FT Vest ENH MOD Buff - JAN (XJAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Ashton Thomas Private Wealth, LLC

DECREASED

Shares82,227 from 83,010

Change-783 (-1%)

Value$3.2M (+$43.0K)

Filed 2026-11-03

LexAurum Advisors, LLC

DECREASED

Shares53,509 from 75,837

Change-22,328 (-29%)

Value$2.1M (-$809.9K)

Filed 2026-10-19

Kraematon Investment Advisors, Inc

DECREASED

Shares46,525 from 51,115

Change-4,590 (-9%)

Value$1.8M (-$134.9K)

Filed 2026-11-02

Private Advisory Group LLC

INCREASED

Shares37,157 from 6,746

Change+30,411 (+451%)

Value$1.5M (+$1.2M)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares27,248 from 27,048

Change+200 (+1%)

Value$1.1M (+$31.9K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares21,410 from 32,521

Change-11,111 (-34%)

Value$841.3K (-$407.7K)

Filed 2026-11-02

Sigma Planning Corp

UNCHANGED

Shares16,031 from 16,031

Change0 (0%)

Value$629.9K (+$14.2K)

Filed 2026-10-23

Atria Investments, Inc

NEW

Shares13,408

Change+13,408

Value$526.9K

Filed 2026-10-15

Diligent Investors, LLC

INCREASED

Shares12,050 from 11,900

Change+150 (+1%)

Value$473.5K (+$16.5K)

Filed 2026-10-21

LVZ, Inc.

UNCHANGED

Shares9,653 from 9,653

Change0 (0%)

Value$379.3K (+$8.6K)

Filed 2026-10-20

PFS Partners, LLC

UNCHANGED

Shares9,005 from 9,005

Change0 (0%)

Value$353.8K (+$8.0K)

Filed 2026-10-21

LPL Financial LLC

DECREASED

Shares7,620 from 7,647

Change-27 (0%)

Value$299.4K (+$5.7K)

Filed 2026-11-06

BAM Wealth Management, LLC

NEW

Shares5,642

Change+5,642

Value$221.7K

Filed 2026-10-15

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares3,348 from 3,348

Change0 (0%)

Value$131.6K (+$3.0K)

Filed 2026-10-29

Barclays PLC

UNCHANGED

Shares2,588 from 2,588

Change0 (0%)

Value$101.7K (+$2.3K)

Filed 2026-11-06

Capital Investment Advisory Services, LLC

UNCHANGED

Shares1,480 from 1,480

Change0 (0%)

Value$58.2K (+$1.3K)

Filed 2026-10-30

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares448 from 448

Change0 (0%)

Value$17.6K (+$398)

Filed 2026-10-23

Farther Finance Advisors, LLC

UNCHANGED

Shares205 from 205

Change0 (0%)

Value$8.1K (+$182)

Filed 2026-10-08

Susquehanna International Group, LLP

N/A

Shares— from 43,032

Change-43,032 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 39,260

Change-39,260 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 38,789

Change-38,789 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 35,105

Change-35,105 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 31,870

Change-31,870 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 31,845

Change-31,845 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12,765

Change-12,765 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,974

Change-11,974 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 8,704

Change-8,704 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,132

Change-7,132 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 6,579

Change-6,579 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,120

Change-6,120 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 905

Change-905 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 656

Change-656 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 310

Change-310 (-100%)

Value—

UBS Group AG

N/A

Shares— from 308

Change-308 (-100%)

Value—

	Status
Ashton Thomas Private Wealth, LLC	DECREASED	82,227	83,010	-783	-1%	$3.2M	$3.2M	+$43.0K	2026-11-03
LexAurum Advisors, LLC	DECREASED	53,509	75,837	-22,328	-29%	$2.9M	$2.1M	-$809.9K	2026-10-19
Kraematon Investment Advisors, Inc	DECREASED	46,525	51,115	-4,590	-9%	$2.0M	$1.8M	-$134.9K	2026-11-02
Private Advisory Group LLC	INCREASED	37,157	6,746	+30,411	+451%	$259.1K	$1.5M	+$1.2M	2026-11-06
Kestra Advisory Services, LLC	INCREASED	27,248	27,048	+200	+1%	$1.0M	$1.1M	+$31.9K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	21,410	32,521	-11,111	-34%	$1.2M	$841.3K	-$407.7K	2026-11-02
Sigma Planning Corp	UNCHANGED	16,031	16,031	0	0%	$615.7K	$629.9K	+$14.2K	2026-10-23
Atria Investments, Inc	NEW	13,408	—	+13,408	—	—	$526.9K	—	2026-10-15
Diligent Investors, LLC	INCREASED	12,050	11,900	+150	+1%	$457.0K	$473.5K	+$16.5K	2026-10-21
LVZ, Inc.	UNCHANGED	9,653	9,653	0	0%	$370.7K	$379.3K	+$8.6K	2026-10-20
PFS Partners, LLC	UNCHANGED	9,005	9,005	0	0%	$345.8K	$353.8K	+$8.0K	2026-10-21
LPL Financial LLC	DECREASED	7,620	7,647	-27	0%	$293.7K	$299.4K	+$5.7K	2026-11-06
BAM Wealth Management, LLC	NEW	5,642	—	+5,642	—	—	$221.7K	—	2026-10-15
Blue Bell Private Wealth Management, LLC	UNCHANGED	3,348	3,348	0	0%	$128.6K	$131.6K	+$3.0K	2026-10-29
Barclays PLC	UNCHANGED	2,588	2,588	0	0%	$99.4K	$101.7K	+$2.3K	2026-11-06
Capital Investment Advisory Services, LLC	UNCHANGED	1,480	1,480	0	0%	$56.8K	$58.2K	+$1.3K	2026-10-30
Dhjj Financial Advisors, Ltd.	UNCHANGED	448	448	0	0%	$17.2K	$17.6K	+$398	2026-10-23
Farther Finance Advisors, LLC	UNCHANGED	205	205	0	0%	$7.9K	$8.1K	+$182	2026-10-08
Susquehanna International Group, LLP	N/A	—	43,032	-43,032	-100%	$1.7M	—	—	—
Cetera Investment Advisers	N/A	—	39,260	-39,260	-100%	$1.5M	—	—	—
Arkadios Wealth Advisors	N/A	—	38,789	-38,789	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	35,105	-35,105	-100%	$1.3M	—	—	—
Sequent Planning LLC	N/A	—	31,870	-31,870	-100%	$1.2M	—	—	—
Old Mission Capital LLC	N/A	—	31,845	-31,845	-100%	$1.2M	—	—	—
Arax Advisory Partners	N/A	—	12,765	-12,765	-100%	$490.2K	—	—	—
Mariner, LLC	N/A	—	11,974	-11,974	-100%	$459.9K	—	—	—
Harbour Investments, Inc.	N/A	—	8,704	-8,704	-100%	$334.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,132	-7,132	-100%	$273.9K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	6,579	-6,579	-100%	$252.7K	—	—	—
MML Investors Services, LLC	N/A	—	6,120	-6,120	-100%	$235.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,900	-1,900	-100%	$73.0K	—	—	—
JPMorgan Chase & Co	N/A	—	905	-905	-100%	$34.7K	—	—	—
Integrity Financial Corp	N/A	—	656	-656	-100%	$25.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	310	-310	-100%	$11.9K	—	—	—
UBS Group AG	N/A	—	308	-308	-100%	$11.8K	—	—	—

Showing 35 of 35 institutions