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FT Vest U.S. Equity Enhance (XJUN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
DECREASED
Shares199,993 from 245,183
Change-45,190 (-18%)
Value$9.1M (-$1.8M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares149,187 from 243,520
Change-94,333 (-39%)
Value$6.8M (-$4.1M)
Filed 2026-11-02
Bullseye Investment Management, LLC
DECREASED
Shares38,576 from 41,504
Change-2,928 (-7%)
Value$1.7M (-$95.8K)
Filed 2026-10-29
First Heartland Consultants, Inc.
DECREASED
Shares25,335 from 25,522
Change-187 (-1%)
Value$1.1M (+$14.2K)
Filed 2026-10-08
Diversify Advisory Services, LLC
DECREASED
Shares24,837 from 25,088
Change-251 (-1%)
Value$1.1M (+$20.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares24,837 from 25,088
Change-251 (-1%)
Value$1.1M (+$20.8K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares23,011 from 23,011
Change0 (0%)
Value$1.0M (+$20.5K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares20,142 from 21,466
Change-1,324 (-6%)
Value$913.0K (-$41.0K)
Filed 2026-11-02
Miramontes Capital, LLC
UNCHANGED
Shares19,605 from 19,605
Change0 (0%)
Value$888.5K (+$17.4K)
Filed 2026-10-19
QTR Family Wealth, LLC
DECREASED
Shares16,328 from 16,624
Change-296 (-2%)
Value$740.0K (+$1.4K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares15,056 from 16,392
Change-1,336 (-8%)
Value$682.3K (-$46.0K)
Filed 2026-10-16
Diligent Investors, LLC
DECREASED
Shares13,720 from 14,420
Change-700 (-5%)
Value$621.8K (-$18.9K)
Filed 2026-10-21
PFS Partners, LLC
INCREASED
Shares11,444 from 9,887
Change+1,557 (+16%)
Value$518.6K (+$79.4K)
Filed 2026-10-21
Grant Street Asset Management, Inc.
UNCHANGED
Shares10,464 from 10,464
Change0 (0%)
Value$474.2K (+$9.3K)
Filed 2026-10-26
Reap Financial Group, LLC
INCREASED
Shares9,151 from 7,234
Change+1,917 (+27%)
Value$414.7K (+$93.3K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
UNCHANGED
Shares8,218 from 8,218
Change0 (0%)
Value$375.1K (+$10.4K)
Filed 2026-10-09
Foguth Wealth Management, Llc.
UNCHANGED
Shares8,199 from 8,199
Change0 (0%)
Value$372.4K (+$8.7K)
Filed 2026-10-19
Cambridge Advisors Inc.
DECREASED
Shares8,020 from 8,045
Change-25 (0%)
Value$363.5K (+$6.0K)
Filed 2026-10-19
LVZ, Inc.
UNCHANGED
Shares7,846 from 7,846
Change0 (0%)
Value$355.6K (+$7.0K)
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares5,817 from 4,867
Change+950 (+20%)
Value$263.6K (+$47.4K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares5,351 from 5,557
Change-206 (-4%)
Value$242.5K (-$4.4K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
DECREASED
Shares4,616 from 12,135
Change-7,519 (-62%)
Value$209.4K (-$327.4K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED
Shares4,595 from 4,615
Change-20 (0%)
Value$208.2K (+$3.2K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares4,255 from 4,255
Change0 (0%)
Value$192.8K (+$3.8K)
Filed 2026-10-27
Farther Finance Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$181.3K (+$3.6K)
Filed 2026-10-08
Barclays PLC
UNCHANGED
Shares3,268 from 3,268
Change0 (0%)
Value$148.1K (+$2.9K)
Filed 2026-11-06
IMG Wealth Management, Inc.
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$136.9K (+$2.7K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$30.9K (+$606)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares242 from 248
Change-6 (-2%)
Value$11.0K (-$41)
Filed 2026-10-30
PNC Financial Services Group, Inc.
