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FT Vest U.S. Equity Buffer E (FJAN)

CUSIP: 33740F623 | NYSE | 274 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.16,596,85063.8%+792,181Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.16,596,850
63.8% of class · Sep 30, 2026+792,181
No 13F filer matched

Institutional Holders — Q3 2026

Assetmark, Inc321,217
0.0% of portfolio›$18.2M
Brookstone Capital Management280,710
0.2% of portfolio›$15.9M
Commonwealth Equity Services, LLC196,272
0.0% of portfolio›$11.1M
FSA Wealth Partners, Inc.146,831
2.3% of portfolio›$8.3M
Atria Investments, Inc139,646
0.1% of portfolio›$7.9M
Reap Financial Group, LLC118,169
1.1% of portfolio›$6.7M
Cambridge Investment Research Advisors, Inc.117,660
0.0% of portfolio›$6.7M
Kestra Advisory Services, LLC115,173
0.0% of portfolio›$6.5M
Foguth Wealth Management, Llc.90,156
0.5% of portfolio›$5.1M
BAM Wealth Management, LLC80,326
2.5% of portfolio›$4.5M
Smart Wealth LLC67,937
0.8% of portfolio›$3.8M
MGO One Seven LLC59,412
0.1% of portfolio›$3.4M
Keystone Wealth Services, LLC52,617
0.5% of portfolio›$3.0M
Independent Wealth Network Inc.45,434
0.6% of portfolio›$2.6M
Maia Wealth LLC42,708
0.3% of portfolio›$2.4M
Strategic Blueprint, LLC41,043
0.1% of portfolio›$2.3M
Apollon Wealth Management, LLC39,748
0.0% of portfolio›$2.2M
Founders Financial Securities LLC34,557
0.1% of portfolio›$2.0M
Sigma Planning Corp31,739
0.0% of portfolio›$1.8M
Truist Financial Corp28,520
0.0% of portfolio›$1.6M
FWG Investments, Llc.28,265
0.8% of portfolio›$1.6M
Avior Wealth Management, LLC28,138
0.0% of portfolio›$1.6M
Integrated Advisors Network LLC27,642
0.1% of portfolio›$1.6M
Signal Advisors Wealth, LLC27,075
0.1% of portfolio›$1.5M
Oppenheimer & Co Inc25,257
0.0% of portfolio›$1.4M
Fragasso Financial Advisors Inc24,617
0.1% of portfolio›$1.4M
Ignite Planners, LLC23,788
0.2% of portfolio›$1.3M
Concurrent Investment Advisors, LLC20,584
0.0% of portfolio›$1.2M
Blue Bell Private Wealth Management, LLC19,911
0.1% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC18,147
0.0% of portfolio›$1.0M
Park Avenue Securities LLC17,793
0.0% of portfolio›$1.0M
RFG Advisory, LLC17,663
0.0% of portfolio›$999.2K
Outlook Wealth Advisors, LLC16,588
0.2% of portfolio›$938.4K
Prospera Financial Services Inc15,604
0.0% of portfolio›$880.4K
Kestra Private Wealth Services, LLC15,005
0.0% of portfolio›$848.8K
CoreCap Advisors, LLC14,892
0.0% of portfolio›$842.4K
TFB Advisors LLC14,872
0.3% of portfolio›$841.3K
Dhjj Financial Advisors, Ltd.12,580
0.2% of portfolio›$711.7K
Chris Bulman Inc12,464
0.2% of portfolio›$705.1K
Novem Group11,905
0.1% of portfolio›$673.5K
McKinley Carter Wealth Services, Inc.11,115
0.0% of portfolio›$628.8K
Farther Finance Advisors, LLC10,975
0.0% of portfolio›$620.9K
Kingswood Wealth Advisors, LLC10,110
0.0% of portfolio›$571.9K
Mission Financial Group, LLC9,406
0.4% of portfolio›$532.1K
Grantvest Financial Group LLC9,289
0.3% of portfolio›$525.5K
Lanark Financial, Inc.9,104
0.0% of portfolio›$515.0K
Capital Asset Advisory Services LLC9,028
0.0% of portfolio›$511.6K
Midwest Financial Network, LLC8,973
0.3% of portfolio›$507.6K
Accel Wealth Management8,588
0.1% of portfolio›$485.8K
IFP Advisors, Inc8,366
0.0% of portfolio›$473.3K
Grant Street Asset Management, Inc.8,332
0.1% of portfolio›$471.3K
Bison Wealth, LLC7,590
0.0% of portfolio›$434.6K
Sowell Financial Services LLC6,628
0.0% of portfolio›$374.9K
B. Riley Wealth Advisors, Inc.6,439
0.0% of portfolio›$364.3K
Signature Estate & Investment Advisors LLC6,356
0.0% of portfolio›$359.6K
TopTier Wealth Management, LLC5,530
0.2% of portfolio›$312.8K
Bullseye Investment Management, LLC4,870
0.1% of portfolio›$275.5K
MFG Investments, LLC4,555
0.3% of portfolio›$257.7K
