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FT Vest U.S. Equity Enhance (XSEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares167,367 from 296,856
Change-129,489 (-44%)
Value$7.6M (-$5.6M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares162,020 from 171,033
Change-9,013 (-5%)
Value$7.3M (-$259.1K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares53,085 from 54,913
Change-1,828 (-3%)
Value$2.4M (-$34.9K)
Filed 2026-11-06
Kraematon Investment Advisors, Inc
DECREASED
Shares33,503 from 41,417
Change-7,914 (-19%)
Value$1.5M (-$322.2K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares26,776 from 23,989
Change+2,787 (+12%)
Value$1.2M (+$147.1K)
Filed 2026-10-13
Noble Wealth Management PBC
DECREASED
Shares21,890 from 24,928
Change-3,038 (-12%)
Value$991.1K (-$115.8K)
Filed 2026-10-01
Clear Point Advisors Inc.
NEW
Shares21,572
Change+21,572
Value$976.7K
Filed 2026-10-30
Diligent Investors, LLC
DECREASED
Shares18,852 from 19,497
Change-645 (-3%)
Value$853.5K (-$12.2K)
Filed 2026-10-21
Silver OAK Securities, Incorporated
INCREASED
Shares14,367 from 13,368
Change+999 (+7%)
Value$642.7K (+$49.0K)
Filed 2026-11-09
Uptick Partners, LLC
DECREASED
Shares13,183 from 16,387
Change-3,204 (-20%)
Value$596.9K (-$130.8K)
Filed 2026-11-04
First Heartland Consultants, Inc.
DECREASED
Shares12,819 from 13,077
Change-258 (-2%)
Value$580.4K (-$290)
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares10,839 from 10,839
Change0 (0%)
Value$490.7K (+$9.4K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,493 from 12,545
Change-2,052 (-16%)
Value$475.0K (-$82.0K)
Filed 2026-11-02
Diversify Advisory Services, LLC
UNCHANGED
Shares9,225 from 9,225
Change0 (0%)
Value$420.3K (+$9.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
UNCHANGED
Shares9,225 from 9,225
Change0 (0%)
Value$420.3K (+$9.5K)
Filed 2026-10-20
Financial Guidance Group, Inc.
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$371.3K (+$7.1K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares7,485 from 6,894
Change+591 (+9%)
Value$338.9K (+$32.8K)
Filed 2026-10-22
PFS Partners, LLC
INCREASED
Shares7,412 from 7,349
Change+63 (+1%)
Value$335.6K (+$9.3K)
Filed 2026-10-21
Chris Bulman Inc
INCREASED
Shares7,089 from 6,393
Change+696 (+11%)
Value$321.0K (+$37.1K)
Filed 2026-10-20
QTR Family Wealth, LLC
UNCHANGED
Shares6,948 from 6,948
Change0 (0%)
Value$314.6K (+$6.1K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares6,808 from 6,497
Change+311 (+5%)
Value$308.2K (+$19.7K)
Filed 2026-10-16
IMG Wealth Management, Inc.
UNCHANGED
Shares6,755 from 6,755
Change0 (0%)
Value$305.8K (+$5.9K)
Filed 2026-10-27
Integrated Advisors Network LLC
UNCHANGED
Shares6,730 from 6,730
Change0 (0%)
Value$304.7K (+$5.9K)
Filed 2026-10-20
Wealthgarden F.S. LLC
UNCHANGED
Shares5,959 from 5,959
Change0 (0%)
Value$269.8K (+$5.2K)
Filed 2026-11-09
Simplicity Wealth,LLC
UNCHANGED
Shares5,739 from 5,739
Change0 (0%)
Value$259.8K (+$5.0K)
Filed 2026-10-23
Miramontes Capital, LLC
DECREASED
Shares4,959 from 4,969
Change-10 (0%)
Value$224.5K (+$3.9K)
Filed 2026-10-19
Grant Street Asset Management, Inc.
UNCHANGED
Shares4,940 from 4,940
Change0 (0%)
Value$223.7K (+$4.3K)
Filed 2026-10-26
Cambridge Advisors Inc.
INCREASED
Shares4,875 from 4,775
Change+100 (+2%)
Value$220.7K (+$8.7K)
Filed 2026-10-19
HBK Sorce Advisory LLC
DECREASED
Shares4,584 from 4,944
Change-360 (-7%)
Value$204.0K (-$17.9K)
Filed 2026-11-06
LifeWealth Investments, LLC
UNCHANGED
Shares4,575 from 4,575
Change0 (0%)
Value$207.1K (+$4.0K)
Filed 2026-10-21
Barclays PLC
UNCHANGED
Shares4,470 from 4,470
Change0 (0%)
Value$202.4K (+$3.9K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares2,634 from 1,540
Change+1,094 (+71%)
Value$119.4K (+$51.0K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$109.2K (+$2.1K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,246 from 2,246
Change0 (0%)
Value$101.7K (+$2.0K)
Filed 2026-10-23
Farther Finance Advisors, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$99.6K (+$1.9K)
Filed 2026-10-08
Harbour Investments, Inc.
