FT Vest US Equity Enhance &XDECETF

13F holders, Q2 2024 (June 30)
77holders −1
9new positions
9sold out
1famous investor
$36.81avg. 13F price*

At the end of Q2 2024, 77 institutions reported holding FT Vest US Equity Enhance & (XDEC) in their 13F filings, down 1 from Q1 2024. 9 opened new positions and 9 sold out. The largest holders were Osaic Holdings, Inc. ($60.0M), Envestnet Asset Management Inc. ($18.9M) and Rovin Capital /Ut/ ($18.1M). 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 (Q2 2024)
CUSIP
33740U786
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 78Q1 2024Q2 2024: 77Q2 2024Q3 2024: 80Q3 2024Q4 2024: 87Q4 2024Q1 2025: 81Q1 2025Q2 2025: 87Q2 2025Q3 2025: 86Q3 2025Q4 2025: 82Q4 2025Q1 2026: 85Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions9$6.2M
Exits9$7.3M

All 13F filers, Q1 2024 → Q2 2024: 232,752 shares bought and 798,169 shares sold, net −565,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Osaic Holdings, Inc. 0.14% Add +1.1% 1,663,656 $60.0M
Envestnet Asset Management Inc. 0.01% Reduce -31.2% 524,830 $18.9M
Rovin Capital /Ut/ 7.53% Add +1.5% 501,253 $18.1M
Bouchey Financial Group, Ltd. 1.44% Reduce -1.2% 420,820 $15.2M
Commonwealth Equity Services, LLC 0.02% Reduce -5.3% 415,428 $15.0M
Truist Financial Corp. 0.02% Reduce -2.5% 339,018 $12.2M
Janney Montgomery Scott LLC 0.04% Add +0.5% 336,152 $12.1M
Cetera Investment Advisers 0.03% Reduce -3.3% 324,590 $11.7M
Beacon Financial Group 0.99% Reduce -1.3% 240,095 $8.7M
MML Investors Services, LLC 0.03% Add +1.6% 216,425 $7.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -18.8% 158,510 $5.7M
Outlook Wealth Advisors, LLC 1.66% No change 9,831 $5.3M
Sequent Planning LLC 1.72% Reduce -1.7% 139,462 $5.0M
Global Retirement Partners, LLC 0.15% Add +3.6% 130,729 $4.7M
Kestra Advisory Services, LLC 0.02% Add +5.1% 119,785 $4.3M
Harbour Investments, Inc. 0.13% Reduce -40.7% 104,020 $3.8M
Arkadios Wealth Advisors 0.22% Reduce -4.1% 89,425 $3.2M
Main Street Financial Solutions, LLC 0.23% Reduce -1.3% 67,250 $2.4M
Diversify Advisory Services, LLC 0.10% New 51,600 $1.9M
OneDigital Investment Advisors LLC 0.02% New 51,600 $1.9M
Orion Porfolio Solutions, LLC 0.02% Reduce 0.0% 48,369 $1.7M
Orion Portfolio Solutions, LLC 0.02% Reduce 0.0% 48,369 $1.7M
Grant Street Asset Management, Inc. 0.54% Reduce -4.6% 47,369 $1.7M
Cambridge Advisors Inc. 0.33% Reduce -0.7% 38,993 $1.4M
Kestra Private Wealth Services, LLC 0.02% No change 34,315 $1.2M
First Heartland Consultants, Inc. 0.12% Add +5.8% 33,034 $1.2M
Focus Partners Wealth 0.00% New 31,550 $1.1M
Blue Bell Private Wealth Management, LLC 0.22% Reduce -0.5% 30,104 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -36.1% 27,555 $994K
NewEdge Advisors, LLC 0.01% Add +63.6% 23,661 $853K
AE Wealth Management LLC 0.01% Reduce -0.6% 21,778 $786K
REAP Financial Group, LLC 0.21% Reduce -0.4% 21,632 $780K
Onyx Bridge Wealth Group LLC 0.12% Reduce -9.6% 20,971 $756K
Citadel Advisors 0.00% Add +70.2% 20,755 $749K
Stonebridge Financial Planning Group, LLC 0.33% Reduce -17.8% 18,269 $659K
LPL Financial LLC 0.00% Add +1.2% 18,199 $656K
Jaffetilchin Investment Partners, LLC 0.05% No change 17,404 $628K
Old Mission Capital LLC 0.02% New 17,052 $615K
Mariner, LLC 0.00% Add +0.3% 15,562 $561K
Bison Wealth, LLC 0.09% No change 15,777 $556K
Secured Retirement Advisors, LLC 0.41% Reduce -13.1% 14,648 $528K
StoneX Group Inc. 0.04% Reduce -7.3% 14,597 $527K
Corrado Advisors, LLC 0.34% Reduce -5.3% 14,578 $526K
Keystone Wealth Services, LLC 0.15% Reduce -0.3% 13,093 $472K
Concourse Financial Group Securities, Inc. 0.03% No change 12,331 $445K
Foguth Wealth Management, LLC. 0.19% Reduce -46.2% 12,086 $436K
Silver Oak Securities, Incorporated 0.06% Reduce -18.8% 11,679 $421K
Prostatis Group LLC 0.13% Reduce -1.4% 10,438 $377K
DHJJ Financial Advisors, Ltd. 0.15% No change 10,026 $362K
Wealthcare Advisory Partners LLC 0.01% Reduce -27.2% 9,060 $327K
PFS Partners, LLC 0.19% No change 8,502 $307K
Private Advisory Group LLC 0.04% Reduce -16.3% 8,324 $300K
Private Advisor Group, LLC 0.00% Reduce -89.2% 7,883 $284K
Echo Wealth Management, LLC 0.21% Reduce -14.7% 7,771 $280K
Cwm, LLC 0.00% Reduce -1.0% 7,774 $280K
Centaurus Financial, Inc. 0.02% No change 7,431 $268K
Sigma Planning Corp 0.01% No change 7,411 $267K
IFP Advisors, Inc 0.01% Reduce -17.7% 7,357 $265K
Townsquare Capital LLC 0.00% Reduce -82.0% 7,275 $262K
Signal Advisors Wealth, LLC 0.54% Reduce -69.6% 6,839 $247K
Avantax Advisory Services, Inc. 0.00% Reduce -36.0% 6,746 $243K
LVZ, Inc. 0.03% No change 5,908 $213K
Wagner Wealth Management, LLC 0.06% No change 5,901 $213K
Signature Estate & Investment Advisors LLC 0.01% New 5,879 $212K
Mutual Advisors, LLC 0.01% New 5,600 $203K
Corient Private Wealth LP 0.00% New 5,551 $200K
Millington Financial Advisors, LLC 0.14% Reduce -7.9% 5,546 $200K
Royal Bank of Canada 0.00% Reduce -78.6% 4,542 $164K
Capital Investment Advisory Services, LLC 0.01% Reduce -40.1% 3,402 $123K
Aptus Capital Advisors, LLC 0.00% No change 2,650 $96K
Steward Partners Investment Advisory, LLC 0.00% No change 2,600 $94K
Integrity Financial Corp 0.05% No change 2,001 $72K
Assetmark, Inc. 0.00% No change 1,651 $60K
UBS Group AG 0.00% New 1,485 $54K
Spire Wealth Management 0.00% No change 1,200 $43K
Principal Securities, Inc. 0.00% New 1,125 $41K
Lanark Financial, Inc. 0.00% No change 145 $5K

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