FT Vest US Equity Enhance &XMARETF

13F holders, Q2 2025 (June 30)
76holders +2
9new positions
8sold out
$38.30avg. 13F price*

At the end of Q2 2025, 76 institutions reported holding FT Vest US Equity Enhance & (XMAR) in their 13F filings, up 2 from Q1 2025. 9 opened new positions and 8 sold out. The largest holders were Cetera Investment Advisers ($15.9M), PFS Partners, LLC ($12.2M) and Americana Partners, LLC ($8.2M).

Company
FT Vest US Equity Enhance &
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$14.7M
Exits8$2.0M

All 13F filers, Q1 2025 → Q2 2025: 503,390 shares bought and 315,196 shares sold, net +188,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Cetera Investment Advisers 0.03% Add +5.0% 414,376 $15.9M
PFS Partners, LLC 6.17% Reduce -0.4% 319,883 $12.2M
Americana Partners, LLC 0.28% New 212,842 $8.2M
Envestnet Asset Management Inc. 0.00% Add +9.4% 191,307 $7.3M
Kestra Advisory Services, LLC 0.04% Add +5.8% 188,787 $7.2M
Commonwealth Equity Services, LLC 0.01% Add +7.9% 188,579 $7.2M
Financial Guidance Group, Inc. 2.94% Reduce -1.4% 158,247 $6.1M
Aptus Capital Advisors, LLC 0.06% Reduce -1.4% 158,247 $6.1M
Osaic Holdings, Inc. 0.01% Add +1.3% 104,994 $4.0M
Blue Bell Private Wealth Management, LLC 0.63% Reduce -0.1% 98,752 $3.8M
REAP Financial Group, LLC 0.84% Reduce -34.2% 93,557 $3.6M
Bison Wealth, LLC 0.28% Reduce -33.3% 93,557 $3.6M
Foundations Investment Advisors, LLC 0.05% Reduce -2.3% 79,359 $3.0M
Invenio Wealth Partners LLC 1.10% New 72,269 $2.8M
LPL Financial LLC 0.00% Reduce -0.5% 68,986 $2.6M
Kestra Private Wealth Services, LLC 0.04% Reduce -5.7% 66,879 $2.6M
First Trust Advisors LP 0.00% New 60,945 $2.3M
Harbour Investments, Inc. 0.06% Add +8.8% 57,743 $2.2M
CreativeOne Wealth, LLC 0.05% Add +12.2% 50,418 $1.9M
Insigneo Advisory Services, LLC 0.14% No change 42,555 $1.6M
Diversify Advisory Services, LLC 0.06% Add +0.1% 41,628 $1.6M
Old Mission Capital LLC 0.04% Add +197.3% 39,013 $1.5M
HBK Sorce Advisory LLC 0.04% No change 38,649 $1.5M
Brookstone Capital Management 0.02% Add +4.0% 34,193 $1.3M
MML Investors Services, LLC 0.00% Reduce -5.4% 33,786 $1.3M
Arkadios Wealth Advisors 0.04% Reduce -16.4% 33,518 $1.3M
Mutual Advisors, LLC 0.02% Reduce -0.4% 24,601 $950K
Octavia Wealth Advisors, LLC 0.10% No change 23,422 $897K
First Heartland Consultants, Inc. 0.08% Add +42.8% 22,416 $858K
Silver Oak Securities, Incorporated 0.06% Add +5.7% 18,625 $713K
Cary Street Partners Financial LLC 0.02% Reduce -0.3% 16,108 $617K
LM Advisors LLC 0.08% No change 15,380 $588K
Mariner, LLC 0.00% Add +22.7% 14,958 $573K
Independent Financial Group, LLC 0.01% Reduce -0.2% 14,158 $542K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.3% 13,841 $530K
QTR Family Wealth, LLC 0.32% Reduce -2.8% 13,517 $518K
Atria Investments, Inc 0.00% Add +37.8% 10,730 $411K
Sequent Planning LLC 0.13% Reduce -2.5% 10,696 $410K
IMG Wealth Management, Inc. 0.31% No change 10,300 $394K
B. Riley Wealth Advisors, Inc. 0.02% No change 10,000 $383K
Janney Montgomery Scott LLC 0.00% Add +41.9% 9,600 $368K
Bullseye Investment Management, LLC 0.23% No change 9,937 $365K
HBW Advisory Services LLC 0.04% Reduce -26.8% 9,035 $346K
Consolidated Portfolio Review Corp 0.04% New 8,464 $324K
VestGen Investment Management 0.23% Add +13.2% 8,258 $316K
Lakeridge Wealth Management LLC 0.13% No change 7,194 $275K
Regal Investment Advisors LLC 0.02% New 6,905 $264K
Cresset Asset Management, LLC 0.00% No change 6,744 $258K
Uptick Partners, LLC 0.07% Add +16.5% 6,701 $257K
Millington Financial Advisors, LLC 0.12% New 6,131 $236K
PFG Advisors 0.01% Add +7.5% 6,130 $235K
Triumph Capital Management 0.07% No change 6,000 $230K
Avantax Advisory Services, Inc. 0.00% Reduce -1.8% 5,960 $228K
Barclays PLC 0.00% Add +44.5% 5,765 $221K
Foguth Wealth Management, LLC. 0.05% Reduce -53.3% 5,647 $216K
Signal Advisors Wealth, LLC 0.02% Reduce -53.3% 5,647 $216K
Stonebridge Financial Planning Group, LLC 0.09% New 5,400 $207K
FSB Premier Wealth Management, Inc. 0.07% New 5,319 $204K
Key Client Fiduciary Advisors, LLC 0.08% New 5,253 $201K
DHJJ Financial Advisors, Ltd. 0.05% Add +7.3% 3,959 $152K
Comerica Bank 0.00% No change 3,643 $140K
Tanglewood Legacy Advisors, LLC 0.05% No change 3,300 $126K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.8% 3,021 $116K
JPMorgan Chase & Co. 0.00% Reduce -97.9% 2,611 $100K
UBS Group AG 0.00% Reduce -29.9% 2,515 $96K
Royal Bank of Canada 0.00% Add +27.6% 1,589 $61K
IFP Advisors, Inc 0.00% Reduce -35.1% 978 $37K
Lanark Financial, Inc. 0.00% No change 840 $32K
TruNorth Capital Management, LLC 0.01% No change 800 $31K
Integrity Financial Corp 0.01% No change 737 $28K
Morgan Stanley 0.00% No change 511 $20K
Geneos Wealth Management Inc. 0.00% No change 475 $18K
AE Wealth Management LLC 0.00% Reduce -1.0% 292 $11K
Principal Securities, Inc. 0.00% Reduce -68.3% 232 $9K
Wood Tarver Financial Group, LLC 0.00% No change 148 $5K
Evolution Wealth Management Inc. 0.01% — 120 $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.