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FT Vest US Equity Enhance & (XAUG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Diligent Investors, LLC
DECREASED
Shares32,454 from 36,954
Change-4,500 (-12%)
Value$1.3M (-$157.7K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares25,530 from 26,285
Change-755 (-3%)
Value$1.0M (-$15.2K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares24,413 from 14,992
Change+9,421 (+63%)
Value$968.0K (+$382.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares23,730 from 22,973
Change+757 (+3%)
Value$940.9K (+$42.9K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares14,085 from 14,822
Change-737 (-5%)
Value$558.5K (-$20.9K)
Filed 2026-11-06
Silver OAK Securities, Incorporated
DECREASED
Shares10,566 from 11,023
Change-457 (-4%)
Value$413.4K (-$17.5K)
Filed 2026-11-09
Crosspoint Financial, LLC
UNCHANGED
Shares10,291 from 10,291
Change0 (0%)
Value$408.1K (+$5.8K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares7,556
Change+7,556
Value$301.3K
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares7,245 from 7,503
Change-258 (-3%)
Value$287.3K (-$6.0K)
Filed 2026-10-30
Barclays PLC
UNCHANGED
Shares5,313 from 5,313
Change0 (0%)
Value$210.7K (+$3.0K)
Filed 2026-11-06
PFS Partners, LLC
INCREASED
Shares4,448 from 3,154
Change+1,294 (+41%)
Value$176.4K (+$53.1K)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
DECREASED
Shares3,452 from 3,652
Change-200 (-5%)
Value$136.9K (-$5.9K)
Filed 2026-10-29
Farther Finance Advisors, LLC
UNCHANGED
Shares2,503 from 2,503
Change0 (0%)
Value$99.2K (+$1.4K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
INCREASED
Shares1,284 from 1,176
Change+108 (+9%)
Value$50.9K (+$4.9K)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares1,163 from 1,258
Change-95 (-8%)
Value$46.1K (-$3.1K)
Filed 2026-11-04
Geneos Wealth Management Inc.
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$18.2K (+$257)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares219 from 4,349
Change-4,130 (-95%)
Value$8.7K (-$161.3K)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$6.3K (+$94)
Filed 2026-10-30
Old Mission Capital LLC
N/A
Shares— from 35,979
Change-35,979 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 35,057
Change-35,057 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 31,180
Change-31,180 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 25,236
Change-25,236 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,216
Change-24,216 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,733
Change-14,733 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,021
Change-13,021 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 9,649
Change-9,649 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,417
Change-8,417 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,413
Change-7,413 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
UBS Group AG
N/A
Shares— from 323
Change-323 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Diligent Investors, LLC
DECREASED32,45436,954-4,500-12%$1.4M$1.3M-$157.7K2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED25,53026,285-755-3%$1.0M$1.0M-$15.2K2026-11-03
Commonwealth Equity Services, LLC
INCREASED24,41314,992+9,421+63%$586.0K$968.0K+$382.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED23,73022,973+757+3%$898.0K$940.9K+$42.9K2026-11-02
LPL Financial LLC
DECREASED14,08514,822-737-5%$579.4K$558.5K-$20.9K2026-11-06
Silver OAK Securities, Incorporated
DECREASED10,56611,023-457-4%$430.9K$413.4K-$17.5K2026-11-09
Crosspoint Financial, LLC
UNCHANGED10,29110,29100%$402.3K$408.1K+$5.8K2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW7,556—+7,556——$301.3K—2026-10-13
Truist Financial Corp
DECREASED7,2457,503-258-3%$293.3K$287.3K-$6.0K2026-10-30
Barclays PLC
UNCHANGED5,3135,31300%$207.7K$210.7K+$3.0K2026-11-06
PFS Partners, LLC
INCREASED4,4483,154+1,294+41%$123.3K$176.4K+$53.1K2026-10-21
Blue Bell Private Wealth Management, LLC
DECREASED3,4523,652-200-5%$142.8K$136.9K-$5.9K2026-10-29
Farther Finance Advisors, LLC
UNCHANGED2,5032,50300%$97.8K$99.2K+$1.4K2026-10-08
Dhjj Financial Advisors, Ltd.
INCREASED1,2841,176+108+9%$46.0K$50.9K+$4.9K2026-10-23
Creative Financial Designs Inc
DECREASED1,1631,258-95-8%$49.2K$46.1K-$3.1K2026-11-04
Geneos Wealth Management Inc.
UNCHANGED45845800%$17.9K$18.2K+$2572026-11-09
Harbour Investments, Inc.
DECREASED2194,349-4,130-95%$170.0K$8.7K-$161.3K2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED15815800%$6.2K$6.3K+$942026-10-30
Old Mission Capital LLC
N/A—35,979-35,979-100%$1.4M———
Susquehanna International Group, LLP
N/A—35,057-35,057-100%$1.4M———
Osaic Holdings, Inc.
N/A—31,180-31,180-100%$1.2M———
Cetera Investment Advisers
N/A—25,236-25,236-100%$986.5K———
Citadel Advisors LLC
N/A—24,216-24,216-100%$946.6K———
Envestnet Asset Management Inc
N/A—14,733-14,733-100%$575.9K———
Summit Financial, LLC
N/A—13,021-13,021-100%$509.0K———
1776 Wealth LLC
N/A—9,649-9,649-100%$377.2K———
Mutual Advisors, LLC
N/A—8,417-8,417-100%$329.0K———
Goldman Sachs Group Inc
N/A—7,413-7,413-100%$289.8K———
Foundations Investment Advisors, LLC
N/A—6,627-6,627-100%$259.0K———
Centaurus Financial, Inc.
N/A—3,996-3,996-100%$156.0K———
JPMorgan Chase & Co
N/A—3,082-3,082-100%$120.3K———
Steward Partners Investment Advisory, LLC
N/A—1,900-1,900-100%$74.3K———
Smartleaf Asset Management LLC
N/A—544-544-100%$21.2K———
UBS Group AG
N/A—323-323-100%$12.6K———
Crewe Advisors LLC
N/A—10-10-100%$391———
Showing 35 of 35 institutions