FT VEST U.S. EQUITY BUFFER E (FSEP) Top Institutional Shareholders
FT VEST U.S. EQUITY BUFFER E (FSEP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $290.87M in FSEP holdings during the latest filing period.
Wealthcare Advisory Partners Llc is currently the largest disclosed institutional shareholder of FSEP tracked by InsiderSet, reporting ownership valued at approximately $36.94M in its March 31, 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 $40.14M, representing an estimated gain of +8.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed FSEP value among the investors covered in this analysis. Major shareholders include Wealthcare Advisory Partners Llc, Envestnet Asset Management Inc, Cwm, Llc, and several other long-term asset managers with concentrated positions in FT VEST U.S. EQUITY BUFFER E (FSEP).
This page ranks the largest institutional FSEP 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
150
Total Reported Value
$290.87M
Largest Holder
Wealthcare Advisory Partners Llc
Largest Position
$36.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
160
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthcare Advisory Partners Llc | 0.72% | 733,902 | $36,937,264 | $40,143,852 | +$3,206,588 | +8.68% | |
| Envestnet Asset Management Inc | 0.01% | 487,954 | $24,558,700 | $26,690,693 | +$2,131,993 | +8.68% | |
| Cwm, Llc | 0.06% | 425,054 | $21,392,968 | $23,250,114 | +$1,857,146 | +8.68% | |
| Cetera Investment Advisers | 0.02% | 368,071 | $18,524,988 | $20,133,189 | +$1,608,201 | +8.68% | |
| Assetmark, Inc | 0.03% | 279,992 | $14,091,997 | $15,315,338 | +$1,223,341 | +8.68% | |
| Osaic Holdings, Inc. | 0.02% | 278,924 | $14,038,070 | $15,256,920 | +$1,218,850 | +8.68% | |
| Lpl Financial Llc | 0.00% | 240,643 | $12,111,562 | $13,162,980 | +$1,051,418 | +8.68% | |
| Commonwealth Equity Services, Llc | 0.01% | 203,062 | $10,220,117 | $11,107,329 | +$887,212 | +8.68% | |
| Raymond James Financial Inc | 0.00% | 196,084 | $9,868,908 | $10,725,638 | +$856,730 | +8.68% | |
| Kestra Advisory Services, Llc | 0.03% | 162,442 | $8,175,706 | $8,885,447 | +$709,741 | +8.68% | |
| Atria Investments, Inc | 0.08% | 145,836 | $7,339,935 | $7,977,113 | +$637,178 | +8.68% | |
| Reap Financial Group, Llc | 1.37% | 137,965 | $6,943,778 | $7,546,575 | +$602,797 | +8.68% | |
| Strategic Blueprint, Llc | 0.30% | 103,767 | $5,222,593 | $5,675,972 | +$453,379 | +8.68% | |
| Keystone Wealth Services, Llc | 1.01% | 94,282 | $4,745,213 | $5,157,150 | +$411,937 | +8.68% | |
| Bam Wealth Management, Llc | 3.21% | 85,378 | $4,297,075 | $4,670,108 | +$373,033 | +8.68% | |
| 1776 Wealth Llc | 1.45% | 73,408 | $3,694,625 | $4,015,359 | +$320,734 | +8.68% | |
| Harbour Investments, Inc. | 0.06% | 73,132 | $3,680,734 | $4,000,262 | +$319,528 | +8.68% | |
| Prospera Financial Services Inc | 0.06% | 69,445 | $3,495,120 | $3,798,586 | +$303,466 | +8.68% | |
| Mml Investors Services, Llc | 0.01% | 67,683 | $3,406,485 | $3,702,206 | +$295,721 | +8.68% | |
| Creativeone Wealth, Llc | 0.08% | 67,339 | $3,389,172 | $3,683,389 | +$294,217 | +8.68% | |
| Fragasso Financial Advisors Inc | 0.19% | 61,298 | $3,108,654 | $3,352,952 | +$244,298 | +7.86% | |
