FT Vest US Equity Enhance &XOCTETF
13F holders, Q4 2024 (December 31)33holders +12
14new positions
5sold out
1famous investor
$34.19avg. 13F price*
At the end of Q4 2024, 33 institutions reported holding FT Vest US Equity Enhance & (XOCT) in their 13F filings, up 12 from Q3 2024. 14 opened new positions and 5 sold out. The largest holders were Sequent Planning LLC ($17.9M), Objectivity Squared, LLC ($16.8M) and Cetera Investment Advisers ($5.5M). 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 (Q4 2024)
- CUSIP
- 33740F367
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $23.0M |
| Exits | 5 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 872,821 shares bought and 90,282 shares sold, net +782,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Sequent Planning LLC | 6.55% | New | 521,948 | $17.9M |
| Objectivity Squared, LLC | 11.71% | Add +5.7% | 493,832 | $16.8M |
| Cetera Investment Advisers | 0.01% | Add +1201.9% | 160,139 | $5.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.0% | 78,012 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.1% | 74,115 | $2.5M |
| Corrado Advisors, LLC | 1.02% | Reduce -4.1% | 45,580 | $1.6M |
| Secured Retirement Advisors, LLC | 0.72% | New | 36,894 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +8.0% | 35,299 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +14.0% | 33,643 | $1.2M |
| Diligent Investors, LLC | 0.21% | New | 26,373 | $902K |
| Envestnet Asset Management Inc. | 0.00% | New | 19,954 | $683K |
| Arax Advisory Partners | 0.04% | New | 18,140 | $621K |
| Bullseye Investment Management, LLC | 0.38% | Reduce -51.3% | 16,139 | $552K |
| LPL Financial LLC | 0.00% | Reduce -23.9% | 14,924 | $511K |
| REAP Financial Group, LLC | 0.11% | New | 12,826 | $439K |
| Bison Wealth, LLC | 0.05% | — | 12,826 | $439K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 12,784 | $437K |
| LVZ, Inc. | 0.04% | New | 9,000 | $308K |
| HBK Sorce Advisory LLC | 0.01% | No change | 8,772 | $300K |
| Arlington Capital Management, Inc. | 0.18% | Add +11.9% | 7,760 | $266K |
| Citadel Advisors | 0.00% | Reduce -17.0% | 7,238 | $248K |
| Barclays PLC | 0.00% | Add +398.4% | 5,836 | $200K |
| AE Wealth Management LLC | 0.00% | New | 5,583 | $191K |
| PFS Partners, LLC | 0.07% | New | 3,918 | $134K |
| IMG Wealth Management, Inc. | 0.12% | — | 3,890 | $133K |
| Harbour Investments, Inc. | 0.00% | New | 3,750 | $128K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,200 | $41K |
| Ameriflex Group, Inc. | 0.02% | — | 1,000 | $35K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 660 | $23K |
| IFP Advisors, Inc | 0.00% | New | 600 | $21K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 357 | $12K |
| Wells Fargo & Company | 0.00% | New | 346 | $12K |
| FMR LLC | 0.00% | New | 40 | $1K |
"% 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.