FT Vest US Equity Buffer & PXISEETF
13F holders, Q1 2024 (March 31)26holders
$30.68avg. 13F price*
At the end of Q1 2024, 26 institutions reported holding FT Vest US Equity Buffer & P (XISE) in their 13F filings. The largest holders were Foundations Investment Advisors, LLC ($6.8M), Commonwealth Equity Services, LLC ($4.7M) and Cetera Investment Advisers ($2.9M).
- Company
- FT Vest US Equity Buffer & P
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740F375
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.9M |
| Exits | 3 | $1.4M |
Ownership 26 holders
| Foundations Investment Advisors, LLC | 0.18% | Add +0.6% | 222,653 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +37.6% | 152,850 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +31.0% | 94,605 | $2.9M |
| Advisory Services Network, LLC | 0.04% | Add +1.8% | 52,438 | $1.6M |
| Sequent Planning LLC | 0.45% | — | 40,502 | $1.2M |
| Lincoln National Corp. | 0.02% | Reduce -3.9% | 39,127 | $1.2M |
| Accel Wealth Management | 0.44% | Add +7.0% | 33,492 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 28,706 | $881K |
| Presidio Capital Management, LLC | 0.60% | Add +9.2% | 26,699 | $819K |
| Susquehanna International Group, LLP | 0.00% | New | 26,380 | $809K |
| Weaver Consulting Group | 0.22% | Add +24.7% | 19,120 | $587K |
| World Equity Group, Inc. | 0.11% | Reduce -80.1% | 16,746 | $514K |
| Redhawk Wealth Advisors, Inc. | 0.08% | New | 15,921 | $488K |
| OneDigital Investment Advisors LLC | 0.01% | Add +71.8% | 15,756 | $483K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -74.7% | 14,981 | $460K |
| ACT Advisors, LLC. | 0.20% | No change | 11,784 | $362K |
| Mariner, LLC | 0.00% | New | 11,101 | $341K |
| Prospera Financial Services Inc | 0.01% | No change | 10,274 | $315K |
| Kingsview Wealth Management, LLC | 0.01% | Add +36.1% | 9,179 | $282K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,759 | $238K |
| Harbour Investments, Inc. | 0.01% | Add +31.8% | 7,250 | $222K |
| CoreCap Advisors, LLC | 0.01% | New | 4,793 | $147K |
| City State Bank | 0.06% | No change | 4,500 | $138K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,672 | $51K |
| Principal Securities, Inc. | 0.00% | No change | 100 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $307 |
"% of holder's portfolio" is XISE's weight in each manager's 13F, not the share of FT Vest US Equity Buffer & P the manager owns.