FT Vest US Equity Enhance &XJULETF

13F holders, Q1 2024 (March 31)
33holders
1famous investor
$33.25avg. 13F price*

At the end of Q1 2024, 33 institutions reported holding FT Vest US Equity Enhance & (XJUL) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($5.8M), Osaic Holdings, Inc. ($5.1M) and Stephens Inc. ($2.8M). 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 (Q1 2024)
CUSIP
33740F425
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 33Q1 2024Q2 2024: 28Q2 2024Q3 2024: 37Q3 2024Q4 2024: 43Q4 2024Q1 2025: 40Q1 2025Q2 2025: 37Q2 2025Q3 2025: 38Q3 2025Q4 2025: 44Q4 2025Q1 2026: 55Q1 2026Q2 2026: 45Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$2.1M
Exits7$3.7M

Ownership 33 holders

Commonwealth Equity Services, LLC 0.01% Reduce -2.4% 174,654 $5.8M
Osaic Holdings, Inc. 0.01% Reduce -13.2% 152,204 $5.1M
Stephens Inc. 0.04% Reduce -9.1% 83,208 $2.8M
Bullseye Investment Management, LLC 1.61% Reduce -3.3% 79,163 $2.6M
Kestra Advisory Services, LLC 0.02% Reduce -25.2% 69,756 $2.3M
Jane Street Group, LLC 0.00% New 47,851 $1.6M
Envestnet Asset Management Inc. 0.00% Add +2.4% 38,969 $1.3M
Cetera Investment Advisers 0.00% Add +49.4% 38,924 $1.3M
Old Mission Capital LLC 0.03% Add +28.8% 33,370 $1.1M
Perissos Private Wealth Management, LLC 0.91% — 30,138 $1.0M
Diligent Investors, LLC 0.22% No change 26,687 $887K
Silver Oak Securities, Incorporated 0.13% Reduce -6.4% 26,168 $870K
Susquehanna International Group, LLP 0.00% Reduce -19.1% 24,655 $820K
Clear Point Advisors Inc. 0.63% No change 23,000 $765K
Steward Partners Investment Advisory, LLC 0.01% Reduce -9.3% 21,850 $727K
Mariner, LLC 0.00% No change 21,029 $699K
Bouchey Financial Group, Ltd. 0.06% Add +1.4% 19,013 $632K
Truist Financial Corp. 0.00% Reduce -4.0% 12,429 $413K
Citadel Advisors 0.00% Add +22.9% 11,143 $371K
Chicago Partners Investment Group LLC 0.01% No change 9,199 $306K
Aurora Private Wealth, Inc. 0.25% No change 8,561 $285K
Aptus Capital Advisors, LLC 0.01% Add +9.1% 7,815 $260K
Guardian Wealth Advisors, LLC / NC 0.03% No change 7,165 $238K
Sigma Planning Corp 0.01% New 6,739 $224K
Crown Wealth Group, LLC 0.11% No change 6,550 $218K
CreativeOne Wealth, LLC 0.01% New 6,536 $217K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -0.4% 3,562 $118K
Harbour Investments, Inc. 0.00% No change 1,910 $64K
Capital Investment Advisory Services, LLC 0.01% No change 1,787 $59K
Key Financial Inc 0.01% New 1,650 $55K
Concourse Financial Group Securities, Inc. 0.00% Reduce -4.7% 1,246 $41K
UBS Group AG 0.00% New 999 $33K
DHJJ Financial Advisors, Ltd. 0.01% No change 391 $13K

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