FT Vest US Equity Enhance &XOCTETF
13F holders, Q1 2025 (March 31)32holders −1
4new positions
4sold out
$33.57avg. 13F price*
At the end of Q1 2025, 32 institutions reported holding FT Vest US Equity Enhance & (XOCT) in their 13F filings, down 1 from Q4 2024. 4 opened new positions and 4 sold out. The largest holders were Sequent Planning LLC ($17.7M), Objectivity Squared, LLC ($15.9M) and Cetera Investment Advisers ($5.5M).
- Company
- FT Vest US Equity Enhance &
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740F367
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 4 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 92,225 shares bought and 96,914 shares sold, net −4,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Sequent Planning LLC | 6.39% | Add +0.4% | 524,167 | $17.7M |
| Objectivity Squared, LLC | 13.33% | Reduce -2.1% | 483,277 | $15.9M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 161,260 | $5.5M |
| Susquehanna International Group, LLP | 0.00% | Add +140.1% | 80,776 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 76,146 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.8% | 68,328 | $2.3M |
| Secured Retirement Advisors, LLC | 0.86% | Add +7.4% | 39,622 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.6% | 30,498 | $1.0M |
| Diligent Investors, LLC | 0.22% | No change | 26,373 | $892K |
| LPL Financial LLC | 0.00% | Add +33.0% | 19,851 | $672K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 19,647 | $665K |
| Ignite Planners, LLC | 0.10% | New | 15,416 | $522K |
| Bullseye Investment Management, LLC | 0.30% | Reduce -13.3% | 13,996 | $474K |
| REAP Financial Group, LLC | 0.11% | No change | 12,826 | $434K |
| Bison Wealth, LLC | 0.04% | No change | 12,826 | $434K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 12,784 | $433K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,560 | $324K |
| LVZ, Inc. | 0.04% | No change | 9,000 | $305K |
| HBK Sorce Advisory LLC | 0.01% | No change | 8,772 | $297K |
| Old Mission Capital LLC | 0.01% | New | 8,004 | $271K |
| Arlington Capital Management, Inc. | 0.20% | Add +3.0% | 7,989 | $270K |
| AE Wealth Management LLC | 0.00% | Add +4.7% | 5,843 | $198K |
| Barclays PLC | 0.00% | Reduce -7.8% | 5,379 | $182K |
| PFS Partners, LLC | 0.07% | No change | 3,918 | $133K |
| IMG Wealth Management, Inc. | 0.12% | No change | 3,890 | $132K |
| Harbour Investments, Inc. | 0.00% | No change | 3,750 | $127K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,200 | $41K |
| Ameriflex Group, Inc. | 0.01% | No change | 1,000 | $34K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 660 | $22K |
| UBS Group AG | 0.00% | New | 628 | $21K |
| IFP Advisors, Inc | 0.00% | No change | 600 | $20K |
| Wells Fargo & Company | 0.00% | No change | 346 | $12K |
"% 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.