FT Vest US Equity Enhance &XMARETF

13F holders, Q1 2025 (March 31)
74holders
9new positions
8sold out
1famous investor
$36.74avg. 13F price*

At the end of Q1 2025, 74 institutions reported holding FT Vest US Equity Enhance & (XMAR) in their 13F filings, unchanged from Q4 2024. 9 opened new positions and 8 sold out. The largest holders were Cetera Investment Advisers ($14.5M), PFS Partners, LLC ($11.8M) and Kestra Advisory Services, LLC ($6.6M). 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
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$2.1M
Exits8$2.0M

All 13F filers, Q4 2024 → Q1 2025: 214,839 shares bought and 361,671 shares sold, net −146,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 74 holders

Cetera Investment Advisers 0.03% Reduce -1.6% 394,714 $14.5M
PFS Partners, LLC 6.28% Reduce -10.3% 321,093 $11.8M
Kestra Advisory Services, LLC 0.03% Add +11.8% 178,504 $6.6M
Envestnet Asset Management Inc. 0.00% Reduce -12.6% 174,931 $6.4M
Commonwealth Equity Services, LLC 0.01% Reduce -2.8% 174,745 $6.4M
Financial Guidance Group, Inc. 3.19% Reduce -1.1% 160,550 $5.9M
Aptus Capital Advisors, LLC 0.07% Reduce -1.1% 160,550 $5.9M
REAP Financial Group, LLC 1.29% Reduce -12.2% 142,106 $5.2M
Bison Wealth, LLC 0.48% Reduce -13.4% 140,271 $5.2M
JPMorgan Chase & Co. 0.00% Add +307126.8% 125,963 $4.6M
Osaic Holdings, Inc. 0.01% Reduce -7.0% 103,675 $3.8M
Blue Bell Private Wealth Management, LLC 0.69% Reduce -0.4% 98,860 $3.6M
Foundations Investment Advisors, LLC 0.06% Reduce -1.9% 81,245 $3.0M
Kestra Private Wealth Services, LLC 0.04% Reduce -2.0% 70,947 $2.6M
LPL Financial LLC 0.00% Reduce -8.4% 69,306 $2.5M
Harbour Investments, Inc. 0.06% Reduce -47.0% 53,082 $2.0M
CreativeOne Wealth, LLC 0.05% Reduce -5.0% 44,957 $1.7M
Insigneo Advisory Services, LLC 0.16% No change 42,555 $1.6M
Diversify Advisory Services, LLC 0.09% Reduce -28.7% 41,566 $1.5M
Arkadios Wealth Advisors 0.06% Add +3.5% 40,100 $1.5M
HBK Sorce Advisory LLC 0.04% Reduce -3.0% 38,649 $1.4M
MML Investors Services, LLC 0.00% Add +7.3% 35,711 $1.3M
Brookstone Capital Management 0.02% Reduce -0.9% 32,887 $1.2M
Mutual Advisors, LLC 0.03% Reduce -1.6% 24,701 $901K
Octavia Wealth Advisors, LLC 0.10% No change 23,422 $861K
Silver Oak Securities, Incorporated 0.06% Reduce -9.0% 17,615 $646K
Cary Street Partners Financial LLC 0.02% Reduce -0.4% 16,152 $594K
First Heartland Consultants, Inc. 0.06% Reduce -1.3% 15,698 $577K
LM Advisors LLC 0.10% No change 15,380 $564K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -70.0% 15,096 $555K
Independent Financial Group, LLC 0.02% Reduce -2.1% 14,185 $521K
QTR Family Wealth, LLC 0.39% — 13,908 $511K
Old Mission Capital LLC 0.01% New 13,123 $482K
HBW Advisory Services LLC 0.06% No change 12,347 $454K
Mariner, LLC 0.00% Add +6.2% 12,190 $448K
Foguth Wealth Management, LLC. 0.11% Reduce -3.1% 12,083 $444K
Signal Advisors Wealth, LLC 0.04% Reduce -8.8% 12,083 $444K
Sequent Planning LLC 0.15% Add +78.6% 10,969 $403K
Virtue Capital Management, LLC 0.04% New 10,327 $379K
IMG Wealth Management, Inc. 0.34% No change 10,300 $378K
B. Riley Wealth Advisors, Inc. 0.01% New 10,000 $367K
Bullseye Investment Management, LLC 0.23% Reduce -6.8% 9,937 $365K
Susquehanna International Group, LLP 0.00% Reduce -75.7% 8,950 $329K
Strategic Blueprint, LLC 0.02% Reduce -44.0% 8,281 $304K
Atria Investments, Inc 0.00% Reduce -51.5% 7,787 $286K
VestGen Investment Management 0.20% Reduce -5.2% 7,293 $268K
Lakeridge Wealth Management LLC 0.13% New 7,194 $264K
Wolverine Trading, LLC 0.01% New 6,787 $249K
Janney Montgomery Scott LLC 0.00% Reduce -18.1% 6,765 $249K
Cresset Asset Management, LLC 0.00% No change 6,744 $248K
AIFG Consultants Ltd. 0.39% Reduce -12.9% 6,448 $237K
Jane Street Group, LLC 0.00% New 6,394 $235K
Citadel Advisors 0.00% Reduce -67.0% 6,190 $227K
Avantax Advisory Services, Inc. 0.00% Reduce -29.9% 6,067 $223K
Triumph Capital Management 0.07% No change 6,000 $220K
Uptick Partners, LLC 0.07% No change 5,752 $211K
PFG Advisors 0.01% Reduce -6.6% 5,700 $209K
Barclays PLC 0.00% Reduce -27.8% 3,990 $147K
DHJJ Financial Advisors, Ltd. 0.05% Add +1.5% 3,688 $136K
Comerica Bank 0.00% No change 3,643 $134K
UBS Group AG 0.00% Add +815.6% 3,589 $132K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.0% 3,349 $123K
Tanglewood Legacy Advisors, LLC 0.05% No change 3,300 $121K
Hollencrest Capital Management 0.00% New 1,683 $62K
IFP Advisors, Inc 0.00% Reduce -23.0% 1,508 $55K
Royal Bank of Canada 0.00% New 1,245 $46K
Lanark Financial, Inc. 0.00% — 840 $30K
TruNorth Capital Management, LLC 0.01% New 800 $29K
Integrity Financial Corp 0.02% No change 737 $27K
Principal Securities, Inc. 0.00% No change 732 $26K
Morgan Stanley 0.00% No change 511 $19K
Geneos Wealth Management Inc. 0.00% No change 475 $17K
AE Wealth Management LLC 0.00% No change 295 $11K
Wood Tarver Financial Group, LLC 0.00% No change 148 $5K

"% 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.