FT Vest US Equity Enhance & (XDEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

DECREASED

Shares410,977 from 546,696

Change-135,719 (-25%)

Value$18.0M (-$5.4M)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares212,965 from 186,502

Change+26,463 (+14%)

Value$9.3M (+$1.3M)

Filed 2026-11-02

Beacon Financial Group

DECREASED

Shares211,101 from 225,812

Change-14,711 (-7%)

Value$9.2M (-$424.3K)

Filed 2026-10-19

Griffith & Werner, Inc.

DECREASED

Shares118,821 from 118,957

Change-136 (0%)

Value$5.2M (+$109.5K)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares78,943 from 39,547

Change+39,396 (+100%)

Value$3.5M (+$1.8M)

Filed 2026-11-06

Grant Street Asset Management, Inc.

INCREASED

Shares31,113 from 26,923

Change+4,190 (+16%)

Value$1.4M (+$209.8K)

Filed 2026-10-26

Diversify Wealth Management, LLC

UNCHANGED

Shares30,951 from 30,951

Change0 (0%)

Value$1.4M (+$33.3K)

Filed 2026-10-20

Diversify Advisory Services, LLC

UNCHANGED

Shares30,951 from 30,951

Change0 (0%)

Value$1.4M (+$33.3K)

Filed 2026-10-20

Blue Bell Private Wealth Management, LLC

DECREASED

Shares29,512 from 29,677

Change-165 (-1%)

Value$1.3M (+$21.7K)

Filed 2026-10-29

Signal Advisors Wealth, LLC

INCREASED

Shares21,801 from 18,984

Change+2,817 (+15%)

Value$955.1K (+$141.9K)

Filed 2026-10-13

First Heartland Consultants, Inc.

DECREASED

Shares20,470 from 20,707

Change-237 (-1%)

Value$896.8K (+$9.8K)

Filed 2026-10-08

Diligent Investors, LLC

UNCHANGED

Shares17,000 from 17,000

Change0 (0%)

Value$744.8K (+$16.6K)

Filed 2026-10-21

Triad Wealth Partners, LLC

DECREASED

Shares15,121 from 15,266

Change-145 (-1%)

Value$662.5K (+$2.0K)

Filed 2026-10-26

QTR Family Wealth, LLC

DECREASED

Shares14,642 from 14,736

Change-94 (-1%)

Value$641.5K (+$10.2K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

DECREASED

Shares14,160 from 15,655

Change-1,495 (-10%)

Value$620.4K (-$50.2K)

Filed 2026-11-06

Atria Investments, Inc

INCREASED

Shares13,695 from 9,503

Change+4,192 (+44%)

Value$600.0K (+$192.9K)

Filed 2026-10-15

Ashton Thomas Private Wealth, LLC

DECREASED

Shares13,435 from 13,798

Change-363 (-3%)

Value$588.6K (-$2.5K)

Filed 2026-11-03

PFS Partners, LLC

UNCHANGED

Shares12,533 from 12,533

Change0 (0%)

Value$549.1K (+$12.2K)

Filed 2026-10-21

Outlook Wealth Advisors, LLC

DECREASED

Shares9,828 from 9,831

Change-3 (0%)

Value$430.6K (+$9.5K)

Filed 2026-10-28

Cambridge Advisors Inc.

DECREASED

Shares9,710 from 9,735

Change-25 (0%)

Value$425.4K (+$8.4K)

Filed 2026-10-19

Stonebridge Financial Planning Group, LLC

UNCHANGED

Shares9,311 from 9,311

Change0 (0%)

Value$407.9K (+$9.1K)

Filed 2026-11-06

Dhjj Financial Advisors, Ltd.

DECREASED

Shares9,246 from 9,310

Change-64 (-1%)

Value$405.1K (+$6.3K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares8,041 from 59,110

Change-51,069 (-86%)

Value$352.0K (-$2.2M)

Filed 2026-11-02

Sigma Planning Corp

UNCHANGED

Shares7,411 from 7,411

Change0 (0%)

Value$324.7K (+$7.2K)

Filed 2026-10-23

Keystone Wealth Services, LLC

DECREASED

Shares7,371 from 7,871

Change-500 (-6%)

Value$323.2K (-$13.9K)

Filed 2026-11-03

Simplicity Wealth,LLC

UNCHANGED

Shares7,338 from 7,338

Change0 (0%)

Value$321.5K (+$7.2K)

Filed 2026-10-23

Foguth Wealth Management, Llc.

DECREASED

Shares7,337 from 7,578

Change-241 (-3%)

Value$322.1K (-$3.4K)

Filed 2026-10-19

LVZ, Inc.

