.13% | Add +27.2% | 43,472 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.3% | 36,746 | $1.9M |
| Signal Advisors Wealth, LLC | 0.15% | Add +17.5% | 36,195 | $1.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +0.5% | 34,003 | $1.8M |
| Sloy Dahl & Holst, LLC | 0.19% | Reduce -1.9% | 30,482 | $1.6M |
| FWG Investments, LLC. | 0.99% | Add +1.0% | 30,069 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.08% | No change | 27,397 | $1.4M |
| Blue Bell Private Wealth Management, LLC | 0.20% | Add +4.5% | 26,991 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.7% | 26,852 | $1.4M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Add +4.5% | 26,406 | $1.4M |
| Founders Financial Securities LLC | 0.08% | Add +13.0% | 26,286 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +35.8% | 26,128 | $1.3M |
| Octavia Wealth Advisors, LLC | 0.12% | No change | 25,353 | $1.3M |
| Bleakley Financial Group, LLC | 0.02% | Add +1.6% | 24,698 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -14.2% | 24,690 | $1.3M |
| Stephens Inc. | 0.01% | Reduce -34.2% | 23,422 | $1.2M |
| Accel Wealth Management | 0.33% | Add +8.7% | 23,180 | $1.2M |
| Legacy Solutions, LLC | 1.05% | Add +11.7% | 23,088 | $1.2M |
| Mgo One Seven LLC | 0.02% | Add +17.1% | 22,470 | $1.2M |
| American Alpha Advisors, LLC | 0.73% | Reduce -34.3% | 22,468 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -42.8% | 21,924 | $1.1M |
| Beck Capital Management, LLC | 0.27% | Reduce -7.4% | 21,778 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.36% | Add +7.2% | 21,710 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +76.5% | 21,379 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | Add +1.9% | 21,113 | $1.1M |
| Clear Creek Financial Management, LLC | 0.08% | Add +231.9% | 20,179 | $1.0M |
| Integrity Alliance, Llc. | 0.04% | New | 19,650 | $1.0M |
| VestGen Investment Management | 0.55% | Add +14.1% | 19,157 | $988K |
| Silver Oak Securities, Incorporated | 0.07% | Add +12.1% | 18,869 | $976K |
| Wood Tarver Financial Group, LLC | 0.27% | Add +140.3% | 18,648 | $961K |
| Foundations Investment Advisors, LLC | 0.01% | Add +9.0% | 18,554 | $957K |
| Beacon Financial Group | 0.09% | Reduce -3.2% | 18,502 | $954K |
| Sanctuary Advisors, LLC | 0.01% | Add +10.9% | 18,299 | $943K |
| Cozad Asset Management Inc. | 0.07% | Add +16.0% | 18,133 | $935K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 17,915 | $924K |
| DHJJ Financial Advisors, Ltd. | 0.30% | Reduce -2.0% | 17,686 | $912K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +13.8% | 17,628 | $909K |
| Mariner, LLC | 0.00% | Reduce -7.7% | 17,300 | $892K |
| CoreCap Advisors, LLC | 0.03% | Add +1.3% | 17,189 | $886K |
| TFB Advisors LLC | 0.24% | Reduce -1.4% | 16,799 | $866K |
| Wealthgarden F.S. LLC | 0.55% | No change | 16,156 | $842K |
| Oakmont Advisory Group, LLC | 0.88% | — | 15,952 | $823K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 15,655 | $807K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.4% | 14,846 | $765K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -2.8% | 14,470 | $746K |
| Brookstone Capital Management | 0.01% | Reduce -5.7% | 14,408 | $743K |
| RFG Advisory, LLC | 0.01% | Add +10.5% | 14,006 | $722K |
| Swmg, LLC | 0.20% | No change | 13,621 | $709K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -0.3% | 13,266 | $684K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.9% | 13,264 | $684K |
| Harvest Investment Services, LLC | 0.13% | Add +58.8% | 13,213 | $681K |
| Kintra Wealth, LLC | 0.09% | New | 13,167 | $679K |
| Old Mission Capital LLC | 0.03% | New | 13,127 | $677K |
| World Equity Group, Inc. | 0.18% | Reduce -6.6% | 12,633 | $651K |
| Ignite Planners, LLC | 0.10% | Add +13.4% | 12,462 | $648K |
| ACT Advisors, LLC. | 0.25% | New | 12,468 | $643K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.8% | 12,179 | $628K |
| Chris Bulman Inc | 0.26% | No change | 11,586 | $597K |
| Mutual Advisors, LLC | 0.01% | No change | 11,555 | $596K |
| SOA Wealth Advisors, LLC. | 0.10% | Add +14.0% | 11,427 | $589K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +52.0% | 9,669 | $502K |
| Keating Financial Advisory Services, Inc. | 0.07% | — | 9,494 | $490K |
