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 $267.84M 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 $41.45M, representing an estimated gain of +1.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed FSEP value among the investors covered in this analysis. Major shareholders include Wealthcare Advisory Partners Llc, Cwm, Llc, Cetera Investment Advisers, 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
144
Total Reported Value
$267.84M
Largest Holder
Wealthcare Advisory Partners Llc
Largest Position
$40.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
156
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 | $41,450,400 | +$586,133 | +1.43% | |
| Cwm, Llc | 0.06% | 425,054 | $21,392,968 | $23,747,767 | +$2,354,799 | +11.01% | |
| Cetera Investment Advisers | 0.02% | 368,071 | $18,524,988 | $20,564,127 | +$2,039,139 | +11.01% | |
| Assetmark, Inc | 0.03% | 298,150 | $16,422,102 | $16,657,641 | +$235,539 | +1.43% | |
| Osaic Holdings, Inc. | 0.02% | 278,924 | $14,038,070 | $15,583,484 | +$1,545,414 | +11.01% | |
| Lpl Financial Llc | 0.00% | 240,643 | $12,111,562 | $13,444,724 | +$1,333,162 | +11.01% | |
| Envestnet Asset Management Inc | 0.00% | 196,805 | $10,840,019 | $10,995,495 | +$155,476 | +1.43% | |
| Commonwealth Equity Services, Llc | 0.01% | 191,163 | $10,529,260 | $10,680,277 | +$151,017 | +1.43% | |
| Raymond James Financial Inc | 0.00% | 196,084 | $9,868,908 | $10,955,213 | +$1,086,305 | +11.01% | |
| Reap Financial Group, Llc | 1.18% | 125,551 | $6,915,349 | $7,014,534 | +$99,185 | +1.43% | |
| Kestra Advisory Services, Llc | 0.02% | 110,990 | $6,113,329 | $6,201,011 | +$87,682 | +1.43% | |
| Keystone Wealth Services, Llc | 1.01% | 94,282 | $4,745,213 | $5,267,535 | +$522,322 | +11.01% | |
| Strategic Blueprint, Llc | 0.23% | 84,737 | $4,667,314 | $4,734,256 | +$66,942 | +1.43% | |
| Prospera Financial Services Inc | 0.06% | 69,160 | $3,809,303 | $3,863,969 | +$54,666 | +1.44% | |
| 1776 Wealth Llc | 1.45% | 73,408 | $3,694,625 | $4,101,305 | +$406,680 | +11.01% | |
| Harbour Investments, Inc. | 0.06% | 73,132 | $3,680,734 | $4,085,885 | +$405,151 | +11.01% | |
| Mml Investors Services, Llc | 0.01% | 67,683 | $3,406,485 | $3,781,449 | +$374,964 | +11.01% | |
| Creativeone Wealth, Llc | 0.08% | 67,339 | $3,389,172 | $3,762,230 | +$373,058 | +11.01% | |
| Fragasso Financial Advisors Inc | 0.18% | 60,522 | $3,333,552 | $3,381,364 | +$47,812 | +1.43% | |
| Ern Financial, Llc | 0.39% | 42,838 | $2,359,517 | $2,393,359 | +$33,842 | +1.43% | |
| Integrity Financial Corp | 1.11% | 42,121 | $2,320,025 | $2,353,300 | +$33,275 | +1.43% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 36,696 | $1,846,910 | $2,050,206 | +$203,296 | +11.01% | |
| Rockefeller Capital Management L.P. | 0.00% | 34,374 | $1,730,043 | $1,920,475 | +$190,432 | +11.01% | |
| Founders Financial Securities Llc | 0.09% | 30,388 | $1,673,771 | $1,697,778 | +$24,007 | +1.43% | |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | 32,273 | $1,624,301 | $1,803,093 | +$178,792 | +11.01% | |
| Fwg Investments, Llc. | 0.84% | 28,845 | $1,588,783 | $1,611,570 | +$22,787 | +1.43% | |
| Sloy Dahl & Holst, Llc | 0.21% | 30,482 | $1,534,160 | $1,703,029 | +$168,869 | +11.01% | |
| Mckinley Carter Wealth Services, Inc. | 0.08% | 26,406 | $1,454,443 | $1,475,303 | +$20,860 | +1.43% | |
| Blue Bell Private Wealth Management, Llc | 0.20% | 27,850 | $1,401,691 | $1,555,980 | +$154,289 | +11.01% | |
| Signal Advisors Wealth, Llc | 0.07% | 24,564 | $1,352,985 | $1,372,391 | +$19,406 | +1.43% | |
| Octavia Wealth Advisors, Llc | 0.12% | 24,451 | $1,346,761 | $1,366,077 | +$19,316 | +1.43% | |
| Mariner, Llc | 0.00% | 25,452 | $1,280,999 | $1,422,003 | +$141,004 | +11.01% | |
| Bleakley Financial Group, Llc | 0.02% | 24,698 | $1,243,050 | $1,379,877 | +$136,827 | +11.01% | |
| Susquehanna International Group, Llp | 0.00% | 24,570 | $1,236,608 | $1,372,726 | +$136,118 | +11.01% | |
| Beck Capital Management, Llc | 0.28% | 24,471 | $1,231,624 | $1,367,195 | +$135,571 | +11.01% | |
| Royal Bank Of Canada | 0.00% | 24,064 | $1,211,000 | $1,344,456 | +$133,456 | +11.02% | |
| Accel Wealth Management | 0.27% | 21,691 | $1,194,740 | $1,211,876 | +$17,136 | +1.43% | |
| Mgo One Seven Llc | 0.02% | 21,609 | $1,190,224 | $1,207,295 | +$17,071 | +1.43% | |
| Legacy Solutions, Llc | 0.92% | 20,674 | $1,138,724 | $1,155,056 | +$16,332 | +1.43% | |
| American Alpha Advisors, Llc | 0.66% | 22,460 | $1,130,412 | $1,254,840 | +$124,428 | +11.01% | |
| Fsb Premier Wealth Management, Inc. | 0.34% | 21,709 | $1,092,614 | $1,212,882 | +$120,268 | +11.01% | |
| Truist Financial Corp | 0.00% | 19,824 | $1,091,906 | $1,107,567 | +$15,661 | +1.43% | |
| Clear Creek Financial Management, Llc | 0.07% | 19,179 | $1,056,379 | $1,071,531 | +$15,152 | +1.43% | |
| Vestgen Advisors, Llc | 0.03% | 18,932 | $1,027,250 | $1,057,731 | +$30,481 | +2.97% | |
| Corecap Advisors, Llc | 0.03% | 17,554 | $966,874 | $980,742 | +$13,868 | +1.43% | |
| Rfg Advisory, Llc | 0.01% | 17,344 | $955,308 | $969,009 | +$13,701 | +1.43% | |
| Silver Oak Securities, Incorporated | 0.07% | 18,865 | $949,475 | $1,053,988 | +$104,513 | +11.01% | |
| Dhjj Financial Advisors, Ltd. | 0.27% | 17,108 | $942,309 | $955,824 | +$13,515 | +1.43% | |
| Integrity Alliance, Llc. | 0.03% | 16,900 | $930,852 | $944,203 | +$13,351 | +1.43% | |
| Concurrent Investment Advisors, Llc | 0.01% | 15,747 | $867,370 | $879,785 | +$12,415 | +1.43% |
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.