FT Vest US Equity Enhance &XMARETF
13F holders, Q4 2024 (December 31)74holders +1
12new positions
14sold out
1famous investor
$36.20avg. 13F price*
At the end of Q4 2024, 74 institutions reported holding FT Vest US Equity Enhance & (XMAR) in their 13F filings, up 1 from Q3 2024. 12 opened new positions and 14 sold out. The largest holders were Cetera Investment Advisers ($14.5M), PFS Partners, LLC ($13.0M) and Envestnet Asset Management Inc. ($7.2M). 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
- 33740F474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.8M |
| Exits | 14 | $7.6M |
All 13F filers, Q3 2024 → Q4 2024: 271,303 shares bought and 922,121 shares sold, net −650,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Cetera Investment Advisers | 0.03% | Reduce -12.9% | 401,004 | $14.5M |
| PFS Partners, LLC | 7.05% | Reduce -0.5% | 357,800 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +403.0% | 200,037 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.6% | 179,733 | $6.5M |
| Financial Guidance Group, Inc. | 3.22% | Reduce -37.8% | 162,300 | $5.9M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -37.8% | 162,300 | $5.9M |
| Bison Wealth, LLC | 0.72% | — | 161,970 | $5.9M |
| REAP Financial Group, LLC | 1.45% | Reduce -65.9% | 161,850 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.0% | 159,723 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.6% | 111,502 | $4.0M |
| Harbour Investments, Inc. | 0.10% | Reduce -3.0% | 100,062 | $3.6M |
| Blue Bell Private Wealth Management, LLC | 0.68% | Reduce -3.5% | 99,297 | $3.6M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -0.8% | 82,796 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -11.0% | 75,666 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -0.8% | 72,374 | $2.6M |
| Diversify Advisory Services, LLC | 0.12% | Reduce -18.3% | 58,306 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.9% | 50,340 | $1.8M |
| CreativeOne Wealth, LLC | 0.05% | Add +71.1% | 47,307 | $1.7M |
| Insigneo Advisory Services, LLC | 0.16% | Add +0.3% | 42,555 | $1.5M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -2.3% | 39,845 | $1.4M |
| Arkadios Wealth Advisors | 0.08% | Reduce -15.3% | 38,745 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +2.8% | 36,749 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -13.6% | 33,272 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -0.9% | 33,195 | $1.2M |
| Mutual Advisors, LLC | 0.03% | No change | 25,101 | $914K |
| Octavia Wealth Advisors, LLC | 0.10% | Reduce -3.7% | 23,422 | $848K |
| Silver Oak Securities, Incorporated | 0.07% | Add +12.2% | 19,353 | $701K |
| Citadel Advisors | 0.00% | Add +37.0% | 18,732 | $678K |
| Sage Capital Advisors,llc | 0.17% | New | 18,482 | $669K |
| Cary Street Partners Financial LLC | 0.02% | — | 16,224 | $587K |
| Atria Investments, Inc | 0.01% | New | 16,043 | $581K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -32.8% | 15,901 | $576K |
| LM Advisors LLC | 0.10% | No change | 15,380 | $557K |
| Bison Wealth, LLC | 0.12% | Reduce -1.9% | 15,178 | $549K |
| Strategic Blueprint, LLC | 0.03% | Reduce -4.7% | 14,786 | $535K |
| Independent Financial Group, LLC | 0.02% | Add +15.8% | 14,489 | $525K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -1.5% | 13,249 | $480K |
| Foguth Wealth Management, LLC. | 0.12% | Reduce -7.0% | 12,466 | $455K |
| HBW Advisory Services LLC | 0.05% | Reduce -8.9% | 12,347 | $447K |
| Mariner, LLC | 0.00% | Reduce -0.3% | 11,480 | $416K |
| Bullseye Investment Management, LLC | 0.27% | New | 10,667 | $386K |
| IMG Wealth Management, Inc. | 0.34% | — | 10,300 | $373K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,034 | $327K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 8,943 | $324K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.2% | 8,656 | $313K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.0% | 8,265 | $299K |
| VestGen Investment Management | 0.08% | New | 7,692 | $278K |
| AIFG Consultants Ltd. | 0.44% | Reduce -86.0% | 7,401 | $268K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,744 | $244K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Reduce -29.2% | 6,450 | $233K |
| Sequent Planning LLC | 0.08% | Reduce -14.8% | 6,142 | $222K |
| PFG Advisors | 0.01% | Reduce -11.6% | 6,100 | $221K |
| Triumph Capital Management | 0.07% | No change | 6,000 | $217K |
| FSB Premier Wealth Management, Inc. | 0.08% | Reduce -34.9% | 5,828 | $211K |
| Uptick Partners, LLC | 0.08% | No change | 5,752 | $208K |
| FWG Investments, LLC. | 0.16% | New | 5,536 | $200K |
| Barclays PLC | 0.00% | Add +26.6% | 5,526 | $200K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.3% | 3,702 | $135K |
| Comerica Bank | 0.00% | No change | 3,643 | $132K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 3,633 | $132K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 3,451 | $125K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 3,300 | $119K |
| IFP Advisors, Inc | 0.00% | No change | 1,958 | $71K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,774 | $64K |
| Integrity Financial Corp | 0.02% | No change | 737 | $27K |
| Principal Securities, Inc. | 0.00% | No change | 732 | $26K |
| GeoWealth Management, LLC | 0.00% | New | 667 | $24K |
| Morgan Stanley | 0.00% | No change | 511 | $18K |
| Geneos Wealth Management Inc. | 0.00% | New | 475 | $17K |
| UBS Group AG | 0.00% | Reduce -96.7% | 392 | $14K |
| AE Wealth Management LLC | 0.00% | New | 295 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 250 | $9K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 148 | $5K |
| JPMorgan Chase & Co. | 0.00% | New | 41 | $2K |
"% 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.