FT Vest US Equity Buffer & PXISEETF
13F holders, Q2 2024 (June 30)30holders +4
7new positions
3sold out
1famous investor
$30.57avg. 13F price*
At the end of Q2 2024, 30 institutions reported holding FT Vest US Equity Buffer & P (XISE) in their 13F filings, up 4 from Q1 2024. 7 opened new positions and 3 sold out. The largest holders were Foundations Investment Advisors, LLC ($25.1M), Commonwealth Equity Services, LLC ($2.6M) and Cetera Investment Advisers ($2.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Equity Buffer & P
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740F375
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.8M |
| Exits | 3 | $3.3M |
All 13F filers, Q1 2024 → Q2 2024: 695,873 shares bought and 200,375 shares sold, net +495,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Foundations Investment Advisors, LLC | 0.61% | Add +268.5% | 820,459 | $25.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -43.7% | 86,091 | $2.6M |
| Cetera Investment Advisers | 0.01% | Reduce -14.1% | 81,266 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Add +1.8% | 53,388 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | New | 38,779 | $1.2M |
| Accel Wealth Management | 0.41% | Add +1.0% | 33,824 | $1.0M |
| Presidio Capital Management, LLC | 0.57% | No change | 26,699 | $816K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.0% | 23,751 | $726K |
| Weaver Consulting Group | 0.22% | Add +6.5% | 20,370 | $623K |
| FSB Premier Wealth Management, Inc. | 0.26% | New | 18,705 | $572K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 15,756 | $482K |
| World Equity Group, Inc. | 0.13% | Reduce -11.8% | 14,761 | $451K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -9.8% | 14,362 | $439K |
| Mariner, LLC | 0.00% | Add +27.8% | 14,192 | $434K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.3% | 12,547 | $384K |
| ACT Advisors, LLC. | 0.19% | No change | 11,784 | $360K |
| Citadel Advisors | 0.00% | New | 10,920 | $334K |
| Prospera Financial Services Inc | 0.01% | No change | 10,274 | $314K |
| Ameritas Advisory Services, LLC | 0.01% | New | 9,757 | $298K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 9,179 | $281K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.4% | 7,790 | $238K |
| Old Mission Capital LLC | 0.01% | New | 7,413 | $227K |
| International Assets Investment Management, LLC | 0.02% | New | 6,800 | $208K |
| Harbour Investments, Inc. | 0.01% | Reduce -24.2% | 5,496 | $168K |
| City State Bank | 0.06% | No change | 4,500 | $138K |
| CoreCap Advisors, LLC | 0.01% | Reduce -33.0% | 3,212 | $98K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,672 | $51K |
| Principal Securities, Inc. | 0.00% | No change | 100 | $3K |
| UBS Group AG | 0.00% | New | 39 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $306 |
"% 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.