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FT Vest US Equity Buffer & P (XIDE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Advisory Resource Group
UNCHANGED
Shares68,886 from 68,886
Change0 (0%)
Value$2.1M (+$1.0K)
Filed 2026-10-26
Accel Wealth Management
INCREASED
Shares48,372 from 47,889
Change+483 (+1%)
Value$1.5M (+$15.4K)
Filed 2026-10-13
Uptick Partners, LLC
DECREASED
Shares26,221 from 26,543
Change-322 (-1%)
Value$797.1K (-$9.4K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares20,854 from 22,135
Change-1,281 (-6%)
Value$634.0K (-$38.6K)
Filed 2026-11-02
Harbour Investments, Inc.
DECREASED
Shares18,035 from 80,243
Change-62,208 (-78%)
Value$548.3K (-$1.9M)
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares14,938 from 14,709
Change+229 (+2%)
Value$454.1K (+$7.2K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares13,339 from 13,546
Change-207 (-2%)
Value$405.5K (-$6.1K)
Filed 2026-10-14
QTR Family Wealth, LLC
UNCHANGED
Shares10,378 from 10,378
Change0 (0%)
Value$315.5K (+$158)
Filed 2026-11-02
LVZ, Inc.
UNCHANGED
Shares8,288 from 8,288
Change0 (0%)
Value$252.0K (+$126)
Filed 2026-10-20
Triad Wealth Partners, LLC
DECREASED
Shares8,272 from 8,373
Change-101 (-1%)
Value$251.5K (-$2.1K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
UNCHANGED
Shares7,501 from 7,501
Change0 (0%)
Value$228.0K (+$114)
Filed 2026-10-29
Keystone Wealth Services, LLC
INCREASED
Shares7,340 from 7,280
Change+60 (+1%)
Value$223.2K (+$2.0K)
Filed 2026-11-03
Barclays PLC
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$30.3K (+$15)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$26.1K (+$13)
Filed 2026-11-03
World Equity Group, Inc.
CLOSED
Shares0 from 8,966
Change-8,966 (-100%)
Value$0 (-$272.4K)
Filed 2026-10-14
Stephens Inc
N/A
Shares— from 100,920
Change-100,920 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 81,607
Change-81,607 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 27,377
Change-27,377 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,729
Change-24,729 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,658
Change-24,658 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,477
Change-19,477 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,567
Change-14,567 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 13,027
Change-13,027 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,530
Change-9,530 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,317
Change-8,317 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
UBS Group AG
N/A
Shares— from 140
Change-140 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Status
Advisory Resource Group
UNCHANGED68,88668,88600%$2.1M$2.1M+$1.0K2026-10-26
Accel Wealth Management
INCREASED48,37247,889+483+1%$1.5M$1.5M+$15.4K2026-10-13
Uptick Partners, LLC
DECREASED26,22126,543-322-1%$806.5K$797.1K-$9.4K2026-11-04
Kestra Advisory Services, LLC
DECREASED20,85422,135-1,281-6%$672.6K$634.0K-$38.6K2026-11-02
Harbour Investments, Inc.
DECREASED18,03580,243-62,208-78%$2.4M$548.3K-$1.9M2026-11-09
Commonwealth Equity Services, LLC
INCREASED14,93814,709+229+2%$446.9K$454.1K+$7.2K2026-11-02
Focus Financial Network, Inc.
DECREASED13,33913,546-207-2%$411.6K$405.5K-$6.1K2026-10-14
QTR Family Wealth, LLC
UNCHANGED10,37810,37800%$315.3K$315.5K+$1582026-11-02
LVZ, Inc.
UNCHANGED8,2888,28800%$251.8K$252.0K+$1262026-10-20
Triad Wealth Partners, LLC
DECREASED8,2728,373-101-1%$253.6K$251.5K-$2.1K2026-10-26
Summit Wealth Group LLC / Co
UNCHANGED7,5017,50100%$227.9K$228.0K+$1142026-10-29
Keystone Wealth Services, LLC
INCREASED7,3407,280+60+1%$221.2K$223.2K+$2.0K2026-11-03
Barclays PLC
UNCHANGED99899800%$30.3K$30.3K+$152026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED86086000%$26.1K$26.1K+$132026-11-03
World Equity Group, Inc.
CLOSED08,966-8,966-100%$272.4K$0-$272.4K2026-10-14
Stephens Inc
N/A—100,920-100,920-100%$3.1M———
Susquehanna International Group, LLP
N/A—81,607-81,607-100%$2.5M———
OneDigital Investment Advisors LLC
N/A—27,377-27,377-100%$831.8K———
Cetera Investment Advisers
N/A—24,729-24,729-100%$751.4K———
Mariner, LLC
N/A—24,658-24,658-100%$749.2K———
Rockefeller Capital Management L.P.
N/A—19,477-19,477-100%$591.8K———
Envestnet Asset Management Inc
N/A—14,567-14,567-100%$442.6K———
Sequent Planning LLC
N/A—13,027-13,027-100%$395.8K———
FSB Premier Wealth Management, Inc.
N/A—9,530-9,530-100%$289.6K———
Cary Street Partners Financial LLC
N/A—8,317-8,317-100%$252.7K———
Osaic Holdings, Inc.
N/A—1,151-1,151-100%$35.0K———
UBS Group AG
N/A—140-140-100%$4.3K———
Global Retirement Partners, LLC
N/A—127-127-100%$3.9K———
Showing 28 of 28 institutions