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

CUSIP: 33740U307 | NYSE | 269 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.15,056,27368.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.15,056,273
68.6% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Wealthcare Advisory Partners LLC743,635
0.7% of portfolio›$42.5M
LPL Financial LLC325,231
0.0% of portfolio›$18.6M
Assetmark, Inc319,440
0.0% of portfolio›$18.2M
Commonwealth Equity Services, LLC189,846
0.0% of portfolio›$10.8M
Atria Investments, Inc156,623
0.1% of portfolio›$8.9M
Reap Financial Group, LLC141,495
1.3% of portfolio›$8.1M
Kestra Advisory Services, LLC113,569
0.0% of portfolio›$6.5M
Schulz Wealth, Ltd.101,947
2.7% of portfolio›$5.8M
Strategic Blueprint, LLC91,054
0.3% of portfolio›$5.2M
BAM Wealth Management, LLC90,310
2.8% of portfolio›$5.2M
Keystone Wealth Services, LLC90,024
0.9% of portfolio›$5.1M
Cambridge Investment Research Advisors, Inc.74,713
0.0% of portfolio›$4.3M
Fragasso Financial Advisors Inc60,447
0.2% of portfolio›$3.5M
ERn Financial, LLC43,260
0.4% of portfolio›$2.5M
New Wave Wealth Advisors LLC36,870
0.6% of portfolio›$2.1M
Founders Financial Securities LLC34,304
0.1% of portfolio›$2.0M
Gerber Kawasaki Wealth & Investment Management31,596
0.0% of portfolio›$1.8M
Sloy Dahl & Holst, LLC29,951
0.2% of portfolio›$1.7M
Prospera Financial Services Inc29,470
0.0% of portfolio›$1.7M
FWG Investments, Llc.28,088
0.8% of portfolio›$1.6M
Blue Bell Private Wealth Management, LLC27,659
0.2% of portfolio›$1.6M
Semus Wealth Partners LLC27,252
0.7% of portfolio›$1.6M
McKinley Carter Wealth Services, Inc.26,376
0.1% of portfolio›$1.5M
Signal Advisors Wealth, LLC23,887
0.1% of portfolio›$1.4M
Accel Wealth Management21,421
0.3% of portfolio›$1.2M
MGO One Seven LLC21,371
0.0% of portfolio›$1.2M
Legacy Solutions, LLC20,674
0.9% of portfolio›$1.2M
Clear Creek Financial Management, LLC20,179
0.1% of portfolio›$1.2M
Integrity Alliance, Llc.18,500
0.0% of portfolio›$1.1M
RFG Advisory, LLC18,265
0.0% of portfolio›$1.0M
Truist Financial Corp17,811
0.0% of portfolio›$1.0M
CoreCap Advisors, LLC17,581
0.0% of portfolio›$1.0M
Brookstone Capital Management16,902
0.0% of portfolio›$965.6K
Concurrent Investment Advisors, LLC16,840
0.0% of portfolio›$962.1K
Dhjj Financial Advisors, Ltd.16,693
0.3% of portfolio›$953.7K
Wealth Enhancement Advisory Services, LLC16,044
0.0% of portfolio›$925.0K
Park National Corp15,843
0.0% of portfolio›$905.1K
TFB Advisors LLC14,832
0.3% of portfolio›$847.4K
Apollon Wealth Management, LLC13,900
0.0% of portfolio›$794.1K
Beacon Financial Group13,783
0.1% of portfolio›$787.4K
Swmg, LLC13,621
0.2% of portfolio›$779.9K
Kingswood Wealth Advisors, LLC12,880
0.0% of portfolio›$735.8K
Chris Bulman Inc12,088
0.2% of portfolio›$690.6K
PNC Financial Services Group, Inc.11,816
0.0% of portfolio›$675.0K
