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FT Vest US Equity Enhance & (XMAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PFS Partners, LLC
DECREASED
Shares279,898 from 285,666
Change-5,768 (-2%)
Value$12.2M (-$1.6K)
Filed 2026-10-21
Financial Guidance Group, Inc.
DECREASED
Shares143,707 from 145,685
Change-1,978 (-1%)
Value$6.3M (+$41.2K)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
DECREASED
Shares104,021 from 104,976
Change-955 (-1%)
Value$4.5M (+$50.2K)
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares86,464 from 95,777
Change-9,313 (-10%)
Value$3.8M (-$322.3K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares81,235 from 212,913
Change-131,678 (-62%)
Value$3.5M (-$5.6M)
Filed 2026-11-02
Reap Financial Group, LLC
DECREASED
Shares48,937 from 56,181
Change-7,244 (-13%)
Value$2.1M (-$266.8K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares47,876 from 52,066
Change-4,190 (-8%)
Value$2.1M (-$137.2K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares44,753 from 47,915
Change-3,162 (-7%)
Value$2.0M (-$96.0K)
Filed 2026-11-06
HBK Sorce Advisory LLC
INCREASED
Shares33,600 from 32,422
Change+1,178 (+4%)
Value$1.5M (+$55.6K)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares27,472 from 27,461
Change+11 (+0%)
Value$1.2M (+$24.5K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares24,422 from 21,414
Change+3,008 (+14%)
Value$1.1M (+$149.9K)
Filed 2026-10-13
Diversify Wealth Management, LLC
DECREASED
Shares22,208 from 23,275
Change-1,067 (-5%)
Value$971.4K (-$24.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares22,208 from 23,275
Change-1,067 (-5%)
Value$971.4K (-$24.7K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares13,973 from 10,474
Change+3,499 (+33%)
Value$609.4K (+$161.8K)
Filed 2026-10-15
QTR Family Wealth, LLC
DECREASED
Shares11,442 from 11,481
Change-39 (0%)
Value$499.0K (+$8.3K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
NEW
Shares10,000
Change+10,000
Value$436.1K
Filed 2026-10-13
HBW Advisory Services LLC
UNCHANGED
Shares9,035 from 9,035
Change0 (0%)
Value$394.0K (+$7.9K)
Filed 2026-10-15
Miramontes Capital, LLC
UNCHANGED
Shares7,457 from 7,457
Change0 (0%)
Value$325.2K (+$6.5K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,588 from 6,403
Change+185 (+3%)
Value$287.0K (+$13.0K)
Filed 2026-11-02
Independent Financial Group, LLC
UNCHANGED
Shares6,139 from 6,139
Change0 (0%)
Value$267.7K (+$5.4K)
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$261.7K (+$5.3K)
Filed 2026-10-14
BAM Wealth Management, LLC
NEW
Shares5,905
Change+5,905
Value$257.5K
Filed 2026-10-15
Merit Financial Group, LLC
UNCHANGED
Shares5,541 from 5,541
Change0 (0%)
Value$241.6K (+$4.8K)
Filed 2026-11-06
IMG Wealth Management, Inc.
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$231.1K (+$4.6K)
Filed 2026-10-27
Barclays PLC
UNCHANGED
Shares4,589 from 4,589
Change0 (0%)
Value$200.1K (+$4.0K)
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares3,643 from 3,643
Change0 (0%)
Value$158.9K (+$3.2K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3,615 from 3,688
Change-73 (-2%)
Value$157.7K (+$44)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares2,725 from 1,992
Change+733 (+37%)
Value$118.9K (+$33.8K)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$36.6K (+$735)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$29.7K (+$595)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares650 from 978
Change-328 (-34%)
Value$28.3K (-$13.4K)
Filed 2026-10-16
First Heartland Consultants, Inc.
