FT Vest US Equity Enhance &XMARETF
13F holders, Q1 2024 (March 31)63holders
$33.62avg. 13F price*
At the end of Q1 2024, 63 institutions reported holding FT Vest US Equity Enhance & (XMAR) in their 13F filings. The largest holders were REAP Financial Group, LLC ($19.7M), Cetera Investment Advisers ($12.9M) and PFS Partners, LLC ($12.2M).
- Company
- FT Vest US Equity Enhance &
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740F474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $13.9M |
| Exits | 10 | $4.1M |
Ownership 63 holders
| REAP Financial Group, LLC | 5.41% | Reduce -5.3% | 586,339 | $19.7M |
| Cetera Investment Advisers | 0.03% | Add +171.3% | 382,578 | $12.9M |
| PFS Partners, LLC | 8.25% | Add +18.5% | 362,294 | $12.2M |
| Aptus Capital Advisors, LLC | 0.20% | Add +286455.8% | 272,228 | $9.2M |
| Financial Guidance Group, Inc. | 5.94% | New | 272,133 | $9.1M |
| Harbour Investments, Inc. | 0.24% | Reduce -26.1% | 205,641 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -79.9% | 187,560 | $6.3M |
| AIFG Consultants Ltd. | 3.77% | Reduce -4.5% | 155,401 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -47.7% | 138,329 | $4.7M |
| Blue Bell Private Wealth Management, LLC | 0.77% | Reduce -0.5% | 106,753 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -57.0% | 106,027 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -31.0% | 96,825 | $3.3M |
| Foundations Investment Advisors, LLC | 0.08% | Add +7.8% | 87,275 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.6% | 85,551 | $2.9M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -12.7% | 57,834 | $1.9M |
| Arkadios Wealth Advisors | 0.12% | Reduce -8.4% | 47,037 | $1.6M |
| Insigneo Advisory Services, LLC | 0.17% | Reduce -1.9% | 43,455 | $1.5M |
| HBK Sorce Advisory LLC | 0.05% | Add +12.4% | 40,822 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -43.1% | 40,029 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 39,191 | $1.3M |
| Triumph Capital Management | 0.49% | New | 36,000 | $1.2M |
| Brookstone Capital Management | 0.02% | No change | 35,414 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | New | 31,018 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +222.2% | 26,100 | $877K |
| Octavia Wealth Advisors, LLC | 0.13% | Reduce -3.7% | 26,002 | $874K |
| Mutual Advisors, LLC | 0.03% | Reduce -12.2% | 25,101 | $844K |
| Strategic Blueprint, LLC | 0.06% | Reduce -14.1% | 23,411 | $787K |
| Virtue Capital Management, LLC | 0.11% | Add +3.1% | 17,810 | $595K |
| Bison Wealth, LLC | 0.10% | Add +32.4% | 17,480 | $588K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.7% | 17,186 | $578K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -0.2% | 16,695 | $561K |
| LM Advisors LLC | 0.09% | No change | 15,380 | $517K |
| First Heartland Consultants, Inc. | 0.04% | New | 12,827 | $431K |
| Foguth Wealth Management, LLC. | 0.22% | — | 12,172 | $409K |
| Signal Advisors Wealth, LLC | 0.10% | New | 12,172 | $409K |
| Lincoln National Corp. | 0.01% | Add +53.0% | 10,877 | $366K |
| GTS Securities LLC | 0.01% | New | 10,342 | $348K |
| Jane Street Group, LLC | 0.00% | Add +59.1% | 9,784 | $329K |
| Bouchey Financial Group, Ltd. | 0.03% | New | 9,468 | $318K |
| FSB Premier Wealth Management, Inc. | 0.14% | No change | 9,243 | $311K |
| Quad-Cities Investment Group, LLC | 0.17% | Reduce -27.8% | 8,511 | $286K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.6% | 8,172 | $275K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,721 | $260K |
| Sequent Planning LLC | 0.09% | — | 7,431 | $250K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -16.9% | 7,383 | $248K |
| Cresset Asset Management, LLC | 0.00% | New | 6,744 | $227K |
| Stonebridge Financial Planning Group, LLC | 0.11% | Reduce -16.3% | 6,450 | $217K |
| FWG Investments, LLC. | 0.23% | Add +3.1% | 6,304 | $212K |
| Key Client Fiduciary Advisors, LLC | 0.11% | New | 6,153 | $207K |
| Arlington Capital Management, Inc. | 0.17% | Reduce -0.8% | 6,121 | $206K |
| PFG Advisors | 0.01% | New | 6,000 | $202K |
| IFP Advisors, Inc | 0.01% | No change | 4,908 | $165K |
| Comerica Bank | 0.00% | Reduce -12.0% | 3,643 | $122K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -94.9% | 3,532 | $119K |
| Tanglewood Legacy Advisors, LLC | 0.05% | New | 3,300 | $111K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,818 | $95K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +36000.0% | 1,805 | $61K |
| Lanark Financial, Inc. | 0.00% | No change | 840 | $28K |
| Principal Securities, Inc. | 0.00% | Reduce -94.2% | 732 | $25K |
| Global Retirement Partners, LLC | 0.00% | Reduce -93.3% | 614 | $21K |
| JPMorgan Chase & Co. | 0.00% | New | 196 | $7K |
| Raleigh Capital Management Inc. | 0.00% | New | 180 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 95 | $3K |
"% of holder's portfolio" is XMAR's weight in each manager's 13F, not the share of FT Vest US Equity Enhance & the manager owns.