Ignite Planners, LLC10,745
0.1% of portfolio›$613.9K
ACT Advisors, Llc.10,172
0.2% of portfolio›$581.1K
Park Avenue Securities LLC9,538
0.0% of portfolio›$545.0K
Novem Group9,125
0.1% of portfolio›$521.3K
Sowell Financial Services LLC8,638
0.0% of portfolio›$493.5K
Clarus Group, Inc.8,417
0.2% of portfolio›$480.9K
Diversify Wealth Management, LLC8,283
0.0% of portfolio›$477.3K
Diversify Advisory Services, LLC8,283
0.0% of portfolio›$477.3K
Kestra Private Wealth Services, LLC7,690
0.0% of portfolio›$439.3K
Lanark Financial, Inc.7,298
0.0% of portfolio›$416.9K
Merit Financial Group, LLC6,846
0.0% of portfolio›$391.1K
Brown Wealth Management, LLC5,100
0.1% of portfolio›$291.4K
Archer Investment Corp4,947
0.1% of portfolio›$282.6K
Csenge Advisory Group4,926
0.0% of portfolio›$281.4K
Farther Finance Advisors, LLC4,767
0.0% of portfolio›$272.3K
Citizens Financial Group Inc4,677
0.0% of portfolio›$267.2K
MBL Wealth, LLC4,656
0.0% of portfolio›$266.0K
StoneX Group Inc.4,614
0.0% of portfolio›$260.2K
Capital CS Group, LLC4,335
0.2% of portfolio›$247.7K
TopTier Wealth Management, LLC4,117
0.1% of portfolio›$235.2K
LVZ, Inc.3,850
0.0% of portfolio›$220.0K
Cypress Capital Group3,844
0.0% of portfolio›$219.6K
Triad Wealth Partners, LLC3,793
0.0% of portfolio›$216.7K
Sigma Planning Corp3,661
0.0% of portfolio›$209.2K
Avion Wealth3,647
0.3% of portfolio›$208.0K
Barclays PLC3,639
0.0% of portfolio›$207.9K
Noble Wealth Management PBC3,610
0.1% of portfolio›$206.2K
Fonville Wealth Management LLC3,572
0.0% of portfolio›$204.1K
IFP Advisors, Inc3,447
0.0% of portfolio›$196.9K
Buck Wealth Strategies, LLC2,525
0.0% of portfolio›$144.3K
Parallel Advisors, LLC2,250
0.0% of portfolio›$128.5K
Albion Financial Group1,600
0.0% of portfolio›$91.4K
Financial Network Wealth Advisors LLC1,117
0.1% of portfolio›$63.8K
Reicon Wealth Advisors, LLC970
0.0% of portfolio›$55.4K
Compass Financial Management LLC836
0.0% of portfolio›$47.8K
PFS Partners, LLC675
0.0% of portfolio›$38.6K
Creative Financial Designs Inc426
0.0% of portfolio›$24.3K
Cape Investment Advisory, Inc.371
0.0% of portfolio›$21.2K
Spire Wealth Management256
0.0% of portfolio›$14.6K
Capital Investment Advisory Services, LLC18
0.0% of portfolio›$1.0K
Evolution Wealth Management Inc.16
0.0% of portfolio›$914
StyleTurnoverLocationFiled
Wealthcare Advisory Partners LLC
743,635$42.5M0.7%ETFLowWest Chester, PA2026-10-21
LPL Financial LLC
325,231$18.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Assetmark, Inc
319,440$18.2M0.0%ETFLowConcord, CA2026-10-21
Commonwealth Equity Services, LLC
189,846$10.8M0.0%ETFLowWaltham, MA2026-11-02
Atria Investments, Inc
156,623$8.9M0.1%CoreMediumCharlotte, NC2026-10-15
Reap Financial Group, LLC
141,495$8.1M1.3%ETFLowAustin, TX2026-11-02
Kestra Advisory Services, LLC
113,569$6.5M0.0%CoreLowAustin, TX2026-11-02
Schulz Wealth, Ltd.
