FT Vest U.S. Equity Buffer EFSEPETF
13F holders, Q1 2026 (March 31)153holders +4
15new positions
9sold out
2famous investors
$50.35avg. 13F price*
At the end of Q1 2026, 153 institutions reported holding FT Vest U.S. Equity Buffer E (FSEP) in their 13F filings, up 4 from Q4 2025. 15 opened new positions and 9 sold out. The largest holders were Wealthcare Advisory Partners LLC ($36.9M), Envestnet Asset Management Inc. ($24.6M) and Cwm, LLC ($21.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- FT Vest U.S. Equity Buffer E
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2026)
- CUSIP
- 33740U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $47.5M |
| Exits | 9 | $3.2M |
All 13F filers, Q4 2025 → Q1 2026: 1,138,867 shares bought and 385,628 shares sold, net +753,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Wealthcare Advisory Partners LLC | 0.72% | New | 733,902 | $36.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.7% | 487,954 | $24.6M |
| Cwm, LLC | 0.06% | Reduce -6.0% | 425,054 | $21.4M |
| Cetera Investment Advisers | 0.02% | Reduce -3.5% | 368,071 | $18.5M |
| Assetmark, Inc. | 0.03% | Add +11.4% | 279,992 | $14.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -9.6% | 278,924 | $14.0M |
| LPL Financial LLC | 0.00% | Reduce -1.3% | 240,643 | $12.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -32.1% | 203,062 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.3% | 196,084 | $9.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +12.8% | 162,442 | $8.2M |
| Atria Investments, Inc | 0.08% | Add +1.9% | 145,836 | $7.3M |
| REAP Financial Group, LLC | 1.37% | Reduce -0.6% | 137,965 | $6.9M |
| Strategic Blueprint, LLC | 0.30% | Add +1.1% | 103,767 | $5.2M |
| NewEdge Advisors, LLC | 0.02% | Add +590.0% | 102,436 | $5.2M |
| Keystone Wealth Services, LLC | 1.01% | New | 94,282 | $4.7M |
| BAM Wealth Management, LLC | 3.21% | Reduce -11.8% | 85,378 | $4.3M |
| 1776 Wealth LLC | 1.45% | No change | 73,408 | $3.7M |
| Harbour Investments, Inc. | 0.06% | Add +13.6% | 73,132 | $3.7M |
| Prospera Financial Services Inc | 0.06% | Add +0.8% | 69,445 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.3% | 68,367 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +1.0% | 67,683 | $3.4M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -8.0% | 67,339 | $3.4M |
| Fragasso Financial Advisors Inc | 0.19% | Reduce -0.4% | 61,298 | $3.1M |
| Integrity Financial Corp | 1.08% | Reduce -1.0% | 43,044 | $2.2M |
| ERn Financial, LLC | 0.41% | Reduce -4.2% | 43,025 | $2.2M |
| Signal Advisors Wealth, LLC | 0.13% | Add +4.2% | 37,727 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.1% | 36,696 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +60.8% | 34,374 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -5.1% | 32,273 | $1.6M |
| Sloy Dahl & Holst, LLC | 0.21% | No change | 30,482 | $1.5M |
| Founders Financial Securities LLC | 0.08% | Add +9.4% | 28,755 | $1.5M |
| FWG Investments, LLC. | 0.92% | Reduce -4.0% | 28,875 | $1.5M |
| Blue Bell Private Wealth Management, LLC | 0.20% | Add +3.2% | 27,850 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.1% | 27,146 | $1.4M |
| McKinley Carter Wealth Services, Inc. | 0.08% | No change | 26,406 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 25,955 | $1.3M |
| Mariner, LLC | 0.00% | Add +47.1% | 25,452 | $1.3M |
| Bleakley Financial Group, LLC | 0.02% | No change | 24,698 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 24,570 | $1.2M |
| Beck Capital Management, LLC | 0.28% | Add +12.4% | 24,471 | $1.2M |
| Octavia Wealth Advisors, LLC | 0.12% | Reduce -3.6% | 24,451 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 24,064 | $1.2M |
