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FT Vest US Equity Buffer & P (XISE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Advisory Resource Group
INCREASED
Shares163,236 from 138,505
Change+24,731 (+18%)
Value$4.9M (+$720.2K)
Filed 2026-10-26
Triad Wealth Partners, LLC
DECREASED
Shares32,969 from 34,576
Change-1,607 (-5%)
Value$998.0K (-$51.2K)
Filed 2026-10-26
Kestra Advisory Services, LLC
DECREASED
Shares30,595 from 31,015
Change-420 (-1%)
Value$926.1K (-$19.1K)
Filed 2026-11-02
Money Concepts Capital Corp
INCREASED
Shares19,853 from 19,638
Change+215 (+1%)
Value$600.9K (+$2.5K)
Filed 2026-11-06
Weaver Consulting Group
UNCHANGED
Shares19,255 from 19,255
Change0 (0%)
Value$582.8K (-$3.9K)
Filed 2026-10-07
LVZ, Inc.
INCREASED
Shares16,783 from 16,747
Change+36 (+0%)
Value$508.0K (-$2.3K)
Filed 2026-10-20
Accel Wealth Management
DECREASED
Shares16,635 from 18,785
Change-2,150 (-11%)
Value$503.5K (-$68.9K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,254 from 14,084
Change-1,830 (-13%)
Value$371.0K (-$58.0K)
Filed 2026-11-02
Uptick Partners, LLC
INCREASED
Shares11,239 from 6,720
Change+4,519 (+67%)
Value$340.2K (+$135.4K)
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares8,291 from 8,135
Change+156 (+2%)
Value$251.0K (+$3.0K)
Filed 2026-10-14
Tcfg Investment Advisors, LLC
INCREASED
Shares8,182 from 8,077
Change+105 (+1%)
Value$247.7K (+$1.5K)
Filed 2026-10-20
LPL Financial LLC
UNCHANGED
Shares7,730 from 7,730
Change0 (0%)
Value$234.0K (-$1.6K)
Filed 2026-11-06
Barclays PLC
UNCHANGED
Shares6,589 from 6,589
Change0 (0%)
Value$199.4K (-$1.4K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
DECREASED
Shares1,500 from 2,000
Change-500 (-25%)
Value$45.4K (-$15.5K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares469 from 464
Change+5 (+1%)
Value$14.2K (+$60)
Filed 2026-10-08
CoreCap Advisors, LLC
INCREASED
Shares340 from 334
Change+6 (+2%)
Value$10.3K (+$136)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$303 (-$2)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$91 ($0)
Filed 2026-10-29
Grant Street Asset Management, Inc.
CLOSED
Shares0 from 13,295
Change-13,295 (-100%)
Value$0 (-$405.2K)
Filed 2026-10-26
QTR Family Wealth, LLC
CLOSED
Shares0 from 11,019
Change-11,019 (-100%)
Value$0 (-$335.8K)
Filed 2026-11-02
Prospera Financial Services Inc
CLOSED
Shares0 from 8,434
Change-8,434 (-100%)
Value$0 (-$257.1K)
Filed 2026-11-04
Keystone Wealth Services, LLC
CLOSED
Shares0 from 6,626
Change-6,626 (-100%)
Value$0 (-$201.9K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$91.0K)
Filed 2026-11-02
Stephens Inc
N/A
Shares— from 101,873
Change-101,873 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 63,017
Change-63,017 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 57,753
Change-57,753 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 46,051
Change-46,051 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 35,143
Change-35,143 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 25,410
Change-25,410 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 21,166
Change-21,166 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,206
Change-14,206 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,747
Change-10,747 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 10,617
Change-10,617 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,927
Change-9,927 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,364
Change-9,364 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 982
Change-982 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
UBS Group AG
N/A
Shares— from 41
Change-41 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Advisory Resource Group
INCREASED163,236138,505+24,731+18%$4.2M$4.9M+$720.2K2026-10-26
Triad Wealth Partners, LLC
DECREASED32,96934,576-1,607-5%$1.0M$998.0K-$51.2K2026-10-26
Kestra Advisory Services, LLC
DECREASED30,59531,015-420-1%$945.2K$926.1K-$19.1K2026-11-02
Money Concepts Capital Corp
INCREASED19,85319,638+215+1%$598.5K$600.9K+$2.5K2026-11-06
Weaver Consulting Group
UNCHANGED19,25519,25500%$586.8K$582.8K-$3.9K2026-10-07
LVZ, Inc.
