FT Vest US Equity Buffer & PXISEETF

13F holders, Q3 2025 (September 30)
41holders +1
6new positions
5sold out
1famous investor
$30.22avg. 13F price*

At the end of Q3 2025, 41 institutions reported holding FT Vest US Equity Buffer & P (XISE) in their 13F filings, up 1 from Q2 2025. 6 opened new positions and 5 sold out. The largest holders were Triad Wealth Partners, LLC ($21.2M), Foundations Investment Advisors, LLC ($16.1M) and Advisory Resource Group ($4.1M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions6$24.4M
Exits5$1.2M

All 13F filers, Q2 2025 → Q3 2025: 849,717 shares bought and 297,712 shares sold, net +552,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

Triad Wealth Partners, LLC 2.73% New 700,492 $21.2M
Foundations Investment Advisors, LLC 0.23% Reduce -27.6% 533,559 $16.1M
Advisory Resource Group 0.74% Add +16.9% 136,060 $4.1M
Stephens Inc. 0.03% New 81,634 $2.5M
Advisory Services Network, LLC 0.03% Add +9.1% 61,158 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -8.6% 46,053 $1.4M
Mariner, LLC 0.00% Add +3.0% 41,879 $1.3M
Cetera Investment Advisers 0.00% Reduce -21.9% 40,106 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -8.1% 39,993 $1.2M
Cwm, LLC 0.00% Add +13.9% 35,204 $1.1M
Accel Wealth Management 0.25% Reduce -5.3% 27,958 $845K
Presidio Capital Management, LLC 0.27% Add +0.0% 25,166 $761K
Weaver Consulting Group 0.15% No change 19,420 $587K
UBS Group AG 0.00% Reduce -14.0% 18,774 $567K
Citadel Advisors 0.00% Add +133.7% 17,955 $543K
Cambridge Investment Research Advisors, Inc. 0.00% No change 17,755 $537K
Osaic Holdings, Inc. 0.00% Add +1.9% 17,728 $536K
JPMorgan Chase & Co. 0.00% New 16,424 $496K
QTR Family Wealth, LLC 0.20% No change 14,019 $424K
First Trust Advisors LP 0.00% Reduce -50.0% 14,019 $424K
Kingsview Wealth Management, LLC 0.01% Reduce -3.2% 11,788 $356K
Rockefeller Capital Management L.P. 0.00% No change 10,352 $313K
FSB Premier Wealth Management, Inc. 0.10% Add +2.6% 9,883 $299K
Prospera Financial Services Inc 0.01% No change 9,624 $291K
International Assets Investment Management, LLC 0.02% No change 8,755 $265K
LPL Financial LLC 0.00% No change 8,571 $259K
Farther Finance Advisors, LLC 0.00% Reduce -0.0% 8,429 $255K
LVZ, Inc. 0.03% Add +0.4% 8,335 $252K
TCFG Wealth Management, LLC 0.10% Add +9.0% 8,005 $242K
Susquehanna International Group, LLP 0.00% New 7,261 $219K
World Equity Group, Inc. 0.05% Reduce -1.8% 7,210 $218K
Focus Financial Network, Inc. 0.01% Reduce -67.2% 6,869 $208K
Integrated Wealth Concepts LLC 0.00% Reduce -15.3% 6,697 $202K
Barclays PLC 0.00% Reduce -14.0% 5,740 $173K
Harbour Investments, Inc. 0.00% No change 2,835 $86K
Capital Investment Advisory Services, LLC 0.00% New 2,000 $60K
AE Wealth Management LLC 0.00% Add +1.4% 914 $28K
GPS Wealth Strategies Group, LLC 0.00% No change 534 $16K
CoreCap Advisors, LLC 0.00% No change 329 $10K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $303
Blue Bell Private Wealth Management, LLC 0.00% New 3 $91

"% 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.