Valtinson Bruner Financial Planning LLC4,539
0.1% of portfolio›$256.8K
Gerber Kawasaki Wealth & Investment Management4,250
0.0% of portfolio›$240.4K
Kraematon Investment Advisors, Inc4,200
0.2% of portfolio›$237.6K
Sacks & Associates, LLC4,028
0.2% of portfolio›$227.9K
Elmwood Wealth Management, Inc.3,940
0.1% of portfolio›$222.9K
Buck Wealth Strategies, LLC3,932
0.0% of portfolio›$222.4K
StoneX Group Inc.3,900
0.0% of portfolio›$220.6K
LVZ, Inc.3,669
0.0% of portfolio›$207.6K
Triumph Capital Management3,000
0.0% of portfolio›$169.7K
Financial Network Wealth Advisors LLC1,885
0.1% of portfolio›$106.6K
Capital Investment Advisory Services, LLC1,139
0.0% of portfolio›$64.4K
GK Wealth Management LLC880
0.0% of portfolio›$49.8K
Signature Equity Partners, LLC525
0.0% of portfolio›$29.7K
Cape Investment Advisory, Inc.373
0.0% of portfolio›$21.1K
CX Institutional365
0.0% of portfolio›$21
Creative Financial Designs Inc181
0.0% of portfolio›$10.2K
StyleTurnoverLocationFiled
Assetmark, Inc
321,217$18.2M0.0%ETFLowConcord, CA2026-10-21
Brookstone Capital Management
280,710$15.9M0.2%ETFMediumWheaton, IL2026-10-22
Commonwealth Equity Services, LLC
196,272$11.1M0.0%ETFLowWaltham, MA2026-11-02
FSA Wealth Partners, Inc.
146,831$8.3M2.3%ETFHighRockville, MD2026-10-26
Atria Investments, Inc
139,646$7.9M0.1%CoreMediumCharlotte, NC2026-10-15
Reap Financial Group, LLC
118,169$6.7M1.1%ETFLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
117,660$6.7M0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
115,173$6.5M0.0%CoreLowAustin, TX2026-11-02
Foguth Wealth Management, Llc.
90,156$5.1M0.5%ETFHighBrighton, MI2026-10-19
BAM Wealth Management, LLC
80,326$4.5M2.5%ETFHighLakewood, CO2026-10-15
Smart Wealth LLC
67,937$3.8M0.8%ETFHighOmaha, NE2026-11-04
MGO One Seven LLC
59,412$3.4M0.1%GrowthLowBeachwood, OH2026-10-28
Keystone Wealth Services, LLC
52,617$3.0M0.5%ETFHighPalm Desert, CA2026-11-03
Independent Wealth Network Inc.
45,434$2.6M0.6%ETFMediumUrbandale, IA2026-10-19
Maia Wealth LLC
42,708$2.4M0.3%ETFMediumDenver, CO2026-10-19
Strategic Blueprint, LLC
41,043$2.3M0.1%ETFLowAtlanta, GA2026-10-22
Apollon Wealth Management, LLC
39,748$2.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Founders Financial Securities LLC
34,557$2.0M0.1%ETFMediumTowson, MD2026-10-28
Sigma Planning Corp
31,739$1.8M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Truist Financial Corp
28,520$1.6M0.0%CoreLowCharlotte, NC2026-10-30
FWG Investments, Llc.
28,265$1.6M0.8%ETFMediumLexington, KY2026-11-03
Avior Wealth Management, LLC
28,138$1.6M0.0%ETFMediumOmaha, NE2026-10-13
Integrated Advisors Network LLC
27,642$1.6M0.1%GrowthMediumDallas, TX2026-10-20
Signal Advisors Wealth, LLC
27,075$1.5M0.1%ETFLowDetroit, MI2026-10-13
Oppenheimer & Co Inc
25,257$1.4M0.0%CoreLowNew York, NY2026-10-26
Fragasso Financial Advisors Inc
24,617$1.4M0.1%ETFLowSewickley, PA2026-10-13
Ignite Planners, LLC
23,788$1.3M0.2%CoreLowSan Clemente, CA2026-10-14
Concurrent Investment Advisors, LLC
20,584$1.2M0.0%GrowthMediumTampa, FL2026-10-16
Blue Bell Private Wealth Management, LLC
19,911$1.1M0.1%YieldVery LowBlue Bell, PA2026-10-29
Wealth Enhancement Advisory Services, LLC
18,147$1.0M0.0%CoreLowPlymouth, MN2026-10-13
Park Avenue Securities LLC
17,793$1.0M0.0%ETFMediumNew York, NY2026-10-26
RFG Advisory, LLC
17,663$999.2K0.0%ETFMediumBirmingham, AL2026-11-03
Outlook Wealth Advisors, LLC
16,588$938.4K0.2%ETFMediumShenandoah, TX2026-10-28
Prospera Financial Services Inc
15,604$880.4K0.0%CoreMediumDallas, TX2026-11-04
Kestra Private Wealth Services, LLC
15,005$848.8K0.0%GrowthLowAustin, TX2026-10-30
CoreCap Advisors, LLC
14,892$842.4K0.0%ETFMediumSouthfield, MI2026-10-08
TFB Advisors LLC
14,872$841.3K0.3%ETFLowOverland Park, KS2026-11-02
Dhjj Financial Advisors, Ltd.
