FT Vest US Equity Buffer & PXIDEETF
13F holders, Q3 2024 (September 30)17holders
4new positions
4sold out
$30.39avg. 13F price*
At the end of Q3 2024, 17 institutions reported holding FT Vest US Equity Buffer & P (XIDE) in their 13F filings, unchanged from Q2 2024. 4 opened new positions and 4 sold out. The largest holders were Sequent Planning LLC ($5.1M), Foundations Investment Advisors, LLC ($2.4M) and Cetera Investment Advisers ($1.7M).
- Company
- FT Vest US Equity Buffer & P
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740F326
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 4 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 99,411 shares bought and 75,228 shares sold, net +24,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Sequent Planning LLC | 1.75% | Reduce -5.2% | 166,684 | $5.1M |
| Foundations Investment Advisors, LLC | 0.05% | Add +1.6% | 78,345 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +18.7% | 55,916 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Add +5314.4% | 50,354 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | New | 35,602 | $1.1M |
| Accel Wealth Management | 0.32% | Reduce -5.8% | 28,060 | $853K |
| World Equity Group, Inc. | 0.22% | Reduce -4.1% | 19,597 | $596K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.0% | 17,410 | $529K |
| FSB Premier Wealth Management, Inc. | 0.15% | No change | 12,206 | $371K |
| Grant Street Asset Management, Inc. | 0.09% | Add +1.7% | 10,036 | $305K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,176 | $279K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -8.3% | 6,865 | $209K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -22.9% | 6,716 | $204K |
| Cwm, LLC | 0.00% | New | 2,215 | $67K |
| UBS Group AG | 0.00% | New | 1,096 | $33K |
| Barclays PLC | 0.00% | New | 882 | $27K |
| Principal Securities, Inc. | 0.00% | Reduce -43.8% | 191 | $6K |
"% of holder's portfolio" is XIDE's weight in each manager's 13F, not the share of FT Vest US Equity Buffer & P the manager owns.