UNCHANGED

Shares5,908 from 5,908

Change0 (0%)

Value$258.8K (+$5.8K)

Filed 2026-10-20

BAM Wealth Management, LLC

NEW

Shares5,764

Change+5,764

Value$252.5K

Filed 2026-10-15

Truist Financial Corp

DECREASED

Shares5,040 from 5,053

Change-13 (0%)

Value$220.8K (+$4.4K)

Filed 2026-10-30

StoneX Group Inc.

NEW

Shares4,951

Change+4,951

Value$216.6K

Filed 2026-11-03

Signature Estate & Investment Advisors LLC

UNCHANGED

Shares4,871 from 4,871

Change0 (0%)

Value$213.4K (+$4.8K)

Filed 2026-10-13

Barclays PLC

UNCHANGED

Shares3,699 from 3,699

Change0 (0%)

Value$162.1K (+$3.6K)

Filed 2026-11-06

IFP Advisors, Inc

UNCHANGED

Shares3,606 from 3,606

Change0 (0%)

Value$158.0K (+$3.5K)

Filed 2026-10-16

Wagner Wealth Management, LLC

UNCHANGED

Shares2,686 from 2,686

Change0 (0%)

Value$117.7K (+$2.6K)

Filed 2026-10-21

Capital Investment Advisory Services, LLC

INCREASED

Shares2,260 from 1,432

Change+828 (+58%)

Value$99.1K (+$37.7K)

Filed 2026-10-30

Reap Financial Group, LLC

UNCHANGED

Shares1,808 from 1,808

Change0 (0%)

Value$79.2K (+$1.8K)

Filed 2026-11-02

Assetmark, Inc

UNCHANGED

Shares1,651 from 1,651

Change0 (0%)

Value$72.3K (+$1.6K)

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares950 from 3,206

Change-2,256 (-70%)

Value$41.6K (-$95.7K)

Filed 2026-10-08

IMG Wealth Management, Inc.

UNCHANGED

Shares480 from 480

Change0 (0%)

Value$21.0K (+$468)

Filed 2026-10-27

Buck Wealth Strategies, LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$11.0K (+$244)

Filed 2026-10-28

Lanark Financial, Inc.

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$6.4K (+$141)

Filed 2026-10-26

Bullseye Investment Management, LLC

CLOSED

Shares0 from 793

Change-793 (-100%)

Value$0 (-$34.0K)

Filed 2026-10-29

Janney Montgomery Scott LLC

N/A

Shares— from 341,786

Change-341,786 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 298,714

Change-298,714 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 296,679

Change-296,679 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 191,290

Change-191,290 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 122,452

Change-122,452 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 88,665

Change-88,665 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 64,506

Change-64,506 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 62,122

Change-62,122 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 44,038

Change-44,038 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 42,767

Change-42,767 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 38,026

Change-38,026 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 21,726

Change-21,726 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 18,523

Change-18,523 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 18,019

Change-18,019 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 16,971

Change-16,971 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 16,756

Change-16,756 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 16,504

Change-16,504 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 15,643

Change-15,643 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 15,227

Change-15,227 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 14,677

Change-14,677 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 11,633

Change-11,633 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 11,238

Change-11,238 (-100%)

Value—

SageGuard Financial Group, LLC

N/A

Shares— from 10,602

Change-10,602 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 7,742

Change-7,742 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 7,296

Change-7,296 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,050

Change-6,050 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 6,039

Change-6,039 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 5,928

Change-5,928 (-100%)

Value—

Alesco Advisors, LLC, An ESL Co

N/A

Shares— from 5,825

Change-5,825 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 5,422

Change-5,422 (-100%)

