FT Vest U.S. Equity Buffer EFSEPETF
13F holders, Q2 2026 (June 30)150holders −3
13new positions
14sold out
1famous investor
$54.92avg. 13F price*
At the end of Q2 2026, 150 institutions reported holding FT Vest U.S. Equity Buffer E (FSEP) in their 13F filings, down 3 from Q1 2026. 13 opened new positions and 14 sold out. The largest holders were Wealthcare Advisory Partners LLC ($40.9M), Assetmark, Inc. ($16.4M) and Osaic Holdings, Inc. ($16.4M). One famous investor held it 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 (Q2 2026)
- CUSIP
- 33740U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.6M |
| Exits | 14 | $18.7M |
All 13F filers, Q1 2026 → Q2 2026: 295,208 shares bought and 1,184,804 shares sold, net −889,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 150 holders
| Wealthcare Advisory Partners LLC | 0.78% | Add +1.1% | 741,908 | $40.9M |
| Assetmark, Inc. | 0.03% | Add +6.5% | 298,150 | $16.4M |
| Osaic Holdings, Inc. | 0.02% | Add +6.8% | 297,940 | $16.4M |
| Cetera Investment Advisers | 0.01% | Reduce -40.8% | 217,847 | $12.0M |
| LPL Financial LLC | 0.00% | Reduce -11.7% | 212,430 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -59.7% | 196,805 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.9% | 191,163 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.0% | 182,416 | $10.0M |
| REAP Financial Group, LLC | 1.18% | Reduce -9.0% | 125,551 | $6.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -31.7% | 110,990 | $6.1M |
| Schulz Wealth, LTD. | 2.93% | — | 103,086 | $5.7M |
| Keystone Wealth Services, LLC | 0.96% | Reduce -0.8% | 93,482 | $5.1M |
| Strategic Blueprint, LLC | 0.23% | Reduce -18.3% | 84,737 | $4.7M |
| MML Investors Services, LLC | 0.01% | Add +24.2% | 84,069 | $4.6M |
| 1776 Wealth LLC | 1.43% | No change | 73,408 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 69,276 | $3.8M |
| Prospera Financial Services Inc | 0.06% | Reduce -0.4% | 69,160 | $3.8M |
| Harbour Investments, Inc. | 0.05% | Reduce -8.1% | 67,191 | $3.7M |
| HRT Financial LP | 0.01% | New | 62,632 | $3.4M |
| Fragasso Financial Advisors Inc | 0.18% | Reduce -1.3% | 60,522 | $3.3M |
| Old Mission Capital LLC | 0.08% | Add +466.3% | 58,463 | $3.2M |
| ERn Financial, LLC | 0.39% | Reduce -0.4% | 42,838 | $2.4M |
| Integrity Financial Corp | 1.11% | Reduce -2.1% | 42,121 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.9% | 34,882 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.4% | 32,507 | $1.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -1.2% | 31,873 | $1.8M |
| Beck Capital Management, LLC | 0.31% | Add +24.6% | 30,503 | $1.7M |
| Sloy Dahl & Holst, LLC | 0.21% | No change | 30,482 | $1.7M |
| Founders Financial Securities LLC | 0.09% | Add +5.7% | 30,388 | $1.7M |
| FWG Investments, LLC. | 0.84% | Reduce -0.1% | 28,845 | $1.6M |
| Blue Bell Private Wealth Management, LLC | 0.19% | Reduce -0.2% | 27,803 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 26,967 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.08% | No change | 26,406 | $1.5M |
| Mariner, LLC | 0.00% | Add +1.1% | 25,721 | $1.4M |
| Bleakley Financial Group, LLC | 0.02% | No change | 24,698 | $1.4M |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -34.9% | 24,564 | $1.4M |
| Octavia Wealth Advisors, LLC | 0.12% | No change | 24,451 | $1.3M |
| American Alpha Advisors, LLC | 0.73% | Reduce -0.1% | 22,437 | $1.2M |
| Ameritas Advisory Services, LLC | 0.02% | Add +125.7% | 22,189 | $1.2M |
| Accel Wealth Management | 0.27% | Reduce -6.4% | 21,691 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.34% | Reduce -0.1% | 21,678 | $1.2M |
