FT Vest US Equity Buffer & PXISEETF
13F holders, Q1 2025 (March 31)37holders +4
6new positions
2sold out
1famous investor
$30.05avg. 13F price*
At the end of Q1 2025, 37 institutions reported holding FT Vest US Equity Buffer & P (XISE) in their 13F filings, up 4 from Q4 2024. 6 opened new positions and 2 sold out. The largest holders were Foundations Investment Advisors, LLC ($23.6M), Advisory Resource Group ($3.5M) and Cetera Investment Advisers ($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 (Q1 2025)
- CUSIP
- 33740F375
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $668K |
| Exits | 2 | $645K |
All 13F filers, Q4 2024 → Q1 2025: 96,751 shares bought and 166,957 shares sold, net −70,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Foundations Investment Advisors, LLC | 0.44% | Reduce -7.5% | 784,677 | $23.6M |
| Advisory Resource Group | 0.71% | No change | 116,317 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +56.2% | 102,070 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.5% | 66,722 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +0.2% | 55,107 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -25.6% | 43,679 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.17% | Add +206.0% | 42,606 | $1.3M |
| Mariner, LLC | 0.00% | Add +2.6% | 40,989 | $1.2M |
| Accel Wealth Management | 0.33% | Reduce -3.0% | 30,060 | $903K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.9% | 27,918 | $839K |
| Presidio Capital Management, LLC | 0.32% | Reduce -2.3% | 25,163 | $756K |
| FSB Premier Wealth Management, Inc. | 0.24% | Add +4.3% | 20,256 | $609K |
| Weaver Consulting Group | 0.18% | Reduce -3.7% | 19,420 | $584K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 17,650 | $530K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 16,469 | $495K |
| QTR Family Wealth, LLC | 0.35% | — | 15,231 | $458K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -42.2% | 12,182 | $366K |
| UBS Group AG | 0.00% | New | 10,863 | $326K |
| Prospera Financial Services Inc | 0.01% | No change | 9,624 | $289K |
| International Assets Investment Management, LLC | 0.02% | Reduce -35.0% | 8,988 | $270K |
| World Equity Group, Inc. | 0.08% | Reduce -7.6% | 8,829 | $265K |
| Farther Finance Advisors, LLC | 0.01% | Add +249.0% | 8,513 | $255K |
| Citadel Advisors | 0.00% | Reduce -24.9% | 8,297 | $249K |
| LVZ, Inc. | 0.03% | Add +0.3% | 8,277 | $249K |
| LPL Financial LLC | 0.00% | New | 7,994 | $240K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.3% | 7,875 | $237K |
| TCFG Wealth Management, LLC | 0.11% | Add +1.7% | 7,109 | $214K |
| Barclays PLC | 0.00% | Add +14.7% | 6,626 | $199K |
| Harbour Investments, Inc. | 0.00% | Reduce -17.2% | 3,061 | $92K |
| Osaic Holdings, Inc. | 0.00% | New | 2,066 | $62K |
| IMG Wealth Management, Inc. | 0.05% | No change | 1,835 | $55K |
| AE Wealth Management LLC | 0.00% | Reduce -66.7% | 934 | $28K |
| Arax Advisory Partners | 0.00% | New | 660 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 534 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -93.9% | 338 | $10K |
| Global Wealth Strategies & Associates | 0.00% | New | 127 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $301 |
"% 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.