CLOSED
Shares0 from 7,377
Change-7,377 (-100%)
Value$0 (-$315.3K)
Filed 2026-10-08
Bullseye Investment Management, LLC
CLOSED
Shares0 from 3,241
Change-3,241 (-100%)
Value$0 (-$138.5K)
Filed 2026-10-29
Creative Financial Designs Inc
CLOSED
Shares0 from 226
Change-226 (-100%)
Value$0 (-$9.7K)
Filed 2026-11-04
Cetera Investment Advisers
N/A
Shares— from 299,663
Change-299,663 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 250,907
Change-250,907 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 212,872
Change-212,872 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 145,685
Change-145,685 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 72,118
Change-72,118 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 43,368
Change-43,368 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 40,513
Change-40,513 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 38,505
Change-38,505 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 36,626
Change-36,626 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,785
Change-31,785 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 30,189
Change-30,189 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 29,459
Change-29,459 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 23,422
Change-23,422 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,002
Change-21,002 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,497
Change-17,497 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 15,380
Change-15,380 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,002
Change-15,002 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 14,169
Change-14,169 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 12,675
Change-12,675 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,128
Change-11,128 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 10,976
Change-10,976 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 10,696
Change-10,696 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,925
Change-8,925 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,744
Change-6,744 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,663
Change-5,663 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 712
Change-712 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 511
Change-511 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
UBS Group AG
N/A
Shares— from 93
Change-93 (-100%)
Value—
Status
PFS Partners, LLC
DECREASED279,898285,666-5,768-2%$12.2M$12.2M-$1.6K2026-10-21
Financial Guidance Group, Inc.
DECREASED143,707145,685-1,978-1%$6.2M$6.3M+$41.2K2026-10-21
Blue Bell Private Wealth Management, LLC
DECREASED104,021104,976-955-1%$4.5M$4.5M+$50.2K2026-10-29
Kestra Advisory Services, LLC
DECREASED86,46495,777-9,313-10%$4.1M$3.8M-$322.3K2026-11-02
Commonwealth Equity Services, LLC
DECREASED81,235212,913-131,678-62%$9.1M$3.5M-$5.6M2026-11-02
Reap Financial Group, LLC
DECREASED48,93756,181-7,244-13%$2.4M$2.1M-$266.8K2026-11-02
LPL Financial LLC
DECREASED47,87652,066-4,190-8%$2.2M$2.1M-$137.2K2026-11-06
Kestra Private Wealth Services, LLC
DECREASED44,75347,915-3,162-7%$2.0M$2.0M-$96.0K2026-11-06
HBK Sorce Advisory LLC
INCREASED33,60032,422+1,178+4%$1.4M$1.5M+$55.6K2026-11-06
Brookstone Capital Management
INCREASED27,47227,461+11+0%$1.2M$1.2M+$24.5K2026-10-22
Signal Advisors Wealth, LLC
INCREASED24,42221,414+3,008+14%$915.1K$1.1M+$149.9K2026-10-13
Diversify Wealth Management, LLC
DECREASED22,20823,275-1,067-5%$996.1K$971.4K-$24.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED22,20823,275-1,067-5%$996.1K$971.4K-$24.7K2026-10-20
Atria Investments, Inc
INCREASED13,97310,474+3,499+33%$447.6K$609.4K+$161.8K2026-10-15
QTR Family Wealth, LLC
DECREASED11,44211,481-390%$490.6K$499.0K+$8.3K2026-11-02
B. Riley Wealth Advisors, Inc.
NEW10,000—+10,000——$436.1K—2026-10-13
HBW Advisory Services LLC
UNCHANGED9,0359,03500%$386.1K$394.0K+$7.9K2026-10-15
Miramontes Capital, LLC
UNCHANGED7,4577,45700%$318.7K$325.2K+$6.5K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED6,5886,403+185+3%$274.0K$287.0K+$13.0K2026-11-02
Independent Financial Group, LLC
UNCHANGED6,1396,13900%$262.4K$267.7K+$5.4K2026-10-13
Triumph Capital Management
UNCHANGED6,0006,00000%$256.4K$261.7K+$5.3K2026-10-14
BAM Wealth Management, LLC
NEW5,905—+5,905——$257.5K—2026-10-15
Merit Financial Group, LLC
UNCHANGED5,5415,54100%$236.8K$241.6K+$4.8K2026-11-06
IMG Wealth Management, Inc.
UNCHANGED5,3005,30000%$226.5K$231.1K+$4.6K2026-10-27
Barclays PLC
UNCHANGED4,5894,58900%$196.1K$200.1K+$4.0K2026-11-06
Fifth Third Bancorp
UNCHANGED3,6433,64300%$155.7K$158.9K+$3.2K2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED3,6153,688-73-2%$157.6K$157.7K+$442026-10-23
Capital Investment Advisory Services, LLC
INCREASED2,7251,992+733+37%$85.1K$118.9K+$33.8K2026-10-30
Lanark Financial, Inc.
