FT Vest US Equity Enhance &XJULETF

13F holders, Q2 2024 (June 30)
28holders −5
2new positions
7sold out
1famous investor
$33.87avg. 13F price*

At the end of Q2 2024, 28 institutions reported holding FT Vest US Equity Enhance & (XJUL) in their 13F filings, down 5 from Q1 2024. 2 opened new positions and 7 sold out. The largest holders were Commonwealth Equity Services, LLC ($5.7M), Osaic Holdings, Inc. ($4.5M) and Bullseye Investment Management, LLC ($1.9M). 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
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 → Q2 2024

InstitutionsTotal Value
New Positions2$301K
Exits7$6.0M

All 13F filers, Q1 2024 → Q2 2024: 35,902 shares bought and 301,024 shares sold, net −265,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

Commonwealth Equity Services, LLC 0.01% Reduce -4.0% 167,734 $5.7M
Osaic Holdings, Inc. 0.01% Reduce -12.9% 132,543 $4.5M
Bullseye Investment Management, LLC 1.31% Reduce -29.5% 55,827 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -20.0% 55,816 $1.9M
Old Mission Capital LLC 0.04% Add +44.5% 48,220 $1.6M
Cetera Investment Advisers 0.00% Reduce -21.1% 30,728 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -27.6% 28,205 $955K
Diligent Investors, LLC 0.23% Add +3.8% 27,687 $937K
Citadel Advisors 0.00% Add +100.2% 22,309 $755K
Steward Partners Investment Advisory, LLC 0.01% No change 21,850 $740K
Mariner, LLC 0.00% Reduce -3.2% 20,348 $689K
Bouchey Financial Group, Ltd. 0.06% Reduce -0.3% 18,958 $641K
Silver Oak Securities, Incorporated 0.09% Reduce -28.9% 18,595 $630K
Susquehanna International Group, LLP 0.00% Reduce -29.0% 17,513 $593K
Perissos Private Wealth Management, LLC 0.29% Reduce -68.1% 9,613 $325K
Chicago Partners Investment Group LLC 0.01% Reduce -2.6% 8,957 $303K
Aurora Private Wealth, Inc. 0.25% Reduce -1.2% 8,457 $286K
Aptus Capital Advisors, LLC 0.01% No change 7,815 $265K
Guardian Wealth Advisors, LLC / NC 0.03% No change 7,165 $243K
LPL Financial LLC 0.00% New 7,050 $239K
Crown Wealth Group, LLC 0.11% Reduce -1.0% 6,485 $220K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -2.2% 3,485 $118K
Royal Bank of Canada 0.00% New 1,836 $62K
Capital Investment Advisory Services, LLC 0.01% No change 1,787 $60K
Key Financial Inc 0.01% No change 1,650 $56K
Concourse Financial Group Securities, Inc. 0.00% Reduce -1.0% 1,234 $42K
UBS Group AG 0.00% Reduce -5.8% 941 $32K
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.