| Mgo One Seven LLC | 0.02% | Reduce -1.9% | 21,609 | $1.2M |
| Centaurus Financial, Inc. | 0.05% | No change | 21,113 | $1.2M |
| Legacy Solutions, LLC | 0.92% | Reduce -10.5% | 20,674 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.05% | No change | 20,101 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -23.6% | 19,824 | $1.1M |
| Clear Creek Financial Management, LLC | 0.07% | No change | 19,179 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.25% | Reduce -11.2% | 19,132 | $1.1M |
| Silver Oak Securities, Incorporated | 0.06% | No change | 18,865 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -25.3% | 17,966 | $989K |
| CoreCap Advisors, LLC | 0.03% | Add +2.3% | 17,554 | $967K |
| RFG Advisory, LLC | 0.01% | Add +12.2% | 17,344 | $955K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Reduce -2.7% | 17,108 | $942K |
| Integrity Alliance, Llc. | 0.03% | Reduce -10.6% | 16,900 | $931K |
| Sanctuary Advisors, LLC | 0.00% | No change | 16,137 | $889K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.4% | 15,747 | $867K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.6% | 15,182 | $836K |
| Beacon Financial Group | 0.07% | Reduce -16.6% | 14,563 | $802K |
| Kintra Wealth, LLC | 0.04% | No change | 13,677 | $772K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.1% | 13,968 | $769K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -79.4% | 13,881 | $765K |
| JPMorgan Chase & Co. | 0.00% | Add +1582.7% | 13,815 | $758K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -12.1% | 13,755 | $758K |
| Swmg, LLC | 0.18% | No change | 13,621 | $755K |
| Harvest Investment Services, LLC | 0.11% | Reduce -2.6% | 12,799 | $705K |
| ACT Advisors, LLC. | 0.23% | No change | 12,468 | $687K |
| TFB Advisors LLC | 0.30% | Add +50.2% | 12,459 | $686K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,353 | $680K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -3.2% | 11,896 | $655K |
| NewEdge Advisors, LLC | 0.00% | Reduce -88.6% | 11,671 | $643K |
| Ignite Planners, LLC | 0.09% | Reduce -3.1% | 11,645 | $641K |
| Fiduciary Financial Advisors | 0.06% | New | 11,585 | $638K |
| Chris Bulman Inc | 0.23% | Reduce -1.0% | 11,471 | $632K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.8% | 11,337 | $624K |
| Focus Partners Wealth | 0.00% | Add +94.6% | 10,900 | $600K |
| Keating Financial Advisory Services, Inc. | 0.08% | Reduce -0.8% | 10,356 | $570K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 10,217 | $563K |
| Merit Financial Group, LLC | 0.00% | Reduce -26.6% | 10,142 | $559K |
| Morgan Stanley | 0.00% | Add +14.4% | 9,550 | $526K |
| AQR Capital Management | 0.00% | No change | 9,492 | $523K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.2% | 9,323 | $514K |
| Novem Group | 0.05% | No change | 9,125 | $503K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -33.3% | 8,864 | $488K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.4% | 8,530 | $470K |
| HighTower Advisors, LLC | 0.00% | No change | 8,405 | $463K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,283 | $457K |
| Diversify Wealth Management, LLC | 0.01% | No change | 8,283 | $457K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.6% | 8,106 | $450K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 7,494 | $413K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -9.7% | 7,440 | $410K |
| Summit Wealth Partners, LLC | 0.06% | No change | 7,314 | $403K |
| AE Wealth Management LLC | 0.00% | Reduce -1.1% | 7,239 | $399K |
| Stephens Inc. | 0.00% | No change | 6,702 | $369K |
| StoneX Group Inc. | 0.01% | New | 6,473 | $353K |