UNCHANGED84084000%$35.9K$36.6K+$7352026-10-26
Ashton Thomas Private Wealth, LLC
UNCHANGED68068000%$29.1K$29.7K+$5952026-11-03
IFP Advisors, Inc
DECREASED650978-328-34%$41.8K$28.3K-$13.4K2026-10-16
First Heartland Consultants, Inc.
CLOSED07,377-7,377-100%$315.3K$0-$315.3K2026-10-08
Bullseye Investment Management, LLC
CLOSED03,241-3,241-100%$138.5K$0-$138.5K2026-10-29
Creative Financial Designs Inc
CLOSED0226-226-100%$9.7K$0-$9.7K2026-11-04
Cetera Investment Advisers
N/A—299,663-299,663-100%$12.8M———
Osaic Holdings, Inc.
N/A—250,907-250,907-100%$10.7M———
Envestnet Asset Management Inc
N/A—212,872-212,872-100%$9.1M———
Aptus Capital Advisors, LLC
N/A—145,685-145,685-100%$6.2M———
Foundations Investment Advisors, LLC
N/A—72,118-72,118-100%$3.1M———
MML Investors Services, LLC
N/A—43,368-43,368-100%$1.9M———
Harbour Investments, Inc.
N/A—40,513-40,513-100%$1.7M———
Insigneo Advisory Services, LLC
N/A—38,505-38,505-100%$1.6M———
First Trust Advisors LP
N/A—36,626-36,626-100%$1.6M———
World Investment Advisors
N/A—31,785-31,785-100%$1.4M———
CreativeOne Wealth, LLC
N/A—30,189-30,189-100%$1.3M———
Arkadios Wealth Advisors
N/A—29,459-29,459-100%$1.3M———
Octavia Wealth Advisors, LLC
N/A—23,422-23,422-100%$1.0M———
Mutual Advisors, LLC
N/A—21,002-21,002-100%$897.5K———
Susquehanna International Group, LLP
N/A—17,497-17,497-100%$747.7K———
LM Advisors LLC
N/A—15,380-15,380-100%$656.0K———
Mariner, LLC
N/A—15,002-15,002-100%$641.1K———
Cary Street Partners Financial LLC
N/A—14,169-14,169-100%$605.5K———
Silver OAK Securities, Incorporated
N/A—12,675-12,675-100%$541.7K———
Summit Financial, LLC
N/A—11,128-11,128-100%$475.6K———
Sequent Planning LLC
N/A—10,976-10,976-100%$469.1K———
SageGuard Financial Group, LLC
N/A—10,696-10,696-100%$457.1K———
Janney Montgomery Scott LLC
N/A—10,600-10,600-100%$453.0K———
Steward Partners Investment Advisory, LLC
N/A—8,925-8,925-100%$381.4K———
Cresset Asset Management, LLC
N/A—6,744-6,744-100%$288.2K———
Regal Investment Advisors LLC
N/A—6,704-6,704-100%$286.5K———
HRT Financial LP
N/A—6,413-6,413-100%$274.0K———
Envestnet Portfolio Solutions, Inc.
N/A—5,663-5,663-100%$242.0K———
Gallagher Fiduciary Advisors, LLC
N/A—5,416-5,416-100%$231.5K———
Stonebridge Financial Planning Group, LLC
N/A—5,400-5,400-100%$230.8K———
FSB Premier Wealth Management, Inc.
N/A—5,366-5,366-100%$229.3K———
Nvest Financial, LLC
N/A—4,825-4,825-100%$206.2K———
Tanglewood Legacy Advisors, LLC
N/A—3,300-3,300-100%$141.0K———
Benson Wealth Management Inc
N/A—2,500-2,500-100%$106.8K———
Bank of Montreal
N/A—1,381-1,381-100%$48.5K———
Smartleaf Asset Management LLC
N/A—925-925-100%$39.4K———
Integrity Financial Corp
N/A—712-712-100%$30.4K———
Morgan Stanley
N/A—511-511-100%$21.8K———
IFG Advisory, LLC
N/A—492-492-100%$21.0K———
AE Wealth Management LLC
N/A—288-288-100%$12.3K———
UBS Group AG
N/A—93-93-100%$4.0K———
Showing 75 of 75 institutions