FDEC Institutional Ownership & Shareholders
FT VEST U.S. EQUITY BUFFER E (FDEC) is currently held by 143 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $301.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Griffith & Werner, Inc. is currently the largest disclosed institutional shareholder of FDEC tracked by InsiderSet, reporting ownership valued at approximately $27.11M in its June 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 $27.83M, representing an estimated gain of +2.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed FDEC value among the investors covered in this analysis. Major shareholders include Griffith & Werner, Inc., Assetmark, Inc, Cwm, Llc, and several other long-term asset managers with concentrated positions in FT VEST U.S. EQUITY BUFFER E (FDEC).
This page ranks the largest institutional FDEC 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
143
Total Reported Value
$301.80M
Largest Holder
Griffith & Werner, Inc.
Largest Position
$27.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Griffith & Werner, Inc. | 12.70% | 497,699 | $27,108,000 | $27,826,351 | +$718,351 | +2.65% | |
| Assetmark, Inc | 0.03% | 324,658 | $18,190,588 | $18,151,629 | -$38,959 | -0.21% | |
| Cwm, Llc | 0.04% | 332,868 | $16,550,197 | $18,610,650 | +$2,060,453 | +12.45% | |
| Commonwealth Equity Services, Llc | 0.02% | 299,884 | $16,333,887 | $16,766,514 | +$432,627 | +2.65% | |
| Envestnet Asset Management Inc | 0.00% | 269,816 | $14,696,149 | $15,085,413 | +$389,264 | +2.65% | |
| Raymond James Financial Inc | 0.00% | 258,435 | $14,076,257 | $14,449,101 | +$372,844 | +2.65% | |
| Lpl Financial Llc | 0.00% | 232,256 | $12,650,356 | $12,985,433 | +$335,077 | +2.65% | |
| Mgo One Seven Llc | 0.19% | 210,939 | $11,818,912 | $11,793,599 | -$25,313 | -0.21% | |
| Cetera Investment Advisers | 0.01% | 200,853 | $10,939,921 | $11,229,691 | +$289,770 | +2.65% | |
| Osaic Holdings, Inc. | 0.01% | 171,406 | $9,336,260 | $9,583,309 | +$247,049 | +2.65% | |
| National Bank Of Canada | 0.01% | 136,122 | $7,400,953 | $7,610,581 | +$209,628 | +2.83% | |
| Janney Montgomery Scott Llc | 0.01% | 116,984 | $6,372,000 | $6,540,575 | +$168,575 | +2.65% | |
| Kestra Advisory Services, Llc | 0.02% | 105,623 | $5,753,000 | $5,905,382 | +$152,382 | +2.65% | |
| Truist Financial Corp | 0.01% | 88,547 | $4,961,260 | $4,950,663 | -$10,597 | -0.21% | |
| Faithward Advisors, Llc | 0.57% | 85,166 | $4,638,762 | $4,761,631 | +$122,869 | +2.65% | |
| Leigh Baldwin & Co., Llc | 2.50% | 85,055 | $4,632,700 | $4,755,425 | +$122,725 | +2.65% | |
| Novem Group | 0.46% | 81,798 | $4,583,142 | $4,573,326 | -$9,816 | -0.21% | |
| Reap Financial Group, Llc | 0.76% | 81,647 | $4,447,095 | $4,564,884 | +$117,789 | +2.65% | |
| Harvest Investment Services, Llc | 0.68% | 81,004 | $4,412,069 | $4,528,934 | +$116,865 | +2.65% | |
| Mml Investors Services, Llc | 0.01% | 76,316 | $4,156,726 | $4,266,828 | +$110,102 | +2.65% | |
| Arkadios Wealth Advisors | 0.06% | 75,649 | $4,120,397 | $4,229,536 | +$109,139 | +2.65% | |
| Crusonia Wealth Advisors Llc | 0.61% | 72,691 | $4,072,877 | $4,064,154 | -$8,723 | -0.21% | |
| Stephens Inc | 0.05% | 74,396 | $4,052,122 | $4,159,480 | +$107,358 | +2.65% | |
| Rockefeller Capital Management L.P. | 0.01% | 72,154 | $3,930,034 | $4,034,130 | +$104,096 | +2.65% | |
| Novapoint Capital, Llc | 0.80% | 66,510 | $3,726,540 | $3,718,574 | -$7,966 | -0.21% | |
| Keystone Wealth Services, Llc | 0.60% | 59,007 | $3,213,952 | $3,299,081 | +$85,129 | +2.65% | |
| Pnc Financial Services Group, Inc. | 0.00% | 46,115 | $2,511,760 | $2,578,290 | +$66,530 | +2.65% | |
