FAUG Institutional Ownership & Shareholders
FT VEST U.S. EQUITY BUFFER E (FAUG) is currently held by 175 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $271.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Assetmark, Inc is currently the largest disclosed institutional shareholder of FAUG tracked by InsiderSet, reporting ownership valued at approximately $18.08M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.99M, representing an estimated loss of -0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed FAUG value among the investors covered in this analysis. Major shareholders include Assetmark, Inc, Raymond James Financial Inc, Cwm, Llc, and several other long-term asset managers with concentrated positions in FT VEST U.S. EQUITY BUFFER E (FAUG).
This page ranks the largest institutional FAUG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
175
Total Reported Value
$271.61M
Largest Holder
Assetmark, Inc
Largest Position
$18.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Assetmark, Inc | 0.03% | 313,762 | $18,075,829 | $17,987,975 | -$87,854 | -0.49% | |
| Raymond James Financial Inc | 0.00% | 269,545 | $15,230,640 | $15,453,015 | +$222,375 | +1.46% | |
| Cwm, Llc | 0.04% | 289,661 | $14,999,516 | $16,606,265 | +$1,606,749 | +10.71% | |
| Wealthcare Advisory Partners Llc | 0.25% | 251,486 | $14,488,108 | $14,417,692 | -$70,416 | -0.49% | |
| Cetera Investment Advisers | 0.01% | 199,452 | $11,270,007 | $11,434,583 | +$164,576 | +1.46% | |
| Envestnet Asset Management Inc | 0.00% | 183,714 | $10,380,760 | $10,532,324 | +$151,564 | +1.46% | |
| Osaic Holdings, Inc. | 0.01% | 177,108 | $10,008,116 | $10,153,602 | +$145,486 | +1.45% | |
| Atria Investments, Inc | 0.09% | 159,333 | $9,179,181 | $9,134,561 | -$44,620 | -0.49% | |
| Mbl Wealth, Llc | 0.45% | 131,521 | $7,576,925 | $7,540,099 | -$36,826 | -0.49% | |
| Commonwealth Equity Services, Llc | 0.01% | 121,769 | $6,880,570 | $6,981,017 | +$100,447 | +1.46% | |
| Reap Financial Group, Llc | 1.17% | 121,677 | $6,875,359 | $6,975,742 | +$100,383 | +1.46% | |
| Legacy Capital Wealth Partners, Llc | 1.42% | 118,858 | $6,847,395 | $6,814,129 | -$33,266 | -0.49% | |
| Bam Wealth Management, Llc | 2.84% | 91,221 | $5,255,241 | $5,229,700 | -$25,541 | -0.49% | |
| Lpl Financial Llc | 0.00% | 91,941 | $5,195,126 | $5,270,978 | +$75,852 | +1.46% | |
| Synergy Asset Management, Llc | 0.48% | 89,954 | $5,082,851 | $5,157,063 | +$74,212 | +1.46% | |
| Mml Investors Services, Llc | 0.01% | 83,267 | $4,704,974 | $4,773,697 | +$68,723 | +1.46% | |
| Ignite Planners, Llc | 0.56% | 76,276 | $4,317,178 | $4,372,903 | +$55,725 | +1.29% | |
| Kestra Advisory Services, Llc | 0.01% | 75,829 | $4,284,718 | $4,347,277 | +$62,559 | +1.46% | |
| Regal Investment Advisors Llc | 0.22% | 73,340 | $4,144,077 | $4,204,582 | +$60,505 | +1.46% | |
| Keystone Wealth Services, Llc | 0.53% | 50,759 | $2,868,137 | $2,910,013 | +$41,876 | +1.46% | |
| Stephens Inc | 0.03% | 45,786 | $2,587,110 | $2,624,911 | +$37,801 | +1.46% | |
| Ameritas Advisory Services, Llc | 0.05% | 44,969 | $2,540,974 | $2,578,073 | +$37,099 | +1.46% | |
| Sage Capital Advisors,Llc | 0.49% | 42,580 | $2,453,027 | $2,441,111 | -$11,916 | -0.49% | |
| Integrated Advisors Network Llc | 0.11% | 41,246 | $2,376,154 | $2,364,633 | -$11,521 | -0.48% | |
| Fragasso Financial Advisors Inc | 0.11% | 37,599 | $2,197,286 | $2,155,551 | -$41,735 | -1.90% | |
| Newedge Advisors, Llc | 0.01% | 37,718 | $2,131,256 | $2,162,373 | +$31,117 | +1.46% | |
| Smart Wealth Llc | 0.45% | 37,007 | $2,091,082 | $2,121,611 | +$30,529 | +1.46% | |