Value—

Pitti Group Wealth Management, LLC

N/A

Shares— from 5,369

Change-5,369 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 5,241

Change-5,241 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 5,015

Change-5,015 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 4,745

Change-4,745 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 4,451

Change-4,451 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,771

Change-2,771 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,745

Change-2,745 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,316

Change-2,316 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 900

Change-900 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 441

Change-441 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 309

Change-309 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 218

Change-218 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 161

Change-161 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 128

Change-128 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	410,977	546,696	-135,719	-25%	$23.4M	$18.0M	-$5.4M	2026-11-02
Kestra Advisory Services, LLC	INCREASED	212,965	186,502	+26,463	+14%	$8.0M	$9.3M	+$1.3M	2026-11-02
Beacon Financial Group	DECREASED	211,101	225,812	-14,711	-7%	$9.7M	$9.2M	-$424.3K	2026-10-19
Griffith & Werner, Inc.	DECREASED	118,821	118,957	-136	0%	$5.1M	$5.2M	+$109.5K	2026-11-04
LPL Financial LLC	INCREASED	78,943	39,547	+39,396	+100%	$1.7M	$3.5M	+$1.8M	2026-11-06
Grant Street Asset Management, Inc.	INCREASED	31,113	26,923	+4,190	+16%	$1.2M	$1.4M	+$209.8K	2026-10-26
Diversify Wealth Management, LLC	UNCHANGED	30,951	30,951	0	0%	$1.3M	$1.4M	+$33.3K	2026-10-20
Diversify Advisory Services, LLC	UNCHANGED	30,951	30,951	0	0%	$1.3M	$1.4M	+$33.3K	2026-10-20
Blue Bell Private Wealth Management, LLC	DECREASED	29,512	29,677	-165	-1%	$1.3M	$1.3M	+$21.7K	2026-10-29
Signal Advisors Wealth, LLC	INCREASED	21,801	18,984	+2,817	+15%	$813.2K	$955.1K	+$141.9K	2026-10-13
First Heartland Consultants, Inc.	DECREASED	20,470	20,707	-237	-1%	$887.0K	$896.8K	+$9.8K	2026-10-08
Diligent Investors, LLC	UNCHANGED	17,000	17,000	0	0%	$728.2K	$744.8K	+$16.6K	2026-10-21
Triad Wealth Partners, LLC	DECREASED	15,121	15,266	-145	-1%	$660.4K	$662.5K	+$2.0K	2026-10-26
QTR Family Wealth, LLC	DECREASED	14,642	14,736	-94	-1%	$631.2K	$641.5K	+$10.2K	2026-11-02
Kestra Private Wealth Services, LLC	DECREASED	14,160	15,655	-1,495	-10%	$670.6K	$620.4K	-$50.2K	2026-11-06
Atria Investments, Inc	INCREASED	13,695	9,503	+4,192	+44%	$407.1K	$600.0K	+$192.9K	2026-10-15
Ashton Thomas Private Wealth, LLC	DECREASED	13,435	13,798	-363	-3%	$591.0K	$588.6K	-$2.5K	2026-11-03
PFS Partners, LLC	UNCHANGED	12,533	12,533	0	0%	$536.9K	$549.1K	+$12.2K	2026-10-21
Outlook Wealth Advisors, LLC	DECREASED	9,828	9,831	-3	0%	$421.1K	$430.6K	+$9.5K	2026-10-28
Cambridge Advisors Inc.	DECREASED	9,710	9,735	-25	0%	$417.0K	$425.4K	+$8.4K	2026-10-19
Stonebridge Financial Planning Group, LLC	UNCHANGED	9,311	9,311	0	0%	$398.8K	$407.9K	+$9.1K	2026-11-06
Dhjj Financial Advisors, Ltd.	DECREASED	9,246	9,310	-64	-1%	$398.8K	$405.1K	+$6.3K	2026-10-23
Cambridge Investment Research Advisors, Inc.	DECREASED	8,041	59,110	-51,069	-86%	$2.5M	$352.0K	-$2.2M	2026-11-02
Sigma Planning Corp	UNCHANGED	7,411	7,411	0	0%	$317.5K	$324.7K	+$7.2K	2026-10-23
Keystone Wealth Services, LLC	DECREASED	7,371	7,871	-500	-6%	$337.2K	$323.2K	-$13.9K	2026-11-03
Simplicity Wealth,LLC	UNCHANGED	7,338	7,338	0	0%	$314.3K	$321.5K	+$7.2K	2026-10-23
Foguth Wealth Management, Llc.	DECREASED	7,337	7,578	-241	-3%	$325.5K	$322.1K	-$3.4K	2026-10-19
LVZ, Inc.	UNCHANGED	5,908	5,908	0	0%	$253.1K	$258.8K	+$5.8K	2026-10-20
BAM Wealth Management, LLC	NEW	5,764	—	+5,764	—	—	$252.5K	—	2026-10-15
Truist Financial Corp	DECREASED	5,040	5,053	-13	0%	$216.4K	$220.8K	+$4.4K	2026-10-30
StoneX Group Inc.	NEW	4,951	—	+4,951	—	—	$216.6K	—	2026-11-03
Signature Estate & Investment Advisors LLC	UNCHANGED	4,871	4,871	0	0%	$208.6K	$213.4K	+$4.8K	2026-10-13
Barclays PLC	UNCHANGED	3,699	3,699	0	0%	$158.4K	$162.1K	+$3.6K	2026-11-06
