IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Vest ENH MOD Buff - FEB (XFEB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares106,544 from 108,458
Change-1,914 (-2%)
Value$4.1M (+$17.9K)
Filed 2026-11-06
Diligent Investors, LLC
DECREASED
Shares66,851 from 69,902
Change-3,051 (-4%)
Value$2.6M (-$58.0K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares31,599 from 29,333
Change+2,266 (+8%)
Value$1.2M (+$111.3K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares28,446 from 56,709
Change-28,263 (-50%)
Value$1.1M (-$1.0M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares17,921 from 21,720
Change-3,799 (-17%)
Value$685.2K (-$127.0K)
Filed 2026-11-02
LifeWealth Investments, LLC
UNCHANGED
Shares16,147 from 16,147
Change0 (0%)
Value$617.4K (+$13.6K)
Filed 2026-10-21
Atria Investments, Inc
NEW
Shares13,436
Change+13,436
Value$513.7K
Filed 2026-10-15
Clear Point Advisors Inc.
NEW
Shares11,012
Change+11,012
Value$421.0K
Filed 2026-10-30
Uptick Partners, LLC
UNCHANGED
Shares7,854 from 7,854
Change0 (0%)
Value$300.3K (+$6.6K)
Filed 2026-11-04
PFS Partners, LLC
UNCHANGED
Shares7,375 from 7,375
Change0 (0%)
Value$282.0K (+$6.2K)
Filed 2026-10-21
BAM Wealth Management, LLC
NEW
Shares5,675
Change+5,675
Value$217.0K
Filed 2026-10-15
Barclays PLC
UNCHANGED
Shares5,542 from 5,542
Change0 (0%)
Value$211.9K (+$4.7K)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares4,758 from 4,758
Change0 (0%)
Value$181.9K (+$4.0K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares4,160 from 4,160
Change0 (0%)
Value$159.1K (+$3.5K)
Filed 2026-10-23
Luken Investment Analytics, LLC
UNCHANGED
Shares3,387 from 3,387
Change0 (0%)
Value$129.5K (+$2.8K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares800 from 450
Change+350 (+78%)
Value$30.6K (+$13.8K)
Filed 2026-10-08
CX Institutional
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$12 (+$1)
Filed 2026-10-02
Creative Financial Designs Inc
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-04
Osaic Holdings, Inc.
N/A
Shares— from 67,339
Change-67,339 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 37,659
Change-37,659 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 20,376
Change-20,376 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,725
Change-18,725 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,151
Change-15,151 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,633
Change-13,633 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 12,843
Change-12,843 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,025
Change-12,025 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 8,260
Change-8,260 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 907
Change-907 (-100%)
Value—
Status
LPL Financial LLC
DECREASED106,544108,458-1,914-2%$4.1M$4.1M+$17.9K2026-11-06
Diligent Investors, LLC
DECREASED66,85169,902-3,051-4%$2.6M$2.6M-$58.0K2026-10-21
Brookstone Capital Management
INCREASED31,59929,333+2,266+8%$1.1M$1.2M+$111.3K2026-10-22
Commonwealth Equity Services, LLC
DECREASED28,44656,709-28,263-50%$2.1M$1.1M-$1.0M2026-11-02
Kestra Advisory Services, LLC
DECREASED17,92121,720-3,799-17%$812.2K$685.2K-$127.0K2026-11-02
LifeWealth Investments, LLC
UNCHANGED16,14716,14700%$603.8K$617.4K+$13.6K2026-10-21
Atria Investments, Inc
NEW13,436—+13,436——$513.7K—2026-10-15
Clear Point Advisors Inc.
NEW11,012—+11,012——$421.0K—2026-10-30
Uptick Partners, LLC
UNCHANGED7,8547,85400%$293.7K$300.3K+$6.6K2026-11-04
PFS Partners, LLC
UNCHANGED7,3757,37500%$275.8K$282.0K+$6.2K2026-10-21
BAM Wealth Management, LLC
NEW5,675—+5,675——$217.0K—2026-10-15
Barclays PLC
UNCHANGED5,5425,54200%$207.2K$211.9K+$4.7K2026-11-06
IFP Advisors, Inc
UNCHANGED4,7584,75800%$177.9K$181.9K+$4.0K2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED4,1604,16000%$155.6K$159.1K+$3.5K2026-10-23
Luken Investment Analytics, LLC
UNCHANGED3,3873,38700%$126.7K$129.5K+$2.8K2026-11-06
Farther Finance Advisors, LLC
INCREASED800450+350+78%$16.8K$30.6K+$13.8K2026-10-08
CX Institutional
UNCHANGED30330300%$11$12+$12026-10-02
Creative Financial Designs Inc
CLOSED0100-100-100%$3.7K$0-$3.7K2026-11-04
Osaic Holdings, Inc.
N/A—67,339-67,339-100%$2.5M———
Arkadios Wealth Advisors
N/A—37,659-37,659-100%$1.4M———
Cetera Investment Advisers
N/A—20,376-20,376-100%$762.0K———
Steward Partners Investment Advisory, LLC
N/A—18,725-18,725-100%$700.2K———
Susquehanna International Group, LLP
N/A—15,151-15,151-100%$566.6K———
Harbour Investments, Inc.
N/A—13,633-13,633-100%$509.8K———
Harvest Investment Services, LLC
N/A—12,843-12,843-100%$480.3K———
OneDigital Investment Advisors LLC
N/A—12,025-12,025-100%$449.7K———
Sequent Planning LLC
N/A—8,260-8,260-100%$308.9K———
JPMorgan Chase & Co
N/A—6,024-6,024-100%$224.7K———
Integrity Financial Corp
N/A—907-907-100%$33.9K———
Showing 29 of 29 institutions