DECREASED
Shares201 from 5,551
Change-5,350 (-96%)
Value$9.1K (-$237.4K)
Filed 2026-11-09
VestGen Advisors, LLC
CLOSED
Shares0 from 16,767
Change-16,767 (-100%)
Value$0 (-$744.5K)
Filed 2026-10-27
Atria Investments, Inc
CLOSED
Shares0 from 14,072
Change-14,072 (-100%)
Value$0 (-$624.9K)
Filed 2026-10-15
Crosspoint Financial, LLC
CLOSED
Shares0 from 6,100
Change-6,100 (-100%)
Value$0 (-$270.9K)
Filed 2026-11-03
Bullseye Investment Management, LLC
CLOSED
Shares0 from 767
Change-767 (-100%)
Value$0 (-$34.1K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 461
Change-461 (-100%)
Value$0 (-$20.5K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 295,404
Change-295,404 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 234,857
Change-234,857 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 194,448
Change-194,448 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 149,246
Change-149,246 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 36,840
Change-36,840 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,614
Change-27,614 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,829
Change-19,829 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,049
Change-18,049 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 17,470
Change-17,470 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 16,767
Change-16,767 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 16,493
Change-16,493 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 15,849
Change-15,849 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,463
Change-14,463 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 12,352
Change-12,352 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,954
Change-11,954 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,911
Change-10,911 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 10,077
Change-10,077 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,147
Change-8,147 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 6,767
Change-6,767 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,597
Change-6,597 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 6,346
Change-6,346 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,937
Change-4,937 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
UBS Group AG
N/A
Shares— from 512
Change-512 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED167,367296,856-129,489-44%$13.2M$7.6M-$5.6M2026-11-02
Kestra Advisory Services, LLC
DECREASED162,020171,033-9,013-5%$7.6M$7.3M-$259.1K2026-11-02
LPL Financial LLC
DECREASED53,08554,913-1,828-3%$2.4M$2.4M-$34.9K2026-11-06
Kraematon Investment Advisors, Inc
DECREASED33,50341,417-7,914-19%$1.8M$1.5M-$322.2K2026-11-02
Signal Advisors Wealth, LLC
INCREASED26,77623,989+2,787+12%$1.1M$1.2M+$147.1K2026-10-13
Noble Wealth Management PBC
DECREASED21,89024,928-3,038-12%$1.1M$991.1K-$115.8K2026-10-01
Clear Point Advisors Inc.
NEW21,572—+21,572——$976.7K—2026-10-30
Diligent Investors, LLC
DECREASED18,85219,497-645-3%$865.8K$853.5K-$12.2K2026-10-21
Silver OAK Securities, Incorporated
INCREASED14,36713,368+999+7%$593.6K$642.7K+$49.0K2026-11-09
Uptick Partners, LLC
DECREASED13,18316,387-3,204-20%$727.7K$596.9K-$130.8K2026-11-04
First Heartland Consultants, Inc.
DECREASED12,81913,077-258-2%$580.7K$580.4K-$2902026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED10,83910,83900%$481.3K$490.7K+$9.4K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED10,49312,545-2,052-16%$557.0K$475.0K-$82.0K2026-11-02
Diversify Advisory Services, LLC
UNCHANGED9,2259,22500%$410.8K$420.3K+$9.5K2026-10-20
Diversify Wealth Management, LLC
UNCHANGED9,2259,22500%$410.8K$420.3K+$9.5K2026-10-20
Financial Guidance Group, Inc.
UNCHANGED8,2008,20000%$364.1K$371.3K+$7.1K2026-10-21
Brookstone Capital Management
INCREASED7,4856,894+591+9%$306.1K$338.9K+$32.8K2026-10-22
PFS Partners, LLC
INCREASED7,4127,349+63+1%$326.3K$335.6K+$9.3K2026-10-21
Chris Bulman Inc
INCREASED7,0896,393+696+11%$283.9K$321.0K+$37.1K2026-10-20
QTR Family Wealth, LLC
UNCHANGED6,9486,94800%$308.5K$314.6K+$6.1K2026-11-02
IFP Advisors, Inc
INCREASED6,8086,497+311+5%$288.5K$308.2K+$19.7K2026-10-16
IMG Wealth Management, Inc.
