FT Vest US Equity Enhance &XJULETF
13F holders, Q1 2025 (March 31)40holders −3
3new positions
5sold out
1famous investor
$35.31avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding FT Vest US Equity Enhance & (XJUL) in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 5 sold out. The largest holders were Pitti Group Wealth Management, LLC ($6.4M), Envestnet Asset Management Inc. ($6.0M) 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 (Q1 2025)
- CUSIP
- 33740F425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $704K |
| Exits | 5 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 306,931 shares bought and 201,350 shares sold, net +105,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Pitti Group Wealth Management, LLC | 6.57% | Add +1.6% | 181,328 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +344.7% | 171,097 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.2% | 146,133 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +236.4% | 134,585 | $4.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.2% | 72,564 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -61.0% | 57,999 | $2.0M |
| Diligent Investors, LLC | 0.33% | No change | 38,887 | $1.4M |
| Old Mission Capital LLC | 0.02% | Add +184.1% | 32,948 | $1.2M |
| Griffith & Werner, Inc. | 0.66% | No change | 30,000 | $1.1M |
| Mariner, LLC | 0.00% | No change | 27,015 | $954K |
| CreativeOne Wealth, LLC | 0.03% | Add +308.4% | 26,690 | $942K |
| Ashton Thomas Private Wealth, LLC | 0.04% | No change | 26,559 | $938K |
| Susquehanna International Group, LLP | 0.00% | Add +44.6% | 22,495 | $794K |
| Silver Oak Securities, Incorporated | 0.07% | Add +5.4% | 22,116 | $780K |
| Citadel Advisors | 0.00% | Add +7.6% | 20,030 | $707K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.3% | 19,350 | $683K |
| LPL Financial LLC | 0.00% | Add +39.8% | 18,624 | $658K |
| Allworth Financial LP | 0.00% | Reduce -2.5% | 13,673 | $477K |
| Atria Investments, Inc | 0.01% | New | 11,487 | $406K |
| Cwm, LLC | 0.00% | Reduce -38.6% | 11,152 | $394K |
| Foguth Wealth Management, LLC. | 0.09% | No change | 10,809 | $382K |
| Bullseye Investment Management, LLC | 0.23% | Add +6.1% | 10,413 | $368K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,957 | $318K |
| Aurora Private Wealth, Inc. | 0.24% | No change | 8,497 | $300K |
| Signal Advisors Wealth, LLC | 0.03% | No change | 8,247 | $291K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 7,815 | $276K |
| VestGen Investment Management | 0.19% | New | 7,239 | $256K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 7,165 | $253K |
| MML Investors Services, LLC | 0.00% | Reduce -85.9% | 6,540 | $231K |
| FSB Premier Wealth Management, Inc. | 0.08% | No change | 5,927 | $209K |
| IFP Advisors, Inc | 0.01% | No change | 5,858 | $207K |
| Sequent Planning LLC | 0.07% | Reduce -1.4% | 5,810 | $205K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.1% | 5,666 | $200K |
| PFS Partners, LLC | 0.10% | Reduce -5.0% | 5,524 | $195K |
| Barclays PLC | 0.00% | Reduce -12.8% | 4,870 | $172K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -0.1% | 3,449 | $122K |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.2% | 3,227 | $114K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -21.7% | 1,800 | $64K |
| UBS Group AG | 0.00% | New | 1,198 | $42K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +29.9% | 651 | $23K |
"% 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.