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FT Vest US Equity Enhance & (XJUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares56,890 from 51,373
Change+5,517 (+11%)
Value$2.4M (+$281.1K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares47,983 from 57,038
Change-9,055 (-16%)
Value$2.0M (-$321.1K)
Filed 2026-11-02
Crosspoint Financial, LLC
DECREASED
Shares42,900 from 51,200
Change-8,300 (-16%)
Value$1.8M (-$295.4K)
Filed 2026-11-03
Diligent Investors, LLC
INCREASED
Shares35,332 from 31,987
Change+3,345 (+10%)
Value$1.5M (+$171.3K)
Filed 2026-10-21
Griffith & Werner, Inc.
UNCHANGED
Shares29,600 from 29,600
Change0 (0%)
Value$1.2M (+$29.5K)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares11,716 from 11,716
Change0 (0%)
Value$488.6K (+$11.6K)
Filed 2026-10-16
PFS Partners, LLC
DECREASED
Shares9,215 from 9,293
Change-78 (-1%)
Value$384.3K (+$6.0K)
Filed 2026-10-21
Miramontes Capital, LLC
UNCHANGED
Shares7,799 from 7,799
Change0 (0%)
Value$325.3K (+$7.7K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
UNCHANGED
Shares7,450 from 7,450
Change0 (0%)
Value$310.9K (+$7.7K)
Filed 2026-10-27
Foguth Wealth Management, Llc.
UNCHANGED
Shares5,598 from 5,598
Change0 (0%)
Value$233.7K (+$5.4K)
Filed 2026-10-19
Triumph Capital Management
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$66.7K (+$1.6K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,519 from 1,519
Change0 (0%)
Value$63.4K (+$1.5K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares900 from 1,100
Change-200 (-18%)
Value$37.5K (-$7.3K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$30.8K (+$732)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$27.7K (+$659)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.5K (+$297)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$7.4K (+$177)
Filed 2026-10-30
Osaic Holdings, Inc.
N/A
Shares— from 122,929
Change-122,929 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 49,907
Change-49,907 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 38,622
Change-38,622 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,957
Change-33,957 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 32,649
Change-32,649 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 26,032
Change-26,032 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 23,486
Change-23,486 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 20,694
Change-20,694 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,300
Change-18,300 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,982
Change-16,982 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,346
Change-16,346 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 14,273
Change-14,273 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 13,952
Change-13,952 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,636
Change-9,636 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,391
Change-8,391 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,429
Change-6,429 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Barclays PLC
N/A
Shares— from 5,053
Change-5,053 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 989
Change-989 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 92
Change-92 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED56,89051,373+5,517+11%$2.1M$2.4M+$281.1K2026-11-02
Commonwealth Equity Services, LLC
DECREASED47,98357,038-9,055-16%$2.3M$2.0M-$321.1K2026-11-02
Crosspoint Financial, LLC
DECREASED42,90051,200-8,300-16%$2.1M$1.8M-$295.4K2026-11-03
Diligent Investors, LLC
INCREASED35,33231,987+3,345+10%$1.3M$1.5M+$171.3K2026-10-21
Griffith & Werner, Inc.
UNCHANGED29,60029,60000%$1.2M$1.2M+$29.5K2026-11-04
IFP Advisors, Inc
UNCHANGED11,71611,71600%$477.0K$488.6K+$11.6K2026-10-16
PFS Partners, LLC
DECREASED9,2159,293-78-1%$378.4K$384.3K+$6.0K2026-10-21
Miramontes Capital, LLC
UNCHANGED7,7997,79900%$317.5K$325.3K+$7.7K2026-10-19
Chicago Partners Investment Group LLC
UNCHANGED7,4507,45000%$303.2K$310.9K+$7.7K2026-10-27
Foguth Wealth Management, Llc.
UNCHANGED5,5985,59800%$228.3K$233.7K+$5.4K2026-10-19
Triumph Capital Management
UNCHANGED1,6001,60000%$65.1K$66.7K+$1.6K2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED1,5191,51900%$61.8K$63.4K+$1.5K2026-10-23
Farther Finance Advisors, LLC
DECREASED9001,100-200-18%$44.8K$37.5K-$7.3K2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED73873800%$30.0K$30.8K+$7322026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED66466400%$27.0K$27.7K+$6592026-10-27
Blue Bell Private Wealth Management, LLC
UNCHANGED30030000%$12.2K$12.5K+$2972026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED17817800%$7.2K$7.4K+$1772026-10-30
Osaic Holdings, Inc.
N/A—122,929-122,929-100%$5.0M———
Susquehanna International Group, LLP
N/A—49,907-49,907-100%$2.0M———
Cetera Investment Advisers
N/A—38,622-38,622-100%$1.6M———
Envestnet Asset Management Inc
N/A—33,957-33,957-100%$1.4M———
World Investment Advisors
N/A—32,649-32,649-100%$1.3M———
Mariner, LLC
N/A—26,032-26,032-100%$1.1M———
Old Mission Capital LLC
N/A—23,486-23,486-100%$956.2K———
CreativeOne Wealth, LLC
N/A—20,694-20,694-100%$842.6K———
Steward Partners Investment Advisory, LLC
N/A—18,300-18,300-100%$745.1K———
Summit Financial, LLC
N/A—16,982-16,982-100%$691.4K———
HRT Financial LP
N/A—16,346-16,346-100%$665.0K———
LPL Financial LLC
N/A—14,273-14,273-100%$581.1K———
Silver OAK Securities, Incorporated
N/A—13,952-13,952-100%$568.1K———
Sequent Planning LLC
N/A—11,750-11,750-100%$478.4K———
Keel Point, LLC
N/A—9,636-9,636-100%$392.3K———
Goldman Sachs Group Inc
N/A—8,391-8,391-100%$341.6K———
Pitti Group Wealth Management, LLC
N/A—6,815-6,815-100%$277.5K———
UBS Group AG
N/A—6,429-6,429-100%$261.8K———
FSB Premier Wealth Management, Inc.
N/A—5,927-5,927-100%$241.3K———
Aptus Capital Advisors, LLC
N/A—5,865-5,865-100%$238.8K———
Guardian Wealth Advisors, LLC / NC
N/A—5,865-5,865-100%$238.8K———
Barclays PLC
N/A—5,053-5,053-100%$205.7K———
Geneos Wealth Management Inc.
N/A—3,300-3,300-100%$134.4K———
JPMorgan Chase & Co
N/A—3,167-3,167-100%$128.9K———
EP Wealth Advisors, LLC
N/A—2,562-2,562-100%$104.3K———
Allworth Financial LP
N/A—989-989-100%$40.3K———
Smartleaf Asset Management LLC
N/A—611-611-100%$24.9K———
Morgan Stanley
N/A—92-92-100%$3.7K———
Showing 45 of 45 institutions