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FT Vest US Equity Enhance & (XNOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
DECREASED
Shares58,675 from 59,076
Change-401 (-1%)
Value$2.4M (+$35.4K)
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
DECREASED
Shares41,593 from 46,715
Change-5,122 (-11%)
Value$1.7M (-$166.6K)
Filed 2026-10-19
Financial Guidance Group, Inc.
UNCHANGED
Shares28,300 from 28,300
Change0 (0%)
Value$1.1M (+$24.7K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares26,315 from 23,528
Change+2,787 (+12%)
Value$1.1M (+$133.4K)
Filed 2026-10-13
Diligent Investors, LLC
UNCHANGED
Shares19,750 from 19,750
Change0 (0%)
Value$799.9K (+$17.3K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares19,692 from 39,493
Change-19,801 (-50%)
Value$797.5K (-$767.4K)
Filed 2026-11-02
PFS Partners, LLC
DECREASED
Shares9,025 from 9,095
Change-70 (-1%)
Value$365.5K (+$5.1K)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares6,248 from 7,212
Change-964 (-13%)
Value$253.0K (-$32.7K)
Filed 2026-11-06
LVZ, Inc.
UNCHANGED
Shares6,095 from 6,095
Change0 (0%)
Value$246.8K (+$5.3K)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares6,004 from 6,004
Change0 (0%)
Value$243.2K (+$5.2K)
Filed 2026-10-16
Foguth Wealth Management, Llc.
UNCHANGED
Shares5,587 from 5,587
Change0 (0%)
Value$226.6K (+$4.6K)
Filed 2026-10-19
Barclays PLC
UNCHANGED
Shares4,384 from 4,384
Change0 (0%)
Value$177.6K (+$3.8K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares4,128 from 4,128
Change0 (0%)
Value$167.2K (+$3.6K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares2,442 from 1,396
Change+1,046 (+75%)
Value$98.9K (+$43.5K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,036 from 2,036
Change0 (0%)
Value$82.5K (+$1.8K)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$39.5K (+$852)
Filed 2026-10-27
Atria Investments, Inc
CLOSED
Shares0 from 12,011
Change-12,011 (-100%)
Value$0 (-$476.0K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 182,658
Change-182,658 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 109,899
Change-109,899 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 42,008
Change-42,008 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 28,300
Change-28,300 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 15,162
Change-15,162 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,392
Change-14,392 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,792
Change-13,792 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,597
Change-9,597 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,231
Change-9,231 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,076
Change-9,076 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,548
Change-8,548 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 219
Change-219 (-100%)
Value—
Status
Kestra Advisory Services, LLC
DECREASED58,67559,076-401-1%$2.3M$2.4M+$35.4K2026-11-02
Key Client Fiduciary Advisors, LLC
DECREASED41,59346,715-5,122-11%$1.9M$1.7M-$166.6K2026-10-19
Financial Guidance Group, Inc.
UNCHANGED28,30028,30000%$1.1M$1.1M+$24.7K2026-10-21
Signal Advisors Wealth, LLC
INCREASED26,31523,528+2,787+12%$932.3K$1.1M+$133.4K2026-10-13
Diligent Investors, LLC
UNCHANGED19,75019,75000%$782.6K$799.9K+$17.3K2026-10-21
Commonwealth Equity Services, LLC
DECREASED19,69239,493-19,801-50%$1.6M$797.5K-$767.4K2026-11-02
PFS Partners, LLC
DECREASED9,0259,095-70-1%$360.4K$365.5K+$5.1K2026-10-21
LPL Financial LLC
DECREASED6,2487,212-964-13%$285.8K$253.0K-$32.7K2026-11-06
LVZ, Inc.
UNCHANGED6,0956,09500%$241.5K$246.8K+$5.3K2026-10-20
IFP Advisors, Inc
UNCHANGED6,0046,00400%$237.9K$243.2K+$5.2K2026-10-16
Foguth Wealth Management, Llc.
UNCHANGED5,5875,58700%$222.0K$226.6K+$4.6K2026-10-19
Barclays PLC
UNCHANGED4,3844,38400%$173.7K$177.6K+$3.8K2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED4,1284,12800%$163.6K$167.2K+$3.6K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED2,4421,396+1,046+75%$55.3K$98.9K+$43.5K2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED2,0362,03600%$80.7K$82.5K+$1.8K2026-10-23
IMG Wealth Management, Inc.
UNCHANGED97597500%$38.6K$39.5K+$8522026-10-27
Atria Investments, Inc
CLOSED012,011-12,011-100%$476.0K$0-$476.0K2026-10-15
Envestnet Asset Management Inc
N/A—182,658-182,658-100%$7.2M———
Cetera Investment Advisers
N/A—109,899-109,899-100%$4.4M———
Osaic Holdings, Inc.
N/A—42,008-42,008-100%$1.7M———
Aptus Capital Advisors, LLC
N/A—28,300-28,300-100%$1.1M———
Sequent Planning LLC
N/A—15,162-15,162-100%$600.8K———
MML Investors Services, LLC
N/A—14,392-14,392-100%$570.3K———
CreativeOne Wealth, LLC
N/A—13,792-13,792-100%$546.5K———
Harbour Investments, Inc.
N/A—9,597-9,597-100%$380.3K———
Susquehanna International Group, LLP
N/A—9,231-9,231-100%$365.8K———
Mariner, LLC
N/A—9,076-9,076-100%$359.7K———
Arkadios Wealth Advisors
N/A—8,548-8,548-100%$338.7K———
HRT Financial LP
N/A—7,482-7,482-100%$296.0K———
Envestnet Portfolio Solutions, Inc.
N/A—6,468-6,468-100%$256.3K———
Gallagher Fiduciary Advisors, LLC
N/A—6,211-6,211-100%$246.1K———
Pitti Group Wealth Management, LLC
N/A—5,076-5,076-100%$201.1K———
Steward Partners Investment Advisory, LLC
N/A—3,203-3,203-100%$126.9K———
SOA Wealth Advisors, Llc.
N/A—219-219-100%$8.7K———
Showing 34 of 34 institutions