FT Vest US Equity Enhance &XJULETF

13F holders, Q3 2024 (September 30)
37holders +9
14new positions
5sold out
$34.97avg. 13F price*

At the end of Q3 2024, 37 institutions reported holding FT Vest US Equity Enhance & (XJUL) in their 13F filings, up 9 from Q2 2024. 14 opened new positions and 5 sold out. The largest holders were Osaic Holdings, Inc. ($6.5M), Kestra Advisory Services, LLC ($5.3M) and Commonwealth Equity Services, LLC ($3.6M).

Company
FT Vest US Equity Enhance &
Filed as
FIRST TR EXCHNG TRADED FD VI (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions14$7.2M
Exits5$2.8M

All 13F filers, Q2 2024 → Q3 2024: 417,409 shares bought and 153,140 shares sold, net +264,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Osaic Holdings, Inc. 0.01% Add +40.5% 186,284 $6.5M
Kestra Advisory Services, LLC 0.03% Add +173.9% 152,885 $5.3M
Commonwealth Equity Services, LLC 0.01% Reduce -38.2% 103,593 $3.6M
Bullseye Investment Management, LLC 1.24% Add +4.5% 58,327 $2.1M
MML Investors Services, LLC 0.01% New 52,354 $1.8M
Cetera Investment Advisers 0.00% Add +34.3% 41,257 $1.4M
Diligent Investors, LLC 0.32% Add +42.3% 39,387 $1.4M
Envestnet Asset Management Inc. 0.00% Add +31.9% 37,191 $1.3M
Sequent Planning LLC 0.37% New 30,825 $1.1M
Bouchey Financial Group, Ltd. 0.09% Add +56.1% 29,603 $1.0M
Mariner, LLC 0.00% Add +32.8% 27,015 $944K
Ashton Thomas Private Wealth, LLC 0.05% New 26,495 $926K
Jane Street Group, LLC 0.00% New 24,783 $866K
Silver Oak Securities, Incorporated 0.08% Add +13.3% 21,064 $735K
Steward Partners Investment Advisory, LLC 0.01% Reduce -5.7% 20,600 $720K
Susquehanna International Group, LLP 0.00% Reduce -27.6% 12,686 $443K
Cedrus LLC 0.14% New 10,867 $380K
Signal Advisors Wealth, LLC 0.05% New 10,759 $376K
Aurora Private Wealth, Inc. 0.29% Add +26.9% 10,736 $375K
Cambridge Investment Research Advisors, Inc. 0.00% New 9,333 $326K
Chicago Partners Investment Group LLC 0.01% No change 8,957 $314K
Foguth Wealth Management, LLC. 0.10% New 8,247 $287K
LPL Financial LLC 0.00% Add +12.7% 7,945 $278K
Aptus Capital Advisors, LLC 0.00% No change 7,815 $273K
Guardian Wealth Advisors, LLC / NC 0.03% No change 7,165 $250K
CreativeOne Wealth, LLC 0.01% New 6,536 $228K
Crown Wealth Group, LLC 0.10% No change 6,485 $227K
Capital Investment Advisory Services, LLC 0.02% Add +252.6% 6,301 $220K
FSB Premier Wealth Management, Inc. 0.08% New 5,927 $207K
IFP Advisors, Inc 0.01% New 5,858 $205K
PFS Partners, LLC 0.12% New 5,817 $203K
Barclays PLC 0.00% New 5,547 $194K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -0.1% 3,482 $122K
Concourse Financial Group Securities, Inc. 0.00% Add +50.6% 1,859 $65K
Key Financial Inc 0.01% No change 1,650 $58K
Jaffetilchin Investment Partners, LLC 0.00% New 1,332 $47K
DHJJ Financial Advisors, Ltd. 0.01% Add +28.1% 501 $18K

"% 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.