FT Vest US Equity Buffer & PXISEETF
13F holders, Q3 2024 (September 30)30holders
6new positions
7sold out
1famous investor
$30.25avg. 13F price*
At the end of Q3 2024, 30 institutions reported holding FT Vest US Equity Buffer & P (XISE) in their 13F filings, unchanged from Q2 2024. 6 opened new positions and 7 sold out. The largest holders were Foundations Investment Advisors, LLC ($25.1M), Commonwealth Equity Services, LLC ($3.0M) and Cetera Investment Advisers ($2.3M). 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 (Q3 2024)
- CUSIP
- 33740F375
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.5M |
| Exits | 7 | $2.8M |
All 13F filers, Q2 2024 → Q3 2024: 142,540 shares bought and 108,233 shares sold, net +34,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Foundations Investment Advisors, LLC | 0.53% | Add +1.1% | 829,627 | $25.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.1% | 100,849 | $3.0M |
| Cetera Investment Advisers | 0.01% | Reduce -5.9% | 76,499 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +343.1% | 55,598 | $1.7M |
| Advisory Services Network, LLC | 0.03% | No change | 53,388 | $1.6M |
| Accel Wealth Management | 0.30% | Reduce -20.0% | 27,059 | $818K |
| Mariner, LLC | 0.00% | Add +89.5% | 26,890 | $813K |
| Presidio Capital Management, LLC | 0.52% | No change | 26,699 | $807K |
| Weaver Consulting Group | 0.20% | No change | 20,370 | $616K |
| Kingsview Wealth Management, LLC | 0.01% | Add +118.8% | 20,083 | $607K |
| FSB Premier Wealth Management, Inc. | 0.23% | No change | 18,705 | $566K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 15,269 | $462K |
| Bison Wealth, LLC | 0.07% | New | 15,231 | $461K |
| World Equity Group, Inc. | 0.16% | Reduce -2.9% | 14,336 | $434K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -11.1% | 14,010 | $424K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -5.2% | 13,609 | $412K |
| Citadel Advisors | 0.00% | Add +5.5% | 11,521 | $348K |
| Mid-American Wealth Advisory Group, Inc. | 0.19% | New | 10,018 | $303K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.5% | 9,803 | $296K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.3% | 9,624 | $291K |
| Jane Street Group, LLC | 0.00% | New | 7,893 | $239K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.5% | 7,832 | $237K |
| TCFG Wealth Management, LLC | 0.11% | — | 6,890 | $208K |
| Harbour Investments, Inc. | 0.01% | No change | 5,496 | $166K |
| CoreCap Advisors, LLC | 0.00% | Add +2.2% | 3,283 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,672 | $51K |
| Royal Bank of Canada | 0.00% | New | 1,467 | $44K |
| Barclays PLC | 0.00% | New | 1,091 | $33K |
| UBS Group AG | 0.00% | Add +594.9% | 271 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $303 |
"% 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.