FT Vest US Equity Enhance &XAUGETF

13F holders, Q3 2024 (September 30)
34holders +12
18new positions
6sold out
1famous investor
$33.74avg. 13F price*

At the end of Q3 2024, 34 institutions reported holding FT Vest US Equity Enhance & (XAUG) in their 13F filings, up 12 from Q2 2024. 18 opened new positions and 6 sold out. The largest holders were Truist Financial Corp. ($4.5M), Harbour Investments, Inc. ($2.7M) and Cetera Investment Advisers ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
FT Vest US Equity Enhance &
Filed as
FIRST TR EXCHNG TRADED FD VI (Q3 2024)
CUSIP
33740F391
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 20Q1 2024Q2 2024: 22Q2 2024Q3 2024: 34Q3 2024Q4 2024: 31Q4 2024Q1 2025: 29Q1 2025Q2 2025: 31Q2 2025Q3 2025: 31Q3 2025Q4 2025: 32Q4 2025Q1 2026: 39Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions18$16.1M
Exits6$1.9M

All 13F filers, Q2 2024 → Q3 2024: 596,250 shares bought and 59,238 shares sold, net +537,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders
Truist Financial Corp. 0.01% New 134,428 $4.5M
Harbour Investments, Inc. 0.08% New 78,955 $2.7M
Cetera Investment Advisers 0.01% Add +891.1% 70,826 $2.4M
Kestra Advisory Services, LLC 0.01% New 63,789 $2.2M
Maia Wealth LLC 0.44% New 53,318 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +184.6% 36,125 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% New 36,016 $1.2M
Old Mission Capital LLC 0.03% Add +57.4% 35,360 $1.2M
Osaic Holdings, Inc. 0.00% Add +98.4% 30,423 $1.0M
Diligent Investors, LLC 0.22% Add +1.8% 27,960 $943K
Ashton Thomas Private Wealth, LLC 0.04% New 24,899 $840K
1776 Wealth LLC 0.22% No change 14,108 $476K
Secured Retirement Advisors, LLC 0.34% New 14,075 $475K
Susquehanna International Group, LLP 0.00% New 11,751 $396K
Avantax Advisory Services, Inc. 0.00% New 11,315 $382K
Citadel Advisors 0.00% New 10,522 $355K
Mutual Advisors, LLC 0.01% Add +7.8% 9,617 $325K
Americana Partners, LLC 0.02% No change 8,844 $298K
Foundations Investment Advisors, LLC 0.01% No change 8,727 $294K
Uptick Partners, LLC 0.12% New 8,093 $273K
Silver Oak Securities, Incorporated 0.03% New 7,969 $268K
Envestnet Asset Management Inc. 0.00% New 7,225 $244K
Arlington Capital Management, Inc. 0.20% Add +14.4% 7,075 $239K
Innova Wealth Partners 0.20% New 7,075 $239K
Concourse Financial Group Securities, Inc. 0.01% Add +31.5% 6,264 $211K
Centaurus Financial, Inc. 0.01% New 3,996 $135K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -2.5% 3,978 $134K
Steward Partners Investment Advisory, LLC 0.00% No change 2,200 $74K
PFS Partners, LLC 0.03% New 1,506 $51K
Barclays PLC 0.00% New 1,405 $47K
Creative Financial Designs Inc. 0.00% New 1,163 $39K
Clear Point Advisors Inc. 0.01% No change 375 $13K
DHJJ Financial Advisors, Ltd. 0.00% No change 315 $11K
UBS Group AG 0.00% Add +277.8% 102 $3K

"% of holder's portfolio" is XAUG's weight in each manager's 13F, not the share of FT Vest US Equity Enhance & the manager owns.