| Novem Group | 0.06% | Reduce -0.8% | 9,465 | $488K |
| Motiv8 Investments LLC | 0.26% | Reduce -4.5% | 9,327 | $481K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -13.2% | 9,225 | $476K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 9,210 | $475K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -21.8% | 9,148 | $472K |
| Sowell Financial Services LLC | 0.02% | Reduce -11.0% | 8,760 | $452K |
| Park Avenue Securities LLC | 0.00% | Add +13.3% | 8,677 | $447K |
| Insigneo Advisory Services, LLC | 0.03% | Add +36.3% | 8,619 | $444K |
| Snowden Capital Advisors LLC | 0.01% | Add +31.0% | 8,445 | $435K |
| HighTower Advisors, LLC | 0.00% | Add +14.2% | 8,406 | $433K |
| Diversify Advisory Services, LLC | 0.01% | No change | 8,282 | $431K |
| Morgan Stanley | 0.00% | Reduce -1.3% | 8,350 | $431K |
| Arbor Capital Management Inc. | 0.36% | Reduce -6.9% | 8,235 | $426K |
| Catalina Capital Group, LLC | 0.25% | No change | 7,766 | $400K |
| AE Wealth Management LLC | 0.00% | Add +0.7% | 7,430 | $383K |
| Noble Wealth Management PBC | 0.19% | Reduce -9.9% | 7,428 | $383K |
| Summit Wealth Partners, LLC | 0.07% | No change | 7,314 | $377K |
| Apollon Wealth Management, LLC | 0.01% | No change | 6,378 | $329K |
| Share Andrew L. | 0.16% | No change | 6,000 | $309K |
| Allie Family Office LLC | 0.14% | Reduce -45.5% | 5,950 | $307K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 5,830 | $301K |
| Axxcess Wealth Management, LLC | 0.01% | New | 5,769 | $297K |
| Darwin Wealth Management, LLC | 0.09% | Reduce -4.0% | 5,769 | $297K |
| TopTier Wealth Management, LLC | 0.20% | — | 5,755 | $297K |
| Focus Partners Wealth | 0.00% | No change | 5,600 | $289K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.9% | 5,291 | $273K |
| First Trust Advisors LP | 0.00% | New | 5,276 | $272K |
| Lanark Financial, Inc. | 0.02% | Reduce -8.3% | 5,150 | $266K |
| Brown Wealth Management, LLC | 0.07% | No change | 5,100 | $263K |
| Fortress Private Ledger, LLC | 0.09% | Reduce -0.1% | 5,017 | $259K |
| Archer Investment Corp | 0.06% | No change | 4,947 | $255K |
| World Investment Advisors | 0.00% | New | 4,906 | $253K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 4,840 | $250K |
| Waverly Advisors, LLC | 0.00% | New | 4,665 | $241K |
| Csenge Advisory Group | 0.01% | New | 4,631 | $239K |
| Savvy Advisors, Inc. | 0.01% | New | 4,607 | $238K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,596 | $237K |
| Sequent Planning LLC | 0.06% | Reduce -1.1% | 4,444 | $229K |
| Sigma Planning Corp | 0.01% | Add +1.3% | 4,161 | $215K |
| Citizens Financial Group Inc. | 0.00% | New | 4,038 | $208K |
| GTS Securities LLC | 0.01% | New | 4,000 | $206K |
| Navis Wealth Advisors, LLC | 0.09% | No change | 3,960 | $204K |
| Avion Wealth | 0.04% | No change | 3,951 | $203K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -29.8% | 3,706 | $191K |
| IFP Advisors, Inc | 0.00% | Add +8.0% | 3,372 | $174K |
| Capital Analysts, LLC | 0.00% | No change | 3,006 | $155K |
| Tanglewood Legacy Advisors, LLC | 0.06% | Add +3.8% | 2,929 | $151K |
| Barclays PLC | 0.00% | New | 2,897 | $149K |
| Evolution Wealth Management Inc. | 0.07% | Reduce -38.1% | 1,750 | $90K |
| Albion Financial Group | 0.01% | No change | 1,600 | $82K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,300 | $67K |
| Topsail Wealth Management, LLC | 0.01% | Add +35.6% | 1,143 | $59K |
| Financial Network Wealth Advisors LLC | 0.06% | No change | 1,117 | $58K |
| PFS Partners, LLC | 0.02% | No change | 675 | $35K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 500 | $26K |
| Parallel Advisors, LLC | 0.00% | New | 500 | $26K |
| Wells Fargo & Company | 0.00% | New | 372 | $19K |
| Creative Financial Designs Inc. | 0.00% | No change | 300 | $15K |
| Winnacle Wealth LLC | 0.01% | New | 277 | $14K |
| LM Advisors LLC | 0.06% | Reduce -92.6% | 738 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 258 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | Add +100.0% | 180 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 156 | $8K |
| JPMorgan Chase & Co. | 0.00% | Reduce -92.6% | 103 | $5K |
| Smartleaf Asset Management LLC | 0.00% | New | 78 | $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.