12,580$711.7K0.2%ETFVery LowNaperville, IL2026-10-23
Chris Bulman Inc
12,464$705.1K0.2%ETFLowRoseville, CA2026-10-20
Novem Group
11,905$673.5K0.1%ETFMediumRochester, NY2026-10-19
McKinley Carter Wealth Services, Inc.
11,115$628.8K0.0%ETFMediumWheeling, WV2026-10-16
Farther Finance Advisors, LLC
10,975$620.9K0.0%IndexLowSan Francisco, CA2026-10-08
Kingswood Wealth Advisors, LLC
10,110$571.9K0.0%GrowthLowSan Diego, CA2026-10-23
Mission Financial Group, LLC
9,406$532.1K0.4%ETFN/AHonolulu, HI2026-10-21
Grantvest Financial Group LLC
9,289$525.5K0.3%ETFLowMatawan, NJ2026-10-21
Lanark Financial, Inc.
9,104$515.0K0.0%CoreMediumBirmingham, AL2026-10-26
Capital Asset Advisory Services LLC
9,028$511.6K0.0%ETFLowWilliamston, MI2026-10-30
Midwest Financial Network, LLC
8,973$507.6K0.3%ETFHighTinley Park, IL2026-10-13
Accel Wealth Management
8,588$485.8K0.1%ETFLowWaverly, IA2026-10-13
IFP Advisors, Inc
8,366$473.3K0.0%GrowthLowTampa, FL2026-10-16
Grant Street Asset Management, Inc.
8,332$471.3K0.1%ETFVery LowCanonsburg, PA2026-10-26
Bison Wealth, LLC
7,590$434.6K0.0%GrowthMediumAtlanta, GA2026-10-13
Sowell Financial Services LLC
6,628$374.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
B. Riley Wealth Advisors, Inc.
6,439$364.3K0.0%GrowthLowMemphis, TN2026-10-13
Signature Estate & Investment Advisors LLC
6,356$359.6K0.0%ETFMediumLos Angeles, CA2026-10-13
TopTier Wealth Management, LLC
5,530$312.8K0.2%ETFVery LowMuskego, WI2026-10-16
Bullseye Investment Management, LLC
4,870$275.5K0.1%ETFVery HighCincinnati, OH2026-10-29
MFG Investments, LLC
4,555$257.7K0.3%ETFN/AMedford, NJ2026-10-30
Valtinson Bruner Financial Planning LLC
4,539$256.8K0.1%ETFLowNew Brighton, MN2026-11-02
Gerber Kawasaki Wealth & Investment Management
4,250$240.4K0.0%ETFLowSanta Monica, CA2026-10-29
Kraematon Investment Advisors, Inc
4,200$237.6K0.2%MomentumLowBraintree, MA2026-11-02
Sacks & Associates, LLC
4,028$227.9K0.2%ETFLowWarren, NJ2026-10-09
Elmwood Wealth Management, Inc.
3,940$222.9K0.1%ETFLowBerkeley, CA2026-10-14
Buck Wealth Strategies, LLC
3,932$222.4K0.0%ValueMediumDenver, CO2026-10-28
StoneX Group Inc.
3,900$220.6K0.0%ETFMediumNew York, NY2026-11-03
LVZ, Inc.
3,669$207.6K0.0%ETFLowHolland, MI2026-10-20
Triumph Capital Management
3,000$169.7K0.0%ETFMediumDenver, CO2026-10-14
Financial Network Wealth Advisors LLC
1,885$106.6K0.1%ETFLowMurray, UT2026-10-28
Capital Investment Advisory Services, LLC
1,139$64.4K0.0%CoreMediumRaleigh, NC2026-10-30
GK Wealth Management LLC
880$49.8K0.0%GARPVery HighReno, NV2026-10-09
Signature Equity Partners, LLC
525$29.7K0.0%GrowthMediumColumbus, OH2026-10-29
Cape Investment Advisory, Inc.
373$21.1K0.0%ETFLowMcdonough, GA2026-10-13
CX Institutional
365$210.0%CoreMediumAuburn, IN2026-10-02
Creative Financial Designs Inc
181$10.2K0.0%ETFMediumKokomo, IN2026-11-04