IFP Advisors, Inc	UNCHANGED	3,606	3,606	0	0%	$154.5K	$158.0K	+$3.5K	2026-10-16
Wagner Wealth Management, LLC	UNCHANGED	2,686	2,686	0	0%	$115.1K	$117.7K	+$2.6K	2026-10-21
Capital Investment Advisory Services, LLC	INCREASED	2,260	1,432	+828	+58%	$61.3K	$99.1K	+$37.7K	2026-10-30
Reap Financial Group, LLC	UNCHANGED	1,808	1,808	0	0%	$77.4K	$79.2K	+$1.8K	2026-11-02
Assetmark, Inc	UNCHANGED	1,651	1,651	0	0%	$70.7K	$72.3K	+$1.6K	2026-10-21
Farther Finance Advisors, LLC	DECREASED	950	3,206	-2,256	-70%	$137.3K	$41.6K	-$95.7K	2026-10-08
IMG Wealth Management, Inc.	UNCHANGED	480	480	0	0%	$20.6K	$21.0K	+$468	2026-10-27
Buck Wealth Strategies, LLC	UNCHANGED	250	250	0	0%	$10.7K	$11.0K	+$244	2026-10-28
Lanark Financial, Inc.	UNCHANGED	145	145	0	0%	$6.2K	$6.4K	+$141	2026-10-26
Bullseye Investment Management, LLC	CLOSED	0	793	-793	-100%	$34.0K	$0	-$34.0K	2026-10-29
Janney Montgomery Scott LLC	N/A	—	341,786	-341,786	-100%	$14.6M	—	—	—
Cetera Investment Advisers	N/A	—	298,714	-298,714	-100%	$12.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	296,679	-296,679	-100%	$12.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	191,290	-191,290	-100%	$8.2M	—	—	—
Sequent Planning LLC	N/A	—	122,452	-122,452	-100%	$5.2M	—	—	—
Global Retirement Partners, LLC	N/A	—	88,665	-88,665	-100%	$3.8M	—	—	—
Main Street Financial Solutions, LLC	N/A	—	64,506	-64,506	-100%	$2.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	62,122	-62,122	-100%	$2.7M	—	—	—
MML Investors Services, LLC	N/A	—	44,038	-44,038	-100%	$1.9M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	42,767	-42,767	-100%	$1.8M	—	—	—
Harbour Investments, Inc.	N/A	—	38,026	-38,026	-100%	$1.6M	—	—	—
CreativeOne Wealth, LLC	N/A	—	21,726	-21,726	-100%	$930.6K	—	—	—
Mariner, LLC	N/A	—	18,523	-18,523	-100%	$793.4K	—	—	—
First Trust Advisors LP	N/A	—	18,019	-18,019	-100%	$771.8K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	16,971	-16,971	-100%	$727.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	16,756	-16,756	-100%	$717.7K	—	—	—
Citadel Advisors LLC	N/A	—	16,504	-16,504	-100%	$706.9K	—	—	—
Focus Partners Wealth	N/A	—	15,643	-15,643	-100%	$670.1K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	15,227	-15,227	-100%	$652.2K	—	—	—
BFC Planning, Inc.	N/A	—	14,677	-14,677	-100%	$628.7K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	11,633	-11,633	-100%	$498.3K	—	—	—
Harvest Investment Services, LLC	N/A	—	11,238	-11,238	-100%	$481.4K	—	—	—
SageGuard Financial Group, LLC	N/A	—	10,602	-10,602	-100%	$454.1K	—	—	—
Bank of America Corp	N/A	—	7,742	-7,742	-100%	$331.6K	—	—	—
Mutual Advisors, LLC	N/A	—	7,296	-7,296	-100%	$312.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,050	-6,050	-100%	$259.2K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	6,039	-6,039	-100%	$258.7K	—	—	—
Arkadios Wealth Advisors	N/A	—	5,928	-5,928	-100%	$253.9K	—	—	—
Alesco Advisors, LLC, An ESL Co	N/A	—	5,825	-5,825	-100%	$249.5K	—	—	—
HRT Financial LP	N/A	—	5,422	-5,422	-100%	$232.0K	—	—	—
Pitti Group Wealth Management, LLC	N/A	—	5,369	-5,369	-100%	$230.0K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	5,241	-5,241	-100%	$224.5K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	5,015	-5,015	-100%	$214.8K	—	—	—
Old Mission Capital LLC	N/A	—	4,745	-4,745	-100%	$203.3K	—	—	—
Centaurus Financial, Inc.	N/A	—	4,451	-4,451	-100%	$191.0K	—	—	—
AE Wealth Management LLC	N/A	—	2,771	-2,771	-100%	$118.7K	—	—	—
JPMorgan Chase & Co	N/A	—	2,745	-2,745	-100%	$117.4K	—	—	—
Morgan Stanley	N/A	—	2,316	-2,316	-100%	$99.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,300	-2,300	-100%	$98.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	900	-900	-100%	$38.6K	—	—	—
Royal Bank of Canada	N/A	—	441	-441	-100%	$19.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	309	-309	-100%	$13.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	218	-218	-100%	$9.3K	—	—	—
Bank of Montreal	N/A	—	161	-161	-100%	$6.0K	—	—	—
FWL Investment Management, LLC	N/A	—	150	-150	-100%	$6.4K	—	—	—
Park Place Capital Corp	N/A	—	128	-128	-100%	$5.5K	—	—	—
UBS Group AG	N/A	—	2	-2	-100%	$86	—	—	—

Showing 90 of 90 institutions