IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Vest US Equity Enhance & (XMAR)

CUSIP: 33740F474 | NYSE | 145 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.654,31118.1%+103,221Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.654,311
18.1% of class · Sep 30, 2026

Institutional Holders — Q3 2026

PFS Partners, LLC279,898
5.0% of portfolio›$12.2M
Financial Guidance Group, Inc.143,707
2.2% of portfolio›$6.3M
Blue Bell Private Wealth Management, LLC104,021
0.5% of portfolio›$4.5M
Kestra Advisory Services, LLC86,464
0.0% of portfolio›$3.8M
Commonwealth Equity Services, LLC81,235
0.0% of portfolio›$3.5M
Reap Financial Group, LLC48,937
0.3% of portfolio›$2.1M
LPL Financial LLC47,876
0.0% of portfolio›$2.1M
Kestra Private Wealth Services, LLC44,753
0.0% of portfolio›$2.0M
HBK Sorce Advisory LLC33,600
0.0% of portfolio›$1.5M
Brookstone Capital Management27,472
0.0% of portfolio›$1.2M
Signal Advisors Wealth, LLC24,422
0.0% of portfolio›$1.1M
Diversify Wealth Management, LLC22,208
0.0% of portfolio›$971.4K
Diversify Advisory Services, LLC22,208
0.0% of portfolio›$971.4K
Atria Investments, Inc13,973
0.0% of portfolio›$609.4K
QTR Family Wealth, LLC11,442
0.2% of portfolio›$499.0K
B. Riley Wealth Advisors, Inc.10,000
0.0% of portfolio›$436.1K
HBW Advisory Services LLC9,035
0.0% of portfolio›$394.0K
Miramontes Capital, LLC7,457
0.1% of portfolio›$325.2K
Cambridge Investment Research Advisors, Inc.6,588
0.0% of portfolio›$287.0K
Independent Financial Group, LLC6,139
0.0% of portfolio›$267.7K
Triumph Capital Management6,000
0.0% of portfolio›$261.7K
BAM Wealth Management, LLC5,905
0.1% of portfolio›$257.5K
Merit Financial Group, LLC5,541
0.0% of portfolio›$241.6K
IMG Wealth Management, Inc.5,300
0.1% of portfolio›$231.1K
Barclays PLC4,589
0.0% of portfolio›$200.1K
Fifth Third Bancorp3,643
0.0% of portfolio›$158.9K
Dhjj Financial Advisors, Ltd.3,615
0.0% of portfolio›$157.7K
Capital Investment Advisory Services, LLC2,725
0.0% of portfolio›$118.9K
Lanark Financial, Inc.840
0.0% of portfolio›$36.6K
Ashton Thomas Private Wealth, LLC680
0.0% of portfolio›$29.7K
IFP Advisors, Inc650
0.0% of portfolio›$28.3K
StyleTurnoverLocationFiled
PFS Partners, LLC
279,898$12.2M5.0%ETFVery LowMine Hill, NJ2026-10-21
Financial Guidance Group, Inc.
143,707$6.3M2.2%ETFVery LowPalm Harbor, FL2026-10-21
Blue Bell Private Wealth Management, LLC
104,021$4.5M0.5%YieldVery LowBlue Bell, PA2026-10-29
Kestra Advisory Services, LLC
86,464$3.8M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
81,235$3.5M0.0%ETFLowWaltham, MA2026-11-02
Reap Financial Group, LLC
48,937$2.1M0.3%ETFLowAustin, TX2026-11-02
LPL Financial LLC
47,876$2.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Kestra Private Wealth Services, LLC
44,753$2.0M0.0%GrowthLowAustin, TX2026-11-06
HBK Sorce Advisory LLC
33,600$1.5M0.0%IndexVery LowErie, PA2026-11-06
Brookstone Capital Management
27,472$1.2M0.0%ETFMediumWheaton, IL2026-10-22
Signal Advisors Wealth, LLC
24,422$1.1M0.0%ETFLowDetroit, MI2026-10-13
Diversify Wealth Management, LLC
22,208$971.4K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
22,208$971.4K0.0%GrowthLowSandy, UT2026-10-20
Atria Investments, Inc
13,973$609.4K0.0%CoreMediumCharlotte, NC2026-10-15
QTR Family Wealth, LLC
11,442$499.0K0.2%GrowthMediumLake Mary, FL2026-11-02
B. Riley Wealth Advisors, Inc.
10,000$436.1K0.0%GrowthLowMemphis, TN2026-10-13
HBW Advisory Services LLC
9,035$394.0K0.0%ETFMediumSimi Valley, CA2026-10-15
Miramontes Capital, LLC
7,457$325.2K0.1%GrowthVery LowNewport, CA2026-10-19
Cambridge Investment Research Advisors, Inc.
6,588$287.0K0.0%ETFLowFairfield, IA2026-11-02
Independent Financial Group, LLC
6,139$267.7K0.0%GrowthLowSan Diego, CA2026-10-13
Triumph Capital Management
6,000$261.7K0.0%ETFMediumDenver, CO2026-10-14
BAM Wealth Management, LLC
5,905$257.5K0.1%ETFHighLakewood, CO2026-10-15
Merit Financial Group, LLC
5,541$241.6K0.0%ETFLowAlpharetta, GA2026-11-06
IMG Wealth Management, Inc.
5,300$231.1K0.1%ETFMediumJacksonville, FL2026-10-27
Barclays PLC
4,589$200.1K0.0%CoreMediumLondon, United Kingdom2026-11-06
Fifth Third Bancorp
3,643$158.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Dhjj Financial Advisors, Ltd.
3,615$157.7K0.0%ETFVery LowNaperville, IL2026-10-23
Capital Investment Advisory Services, LLC
2,725$118.9K0.0%CoreMediumRaleigh, NC2026-10-30
Lanark Financial, Inc.
840$36.6K0.0%CoreMediumBirmingham, AL2026-10-26
Ashton Thomas Private Wealth, LLC
680$29.7K0.0%CoreMediumScottsdale, AZ2026-11-03
IFP Advisors, Inc
650$28.3K0.0%GrowthLowTampa, FL2026-10-16
+103,221
No 13F filer matched