FT Vest US Equity Enhance &XMARETF

13F holders, Q3 2024 (September 30)
73holders +2
9new positions
6sold out
1famous investor
$35.49avg. 13F price*

At the end of Q3 2024, 73 institutions reported holding FT Vest US Equity Enhance & (XMAR) in their 13F filings, up 2 from Q2 2024. 9 opened new positions and 6 sold out. The largest holders were REAP Financial Group, LLC ($16.8M), Cetera Investment Advisers ($16.3M) 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 (Q3 2024)
CUSIP
33740F474
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 63Q1 2024Q2 2024: 71Q2 2024Q3 2024: 73Q3 2024Q4 2024: 74Q4 2024Q1 2025: 74Q1 2025Q2 2025: 76Q2 2025Q3 2025: 71Q3 2025Q4 2025: 72Q4 2025Q1 2026: 71Q1 2026Q2 2026: 73Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions9$4.0M
Exits6$1.4M

All 13F filers, Q2 2024 → Q3 2024: 156,190 shares bought and 452,034 shares sold, net −295,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

REAP Financial Group, LLC 4.12% Reduce -14.9% 474,211 $16.8M
Cetera Investment Advisers 0.04% Reduce -4.9% 460,588 $16.3M
PFS Partners, LLC 7.35% Reduce -2.8% 359,542 $12.8M
Financial Guidance Group, Inc. 5.41% Reduce -1.5% 261,009 $9.3M
Aptus Capital Advisors, LLC 0.14% Reduce -1.5% 261,009 $9.3M
Commonwealth Equity Services, LLC 0.01% Reduce -8.2% 182,601 $6.5M
Kestra Advisory Services, LLC 0.03% Reduce -3.1% 158,093 $5.6M
Osaic Holdings, Inc. 0.01% Reduce -24.8% 121,969 $4.3M
Harbour Investments, Inc. 0.11% Reduce -7.4% 103,189 $3.7M
Blue Bell Private Wealth Management, LLC 0.70% Reduce -2.3% 102,840 $3.6M
LPL Financial LLC 0.00% Add +15.6% 85,038 $3.0M
Foundations Investment Advisors, LLC 0.06% Reduce -3.5% 83,458 $3.0M
OneDigital Investment Advisors LLC 0.03% Reduce -1.2% 79,752 $2.8M
Kestra Private Wealth Services, LLC 0.05% Reduce -13.6% 72,930 $2.6M
Diversify Advisory Services, LLC 0.14% Reduce -12.3% 71,327 $2.5M
AIFG Consultants Ltd. 1.42% Reduce -64.5% 52,863 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.7% 52,366 $1.9M
Arkadios Wealth Advisors 0.09% Reduce -2.5% 45,731 $1.6M
Insigneo Advisory Services, LLC 0.15% No change 42,405 $1.5M
HBK Sorce Advisory LLC 0.04% Reduce -2.4% 40,794 $1.4M
Envestnet Asset Management Inc. 0.00% Reduce -3.7% 39,771 $1.4M
MML Investors Services, LLC 0.01% Reduce -46.5% 38,490 $1.4M
Susquehanna International Group, LLP 0.00% Add +35.5% 35,752 $1.3M
Brookstone Capital Management 0.02% Reduce -5.2% 33,495 $1.2M
CreativeOne Wealth, LLC 0.03% New 27,649 $981K
Mutual Advisors, LLC 0.03% No change 25,101 $894K
Octavia Wealth Advisors, LLC 0.11% Reduce -6.5% 24,325 $863K
First Heartland Consultants, Inc. 0.09% Add +21.1% 23,656 $840K
Jane Street Group, LLC 0.00% New 23,094 $820K
Bouchey Financial Group, Ltd. 0.07% Reduce -3.3% 21,600 $767K
Goldman Sachs Group Inc. 0.00% New 20,298 $720K
Silver Oak Securities, Incorporated 0.06% Add +17.5% 17,255 $612K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -0.7% 16,367 $581K
Strategic Blueprint, LLC 0.03% Reduce -28.2% 15,519 $551K
Bison Wealth, LLC 0.09% Reduce -11.4% 15,478 $549K
LM Advisors LLC 0.11% No change 15,380 $546K
Citadel Advisors 0.00% Add +16.8% 13,670 $485K
HBW Advisory Services LLC 0.07% Reduce -9.4% 13,552 $481K
Signal Advisors Wealth, LLC 0.07% New 13,448 $477K
Foguth Wealth Management, LLC. 0.17% Reduce -23.7% 13,404 $475K
Independent Financial Group, LLC 0.02% Add +6.8% 12,507 $444K
UBS Group AG 0.00% Add +1970.2% 11,966 $425K
Mariner, LLC 0.00% No change 11,509 $408K
HRT Financial LP 0.00% New 11,285 $400K
Stonebridge Financial Planning Group, LLC 0.15% No change 9,115 $323K
FSB Premier Wealth Management, Inc. 0.13% Reduce -3.2% 8,949 $318K
Avantax Advisory Services, Inc. 0.00% No change 8,670 $308K
Old Mission Capital LLC 0.01% Reduce -62.8% 8,596 $305K
Janney Montgomery Scott LLC 0.00% Reduce -69.0% 8,100 $287K
Objectivity Squared, LLC 0.19% No change 7,924 $280K
Sequent Planning LLC 0.09% Add +1.5% 7,213 $256K
PFG Advisors 0.02% No change 6,900 $245K
Cresset Asset Management, LLC 0.00% No change 6,744 $239K
Quad-Cities Investment Group, LLC 0.12% Reduce -32.4% 6,493 $230K
Regions Financial Corp. 0.00% No change 6,193 $220K
Triumph Capital Management 0.08% No change 6,000 $213K
Millington Financial Advisors, LLC 0.13% No change 5,996 $213K
Uptick Partners, LLC 0.09% New 5,752 $204K
Claro Advisors Inc. 0.03% New 5,698 $202K
Barclays PLC 0.00% New 4,366 $155K
Concourse Financial Group Securities, Inc. 0.01% No change 3,692 $131K
Comerica Bank 0.00% No change 3,643 $129K
Steward Partners Investment Advisory, LLC 0.00% Add +2.9% 3,634 $129K
DHJJ Financial Advisors, Ltd. 0.05% No change 3,633 $129K
Tanglewood Legacy Advisors, LLC 0.05% No change 3,300 $117K
IFP Advisors, Inc 0.00% No change 1,958 $69K
Global Retirement Partners, LLC 0.00% Reduce -13.1% 1,774 $63K
Capital Investment Advisory Services, LLC 0.00% No change 1,339 $48K
Lanark Financial, Inc. 0.00% No change 840 $29K
Integrity Financial Corp 0.02% No change 737 $26K
Principal Securities, Inc. 0.00% No change 732 $26K
Morgan Stanley 0.00% No change 511 $18K
Northwestern Mutual Wealth Management Co. 0.00% New 334 $12K

"% 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.