FT Vest US Equity Buffer & PXISEETF

13F holders, Q2 2025 (June 30)
40holders +3
5new positions
2sold out
1famous investor
$30.44avg. 13F price*

At the end of Q2 2025, 40 institutions reported holding FT Vest US Equity Buffer & P (XISE) in their 13F filings, up 3 from Q1 2025. 5 opened new positions and 2 sold out. The largest holders were Foundations Investment Advisors, LLC ($22.4M), Advisory Resource Group ($3.5M) and Advisory Services Network, LLC ($1.7M). 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 2025)
CUSIP
33740F375
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 26Q1 2024Q2 2024: 30Q2 2024Q3 2024: 30Q3 2024Q4 2024: 33Q4 2024Q1 2025: 37Q1 2025Q2 2025: 40Q2 2025Q3 2025: 41Q3 2025Q4 2025: 43Q4 2025Q1 2026: 43Q1 2026Q2 2026: 41Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$3.0M
Exits2$843K

All 13F filers, Q1 2025 → Q2 2025: 127,278 shares bought and 188,859 shares sold, net −61,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 40 holders

Foundations Investment Advisors, LLC 0.35% Reduce -6.1% 737,087 $22.4M
Advisory Resource Group 0.68% Add +0.0% 116,363 $3.5M
Advisory Services Network, LLC 0.03% Add +1.7% 56,060 $1.7M
Cetera Investment Advisers 0.00% Reduce -49.7% 51,333 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -24.5% 50,381 $1.5M
Kestra Advisory Services, LLC 0.01% Reduce -0.4% 43,515 $1.3M
Mariner, LLC 0.00% Reduce -0.8% 40,643 $1.2M
Cwm, LLC 0.00% New 30,893 $940K
Accel Wealth Management 0.30% Reduce -1.8% 29,524 $899K
First Trust Advisors LP 0.00% New 28,039 $853K
Presidio Capital Management, LLC 0.29% No change 25,163 $766K
UBS Group AG 0.00% Add +101.0% 21,837 $665K
Focus Financial Network, Inc. 0.03% New 20,908 $636K
Weaver Consulting Group 0.16% No change 19,420 $591K
Redhawk Wealth Advisors, Inc. 0.07% Reduce -54.6% 19,320 $588K
Old Mission Capital LLC 0.01% New 17,905 $545K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.8% 17,755 $540K
Osaic Holdings, Inc. 0.00% Add +742.1% 17,398 $530K
QTR Family Wealth, LLC 0.26% Reduce -8.0% 14,019 $427K
Kingsview Wealth Management, LLC 0.01% No change 12,182 $371K
Rockefeller Capital Management L.P. 0.00% Reduce -41.4% 10,352 $315K
FSB Premier Wealth Management, Inc. 0.10% Reduce -52.5% 9,631 $293K
Prospera Financial Services Inc 0.01% No change 9,624 $293K
International Assets Investment Management, LLC 0.02% Reduce -2.6% 8,755 $266K
LPL Financial LLC 0.00% Add +7.2% 8,571 $261K
Farther Finance Advisors, LLC 0.01% Reduce -0.9% 8,432 $257K
LVZ, Inc. 0.03% Add +0.3% 8,302 $253K
Integrated Wealth Concepts LLC 0.00% Add +0.3% 7,902 $241K
Citadel Advisors 0.00% Reduce -7.4% 7,684 $234K
TCFG Wealth Management, LLC 0.10% Add +3.3% 7,346 $224K
World Equity Group, Inc. 0.06% Reduce -16.8% 7,345 $224K
Barclays PLC 0.00% Add +0.8% 6,677 $203K
Harbour Investments, Inc. 0.00% Reduce -7.4% 2,835 $86K
IMG Wealth Management, Inc. 0.04% No change 1,835 $56K
AE Wealth Management LLC 0.00% Reduce -3.5% 901 $27K
Arax Advisory Partners 0.00% No change 660 $20K
GPS Wealth Strategies Group, LLC 0.00% No change 534 $16K
CoreCap Advisors, LLC 0.00% Reduce -2.7% 329 $10K
Mid-American Wealth Advisory Group, Inc. 0.00% New 25 $761
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $305

"% 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.