INCREASED16,78316,747+36+0%$510.4K$508.0K-$2.3K2026-10-20
Accel Wealth Management
DECREASED16,63518,785-2,150-11%$572.5K$503.5K-$68.9K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED12,25414,084-1,830-13%$429.0K$371.0K-$58.0K2026-11-02
Uptick Partners, LLC
INCREASED11,2396,720+4,519+67%$204.8K$340.2K+$135.4K2026-11-04
Focus Financial Network, Inc.
INCREASED8,2918,135+156+2%$247.9K$251.0K+$3.0K2026-10-14
Tcfg Investment Advisors, LLC
INCREASED8,1828,077+105+1%$246.1K$247.7K+$1.5K2026-10-20
LPL Financial LLC
UNCHANGED7,7307,73000%$235.6K$234.0K-$1.6K2026-11-06
Barclays PLC
UNCHANGED6,5896,58900%$200.8K$199.4K-$1.4K2026-11-06
Capital Investment Advisory Services, LLC
DECREASED1,5002,000-500-25%$61.0K$45.4K-$15.5K2026-10-30
Farther Finance Advisors, LLC
INCREASED469464+5+1%$14.1K$14.2K+$602026-10-08
CoreCap Advisors, LLC
INCREASED340334+6+2%$10.2K$10.3K+$1362026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$305$303-$22026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED3300%$91$91$02026-10-29
Grant Street Asset Management, Inc.
CLOSED013,295-13,295-100%$405.2K$0-$405.2K2026-10-26
QTR Family Wealth, LLC
CLOSED011,019-11,019-100%$335.8K$0-$335.8K2026-11-02
Prospera Financial Services Inc
CLOSED08,434-8,434-100%$257.1K$0-$257.1K2026-11-04
Keystone Wealth Services, LLC
CLOSED06,626-6,626-100%$201.9K$0-$201.9K2026-11-03
International Assets Investment Management, LLC
CLOSED03,000-3,000-100%$91.0K$0-$91.0K2026-11-02
Stephens Inc
N/A—101,873-101,873-100%$3.1M———
Advisory Services Network, LLC
N/A—63,017-63,017-100%$1.9M———
Susquehanna International Group, LLP
N/A—57,753-57,753-100%$1.8M———
Cetera Investment Advisers
N/A—46,051-46,051-100%$1.4M———
Mariner, LLC
N/A—35,143-35,143-100%$1.1M———
Old Mission Capital LLC
N/A—25,410-25,410-100%$774.4K———
Presidio Capital Management, LLC
N/A—21,166-21,166-100%$645.0K———
Harbour Investments, Inc.
N/A—14,206-14,206-100%$432.9K———
JPMorgan Chase & Co
N/A—10,747-10,747-100%$327.3K———
FSB Premier Wealth Management, Inc.
N/A—10,617-10,617-100%$323.6K———
Rockefeller Capital Management L.P.
N/A—9,927-9,927-100%$302.5K———
Kingsview Wealth Management, LLC
N/A—9,364-9,364-100%$285.4K———
Summit Financial, LLC
N/A—8,250-8,250-100%$251.4K———
Integrated Wealth Concepts LLC
N/A—6,773-6,773-100%$206.4K———
Osaic Holdings, Inc.
N/A—2,175-2,175-100%$66.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—982-982-100%$29.9K———
AE Wealth Management LLC
N/A—237-237-100%$7.2K———
UBS Group AG
N/A—41-41-100%$1.2K———
Wells Fargo & Company
N/A—00—$10———
Showing 42 of 42 institutions