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FT Vest U.S. Equity Enhance (XJUN)

CUSIP: 33740U844 | NYSE | 166 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

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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.27,1520.9%Newly reportedJun 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.27,152
0.9% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Kestra Advisory Services, LLC199,993
0.0% of portfolio›$9.1M
Commonwealth Equity Services, LLC149,187
0.0% of portfolio›$6.8M
Bullseye Investment Management, LLC38,576
0.9% of portfolio›$1.7M
First Heartland Consultants, Inc.25,335
0.1% of portfolio›$1.1M
Diversify Wealth Management, LLC24,837
0.0% of portfolio›$1.1M
Diversify Advisory Services, LLC24,837
0.0% of portfolio›$1.1M
Blue Bell Private Wealth Management, LLC23,011
0.1% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.20,142
0.0% of portfolio›$913.0K
Miramontes Capital, LLC19,605
0.3% of portfolio›$888.5K
QTR Family Wealth, LLC16,328
0.3% of portfolio›$740.0K
IFP Advisors, Inc15,056
0.0% of portfolio›$682.3K
Diligent Investors, LLC13,720
0.1% of portfolio›$621.8K
PFS Partners, LLC11,444
0.2% of portfolio›$518.6K
Grant Street Asset Management, Inc.10,464
0.1% of portfolio›$474.2K
Reap Financial Group, LLC9,151
0.1% of portfolio›$414.7K
Castle Rock Wealth Management, LLC8,218
0.1% of portfolio›$375.1K
Foguth Wealth Management, Llc.8,199
0.0% of portfolio›$372.4K
Cambridge Advisors Inc.8,020
0.1% of portfolio›$363.5K
LVZ, Inc.7,846
0.0% of portfolio›$355.6K
Uptick Partners, LLC5,817
0.0% of portfolio›$263.6K
Brookstone Capital Management5,351
0.0% of portfolio›$242.5K
Chicago Partners Investment Group LLC4,616
0.0% of portfolio›$209.4K
Dhjj Financial Advisors, Ltd.4,595
0.1% of portfolio›$208.2K
Pinnacle Wealth Planning Services, Inc.4,255
0.0% of portfolio›$192.8K
Farther Finance Advisors, LLC4,000
0.0% of portfolio›$181.3K
IMG Wealth Management, Inc.3,020
0.1% of portfolio›$136.9K
Ashton Thomas Private Wealth, LLC681
0.0% of portfolio›$30.9K
Capital Investment Advisory Services, LLC242
0.0% of portfolio›$11.0K
Compass Financial Management LLC35
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
199,993$9.1M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
149,187$6.8M0.0%ETFLowWaltham, MA2026-11-02
Bullseye Investment Management, LLC
38,576$1.7M0.9%ETFVery HighCincinnati, OH2026-10-29
First Heartland Consultants, Inc.
25,335$1.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
Diversify Wealth Management, LLC
24,837$1.1M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
24,837$1.1M0.0%GrowthLowSandy, UT2026-10-20
Blue Bell Private Wealth Management, LLC
23,011$1.0M0.1%YieldVery LowBlue Bell, PA2026-10-29
Cambridge Investment Research Advisors, Inc.
20,142$913.0K0.0%ETFLowFairfield, IA2026-11-02
Miramontes Capital, LLC
19,605$888.5K0.3%GrowthVery LowNewport, CA2026-10-19
QTR Family Wealth, LLC
16,328$740.0K0.3%GrowthMediumLake Mary, FL2026-11-02
IFP Advisors, Inc
15,056$682.3K0.0%GrowthLowTampa, FL2026-10-16
Diligent Investors, LLC
13,720$621.8K0.1%CoreLowRedlands, CA2026-10-21
PFS Partners, LLC
11,444$518.6K0.2%ETFVery LowMine Hill, NJ2026-10-21
Grant Street Asset Management, Inc.
10,464$474.2K0.1%ETFVery LowCanonsburg, PA2026-10-26
Reap Financial Group, LLC
9,151$414.7K0.1%ETFLowAustin, TX2026-11-02
Castle Rock Wealth Management, LLC
8,218$375.1K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Foguth Wealth Management, Llc.
8,199$372.4K0.0%ETFHighBrighton, MI2026-10-19
Cambridge Advisors Inc.
8,020$363.5K0.1%ETFVery LowOmaha, NE2026-10-19
LVZ, Inc.
7,846$355.6K0.0%ETFLowHolland, MI2026-10-20
Uptick Partners, LLC
5,817$263.6K0.0%ETFLowNacogdoches, TX2026-11-04
Brookstone Capital Management
5,351$242.5K0.0%ETFMediumWheaton, IL2026-10-22
Chicago Partners Investment Group LLC
4,616$209.4K0.0%GARPLowChicago, IL2026-10-27
Dhjj Financial Advisors, Ltd.
4,595$208.2K0.1%ETFVery LowNaperville, IL2026-10-23
Pinnacle Wealth Planning Services, Inc.
4,255$192.8K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
4,000$181.3K0.0%IndexLowSan Francisco, CA2026-10-08
IMG Wealth Management, Inc.
3,020$136.9K0.1%ETFMediumJacksonville, FL2026-10-27
Ashton Thomas Private Wealth, LLC
681$30.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Capital Investment Advisory Services, LLC
242$11.0K0.0%CoreMediumRaleigh, NC2026-10-30
Compass Financial Management LLC
35$1.6K0.0%CoreN/ATampa, FL2026-10-30