101,947$5.8M2.7%ETFVery LowMansfield, TX2026-11-03
Strategic Blueprint, LLC
91,054$5.2M0.3%ETFLowAtlanta, GA2026-10-22
BAM Wealth Management, LLC
90,310$5.2M2.8%ETFHighLakewood, CO2026-10-15
Keystone Wealth Services, LLC
90,024$5.1M0.9%ETFHighPalm Desert, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
74,713$4.3M0.0%ETFLowFairfield, IA2026-11-02
Fragasso Financial Advisors Inc
60,447$3.5M0.2%ETFLowSewickley, PA2026-10-13
ERn Financial, LLC
43,260$2.5M0.4%ETFVery LowMiddleton, WI2026-10-28
New Wave Wealth Advisors LLC
36,870$2.1M0.6%CoreMediumSpringdale, AR2026-10-19
Founders Financial Securities LLC
34,304$2.0M0.1%ETFMediumTowson, MD2026-10-28
Gerber Kawasaki Wealth & Investment Management
31,596$1.8M0.0%ETFLowSanta Monica, CA2026-10-29
Sloy Dahl & Holst, LLC
29,951$1.7M0.2%Agg GrowthVery LowVancouver, WA2026-10-14
Prospera Financial Services Inc
29,470$1.7M0.0%CoreMediumDallas, TX2026-11-04
FWG Investments, Llc.
28,088$1.6M0.8%ETFMediumLexington, KY2026-11-03
Blue Bell Private Wealth Management, LLC
27,659$1.6M0.2%YieldVery LowBlue Bell, PA2026-10-29
Semus Wealth Partners LLC
27,252$1.6M0.7%GrowthLowBoca Raton, FL2026-10-22
McKinley Carter Wealth Services, Inc.
26,376$1.5M0.1%ETFMediumWheeling, WV2026-10-16
Signal Advisors Wealth, LLC
23,887$1.4M0.1%ETFLowDetroit, MI2026-10-13
Accel Wealth Management
21,421$1.2M0.3%ETFLowWaverly, IA2026-10-13
MGO One Seven LLC
21,371$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Legacy Solutions, LLC
20,674$1.2M0.9%ETFLowKennett Square, PA2026-10-07
Clear Creek Financial Management, LLC
20,179$1.2M0.1%ETFMediumSilverdale, WA2026-10-28
Integrity Alliance, Llc.
18,500$1.1M0.0%ETFMediumUrbandale, IA2026-10-29
RFG Advisory, LLC
18,265$1.0M0.0%ETFMediumBirmingham, AL2026-11-03
Truist Financial Corp
17,811$1.0M0.0%CoreLowCharlotte, NC2026-10-30
CoreCap Advisors, LLC
17,581$1.0M0.0%ETFMediumSouthfield, MI2026-10-08
Brookstone Capital Management
16,902$965.6K0.0%ETFMediumWheaton, IL2026-10-22
Concurrent Investment Advisors, LLC
16,840$962.1K0.0%GrowthMediumTampa, FL2026-10-16
Dhjj Financial Advisors, Ltd.
16,693$953.7K0.3%ETFVery LowNaperville, IL2026-10-23
Wealth Enhancement Advisory Services, LLC
16,044$925.0K0.0%CoreLowPlymouth, MN2026-10-13
Park National Corp
15,843$905.1K0.0%CoreLowNewark, OH2026-10-05
TFB Advisors LLC
14,832$847.4K0.3%ETFLowOverland Park, KS2026-11-02
Apollon Wealth Management, LLC
13,900$794.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Beacon Financial Group
13,783$787.4K0.1%ETFMediumDallas, TX2026-10-19
Swmg, LLC
13,621$779.9K0.2%ETFMediumFort Worth, TX2026-10-23
Kingswood Wealth Advisors, LLC
12,880$735.8K0.0%GrowthLowSan Diego, CA2026-10-23
Chris Bulman Inc
12,088$690.6K0.2%ETFLowRoseville, CA2026-10-20
PNC Financial Services Group, Inc.
11,816$675.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Ignite Planners, LLC
10,745$613.9K0.1%CoreLowSan Clemente, CA2026-10-14
ACT Advisors, Llc.
