FT Vest US Equity Enhance &XMARETF
13F holders, Q2 2024 (June 30)71holders +8
16new positions
8sold out
1famous investor
$34.57avg. 13F price*
At the end of Q2 2024, 71 institutions reported holding FT Vest US Equity Enhance & (XMAR) in their 13F filings, up 8 from Q1 2024. 16 opened new positions and 8 sold out. The largest holders were REAP Financial Group, LLC ($19.3M), Cetera Investment Advisers ($16.7M) and PFS Partners, LLC ($12.8M). 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
- 33740F474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $9.4M |
| Exits | 8 | $2.8M |
All 13F filers, Q1 2024 → Q2 2024: 622,550 shares bought and 310,951 shares sold, net +311,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| REAP Financial Group, LLC | 5.18% | Reduce -4.9% | 557,435 | $19.3M |
| Cetera Investment Advisers | 0.04% | Add +26.6% | 484,371 | $16.7M |
| PFS Partners, LLC | 8.08% | Add +2.1% | 369,965 | $12.8M |
| Aptus Capital Advisors, LLC | 0.17% | Reduce -2.7% | 264,971 | $9.2M |
| Financial Guidance Group, Inc. | 5.63% | Reduce -2.7% | 264,876 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.1% | 198,939 | $6.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +90.8% | 163,215 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +17.2% | 162,140 | $5.6M |
| AIFG Consultants Ltd. | 3.83% | Reduce -4.2% | 148,899 | $5.1M |
| Harbour Investments, Inc. | 0.13% | Reduce -45.8% | 111,417 | $3.9M |
| Blue Bell Private Wealth Management, LLC | 0.75% | Reduce -1.4% | 105,221 | $3.6M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -0.9% | 86,520 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -20.4% | 84,397 | $2.9M |
| Diversify Advisory Services, LLC | 0.15% | New | 81,285 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | New | 80,685 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -24.1% | 73,539 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +79.7% | 71,922 | $2.5M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +0.4% | 58,070 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +191.1% | 50,020 | $1.7M |
| Arkadios Wealth Advisors | 0.11% | Reduce -0.3% | 46,901 | $1.6M |
| HBK Sorce Advisory LLC | 0.05% | Add +2.4% | 41,806 | $1.4M |
| Insigneo Advisory Services, LLC | 0.16% | Reduce -2.4% | 42,405 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.4% | 41,295 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -0.3% | 35,323 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +222.8% | 26,379 | $912K |
| Janney Montgomery Scott LLC | 0.00% | No change | 26,100 | $902K |
| Octavia Wealth Advisors, LLC | 0.12% | No change | 26,002 | $899K |
| Mutual Advisors, LLC | 0.03% | No change | 25,101 | $871K |
| Old Mission Capital LLC | 0.02% | New | 23,118 | $799K |
| Bouchey Financial Group, Ltd. | 0.07% | Add +135.9% | 22,333 | $772K |
| Strategic Blueprint, LLC | 0.05% | Reduce -7.7% | 21,621 | $747K |
| First Heartland Consultants, Inc. | 0.07% | Add +52.3% | 19,539 | $675K |
| Virtue Capital Management, LLC | 0.11% | Add +0.5% | 17,902 | $624K |
| Foguth Wealth Management, LLC. | 0.27% | Add +44.3% | 17,565 | $607K |
| Bison Wealth, LLC | 0.10% | No change | 17,480 | $588K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -1.3% | 16,485 | $570K |
| LM Advisors LLC | 0.11% | No change | 15,380 | $531K |
| HBW Advisory Services LLC | 0.09% | New | 14,962 | $517K |
| Silver Oak Securities, Incorporated | 0.08% | Add +99.0% | 14,690 | $508K |
| Independent Financial Group, LLC | 0.02% | New | 11,707 | $405K |
| Citadel Advisors | 0.00% | New | 11,703 | $405K |
| Mariner, LLC | 0.00% | New | 11,509 | $398K |
| GTS Securities LLC | 0.01% | Reduce -4.3% | 9,901 | $342K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +12.8% | 9,605 | $332K |
| FSB Premier Wealth Management, Inc. | 0.14% | No change | 9,243 | $320K |
| Stonebridge Financial Planning Group, LLC | 0.16% | Add +41.3% | 9,115 | $315K |
| Avantax Advisory Services, Inc. | 0.00% | Add +12.3% | 8,670 | $300K |
| Objectivity Squared, LLC | 0.21% | New | 7,924 | $277K |
| Wolverine Trading, LLC | 0.00% | New | 7,765 | $268K |
| Sequent Planning LLC | 0.08% | Reduce -4.4% | 7,104 | $246K |
| PFG Advisors | 0.02% | Add +15.0% | 6,900 | $239K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,744 | $233K |
| Regions Financial Corp. | 0.00% | New | 6,193 | $214K |
| Triumph Capital Management | 0.08% | Reduce -83.3% | 6,000 | $207K |
| Millington Financial Advisors, LLC | 0.14% | New | 5,996 | $207K |
| Regal Investment Advisors LLC | 0.01% | New | 5,855 | $202K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +31.0% | 3,692 | $128K |
| Comerica Bank | 0.00% | No change | 3,643 | $126K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Add +101.3% | 3,633 | $126K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,532 | $122K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 3,300 | $114K |
| Global Retirement Partners, LLC | 0.00% | Add +232.6% | 2,042 | $71K |
| IFP Advisors, Inc | 0.00% | Reduce -60.1% | 1,958 | $68K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 1,339 | $46K |
| Lanark Financial, Inc. | 0.00% | No change | 840 | $29K |
| Integrity Financial Corp | 0.02% | New | 737 | $25K |
| Principal Securities, Inc. | 0.00% | No change | 732 | $25K |
| UBS Group AG | 0.00% | New | 578 | $20K |
| Morgan Stanley | 0.00% | New | 511 | $18K |
| JPMorgan Chase & Co. | 0.00% | No change | 196 | $7K |
| 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.