FT VEST U.S. EQUITY BUFFER E (FSEP) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $278.52M 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 $40.86M 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 $42.41M, representing an estimated gain of +3.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed FSEP value among the investors covered in this analysis. Major shareholders include Wealthcare Advisory Partners Llc, Cwm, Llc, Assetmark, Inc, 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
149
Total Reported Value
$278.52M
Largest Holder
Wealthcare Advisory Partners Llc
Largest Position
$40.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
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 | 0.77% | 741,908 | $40,864,267 | $42,414,880 | +$1,550,613 | +3.79% | |
| Cwm, Llc | 0.06% | 425,054 | $21,392,968 | $24,300,337 | +$2,907,369 | +13.59% | |
| Assetmark, Inc | 0.03% | 298,150 | $16,422,102 | $17,045,236 | +$623,134 | +3.79% | |
| Osaic Holdings, Inc. | 0.02% | 297,940 | $16,410,460 | $17,033,230 | +$622,770 | +3.79% | |
| Cetera Investment Advisers | 0.01% | 217,847 | $11,998,985 | $12,454,313 | +$455,328 | +3.79% | |
| Lpl Financial Llc | 0.00% | 212,430 | $11,700,644 | $12,144,623 | +$443,979 | +3.79% | |
| Envestnet Asset Management Inc | 0.00% | 196,805 | $10,840,019 | $11,251,342 | +$411,323 | +3.79% | |
| Commonwealth Equity Services, Llc | 0.01% | 191,163 | $10,529,260 | $10,928,789 | +$399,529 | +3.79% | |
| Raymond James Financial Inc | 0.00% | 182,416 | $10,047,473 | $10,428,723 | +$381,250 | +3.79% | |
| Reap Financial Group, Llc | 1.18% | 125,551 | $6,915,349 | $7,177,751 | +$262,402 | +3.79% | |
| Kestra Advisory Services, Llc | 0.02% | 110,990 | $6,113,329 | $6,345,298 | +$231,969 | +3.79% | |
| Keystone Wealth Services, Llc | 0.96% | 93,482 | $5,148,989 | $5,344,366 | +$195,377 | +3.79% | |
| Strategic Blueprint, Llc | 0.23% | 84,737 | $4,667,314 | $4,844,414 | +$177,100 | +3.79% | |
| Mml Investors Services, Llc | 0.01% | 84,069 | $4,630,521 | $4,806,225 | +$175,704 | +3.79% | |
| 1776 Wealth Llc | 1.43% | 73,408 | $4,043,313 | $4,196,735 | +$153,422 | +3.79% | |
| Prospera Financial Services Inc | 0.06% | 69,160 | $3,809,303 | $3,953,877 | +$144,574 | +3.80% | |
| Harbour Investments, Inc. | 0.05% | 67,191 | $3,700,880 | $3,841,309 | +$140,429 | +3.79% | |
| Hrt Financial Lp | 0.01% | 62,632 | $3,449,000 | $3,580,671 | +$131,671 | +3.82% | |
| Fragasso Financial Advisors Inc | 0.18% | 60,522 | $3,333,552 | $3,460,043 | +$126,491 | +3.79% | |
| Old Mission Capital Llc | 0.08% | 58,463 | $3,220,142 | $3,342,330 | +$122,188 | +3.79% | |
| Ern Financial, Llc | 0.39% | 42,838 | $2,359,517 | $2,449,048 | +$89,531 | +3.79% | |
| Integrity Financial Corp | 1.11% | 42,121 | $2,320,025 | $2,408,058 | +$88,033 | +3.79% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 34,882 | $1,921,301 | $1,994,204 | +$72,903 | +3.79% | |
| Rockefeller Capital Management L.P. | 0.00% | 32,507 | $1,790,486 | $1,858,425 | +$67,939 | +3.79% | |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | 31,873 | $1,755,565 | $1,822,179 | +$66,614 | +3.79% | |
| Beck Capital Management, Llc | 0.31% | 30,503 | $1,680,095 | $1,743,857 | +$63,762 | +3.80% | |
| Sloy Dahl & Holst, Llc | 0.21% | 30,482 | $1,678,949 | $1,742,656 | +$63,707 | +3.79% | |
| Founders Financial Securities Llc | 0.09% | 30,388 | $1,673,771 | $1,737,282 | +$63,511 | +3.79% | |
| Fwg Investments, Llc. | 0.84% | 28,845 | $1,588,783 | $1,649,069 | +$60,286 | +3.79% | |
| Blue Bell Private Wealth Management, Llc | 0.19% | 27,803 | $1,531,389 | $1,589,498 | +$58,109 | +3.79% | |
| Janney Montgomery Scott Llc | 0.00% | 26,967 | $1,485,000 | $1,541,703 | +$56,703 | +3.82% | |
| Mckinley Carter Wealth Services, Inc. | 0.08% | 26,406 | $1,454,443 | $1,509,631 | +$55,188 | +3.79% | |
| Mariner, Llc | 0.00% | 25,721 | $1,416,713 | $1,470,470 | +$53,757 | +3.79% | |
| Bleakley Financial Group, Llc | 0.02% | 24,698 | $1,360,366 | $1,411,985 | +$51,619 | +3.79% | |
| Signal Advisors Wealth, Llc | 0.07% | 24,564 | $1,352,985 | $1,404,324 | +$51,339 | +3.79% | |
| Octavia Wealth Advisors, Llc | 0.12% | 24,451 | $1,346,761 | $1,397,864 | +$51,103 | +3.79% | |
| American Alpha Advisors, Llc | 0.73% | 22,437 | $1,235,830 | $1,282,723 | +$46,893 | +3.79% | |
| Ameritas Advisory Services, Llc | 0.02% | 22,189 | $1,222,170 | $1,268,545 | +$46,375 | +3.79% | |
| Accel Wealth Management | 0.27% | 21,691 | $1,194,740 | $1,240,074 | +$45,334 | +3.79% | |
| Fsb Premier Wealth Management, Inc. | 0.34% | 21,678 | $1,194,024 | $1,239,331 | +$45,307 | +3.79% | |
| Mgo One Seven Llc | 0.02% | 21,609 | $1,190,224 | $1,235,387 | +$45,163 | +3.79% | |
| Centaurus Financial, Inc. | 0.05% | 21,113 | $1,163,000 | $1,207,030 | +$44,030 | +3.79% | |
| Legacy Solutions, Llc | 0.92% | 20,674 | $1,138,724 | $1,181,933 | +$43,209 | +3.79% | |
| Thoroughbred Financial Services, Llc | 0.05% | 20,101 | $1,107,000 | $1,149,174 | +$42,174 | +3.81% | |
| Truist Financial Corp | 0.00% | 19,824 | $1,091,906 | $1,133,338 | +$41,432 | +3.79% | |
| Clear Creek Financial Management, Llc | 0.07% | 19,179 | $1,056,379 | $1,096,463 | +$40,084 | +3.79% | |
| Wood Tarver Financial Group, Llc | 0.25% | 19,132 | $1,053,000 | $1,093,776 | +$40,776 | +3.87% | |
| Silver Oak Securities, Incorporated | 0.06% | 18,865 | $1,039,084 | $1,078,512 | +$39,428 | +3.79% | |
| Royal Bank Of Canada | 0.00% | 17,966 | $989,000 | $1,027,116 | +$38,116 | +3.85% | |
| Corecap Advisors, Llc | 0.03% | 17,554 | $966,874 | $1,003,562 | +$36,688 | +3.79% |
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.