| First Heartland Consultants, Inc. | 0.14% | 36,288 | $2,090,552 | $2,080,391 | -$10,161 | -0.49% | |
| Founders Financial Securities Llc | 0.10% | 34,344 | $1,978,558 | $1,968,942 | -$9,616 | -0.49% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 34,806 | $1,966,713 | $1,995,428 | +$28,715 | +1.46% | |
| Royal Bank Of Canada | 0.00% | 33,625 | $1,900,000 | $1,927,721 | +$27,721 | +1.46% | |
| Strategic Blueprint, Llc | 0.09% | 32,084 | $1,848,338 | $1,839,376 | -$8,962 | -0.48% | |
| Icon Wealth Advisors, Llc | 0.11% | 32,291 | $1,824,589 | $1,851,243 | +$26,654 | +1.46% | |
| Sloy Dahl & Holst, Llc | 0.25% | 29,910 | $1,723,116 | $1,714,740 | -$8,376 | -0.49% | |
| 1St Source Bank | 0.08% | 29,858 | $1,687,126 | $1,711,759 | +$24,633 | +1.46% | |
| Integrated Wealth Concepts Llc | 0.01% | 29,121 | $1,645,502 | $1,669,507 | +$24,005 | +1.46% | |
| Rockefeller Capital Management L.P. | 0.00% | 28,764 | $1,625,310 | $1,649,040 | +$23,730 | +1.46% | |
| Accel Wealth Management | 0.35% | 28,174 | $1,623,094 | $1,615,215 | -$7,879 | -0.49% | |
| Truist Financial Corp | 0.00% | 28,075 | $1,617,401 | $1,609,540 | -$7,861 | -0.49% | |
| Beacon Pointe Advisors, Llc | 0.01% | 26,378 | $1,490,490 | $1,512,251 | +$21,761 | +1.46% | |
| Janney Montgomery Scott Llc | 0.00% | 25,698 | $1,452,000 | $1,473,266 | +$21,266 | +1.46% | |
| Bleakley Financial Group, Llc | 0.02% | 25,030 | $1,414,320 | $1,434,970 | +$20,650 | +1.46% | |
| Kintra Wealth, Llc | 0.07% | 24,212 | $1,393,643 | $1,388,074 | -$5,569 | -0.40% | |
| Integrity Financial Corp | 0.63% | 23,315 | $1,317,414 | $1,336,649 | +$19,235 | +1.46% | |
| Beacon Financial Group | 0.12% | 22,204 | $1,279,184 | $1,272,955 | -$6,229 | -0.49% | |
| Modern Wealth Management, Llc | 0.02% | 22,577 | $1,275,714 | $1,294,339 | +$18,625 | +1.46% | |
| Blue Bell Private Wealth Management, Llc | 0.15% | 21,366 | $1,230,895 | $1,224,913 | -$5,982 | -0.49% | |
| Mission Financial Group, Llc | 0.97% | 21,340 | $1,229,419 | $1,223,422 | -$5,997 | -0.49% | |
| Fwg Investments, Llc. | 0.65% | 21,657 | $1,223,729 | $1,241,596 | +$17,867 | +1.46% | |
| Wood Tarver Financial Group, Llc | 0.28% | 21,296 | $1,203,000 | $1,220,900 | +$17,900 | +1.49% |
Frequently asked questions about FAUG
Who are the largest institutional holders of FAUG?
The largest institutional holders of FAUG reported in the latest SEC Form 13F filings include Assetmark, Inc, Raymond James Financial Inc, Cwm, Llc, Wealthcare Advisory Partners Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported FAUG position.
What is FAUG institutional ownership?
This page tracks FAUG positions reported by institutional investment managers through SEC Form 13F. FT VEST U.S. EQUITY BUFFER E (FAUG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FAUG?
InsiderSet currently tracks 175 institutional managers reporting FAUG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FAUG shareholders.
How much FAUG stock do institutions own?
Institutional investment managers disclosed approximately $271.61M in FAUG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FAUG institutional ownership last updated?
The latest FAUG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FAUG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FAUG position after the reporting date.
Are institutions buying or selling FAUG?
Institutional buying and selling can be analyzed by comparing FAUG positions across consecutive 13F reporting periods. InsiderSet's FAUG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FAUG ownership changes.
How has FAUG institutional ownership changed over time?
InsiderSet tracks FAUG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.