FT Vest US Equity Buffer & PXISEETF

13F holders, Q4 2025 (December 31)
43holders +2
6new positions
3sold out
$30.40avg. 13F price*

At the end of Q4 2025, 43 institutions reported holding FT Vest US Equity Buffer & P (XISE) in their 13F filings, up 2 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were Triad Wealth Partners, LLC ($19.1M), Advisory Resource Group ($4.3M) and Stephens Inc. ($2.9M).

Company
FT Vest US Equity Buffer & P
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$2.1M
Exits3$17.2M

All 13F filers, Q3 2025 → Q4 2025: 119,919 shares bought and 705,187 shares sold, net −585,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 43 holders

Triad Wealth Partners, LLC 1.82% Reduce -10.2% 628,818 $19.1M
Advisory Resource Group 0.75% Add +3.6% 140,953 $4.3M
Stephens Inc. 0.04% Add +16.7% 95,284 $2.9M
Advisory Services Network, LLC 0.03% Add +0.7% 61,569 $1.9M
Cetera Investment Advisers 0.00% Add +40.8% 56,483 $1.7M
Cwm, LLC 0.00% Add +13.3% 39,885 $1.2M
Mariner, LLC 0.00% Reduce -6.6% 39,111 $1.2M
Kestra Advisory Services, LLC 0.00% Reduce -5.7% 37,698 $1.1M
IMC-Chicago, LLC 0.02% New 28,696 $872K
Accel Wealth Management 0.19% Reduce -17.1% 23,190 $705K
Commonwealth Equity Services, LLC 0.00% Reduce -52.0% 22,105 $672K
Presidio Capital Management, LLC 0.19% Reduce -15.9% 21,166 $643K
Goldman Sachs Group Inc. 0.00% New 19,864 $604K
Weaver Consulting Group 0.14% No change 19,420 $590K
Money Concepts Capital Corp. 0.03% New 19,133 $582K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.8% 16,019 $487K
JPMorgan Chase & Co. 0.00% Reduce -8.5% 15,028 $457K
International Assets Investment Management, LLC 0.03% Add +58.3% 13,859 $421K
First Trust Advisors LP 0.00% Reduce -14.3% 12,019 $365K
FSB Premier Wealth Management, Inc. 0.12% Add +21.3% 11,989 $364K
QTR Family Wealth, LLC 0.16% Reduce -14.3% 12,019 $364K
Kingsview Wealth Management, LLC 0.01% Add +0.0% 11,790 $358K
Rockefeller Capital Management L.P. 0.00% No change 10,352 $315K
Susquehanna International Group, LLP 0.00% Add +25.5% 9,115 $277K
LPL Financial LLC 0.00% No change 8,571 $261K
Prospera Financial Services Inc 0.00% Reduce -11.2% 8,549 $260K
LVZ, Inc. 0.03% Add +0.2% 8,352 $254K
Farther Finance Advisors, LLC 0.00% Reduce -1.1% 8,335 $253K
TCFG Wealth Management, LLC 0.10% No change 8,005 $243K
Focus Financial Network, Inc. 0.01% Add +16.5% 8,003 $243K
World Equity Group, Inc. 0.06% Reduce -4.9% 6,856 $208K
Integrated Wealth Concepts LLC 0.00% Add +0.3% 6,715 $204K
Barclays PLC 0.00% Add +11.2% 6,381 $194K
Osaic Holdings, Inc. 0.00% Reduce -88.0% 2,130 $65K
Capital Investment Advisory Services, LLC 0.00% No change 2,000 $61K
Harbour Investments, Inc. 0.00% Reduce -33.2% 1,895 $58K
Ritter Daniher Financial Advisory LLC / DE 0.01% New 1,008 $31K
AE Wealth Management LLC 0.00% Reduce -1.0% 905 $28K
Arax Advisory Partners 0.00% New 330 $10K
CoreCap Advisors, LLC 0.00% No change 329 $10K
GPS Wealth Strategies Group, LLC 0.01% Reduce -45.7% 290 $9K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $304
Blue Bell Private Wealth Management, LLC 0.00% No change 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.