| Accel Wealth Management | 0.30% | No change | 23,180 | $1.2M |
| Legacy Solutions, LLC | 1.08% | No change | 23,088 | $1.2M |
| American Alpha Advisors, LLC | 0.66% | Reduce -0.0% | 22,460 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -2.0% | 22,019 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.34% | Reduce 0.0% | 21,709 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.30% | Add +15.5% | 21,542 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | No change | 21,113 | $1.1M |
| VestGen Advisors, LLC | 0.03% | New | 18,932 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -26.6% | 20,101 | $1.0M |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -5.0% | 19,179 | $965K |
| Integrity Alliance, Llc. | 0.04% | Reduce -3.8% | 18,900 | $951K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -0.0% | 18,865 | $949K |
| Cozad Asset Management Inc. | 0.07% | Add +3.5% | 18,767 | $945K |
| VestGen Investment Management | 0.49% | Reduce -7.8% | 17,673 | $889K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Reduce -0.6% | 17,587 | $885K |
| Beacon Financial Group | 0.09% | Reduce -5.6% | 17,465 | $879K |
| CoreCap Advisors, LLC | 0.03% | Reduce -0.2% | 17,152 | $863K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -7.5% | 16,298 | $820K |
| Wealthgarden F.S. LLC | 0.56% | No change | 16,156 | $813K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -11.8% | 16,137 | $812K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 15,812 | $796K |
| Kingswood Wealth Advisors, LLC | 0.04% | No change | 15,655 | $788K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -13.0% | 15,585 | $784K |
| RFG Advisory, LLC | 0.01% | Add +10.3% | 15,456 | $778K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -24.6% | 13,981 | $704K |
| Merit Financial Group, LLC | 0.01% | Reduce -37.0% | 13,814 | $695K |
| Kintra Wealth, LLC | 0.05% | Add +3.9% | 13,677 | $688K |
| Swmg, LLC | 0.20% | No change | 13,621 | $686K |
| Brookstone Capital Management | 0.01% | Reduce -7.7% | 13,302 | $669K |
| United Capital Financial Advisors, LLC | 0.00% | Add +9.1% | 13,285 | $668K |
| Harvest Investment Services, LLC | 0.12% | Reduce -0.6% | 13,137 | $661K |
| ACT Advisors, LLC. | 0.27% | No change | 12,468 | $628K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -7.4% | 12,287 | $618K |
| Ignite Planners, LLC | 0.09% | Reduce -3.6% | 12,017 | $605K |
| Chris Bulman Inc | 0.26% | Reduce -0.0% | 11,585 | $583K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.1% | 11,544 | $581K |
| World Equity Group, Inc. | 0.15% | Reduce -11.2% | 11,215 | $564K |
| Keating Financial Advisory Services, Inc. | 0.08% | Add +9.9% | 10,436 | $525K |
| Old Mission Capital LLC | 0.01% | Reduce -21.4% | 10,324 | $520K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.9% | 10,230 | $515K |
| Sunbelt Securities, Inc. | 0.03% | Add +10.8% | 10,221 | $514K |
| Ameritas Advisory Services, LLC | 0.02% | Add +7.5% | 9,832 | $495K |
| Citadel Advisors | 0.00% | New | 9,656 | $486K |
| AQR Capital Management | 0.00% | New | 9,492 | $478K |
| Novem Group | 0.05% | Reduce -3.6% | 9,125 | $459K |
| Snowden Capital Advisors LLC | 0.01% | Add +8.0% | 9,123 | $459K |
| Park Avenue Securities LLC | 0.00% | Add +1.8% | 8,834 | $445K |
| Diversify Wealth Management, LLC | 0.01% | New | 8,283 | $441K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.0% | 8,405 | $423K |
| Morgan Stanley | 0.00% | No change | 8,350 | $420K |
| TFB Advisors LLC | 0.22% | Reduce -50.6% | 8,297 | $418K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -10.5% | 8,240 | $415K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.6% | 8,158 | $412K |
| Catalina Capital Group, LLC | 0.24% | No change | 7,766 | $391K |
