FT Vest US Equity Buffer & PXISEETF
13F holders, Q4 2024 (December 31)33holders +3
7new positions
5sold out
1famous investor
$30.28avg. 13F price*
At the end of Q4 2024, 33 institutions reported holding FT Vest US Equity Buffer & P (XISE) in their 13F filings, up 3 from Q3 2024. 7 opened new positions and 5 sold out. The largest holders were Foundations Investment Advisors, LLC ($25.7M), Advisory Resource Group ($3.5M) and Commonwealth Equity Services, LLC ($3.1M). 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 (Q4 2024)
- CUSIP
- 33740F375
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.8M |
| Exits | 5 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 257,293 shares bought and 54,939 shares sold, net +202,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Foundations Investment Advisors, LLC | 0.50% | Add +2.2% | 847,804 | $25.7M |
| Advisory Resource Group | 0.75% | New | 116,317 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 103,390 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -14.6% | 65,332 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.6% | 58,721 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +3.0% | 55,001 | $1.7M |
| Mariner, LLC | 0.00% | Add +48.5% | 39,940 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 31,337 | $949K |
| Accel Wealth Management | 0.36% | Add +14.6% | 31,000 | $939K |
| Presidio Capital Management, LLC | 0.42% | Reduce -3.6% | 25,741 | $780K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.9% | 21,061 | $638K |
| Weaver Consulting Group | 0.19% | Reduce -1.0% | 20,170 | $611K |
| Jane Street Group, LLC | 0.00% | Add +148.7% | 19,628 | $594K |
| FSB Premier Wealth Management, Inc. | 0.24% | Add +3.8% | 19,418 | $588K |
| Rockefeller Capital Management L.P. | 0.00% | New | 17,650 | $535K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.3% | 16,684 | $505K |
| Bison Wealth, LLC | 0.10% | No change | 15,231 | $461K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +2.3% | 13,922 | $422K |
| International Assets Investment Management, LLC | 0.03% | New | 13,822 | $416K |
| Citadel Advisors | 0.00% | Reduce -4.1% | 11,053 | $335K |
| Prospera Financial Services Inc | 0.01% | No change | 9,624 | $291K |
| World Equity Group, Inc. | 0.06% | Reduce -33.3% | 9,559 | $289K |
| LVZ, Inc. | 0.03% | New | 8,253 | $250K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 7,849 | $238K |
| TCFG Wealth Management, LLC | 0.11% | Add +1.5% | 6,992 | $212K |
| Barclays PLC | 0.00% | Add +429.3% | 5,775 | $175K |
| CoreCap Advisors, LLC | 0.01% | Add +69.0% | 5,549 | $168K |
| Harbour Investments, Inc. | 0.00% | Reduce -32.8% | 3,696 | $112K |
| AE Wealth Management LLC | 0.00% | New | 2,807 | $85K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,439 | $74K |
| IMG Wealth Management, Inc. | 0.05% | — | 1,835 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,672 | $51K |
| 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.