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FT Vest US Equity Enhance & (XOCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Financial Guidance Group, Inc.
DECREASED
Shares82,577 from 85,082
Change-2,505 (-3%)
Value$3.3M (-$24.8K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares71,033 from 67,963
Change+3,070 (+5%)
Value$2.9M (+$185.1K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares27,389 from 24,469
Change+2,920 (+12%)
Value$1.1M (+$139.9K)
Filed 2026-10-13
Diligent Investors, LLC
UNCHANGED
Shares27,018 from 27,018
Change0 (0%)
Value$1.1M (+$24.3K)
Filed 2026-10-21
Seven Hills Financial, LLC
NEW
Shares19,215
Change+19,215
Value$776.3K
Filed 2026-10-13
Ignite Planners, LLC
DECREASED
Shares14,015 from 14,289
Change-274 (-2%)
Value$566.2K (+$1.8K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares13,756 from 13,756
Change0 (0%)
Value$555.7K (+$12.4K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares13,134 from 20,616
Change-7,482 (-36%)
Value$530.6K (-$283.8K)
Filed 2026-11-02
PFS Partners, LLC
UNCHANGED
Shares11,796 from 11,796
Change0 (0%)
Value$476.6K (+$10.6K)
Filed 2026-10-21
Beacon Financial Advisory LLC
UNCHANGED
Shares9,730 from 9,730
Change0 (0%)
Value$393.1K (+$8.7K)
Filed 2026-10-16
LVZ, Inc.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$363.6K (+$8.1K)
Filed 2026-10-20
Bullseye Investment Management, LLC
UNCHANGED
Shares8,945 from 8,945
Change0 (0%)
Value$361.4K (+$8.0K)
Filed 2026-10-29
Arlington Capital Management Inc
INCREASED
Shares7,647 from 6,935
Change+712 (+10%)
Value$308.9K (+$35.0K)
Filed 2026-10-30
Sovran Advisors, LLC
UNCHANGED
Shares6,764 from 6,764
Change0 (0%)
Value$275.1K (+$6.6K)
Filed 2026-11-02
Uptick Partners, LLC
NEW
Shares4,976
Change+4,976
Value$201.0K
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares2,533 from 1,449
Change+1,084 (+75%)
Value$102.2K (+$45.0K)
Filed 2026-10-30
IMG Wealth Management, Inc.
DECREASED
Shares2,082 from 2,841
Change-759 (-27%)
Value$84.1K (-$28.1K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,018 from 2,018
Change0 (0%)
Value$81.5K (+$1.8K)
Filed 2026-10-23
IFP Advisors, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$24.2K (+$539)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares250 from 330
Change-80 (-24%)
Value$10.1K (-$2.9K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.5K (+$56)
Filed 2026-10-27
Atria Investments, Inc
CLOSED
Shares0 from 12,510
Change-12,510 (-100%)
Value$0 (-$494.2K)
Filed 2026-10-15
Crosspoint Financial, LLC
CLOSED
Shares0 from 9,604
Change-9,604 (-100%)
Value$0 (-$379.4K)
Filed 2026-11-03
Sequent Planning LLC
N/A
Shares— from 208,561
Change-208,561 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 201,201
Change-201,201 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 191,294
Change-191,294 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 116,792
Change-116,792 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 85,082
Change-85,082 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 33,093
Change-33,093 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,670
Change-27,670 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,419
Change-21,419 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,516
Change-14,516 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,375
Change-14,375 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 12,403
Change-12,403 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,738
Change-6,738 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,594
Change-6,594 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 6,469
Change-6,469 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Barclays PLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Status
Financial Guidance Group, Inc.
