FOCT Institutional Ownership & Shareholders

FT VEST U.S. EQUITY BUFFER E (FOCT) is currently held by 138 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $221.58M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of FOCT tracked by InsiderSet, reporting ownership valued at approximately $26.60M 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 $27.66M, representing an estimated gain of +3.96% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed FOCT value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Assetmark, Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FT VEST U.S. EQUITY BUFFER E (FOCT).

This page ranks the largest institutional FOCT 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

138

Total Reported Value

$221.58M

Largest Holder

Envestnet Asset Management Inc

Largest Position

$26.60M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

92

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Envestnet Asset Management Inc0.01%508,794$26,604,831$27,658,042+$1,053,211+3.96%
Assetmark, Inc0.03%336,559$18,201,649$18,295,347+$93,698+0.51%
Raymond James Financial Inc0.00%347,206$18,155,402$18,874,118+$718,716+3.96%
Bleakley Financial Group, Llc0.15%222,953$11,658,212$12,119,725+$461,513+3.96%
Osaic Holdings, Inc.0.01%193,909$10,139,435$10,540,893+$401,458+3.96%
Cetera Investment Advisers0.01%174,244$9,111,219$9,471,904+$360,685+3.96%
Lpl Financial Llc0.00%147,109$7,692,330$7,996,845+$304,515+3.96%
Reap Financial Group, Llc1.29%144,724$7,567,611$7,867,197+$299,586+3.96%
Commonwealth Equity Services, Llc0.01%124,789$6,525,214$6,783,530+$258,316+3.96%
Mml Investors Services, Llc0.01%117,793$6,159,396$6,403,227+$243,831+3.96%
Capital Analysts, Llc0.11%91,023$4,760,000$4,948,010+$188,010+3.95%
Cwm, Llc0.01%99,239$4,731,716$5,394,632+$662,916+14.01%
Kestra Advisory Services, Llc0.01%82,954$4,337,665$4,509,379+$171,714+3.96%
Acorn Financial Advisory Services Inc0.49%70,830$3,703,701$3,850,319+$146,618+3.96%
Harbour Investments, Inc.0.04%58,447$3,056,194$3,177,179+$120,985+3.96%
Valtinson Bruner Financial Planning Llc0.67%50,923$2,662,764$2,768,174+$105,410+3.96%
Fwg Investments, Llc.1.37%49,510$2,588,895$2,691,364+$102,469+3.96%
Janney Montgomery Scott Llc0.00%47,045$2,460,000$2,557,366+$97,366+3.96%
Royal Bank Of Canada0.00%46,593$2,436,000$2,532,795+$96,795+3.97%
Smart Wealth Llc0.52%46,405$2,426,517$2,522,576+$96,059+3.96%
Soa Wealth Advisors, Llc.0.39%44,068$2,304,316$2,395,536+$91,220+3.96%
Truist Financial Corp0.00%42,206$2,282,568$2,294,318+$11,750+0.51%
Action Point Financial Planning, Llc0.21%38,094$1,991,675$2,070,790+$79,115+3.97%
Founders Financial Securities Llc0.10%36,768$1,988,472$1,998,708+$10,236+0.51%
Ameritas Advisory Services, Llc0.04%35,531$1,857,916$1,931,465+$73,549+3.96%
Mckinley Carter Wealth Services, Inc.0.09%31,786$1,719,038$1,727,887+$8,849+0.51%
Insigneo Advisory Services, Llc0.06%31,466$1,645,357$1,710,492+$65,135+3.96%
Brookstone Capital Management0.02%29,531$1,597,084$1,605,305+$8,221+0.51%
Rockefeller Capital Management L.P.0.00%30,502$1,594,950$1,658,089+$63,139+3.96%
Harvest Investment Services, Llc0.24%29,737$1,554,948$1,616,503+$61,555+3.96%
Susquehanna International Group, Llp0.00%28,886$1,510,449$1,570,243+$59,794+3.96%
Envestnet Portfolio Solutions, Inc.0.01%24,314$1,271,379$1,321,709+$50,330+3.96%
Silver Oak Securities, Incorporated0.08%24,292$1,270,229$1,320,513+$50,284+3.96%
Captrust Financial Advisors0.00%23,987$1,254,280$1,303,933+$49,653+3.96%
Keystone Wealth Services, Llc0.22%23,101$1,207,951$1,255,770+$47,819+3.96%
Fragasso Financial Advisors Inc0.06%21,279$1,163,323$1,156,726-$6,597-0.57%
Integrity Financial Corp0.53%21,101$1,103,371$1,147,050+$43,679+3.96%
Citadel Advisors Llc0.00%20,715$1,083,187$1,126,067+$42,880+3.96%
Pnc Financial Services Group, Inc.0.00%19,727$1,031,544$1,072,360+$40,816+3.96%
Old Mission Capital Llc0.03%19,452$1,017,145$1,057,411+$40,266+3.96%
Wealth Enhancement Advisory Services, Llc0.00%18,126$989,136$985,329-$3,807-0.38%
Kestra Private Wealth Services, Llc0.01%17,118$925,769$930,534+$4,765+0.51%
Rfg Advisory, Llc0.01%17,674$924,173$960,759+$36,586+3.96%
Steward Partners Investment Advisory, Llc0.00%17,046$891,335$926,621+$35,286+3.96%
Corecap Advisors, Llc0.02%16,052$868,118$872,587+$4,469+0.51%
Bison Wealth, Llc0.07%15,743$861,142$855,789-$5,353-0.62%
Ashton Thomas Private Wealth, Llc0.02%15,987$835,960$869,053+$33,093+3.96%
Freedom Investment Management, Inc.0.23%15,740$823,045$855,626+$32,581+3.96%
Jpmorgan Chase & Co0.00%15,800$819,388$858,888+$39,500+4.82%
Hrt Financial Lp0.00%15,631$817,000$849,701+$32,701+4.00%
Showing 50 of 138

Frequently asked questions about FOCT

  • Who are the largest institutional holders of FOCT?

    The largest institutional holders of FOCT reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Assetmark, Inc, Raymond James Financial Inc, Bleakley Financial Group, Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported FOCT position.

  • What is FOCT institutional ownership?

    This page tracks FOCT positions reported by institutional investment managers through SEC Form 13F. FT VEST U.S. EQUITY BUFFER E (FOCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own FOCT?

    InsiderSet currently tracks 138 institutional managers reporting FOCT 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 FOCT shareholders.

  • How much FOCT stock do institutions own?

    Institutional investment managers disclosed approximately $221.58M in FOCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was FOCT institutional ownership last updated?

    The latest FOCT 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 FOCT 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 FOCT position after the reporting date.

  • Are institutions buying or selling FOCT?

    Institutional buying and selling can be analyzed by comparing FOCT positions across consecutive 13F reporting periods. InsiderSet's FOCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FOCT ownership changes.

  • How has FOCT institutional ownership changed over time?

    InsiderSet tracks FOCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.