13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
TSEP

FTVESTEMBUFFETFSEP

15 institutions still hold FTVESTEMBUFFETFSEP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F177·15 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.6%
vs prior quarter
13F value held
$12M
67.0% inst. owned
of float
Holders
15
+69 QoQ
filers reporting
Activity
+65 / −55
+944 added · −874 reduced
this quarter
Concentration
73.40%
HFG Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported TSEP in Q1 2026. HFG Wealth Management, LLC leads at 73.4% of the visible book. +69 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HFG Wealth Management, LLC
CIK 0002027836
$9M378K5.01%Q1 202602
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M43K0.02%Q1 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$866,91636K0.00%Q1 202604
Ignite Planners, LLC
CIK 0001849348
$614,60526K0.09%Q1 202605
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$204,9259K0.00%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$204,7089K0.00%Q1 202607
Anfield Capital Management, LLC
CIK 0001602020
$202,5188K0.06%Q1 202608
Capital Investment Advisory Services, LLC
CIK 0001659203
$55,7132K0.00%Q1 202609
TWIN PEAKS WEALTH ADVISORS, LLC
CIK 0002006218
$36,4262K0.01%Q1 202610
Integrity Financial Corp /WA
CIK 0001917704
$35,2571K0.02%Q1 202611
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$14,4406000.00%Q1 202612
UBS Group AG
CIK 0001610520
$10,4214330.00%Q1 202613
Advisory Services Network, LLC
CIK 0001573876
$8,3503470.00%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$5,8282420.00%Q1 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025