Reported 52,817 shares, down 76 (0.1%) from the prior quarter.
Reported value -3.5%; share count -0.1% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2022-12-31 | 94000 |
| 2023-03-31 | 1497000 |
| 2023-06-30 | 2098000 |
| 2023-09-30 | 1534000 |
| 2023-12-31 | 1748000 |
| 2024-03-31 | 2786000 |
| 2024-06-30 | 2786000 |
| 2024-09-30 | 2582000 |
| 2024-12-31 | 2428000 |
| 2025-03-31 | 2342000 |
| 2025-06-30 | 2342000 |
| 2025-09-30 | 1941000 |
| 2025-12-31 | 1647000 |
| 2026-03-31 | 1491000 |
| 2026-06-30 | 1527000 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 27,716 | -1,858 (-6.3%) | < 0.01% | $1,527,000 | 2026-08-14 | |
| Q1 2026 | Reduced | 29,574 | -2,245 (-7.1%) | < 0.01% | $1,491,000 | 2026-05-15 | |
| Q4 2025 | Reduced | 31,819 | -6,889 (-17.8%) | < 0.01% | $1,647,000 | 2026-02-17 | |
| Q3 2025 | Reduced | 38,708 | -10,528 (-21.4%) | < 0.01% | $1,941,000 | 2025-11-14 | |
| Q2 2025 | Reduced | 49,236 | -3,581 (-6.8%) | < 0.01% | $2,342,000 | 2025-08-14 | |
| Q1 2025 | Reduced | 52,817 | -76 (-0.1%) | < 0.01% | $2,342,000 | 2025-05-15 | |
| Q4 2024 | Reduced | 52,893 | -4,852 (-8.4%) | < 0.01% | $2,428,000 | 2025-02-14 | |
| Q3 2024 | Reduced | 57,745 | -6,465 (-10.1%) | < 0.01% | $2,582,000 | 2024-11-14 | |
| Q2 2024 | Reduced | 64,210 | -2,174 (-3.3%) | < 0.01% | $2,786,000 | 2024-08-14 | |
| Q1 2024 | Added | 66,384 | +22,485 (51.2%) | < 0.01% | $2,786,000 | 2024-05-15 | |
| Q4 2023 | Added | 43,899 | +1,862 (4.4%) | < 0.01% | $1,748,000 | 2024-02-14 | |
| Q3 2023 | Reduced | 42,037 | -14,382 (-25.5%) | < 0.01% | $1,534,000 | 2023-11-14 | |
| Q2 2023 | Added | 56,419 | +13,485 (31.4%) | < 0.01% | $2,098,000 | 2023-08-14 | |
| Q1 2023 | Added | 42,934 | +40,049 (1388.2%) | < 0.01% | $1,497,000 | 2023-05-15 | |
| Q4 2022 | New | 2,885 | +2,885 (0.0%) | < 0.01% | $94,000 | 2023-02-14 |
Who else reported the position
162 managers reported FT VEST U.S. EQUITY BUFFER ETF for Q1 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Added | 776,812 | +561,287 | 0.01% | $34,451,612 | 13 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 570,614 | +191,547 | < 0.01% | $25,306,731 | 2 qtrs |
| Cetera Investment Advisers | Added | 446,757 | +326,194 | 0.04% | $19,813,673 | 17 qtrs |
| Brookstone Capital Management | Reduced | 385,681 | -10,887 | 0.25% | $17,104,943 | 12 qtrs |
| STEPHENS INC AR | Added | 337,202 | +303,712 | 0.22% | $14,954,909 | 5 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Added | 245,622 | +67,903 | 0.02% | $10,893,000 | 17 qtrs |
| Janney Montgomery Scott LLC | Added | 237,466 | +12,737 | 0.03% | $10,532,000 | 17 qtrs |
| Cambridge Investment Research Advisors Inc | Added | 218,000 | +103,064 | 0.03% | $9,668,000 | 17 qtrs |
| MML INVESTORS SERVICES LLC | Added | 198,529 | +39,668 | 0.03% | $8,805,000 | 9 qtrs |
| Foguth Wealth Management LLC | Added | 191,372 | +17,817 | 2.06% | $8,487,348 | 5 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2025
- Filed
- May 15, 2025
- Filing type
- 13F-HR
- Position type
- FT VEST US EQT
Voting authority reported
- Sole
- 10,347
- Shared
- 42,470
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.