| Ignite Planners, Llc | 0.30% | 41,250 | $2,311,238 | $2,306,288 | -$4,951 | -0.21% | |
| Harbour Investments, Inc. | 0.03% | 41,339 | $2,251,624 | $2,311,263 | +$59,639 | +2.65% | |
| Susquehanna International Group, Llp | 0.00% | 38,782 | $2,112,351 | $2,168,302 | +$55,951 | +2.65% | |
| Founders Financial Securities Llc | 0.10% | 35,831 | $2,007,611 | $2,003,311 | -$4,300 | -0.21% | |
| Old Mission Capital Llc | 0.05% | 35,953 | $1,958,262 | $2,010,132 | +$51,870 | +2.65% | |
| Integrity Financial Corp | 0.94% | 35,940 | $1,957,555 | $2,009,405 | +$51,850 | +2.65% | |
| Mckinley Carter Wealth Services, Inc. | 0.10% | 34,899 | $1,955,391 | $1,951,203 | -$4,188 | -0.21% | |
| Hrt Financial Lp | 0.00% | 35,911 | $1,955,000 | $2,007,784 | +$52,784 | +2.70% | |
| Newedge Advisors, Llc | 0.01% | 35,611 | $1,939,635 | $1,991,011 | +$51,376 | +2.65% | |
| Fwg Investments, Llc. | 0.99% | 34,394 | $1,873,372 | $1,922,969 | +$49,597 | +2.65% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 33,987 | $1,851,180 | $1,900,213 | +$49,033 | +2.65% | |
| Ameritas Advisory Services, Llc | 0.04% | 33,455 | $1,822,204 | $1,870,469 | +$48,265 | +2.65% | |
| 1776 Wealth Llc | 0.61% | 31,969 | $1,741,265 | $1,787,387 | +$46,122 | +2.65% | |
| Rfg Advisory, Llc | 0.03% | 29,376 | $1,600,031 | $1,642,412 | +$42,381 | +2.65% | |
| Royal Bank Of Canada | 0.00% | 26,057 | $1,419,000 | $1,456,847 | +$37,847 | +2.67% | |
| Sanctuary Advisors, Llc | 0.01% | 25,871 | $1,409,124 | $1,446,448 | +$37,324 | +2.65% | |
| Tanglewood Legacy Advisors, Llc | 0.45% | 25,486 | $1,388,154 | $1,424,922 | +$36,768 | +2.65% | |
| Bison Wealth, Llc | 0.12% | 24,320 | $1,377,115 | $1,359,731 | -$17,384 | -1.26% | |
| Compass Capital Corp | 0.44% | 24,195 | $1,344,032 | $1,352,742 | +$8,710 | +0.65% | |
| Foundations Investment Advisors, Llc | 0.01% | 23,267 | $1,267,291 | $1,300,858 | +$33,567 | +2.65% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 21,337 | $1,203,087 | $1,192,952 | -$10,135 | -0.84% | |
| Mariner, Llc | 0.00% | 21,752 | $1,184,772 | $1,216,154 | +$31,382 | +2.65% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 20,758 | $1,163,071 | $1,160,580 | -$2,491 | -0.21% |
Frequently asked questions about FDEC
Who are the largest institutional holders of FDEC?
The largest institutional holders of FDEC reported in the latest SEC Form 13F filings include Griffith & Werner, Inc., Assetmark, Inc, Cwm, Llc, Commonwealth Equity Services, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported FDEC position.
What is FDEC institutional ownership?
This page tracks FDEC positions reported by institutional investment managers through SEC Form 13F. FT VEST U.S. EQUITY BUFFER E (FDEC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDEC?
InsiderSet currently tracks 143 institutional managers reporting FDEC 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 FDEC shareholders.
How much FDEC stock do institutions own?
Institutional investment managers disclosed approximately $301.80M in FDEC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDEC institutional ownership last updated?
The latest FDEC 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 FDEC 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 FDEC position after the reporting date.
Are institutions buying or selling FDEC?
Institutional buying and selling can be analyzed by comparing FDEC positions across consecutive 13F reporting periods. InsiderSet's FDEC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDEC ownership changes.
How has FDEC institutional ownership changed over time?
InsiderSet tracks FDEC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.