10,172$581.1K0.2%ETFMediumAsheville, NC2026-10-15
Park Avenue Securities LLC
9,538$545.0K0.0%ETFMediumNew York, NY2026-10-26
Novem Group
9,125$521.3K0.1%ETFMediumRochester, NY2026-10-19
Sowell Financial Services LLC
8,638$493.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Clarus Group, Inc.
8,417$480.9K0.2%ETFLowHouston, TX2026-10-21
Diversify Wealth Management, LLC
8,283$477.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
8,283$477.3K0.0%GrowthLowSandy, UT2026-10-20
Kestra Private Wealth Services, LLC
7,690$439.3K0.0%GrowthLowAustin, TX2026-11-06
Lanark Financial, Inc.
7,298$416.9K0.0%CoreMediumBirmingham, AL2026-10-26
Merit Financial Group, LLC
6,846$391.1K0.0%ETFLowAlpharetta, GA2026-11-06
Brown Wealth Management, LLC
5,100$291.4K0.1%ETFMediumNaperville, IL2026-10-20
Archer Investment Corp
4,947$282.6K0.1%CoreMediumCarmel, IN2026-11-05
Csenge Advisory Group
4,926$281.4K0.0%ETFMediumClearwater, FL2026-11-04
Farther Finance Advisors, LLC
4,767$272.3K0.0%IndexLowSan Francisco, CA2026-10-08
Citizens Financial Group Inc
4,677$267.2K0.0%GrowthLowProvidence, RI2026-10-23
MBL Wealth, LLC
4,656$266.0K0.0%ETFLowCharlotte, NC2026-10-22
StoneX Group Inc.
4,614$260.2K0.0%ETFMediumNew York, NY2026-11-03
Capital CS Group, LLC
4,335$247.7K0.2%YieldMediumIrvine, CA2026-10-29
TopTier Wealth Management, LLC
4,117$235.2K0.1%ETFVery LowMuskego, WI2026-10-16
LVZ, Inc.
3,850$220.0K0.0%ETFLowHolland, MI2026-10-20
Cypress Capital Group
3,844$219.6K0.0%CoreLowPalm Beach, FL2026-11-03
Triad Wealth Partners, LLC
3,793$216.7K0.0%ETFMediumLawrence, KS2026-10-26
Sigma Planning Corp
3,661$209.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Avion Wealth
3,647$208.0K0.3%ETFLowThe Woodlands, TX2026-11-04
Barclays PLC
3,639$207.9K0.0%CoreMediumLondon, United Kingdom2026-11-06
Noble Wealth Management PBC
3,610$206.2K0.1%YieldMediumGreenwood Village, CO2026-10-01
Fonville Wealth Management LLC
3,572$204.1K0.0%ETFVery LowRichmond, VA2026-10-28
IFP Advisors, Inc
3,447$196.9K0.0%GrowthLowTampa, FL2026-10-16
Buck Wealth Strategies, LLC
2,525$144.3K0.0%ValueMediumDenver, CO2026-10-28
Parallel Advisors, LLC
2,250$128.5K0.0%IndexLowSan Francisco, CA2026-11-03
Albion Financial Group
1,600$91.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
Financial Network Wealth Advisors LLC
1,117$63.8K0.1%ETFLowMurray, UT2026-10-28
Reicon Wealth Advisors, LLC
970$55.4K0.0%ETFLowAtlanta, GA2026-11-04
Compass Financial Management LLC
836$47.8K0.0%CoreN/ATampa, FL2026-10-30
PFS Partners, LLC
675$38.6K0.0%ETFVery LowMine Hill, NJ2026-10-21
Creative Financial Designs Inc
426$24.3K0.0%ETFMediumKokomo, IN2026-11-04
Cape Investment Advisory, Inc.
371$21.2K0.0%ETFLowMcdonough, GA2026-10-13
Spire Wealth Management
256$14.6K0.0%GrowthMediumMclean, VA2026-10-30
Capital Investment Advisory Services, LLC
18$1.0K0.0%CoreMediumRaleigh, NC2026-10-30
Evolution Wealth Management Inc.
16$9140.0%ETFMediumFort Myers, FL2026-10-28