FT VEST U.S. EQUITY BUFFER E FSEP
$55.09
+0.0% 52w: $46.71 – $55.09
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data46.7150.9055.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
152
+3 QoQ
13F value
$305.6M
+9.0% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FSEP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | Wealth advisor | 733.9K | $36.9M | 0.7% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 488.0K | $24.6M | 0.0% | -3.7% |
| CWM, LLC | Wealth advisor | 425.1K | $21.4M | 0.1% | -6.0% |
| Cetera Investment Advisers | Wealth advisor | 368.1K | $18.5M | 0.0% | -3.5% |
| ASSETMARK, INC | Wealth advisor | 280.0K | $14.1M | 0.0% | +11.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 278.9K | $14.0M | 0.0% | -9.6% |
| LPL Financial LLC | Bank broker | 240.6K | $12.1M | 0.0% | -1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 203.1K | $10.2M | 0.0% | -32.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 196.1K | $9.9M | 0.0% | -10.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 162.4K | $8.2M | 0.0% | +12.8% |
| Atria Investments, Inc | Wealth advisor | 145.8K | $7.3M | 0.1% | +1.9% |
| REAP Financial Group, LLC | Wealth advisor | 138.0K | $6.9M | 1.4% | -0.6% |
| Strategic Blueprint, LLC | Wealth advisor | 103.8K | $5.2M | 0.3% | +1.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 102.4K | $5.2M | 0.0% | +590.0% |
| Keystone Wealth Services, LLC | Wealth advisor | 94.3K | $4.7M | 1.0% | New |
| BAM Wealth Management, LLC | Wealth advisor | 85.4K | $4.3M | 3.2% | -11.8% |
| 1776 Wealth LLC ★2 | Fundamental diversified | 73.4K | $3.7M | 1.5% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 73.1K | $3.7M | 0.1% | +13.6% |
| Prospera Financial Services Inc | Diversified mechanical | 69.4K | $3.5M | 0.1% | +0.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 68.4K | $3.4M | 0.0% | +6.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 67.7K | $3.4M | 0.0% | +1.0% |
| CreativeOne Wealth, LLC | Wealth advisor | 67.3K | $3.4M | 0.1% | -8.0% |
| Fragasso Financial Advisors Inc | Wealth advisor | 61.3K | $3.1M | 0.2% | -0.4% |
| Integrity Financial Corp /WA | Wealth advisor | 43.0K | $2.2M | 1.1% | -1.0% |
| ERn Financial, LLC | Wealth advisor | 43.0K | $2.2M | 0.4% | -4.2% |
| Signal Advisors Wealth, LLC | Wealth advisor | 37.7K | $1.9M | 0.1% | +4.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 36.7K | $1.8M | 0.0% | -0.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 34.4K | $1.7M | 0.0% | +60.8% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 32.3K | $1.6M | 0.1% | -5.1% |
| Sloy Dahl & Holst, LLC ★2 | Fundamental diversified | 30.5K | $1.5M | 0.2% | Held |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 28.8K | $1.5M | 0.1% | +9.4% |
| FWG Investments, LLC. | Wealth advisor | 28.9K | $1.5M | 0.9% | -4.0% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 27.9K | $1.4M | 0.2% | +3.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 27.1K | $1.4M | 0.0% | +1.1% |
| McKinley Carter Wealth Services, Inc. | Wealth advisor | 26.4K | $1.3M | 0.1% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 26.0K | $1.3M | 0.0% | -0.7% |
| Mariner, LLC | Diversified mechanical | 25.5K | $1.3M | 0.0% | +47.1% |
| Bleakley Financial Group, LLC | Wealth advisor | 24.7K | $1.2M | 0.0% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 24.6K | $1.2M | 0.0% | New |
| BECK CAPITAL MANAGEMENT, LLC | Other | 24.5K | $1.2M | 0.3% | +12.4% |
| Octavia Wealth Advisors, LLC | Wealth advisor | 24.5K | $1.2M | 0.1% | -3.6% |
| ROYAL BANK OF CANADA | Bank broker | 24.1K | $1.2M | 0.0% | -2.5% |
| Accel Wealth Management | Wealth advisor | 23.2K | $1.2M | 0.3% | Held |
| LEGACY SOLUTIONS, LLC | Wealth advisor | 23.1K | $1.2M | 1.1% | Held |
| American Alpha Advisors, LLC | Wealth advisor | 22.5K | $1.1M | 0.7% | 0.0% |
| MGO ONE SEVEN LLC | Wealth advisor | 22.0K | $1.1M | 0.0% | -2.0% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | Wealth advisor | 21.7K | $1.1M | 0.3% | 0.0% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 21.5K | $1.1M | 0.3% | +15.5% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 21.1K | $1.1M | 0.1% | Held |
| VestGen Advisors, LLC | Wealth advisor | 18.9K | $1.0M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.