| Integrity Financial Corp | 1.08% | 43,044 | $2,166,405 | $2,354,472 | +$188,067 | +8.68% | |
| Ern Financial, Llc | 0.41% | 43,025 | $2,165,448 | $2,353,433 | +$187,985 | +8.68% | |
| Signal Advisors Wealth, Llc | 0.13% | 37,727 | $1,898,800 | $2,063,637 | +$164,837 | +8.68% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 36,696 | $1,846,910 | $2,007,242 | +$160,332 | +8.68% | |
| Rockefeller Capital Management L.P. | 0.00% | 34,374 | $1,730,043 | $1,880,230 | +$150,187 | +8.68% | |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | 32,273 | $1,624,301 | $1,765,307 | +$141,006 | +8.68% | |
| Sloy Dahl & Holst, Llc | 0.21% | 30,482 | $1,534,160 | $1,667,341 | +$133,181 | +8.68% | |
| Founders Financial Securities Llc | 0.09% | 28,755 | $1,490,553 | $1,572,875 | +$82,322 | +5.52% | |
| Fwg Investments, Llc. | 0.92% | 28,875 | $1,453,279 | $1,579,439 | +$126,160 | +8.68% | |
| Blue Bell Private Wealth Management, Llc | 0.20% | 27,850 | $1,401,691 | $1,523,373 | +$121,682 | +8.68% | |
| Mckinley Carter Wealth Services, Inc. | 0.08% | 26,406 | $1,329,014 | $1,444,387 | +$115,373 | +8.68% | |
| Truist Financial Corp | 0.00% | 25,955 | $1,306,315 | $1,419,718 | +$113,403 | +8.68% | |
| Mariner, Llc | 0.00% | 25,452 | $1,280,999 | $1,392,204 | +$111,205 | +8.68% | |
| Bleakley Financial Group, Llc | 0.02% | 24,698 | $1,243,050 | $1,350,961 | +$107,911 | +8.68% | |
| Susquehanna International Group, Llp | 0.00% | 24,570 | $1,236,608 | $1,343,959 | +$107,351 | +8.68% | |
| Beck Capital Management, Llc | 0.28% | 24,471 | $1,231,624 | $1,338,544 | +$106,920 | +8.68% | |
| Octavia Wealth Advisors, Llc | 0.12% | 24,451 | $1,230,619 | $1,337,450 | +$106,831 | +8.68% | |
| Royal Bank Of Canada | 0.00% | 24,064 | $1,211,000 | $1,316,282 | +$105,282 | +8.69% | |
| Accel Wealth Management | 0.30% | 23,180 | $1,166,649 | $1,267,927 | +$101,278 | +8.68% | |
| Legacy Solutions, Llc | 1.08% | 23,088 | $1,162,019 | $1,262,895 | +$100,876 | +8.68% | |
| American Alpha Advisors, Llc | 0.66% | 22,460 | $1,130,412 | $1,228,544 | +$98,132 | +8.68% | |
| Mgo One Seven Llc | 0.02% | 22,019 | $1,108,216 | $1,204,422 | +$96,206 | +8.68% | |
| Fsb Premier Wealth Management, Inc. | 0.34% | 21,709 | $1,092,614 | $1,187,465 | +$94,851 | +8.68% | |
| Vestgen Advisors, Llc | 0.03% | 18,932 | $1,027,250 | $1,035,565 | +$8,315 | +0.81% | |
| Clear Creek Financial Management, Llc | 0.07% | 19,179 | $965,279 | $1,049,076 | +$83,797 | +8.68% | |
| Integrity Alliance, Llc. | 0.04% | 18,900 | $951,237 | $1,033,815 | +$82,578 | +8.68% | |
| Silver Oak Securities, Incorporated | 0.07% | 18,865 | $949,475 | $1,031,900 | +$82,425 | +8.68% | |
| Vestgen Investment Management | 0.49% | 17,673 | $889,482 | $966,699 | +$77,217 | +8.68% | |
| Dhjj Financial Advisors, Ltd. | 0.29% | 17,587 | $885,154 | $961,995 | +$76,841 | +8.68% |
Frequently asked questions about FSEP
Who owns the most FSEP stock?
The largest holders of FSEP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT VEST U.S. EQUITY BUFFER E (FSEP).
Is FSEP widely held by superinvestors?
Many widely followed stocks like FSEP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FSEP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.