FT Vest US Equity Enhance &XOCTETF
13F holders, Q2 2024 (June 30)23holders +1
5new positions
4sold out
1famous investor
$33.41avg. 13F price*
At the end of Q2 2024, 23 institutions reported holding FT Vest US Equity Enhance & (XOCT) in their 13F filings, up 1 from Q1 2024. 5 opened new positions and 4 sold out. The largest holders were Objectivity Squared, LLC ($15.7M), Americana Partners, LLC ($15.5M) and Envestnet Asset Management Inc. ($3.5M). 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
- 33740F367
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.8M |
| Exits | 4 | $999K |
All 13F filers, Q1 2024 → Q2 2024: 331,762 shares bought and 141,948 shares sold, net +189,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Objectivity Squared, LLC | 11.97% | Reduce -1.1% | 467,479 | $15.7M |
| Americana Partners, LLC | 1.22% | Add +2.4% | 464,264 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | New | 105,275 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +197.7% | 100,355 | $3.4M |
| LPL Financial LLC | 0.00% | Add +933.0% | 87,877 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 76,781 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -22.4% | 61,128 | $2.0M |
| Corrado Advisors, LLC | 1.05% | Reduce -2.5% | 48,741 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.8% | 46,047 | $1.5M |
| CreativeOne Wealth, LLC | 0.06% | New | 33,298 | $1.1M |
| Bullseye Investment Management, LLC | 0.52% | Reduce -15.3% | 22,281 | $748K |
| Sage Capital Advisors,llc | 0.18% | New | 18,993 | $634K |
| Atria Investments, Inc | 0.01% | New | 15,622 | $521K |
| Citadel Advisors | 0.00% | Reduce -21.0% | 14,893 | $497K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -6.2% | 8,772 | $293K |
| Uptick Partners, LLC | 0.18% | No change | 7,266 | $239K |
| Arlington Capital Management, Inc. | 0.18% | Reduce -4.0% | 6,061 | $202K |
| UBS Group AG | 0.00% | Add +2450.0% | 1,632 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,200 | $40K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 660 | $22K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 518 | $17K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 303 | $10K |
| Royal Bank of Canada | 0.00% | New | 99 | $3K |
"% of holder's portfolio" is XOCT's weight in each manager's 13F, not the share of FT Vest US Equity Enhance & the manager owns.