| Apollon Wealth Management, LLC | 0.00% | No change | 6,220 | $343K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.5% | 6,133 | $338K |
| Share Andrew L. | 0.17% | No change | 6,000 | $330K |
| Allie Family Office LLC | 0.12% | No change | 5,950 | $328K |
| TopTier Wealth Management, LLC | 0.19% | Reduce -0.2% | 5,741 | $316K |
| SOA Wealth Advisors, LLC. | 0.05% | Reduce -3.6% | 5,813 | $315K |
| First Trust Advisors LP | 0.00% | Reduce -3.7% | 5,545 | $305K |
| Farther Finance Advisors, LLC | 0.00% | Add +69.5% | 5,520 | $304K |
| Arbor Capital Management Inc. | 0.30% | Reduce -27.2% | 5,498 | $302K |
| Wealthgarden F.S. LLC | 0.17% | Reduce -67.0% | 5,326 | $293K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -25.6% | 5,109 | $281K |
| Brown Wealth Management, LLC | 0.06% | No change | 5,100 | $281K |
| MBL Wealth, LLC | 0.02% | Add +3.0% | 5,076 | $280K |
| Csenge Advisory Group | 0.01% | Reduce -4.0% | 5,044 | $278K |
| Brookstone Capital Management | 0.00% | Reduce -62.4% | 5,001 | $275K |
| Archer Investment Corp | 0.05% | No change | 4,947 | $272K |
| World Investment Advisors | 0.00% | Add +6.4% | 4,932 | $271K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 4,840 | $267K |
| Fortress Private Ledger, LLC | 0.07% | Reduce -4.3% | 4,781 | $263K |
| Waverly Advisors, LLC | 0.00% | No change | 4,665 | $257K |
| Noble Wealth Management PBC | 0.11% | Reduce -25.3% | 4,515 | $249K |
| Sequent Planning LLC | 0.05% | Reduce -0.1% | 4,439 | $245K |
| Savvy Advisors, Inc. | 0.01% | Reduce -5.4% | 4,357 | $240K |
| Citizens Financial Group Inc. | 0.00% | No change | 4,038 | $222K |
| Navis Wealth Advisors, LLC | 0.08% | New | 3,960 | $218K |
| Faithward Advisors, LLC | 0.03% | Reduce -0.7% | 3,960 | $218K |
| Cypress Capital Group | 0.02% | New | 3,844 | $212K |
| Sigma Planning Corp | 0.01% | New | 3,661 | $202K |
| Barclays PLC | 0.00% | Add +125.2% | 3,639 | $200K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 3,638 | $200K |
| Avion Wealth | 0.04% | Reduce -7.7% | 3,647 | $200K |
| Lanark Financial, Inc. | 0.01% | Reduce -30.0% | 3,607 | $199K |
| IFP Advisors, Inc | 0.00% | No change | 3,372 | $186K |
| Capital Analysts, LLC | 0.00% | No change | 3,006 | $166K |
| Parallel Advisors, LLC | 0.00% | No change | 3,000 | $165K |
| Tanglewood Legacy Advisors, LLC | 0.05% | Reduce -3.6% | 2,822 | $155K |
| Buck Wealth Strategies, LLC | 0.01% | New | 2,525 | $139K |
| Darwin Wealth Management, LLC | 0.03% | No change | 1,718 | $95K |
| Albion Financial Group | 0.01% | No change | 1,600 | $88K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,300 | $72K |
| Topsail Wealth Management, LLC | 0.01% | No change | 1,143 | $63K |
| Financial Network Wealth Advisors LLC | 0.06% | No change | 1,117 | $62K |
| Reicon Wealth Advisors, LLC | 0.03% | No change | 970 | $53K |
| PFS Partners, LLC | 0.02% | No change | 675 | $37K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 500 | $28K |
| Creative Financial Designs Inc. | 0.00% | No change | 300 | $17K |
| Cape Investment Advisory, Inc. | 0.00% | New | 276 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.4% | 259 | $14K |
| Continuum Advisory, LLC | 0.00% | New | 221 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 90 | $5K |
| IFG Advisory, LLC | 0.00% | New | 84 | $5K |
| Wells Fargo & Company | 0.00% | Reduce -97.4% | 19 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 18 | $991 |
| Evolution Wealth Management Inc. | 0.00% | No change | 16 | $881 |
| LM Advisors LLC | 0.00% | Add +1886.7% | 14,622 | $805 |
| Smartleaf Asset Management LLC | 0.00% | No change | 9 | $494 |
"% 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.