FT Vest US Equity Enhance &XJULETF
13F holders, Q4 2024 (December 31)43holders +6
9new positions
3sold out
1famous investor
$35.48avg. 13F price*
At the end of Q4 2024, 43 institutions reported holding FT Vest US Equity Enhance & (XJUL) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 3 sold out. The largest holders were Pitti Group Wealth Management, LLC ($6.3M), Kestra Advisory Services, LLC ($5.3M) and Osaic Holdings, Inc. ($5.2M). 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 (Q4 2024)
- CUSIP
- 33740F425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.2M |
| Exits | 3 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 274,844 shares bought and 190,773 shares sold, net +84,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Pitti Group Wealth Management, LLC | 6.42% | New | 178,544 | $6.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.9% | 148,519 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -21.4% | 146,416 | $5.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.4% | 84,563 | $3.0M |
| MML Investors Services, LLC | 0.01% | Reduce -11.3% | 46,425 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 40,010 | $1.4M |
| Diligent Investors, LLC | 0.32% | Reduce -1.3% | 38,887 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 38,477 | $1.4M |
| Griffith & Werner, Inc. | 0.70% | — | 30,000 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +11.9% | 27,732 | $984K |
| Mariner, LLC | 0.00% | No change | 27,015 | $958K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.2% | 26,559 | $942K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -0.4% | 20,989 | $745K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.8% | 19,600 | $695K |
| Citadel Advisors | 0.00% | New | 18,619 | $660K |
| Cwm, LLC | 0.00% | New | 18,159 | $644K |
| Susquehanna International Group, LLP | 0.00% | Add +22.6% | 15,553 | $552K |
| Allworth Financial LP | 0.00% | New | 14,022 | $504K |
| LPL Financial LLC | 0.00% | Add +67.7% | 13,326 | $473K |
| Old Mission Capital LLC | 0.01% | New | 11,599 | $411K |
| Foguth Wealth Management, LLC. | 0.10% | Add +31.1% | 10,809 | $389K |
| Arax Advisory Partners | 0.02% | New | 10,867 | $385K |
| Bullseye Investment Management, LLC | 0.24% | Reduce -83.2% | 9,816 | $348K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,957 | $319K |
| Aurora Private Wealth, Inc. | 0.23% | Reduce -20.9% | 8,497 | $301K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -23.4% | 8,247 | $293K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 7,815 | $277K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 7,165 | $254K |
| CreativeOne Wealth, LLC | 0.01% | No change | 6,536 | $232K |
| Crown Wealth Group, LLC | 0.09% | No change | 6,485 | $230K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -35.4% | 6,033 | $214K |
| FSB Premier Wealth Management, Inc. | 0.08% | No change | 5,927 | $210K |
| Sequent Planning LLC | 0.08% | Reduce -80.9% | 5,893 | $209K |
| IFP Advisors, Inc | 0.01% | No change | 5,858 | $208K |
| PFS Partners, LLC | 0.11% | No change | 5,817 | $206K |
| Barclays PLC | 0.00% | Add +0.7% | 5,588 | $198K |
| JPMorgan Chase & Co. | 0.00% | New | 5,059 | $179K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -0.8% | 3,454 | $123K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,300 | $82K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,859 | $67K |
| Key Financial Inc | 0.01% | No change | 1,650 | $59K |
| AE Wealth Management LLC | 0.00% | New | 525 | $19K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 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.