FT Vest U.S. Equity EnhanceXSEPETF
13F holders, Q1 2025 (March 31)59holders −2
6new positions
6sold out
1famous investor
$38.63avg. 13F price*
At the end of Q1 2025, 59 institutions reported holding FT Vest U.S. Equity Enhance (XSEP) in their 13F filings, down 2 from Q4 2024. 6 opened new positions and 6 sold out. The largest holders were Commonwealth Equity Services, LLC ($10.6M), Great Valley Advisor Group, Inc. ($7.6M) and Cetera Investment Advisers ($7.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest U.S. Equity Enhance
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740U810
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.9M |
| Exits | 6 | $3.2M |
All 13F filers, Q4 2024 → Q1 2025: 444,178 shares bought and 238,277 shares sold, net +205,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -17.8% | 274,185 | $10.6M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +233.6% | 197,519 | $7.6M |
| Cetera Investment Advisers | 0.01% | Add +62.3% | 196,349 | $7.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -4.1% | 187,121 | $7.2M |
| Osaic Holdings, Inc. | 0.02% | Add +7.1% | 176,344 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +242.7% | 170,585 | $6.6M |
| Brookstone Capital Management | 0.04% | Reduce -2.1% | 76,789 | $3.0M |
| Chris Bulman Inc | 1.81% | Reduce -3.9% | 74,325 | $2.9M |
| Millington Financial Advisors, LLC | 1.54% | Reduce -22.1% | 66,472 | $2.5M |
| Kraematon Investment Advisors, Inc. | 2.29% | Reduce -2.0% | 58,137 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -15.1% | 58,101 | $2.2M |
| First Heartland Consultants, Inc. | 0.18% | Add +39.9% | 45,080 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -22.5% | 42,233 | $1.6M |
| Old Mission Capital LLC | 0.02% | Reduce -5.2% | 28,002 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +248.7% | 25,987 | $1.0M |
| Uptick Partners, LLC | 0.33% | Reduce -2.3% | 25,234 | $976K |
| Clear Point Advisors Inc. | 0.75% | Reduce -0.9% | 21,637 | $837K |
| Mutual Advisors, LLC | 0.02% | Reduce -8.2% | 21,374 | $820K |
| Diligent Investors, LLC | 0.19% | No change | 20,452 | $791K |
| Ameriprise Financial Inc. | 0.00% | Reduce -42.0% | 19,691 | $761K |
| Citadel Advisors | 0.00% | New | 19,366 | $749K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -35.4% | 16,564 | $640K |
| Silver Oak Securities, Incorporated | 0.06% | Add +58.4% | 16,428 | $633K |
| LPL Financial LLC | 0.00% | Add +28.4% | 14,727 | $569K |
| Brass Tax Wealth Management, Inc. | 0.11% | Reduce -0.2% | 13,181 | $510K |
| Integrated Advisors Network LLC | 0.02% | No change | 12,555 | $485K |
| Sequent Planning LLC | 0.15% | No change | 11,062 | $428K |
| Atria Investments, Inc | 0.01% | New | 10,340 | $400K |
| Diversify Advisory Services, LLC | 0.02% | No change | 9,824 | $378K |
| QTR Family Wealth, LLC | 0.27% | — | 9,394 | $363K |
| StoneX Group Inc. | 0.02% | Reduce -0.5% | 9,126 | $353K |
| REAP Financial Group, LLC | 0.08% | Reduce -1.3% | 8,728 | $337K |
| Bison Wealth, LLC | 0.03% | Reduce -1.3% | 8,728 | $337K |
| Integrity Financial Corp | 0.19% | No change | 8,724 | $337K |
| Financial Guidance Group, Inc. | 0.17% | Reduce -4.7% | 8,200 | $317K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.7% | 8,200 | $317K |
| Grant Street Asset Management, Inc. | 0.08% | Reduce -7.0% | 8,195 | $317K |
| UBS Group AG | 0.00% | Add +887.2% | 7,927 | $307K |
| AE Wealth Management LLC | 0.00% | Reduce -51.8% | 7,836 | $303K |
| LifeWealth Investments, LLC | 0.14% | New | 7,689 | $297K |
| Wood Tarver Financial Group, LLC | 0.09% | No change | 7,275 | $281K |
| Arlington Capital Management, Inc. | 0.21% | Add +0.6% | 7,072 | $273K |
| IMG Wealth Management, Inc. | 0.23% | No change | 6,755 | $261K |
| VestGen Investment Management | 0.20% | New | 6,693 | $259K |
| IFP Advisors, Inc | 0.01% | No change | 6,497 | $251K |
| Corient Private Wealth LP | 0.00% | No change | 6,200 | $240K |
| Echo Wealth Management, LLC | 0.16% | Reduce -0.4% | 6,051 | $234K |
| NWF Advisory Services Inc. | 0.03% | New | 5,710 | $221K |
| Truist Financial Corp. | 0.00% | No change | 5,264 | $204K |
| PFS Partners, LLC | 0.07% | Add +4.0% | 3,384 | $131K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.1% | 3,368 | $130K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,400 | $93K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,985 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,481 | $57K |
| Barclays PLC | 0.00% | Reduce -74.4% | 1,338 | $52K |
| MAI Capital Management | 0.00% | No change | 1,103 | $43K |
| Royal Bank of Canada | 0.00% | Reduce -17.2% | 1,033 | $40K |
| Assetmark, Inc. | 0.00% | New | 162 | $6K |
| Morgan Stanley | 0.00% | No change | 40 | $2K |
"% of holder's portfolio" is XSEP's weight in each manager's 13F, not the share of FT Vest U.S. Equity Enhance the manager owns.