UNCHANGED6,7556,75500%$300.0K$305.8K+$5.9K2026-10-27
Integrated Advisors Network LLC
UNCHANGED6,7306,73000%$298.8K$304.7K+$5.9K2026-10-20
Wealthgarden F.S. LLC
UNCHANGED5,9595,95900%$264.6K$269.8K+$5.2K2026-11-09
Simplicity Wealth,LLC
UNCHANGED5,7395,73900%$254.8K$259.8K+$5.0K2026-10-23
Miramontes Capital, LLC
DECREASED4,9594,969-100%$220.6K$224.5K+$3.9K2026-10-19
Grant Street Asset Management, Inc.
UNCHANGED4,9404,94000%$219.4K$223.7K+$4.3K2026-10-26
Cambridge Advisors Inc.
INCREASED4,8754,775+100+2%$212.0K$220.7K+$8.7K2026-10-19
HBK Sorce Advisory LLC
DECREASED4,5844,944-360-7%$221.9K$204.0K-$17.9K2026-11-06
LifeWealth Investments, LLC
UNCHANGED4,5754,57500%$203.2K$207.1K+$4.0K2026-10-21
Barclays PLC
UNCHANGED4,4704,47000%$198.5K$202.4K+$3.9K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED2,6341,540+1,094+71%$68.4K$119.4K+$51.0K2026-10-30
Ashton Thomas Private Wealth, LLC
UNCHANGED2,4122,41200%$107.1K$109.2K+$2.1K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED2,2462,24600%$99.7K$101.7K+$2.0K2026-10-23
Farther Finance Advisors, LLC
UNCHANGED2,2002,20000%$97.7K$99.6K+$1.9K2026-10-08
Harbour Investments, Inc.
DECREASED2015,551-5,350-96%$246.5K$9.1K-$237.4K2026-11-09
VestGen Advisors, LLC
CLOSED016,767-16,767-100%$744.5K$0-$744.5K2026-10-27
Atria Investments, Inc
CLOSED014,072-14,072-100%$624.9K$0-$624.9K2026-10-15
Crosspoint Financial, LLC
CLOSED06,100-6,100-100%$270.9K$0-$270.9K2026-11-03
Bullseye Investment Management, LLC
CLOSED0767-767-100%$34.1K$0-$34.1K2026-10-29
GHP Investment Advisors, Inc.
CLOSED0461-461-100%$20.5K$0-$20.5K2026-10-15
Envestnet Asset Management Inc
N/A—295,404-295,404-100%$13.1M———
Osaic Holdings, Inc.
N/A—234,857-234,857-100%$10.4M———
Cetera Investment Advisers
N/A—194,448-194,448-100%$8.6M———
MML Investors Services, LLC
N/A—149,246-149,246-100%$6.6M———
Mariner, LLC
N/A—36,840-36,840-100%$1.6M———
Susquehanna International Group, LLP
N/A—27,614-27,614-100%$1.2M———
Mutual Advisors, LLC
N/A—19,829-19,829-100%$880.5K———
Citadel Advisors LLC
N/A—18,049-18,049-100%$801.5K———
Blackhawk Capital Partners, LLC
N/A—17,470-17,470-100%$775.8K———
VestGen Investment Management
N/A—16,767-16,767-100%$744.5K———
Millington Financial Advisors, LLC
N/A—16,493-16,493-100%$734.3K———
Benson Wealth Management Inc
N/A—15,849-15,849-100%$703.8K———
CreativeOne Wealth, LLC
N/A—14,463-14,463-100%$642.2K———
Sequent Planning LLC
N/A—12,352-12,352-100%$548.5K———
Waverly Advisors, LLC
N/A—11,954-11,954-100%$530.8K———
Ameriprise Financial Inc
N/A—10,911-10,911-100%$484.5K———
SageGuard Financial Group, LLC
N/A—10,077-10,077-100%$447.5K———
Aptus Capital Advisors, LLC
N/A—8,200-8,200-100%$364.1K———
Summit Financial, LLC
N/A—8,147-8,147-100%$361.8K———
Wood Tarver Financial Group, LLC
N/A—6,767-6,767-100%$300.0K———
Envestnet Portfolio Solutions, Inc.
N/A—6,597-6,597-100%$292.9K———
Gallagher Fiduciary Advisors, LLC
N/A—6,346-6,346-100%$281.8K———
Octavia Wealth Advisors, LLC
N/A—5,005-5,005-100%$222.2K———
HRT Financial LP
N/A—4,937-4,937-100%$219.0K———
Integrity Financial Corp
N/A—4,705-4,705-100%$208.9K———
Global Retirement Partners, LLC
N/A—2,750-2,750-100%$122.1K———
Steward Partners Investment Advisory, LLC
N/A—1,200-1,200-100%$53.3K———
AE Wealth Management LLC
N/A—1,112-1,112-100%$49.4K———
UBS Group AG
N/A—512-512-100%$22.7K———
Smartleaf Asset Management LLC
N/A—405-405-100%$17.9K———
Morgan Stanley
N/A—40-40-100%$1.8K———
Showing 72 of 72 institutions