DECREASED82,57785,082-2,505-3%$3.4M$3.3M-$24.8K2026-10-21
Kestra Advisory Services, LLC
INCREASED71,03367,963+3,070+5%$2.7M$2.9M+$185.1K2026-11-02
Signal Advisors Wealth, LLC
INCREASED27,38924,469+2,920+12%$966.6K$1.1M+$139.9K2026-10-13
Diligent Investors, LLC
UNCHANGED27,01827,01800%$1.1M$1.1M+$24.3K2026-10-21
Seven Hills Financial, LLC
NEW19,215—+19,215——$776.3K—2026-10-13
Ignite Planners, LLC
DECREASED14,01514,289-274-2%$564.4K$566.2K+$1.8K2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED13,75613,75600%$543.4K$555.7K+$12.4K2026-11-03
Commonwealth Equity Services, LLC
DECREASED13,13420,616-7,482-36%$814.4K$530.6K-$283.8K2026-11-02
PFS Partners, LLC
UNCHANGED11,79611,79600%$466.0K$476.6K+$10.6K2026-10-21
Beacon Financial Advisory LLC
UNCHANGED9,7309,73000%$384.4K$393.1K+$8.7K2026-10-16
LVZ, Inc.
UNCHANGED9,0009,00000%$355.5K$363.6K+$8.1K2026-10-20
Bullseye Investment Management, LLC
UNCHANGED8,9458,94500%$353.3K$361.4K+$8.0K2026-10-29
Arlington Capital Management Inc
INCREASED7,6476,935+712+10%$273.9K$308.9K+$35.0K2026-10-30
Sovran Advisors, LLC
UNCHANGED6,7646,76400%$268.4K$275.1K+$6.6K2026-11-02
Uptick Partners, LLC
NEW4,976—+4,976——$201.0K—2026-11-04
Capital Investment Advisory Services, LLC
INCREASED2,5331,449+1,084+75%$57.2K$102.2K+$45.0K2026-10-30
IMG Wealth Management, Inc.
DECREASED2,0822,841-759-27%$112.2K$84.1K-$28.1K2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED2,0182,01800%$79.7K$81.5K+$1.8K2026-10-23
IFP Advisors, Inc
UNCHANGED60060000%$23.7K$24.2K+$5392026-10-16
Farther Finance Advisors, LLC
DECREASED250330-80-24%$13.0K$10.1K-$2.9K2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED626200%$2.4K$2.5K+$562026-10-27
Atria Investments, Inc
CLOSED012,510-12,510-100%$494.2K$0-$494.2K2026-10-15
Crosspoint Financial, LLC
CLOSED09,604-9,604-100%$379.4K$0-$379.4K2026-11-03
Sequent Planning LLC
N/A—208,561-208,561-100%$8.2M———
Old Mission Capital LLC
N/A—201,201-201,201-100%$7.9M———
Envestnet Asset Management Inc
N/A—191,294-191,294-100%$7.6M———
Cetera Investment Advisers
N/A—116,792-116,792-100%$4.6M———
Aptus Capital Advisors, LLC
N/A—85,082-85,082-100%$3.4M———
Secured Retirement Advisors, LLC
N/A—33,093-33,093-100%$1.3M———
Osaic Holdings, Inc.
N/A—27,670-27,670-100%$1.1M———
Harbour Investments, Inc.
N/A—21,419-21,419-100%$846.1K———
MML Investors Services, LLC
N/A—14,516-14,516-100%$573.4K———
CreativeOne Wealth, LLC
N/A—14,375-14,375-100%$567.8K———
Bouchey Financial Group, Ltd.
N/A—12,403-12,403-100%$489.9K———
Van Diest Capital, LLC
N/A—12,371-12,371-100%$488.7K———
LPL Financial LLC
N/A—10,011-10,011-100%$395.5K———
Summit Financial, LLC
N/A—8,250-8,250-100%$325.9K———
HBK Sorce Advisory LLC
N/A—7,580-7,580-100%$303.0K———
AE Wealth Management LLC
N/A—7,197-7,197-100%$284.3K———
Envestnet Portfolio Solutions, Inc.
N/A—6,738-6,738-100%$266.2K———
JPMorgan Chase & Co
N/A—6,594-6,594-100%$260.1K———
Gallagher Fiduciary Advisors, LLC
N/A—6,469-6,469-100%$255.5K———
Mariner, LLC
N/A—5,477-5,477-100%$216.4K———
UBS Group AG
N/A—1,145-1,145-100%$45.2K———
Steward Partners Investment Advisory, LLC
N/A—900-900-100%$35.6K———
BFC Planning, Inc.
N/A—600-600-100%$23.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—600-600-100%$23.7K———
Barclays PLC
N/A—139-139-100%$5.5K———
Showing 48 of 48 institutions