| Arbor Capital Management Inc. | 0.32% | Reduce -8.3% | 7,549 | $387K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -13.1% | 7,494 | $377K |
| AE Wealth Management LLC | 0.00% | Reduce -1.5% | 7,319 | $368K |
| Summit Wealth Partners, LLC | 0.06% | No change | 7,314 | $368K |
| Gateway Wealth Partners, LLC | 0.01% | New | 6,870 | $346K |
| Stephens Inc. | 0.00% | Reduce -71.4% | 6,702 | $337K |
| Sowell Financial Services LLC | 0.01% | Reduce -25.9% | 6,489 | $327K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.5% | 6,220 | $313K |
| SOA Wealth Advisors, LLC. | 0.06% | Reduce -47.2% | 6,031 | $305K |
| Noble Wealth Management PBC | 0.16% | Reduce -18.7% | 6,040 | $304K |
| Share Andrew L. | 0.14% | No change | 6,000 | $302K |
| Allie Family Office LLC | 0.13% | No change | 5,950 | $299K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 5,830 | $293K |
| First Trust Advisors LP | 0.00% | Add +9.1% | 5,757 | $290K |
| TopTier Wealth Management, LLC | 0.18% | No change | 5,755 | $290K |
| Focus Partners Wealth | 0.00% | No change | 5,600 | $282K |
| Csenge Advisory Group | 0.01% | Add +13.5% | 5,255 | $264K |
| Lanark Financial, Inc. | 0.02% | No change | 5,150 | $259K |
| Brown Wealth Management, LLC | 0.07% | No change | 5,100 | $257K |
| Pacific Excel Wealth Advisors, Inc. | 0.27% | New | 5,010 | $252K |
| Fortress Private Ledger, LLC | 0.08% | Reduce -0.4% | 4,995 | $251K |
| Archer Investment Corp | 0.05% | No change | 4,947 | $249K |
| MBL Wealth, LLC | 0.02% | New | 4,926 | $248K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.3% | 4,850 | $244K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 4,840 | $244K |
| Waverly Advisors, LLC | 0.00% | No change | 4,665 | $235K |
| World Investment Advisors | 0.00% | Reduce -5.5% | 4,634 | $233K |
| Savvy Advisors, Inc. | 0.01% | No change | 4,607 | $232K |
| Sequent Planning LLC | 0.05% | Reduce -0.1% | 4,442 | $224K |
| Triad Wealth Partners, LLC | 0.02% | New | 4,361 | $219K |
| Citizens Financial Group Inc. | 0.00% | No change | 4,038 | $203K |
| Faithward Advisors, LLC | 0.03% | New | 3,988 | $201K |
| Avion Wealth | 0.04% | No change | 3,951 | $198K |
| IFP Advisors, Inc | 0.00% | No change | 3,372 | $170K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.1% | 3,256 | $164K |
| Capital Analysts, LLC | 0.00% | No change | 3,006 | $152K |
| Parallel Advisors, LLC | 0.00% | Add +500.0% | 3,000 | $151K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 2,929 | $147K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -70.2% | 1,718 | $86K |
| Barclays PLC | 0.00% | Reduce -44.2% | 1,616 | $81K |
| Albion Financial Group | 0.01% | No change | 1,600 | $81K |
| Jones Financial Companies LLLP | 0.00% | New | 1,500 | $74K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,300 | $65K |
| Topsail Wealth Management, LLC | 0.01% | No change | 1,143 | $58K |
| Financial Network Wealth Advisors LLC | 0.06% | No change | 1,117 | $56K |
| Reicon Wealth Advisors, LLC | 0.04% | New | 970 | $49K |
| JPMorgan Chase & Co. | 0.00% | Add +697.1% | 821 | $40K |
| Wells Fargo & Company | 0.00% | Add +94.3% | 723 | $36K |
| PFS Partners, LLC | 0.02% | No change | 675 | $34K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 500 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 300 | $15K |
| LM Advisors LLC | 0.08% | Reduce -0.3% | 736 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 258 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 90 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -88.5% | 18 | $906 |
| Evolution Wealth Management Inc. | 0.00% | Reduce -99.1% | 16 | $805 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -88.5% | 9 | $443 |
"% 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.