FT Vest US Equity Enhance &XOCTETF

13F holders, Q2 2025 (June 30)
36holders +4
8new positions
4sold out
$35.74avg. 13F price*

At the end of Q2 2025, 36 institutions reported holding FT Vest US Equity Enhance & (XOCT) in their 13F filings, up 4 from Q1 2025. 8 opened new positions and 4 sold out. The largest holders were Bouchey Financial Group, Ltd. ($28.1M), Sequent Planning LLC ($18.6M) and Objectivity Squared, LLC ($16.5M).

Company
FT Vest US Equity Enhance &
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 2025)
CUSIP
33740F367
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 22Q1 2024Q2 2024: 23Q2 2024Q3 2024: 21Q3 2024Q4 2024: 33Q4 2024Q1 2025: 32Q1 2025Q2 2025: 36Q2 2025Q3 2025: 35Q3 2025Q4 2025: 39Q4 2025Q1 2026: 37Q1 2026Q2 2026: 44Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$34.5M
Exits4$596K

All 13F filers, Q1 2025 → Q2 2025: 1,176,219 shares bought and 149,418 shares sold, net +1,026,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders

Bouchey Financial Group, Ltd. 2.33% New 785,338 $28.1M
Sequent Planning LLC 5.88% Reduce -0.9% 519,199 $18.6M
Objectivity Squared, LLC 11.31% Reduce -4.8% 460,233 $16.5M
Cetera Investment Advisers 0.01% Add +49.1% 240,480 $8.6M
Envestnet Asset Management Inc. 0.00% Add +653.3% 148,003 $5.3M
Americana Partners, LLC 0.15% New 118,595 $4.2M
Kestra Advisory Services, LLC 0.01% Add +2.9% 70,330 $2.5M
Commonwealth Equity Services, LLC 0.00% Reduce -36.3% 48,483 $1.7M
Secured Retirement Advisors, LLC 0.86% Add +2.4% 40,557 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -3.0% 29,591 $1.1M
Diligent Investors, LLC 0.22% Reduce -0.1% 26,348 $942K
CreativeOne Wealth, LLC 0.02% New 23,161 $828K
LPL Financial LLC 0.00% Add +2.9% 20,417 $730K
Ignite Planners, LLC 0.10% Reduce -1.0% 15,266 $549K
Bullseye Investment Management, LLC 0.30% No change 13,996 $474K
Ashton Thomas Private Wealth, LLC 0.02% No change 12,784 $457K
REAP Financial Group, LLC 0.11% Reduce -0.8% 12,729 $455K
Bison Wealth, LLC 0.04% Reduce -0.8% 12,729 $455K
Jane Street Group, LLC 0.00% New 10,267 $367K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.2% 9,065 $324K
LVZ, Inc. 0.04% No change 9,000 $322K
Atria Investments, Inc 0.00% New 8,935 $319K
HBK Sorce Advisory LLC 0.01% No change 8,772 $314K
Susquehanna International Group, LLP 0.00% Reduce -91.0% 7,275 $260K
VestGen Investment Management 0.19% New 7,252 $259K
AE Wealth Management LLC 0.00% Add +4.5% 6,103 $218K
Pitti Group Wealth Management, LLC 0.18% New 5,696 $204K
Uptick Partners, LLC 0.06% New 5,636 $201K
Barclays PLC 0.00% Reduce -15.8% 4,529 $162K
PFS Partners, LLC 0.07% No change 3,918 $140K
IMG Wealth Management, Inc. 0.11% No change 3,890 $139K
Harbour Investments, Inc. 0.00% No change 3,750 $134K
Steward Partners Investment Advisory, LLC 0.00% No change 1,200 $43K
DHJJ Financial Advisors, Ltd. 0.01% No change 660 $24K
IFP Advisors, Inc 0.00% No change 600 $21K
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.