NEW
Shares80
Change+80
Value$3.6K
Filed 2026-11-06
Compass Financial Management LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.6K (+$8)
Filed 2026-10-30
Independent Financial Group, LLC
CLOSED
Shares0 from 8,336
Change-8,336 (-100%)
Value$0 (-$370.4K)
Filed 2026-10-13
Creative Financial Designs Inc
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$622)
Filed 2026-11-04
Osaic Holdings, Inc.
N/A
Shares— from 326,330
Change-326,330 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 230,243
Change-230,243 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 165,940
Change-165,940 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 109,970
Change-109,970 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 92,180
Change-92,180 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 92,063
Change-92,063 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 72,486
Change-72,486 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 49,507
Change-49,507 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 42,732
Change-42,732 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 42,220
Change-42,220 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 36,725
Change-36,725 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,267
Change-27,267 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 27,223
Change-27,223 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,495
Change-26,495 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,389
Change-22,389 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,705
Change-19,705 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 17,431
Change-17,431 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 17,329
Change-17,329 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,445
Change-14,445 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,801
Change-13,801 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 12,025
Change-12,025 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 10,272
Change-10,272 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,137
Change-9,137 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 8,934
Change-8,934 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,812
Change-7,812 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 7,311
Change-7,311 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 181
Change-181 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 148
Change-148 (-100%)
Value—
Status
Kestra Advisory Services, LLC
DECREASED199,993245,183-45,190-18%$10.9M$9.1M-$1.8M2026-11-02
Commonwealth Equity Services, LLC
DECREASED149,187243,520-94,333-39%$10.8M$6.8M-$4.1M2026-11-02
Bullseye Investment Management, LLC
DECREASED38,57641,504-2,928-7%$1.8M$1.7M-$95.8K2026-10-29
First Heartland Consultants, Inc.
DECREASED25,33525,522-187-1%$1.1M$1.1M+$14.2K2026-10-08
Diversify Advisory Services, LLC
DECREASED24,83725,088-251-1%$1.1M$1.1M+$20.8K2026-10-20
Diversify Wealth Management, LLC
DECREASED24,83725,088-251-1%$1.1M$1.1M+$20.8K2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED23,01123,01100%$1.0M$1.0M+$20.5K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED20,14221,466-1,324-6%$954.0K$913.0K-$41.0K2026-11-02
Miramontes Capital, LLC
UNCHANGED19,60519,60500%$871.1K$888.5K+$17.4K2026-10-19
QTR Family Wealth, LLC
DECREASED16,32816,624-296-2%$738.6K$740.0K+$1.4K2026-11-02
IFP Advisors, Inc
DECREASED15,05616,392-1,336-8%$728.3K$682.3K-$46.0K2026-10-16
Diligent Investors, LLC
DECREASED13,72014,420-700-5%$640.7K$621.8K-$18.9K2026-10-21
PFS Partners, LLC
INCREASED11,4449,887+1,557+16%$439.3K$518.6K+$79.4K2026-10-21
Grant Street Asset Management, Inc.
UNCHANGED10,46410,46400%$464.9K$474.2K+$9.3K2026-10-26
Reap Financial Group, LLC
INCREASED9,1517,234+1,917+27%$321.4K$414.7K+$93.3K2026-11-02
Castle Rock Wealth Management, LLC
UNCHANGED8,2188,21800%$364.7K$375.1K+$10.4K2026-10-09
Foguth Wealth Management, Llc.
UNCHANGED8,1998,19900%$363.7K$372.4K+$8.7K2026-10-19
Cambridge Advisors Inc.
DECREASED8,0208,045-250%$357.4K$363.5K+$6.0K2026-10-19
LVZ, Inc.
UNCHANGED7,8467,84600%$348.6K$355.6K+$7.0K2026-10-20
Uptick Partners, LLC
INCREASED5,8174,867+950+20%$216.2K$263.6K+$47.4K2026-11-04
Brookstone Capital Management
DECREASED5,3515,557-206-4%$246.9K$242.5K-$4.4K2026-10-22
Chicago Partners Investment Group LLC
DECREASED4,61612,135-7,519-62%$536.9K$209.4K-$327.4K2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED4,5954,615-200%$205.0K$208.2K+$3.2K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED4,2554,25500%$189.1K$192.8K+$3.8K2026-10-27
Farther Finance Advisors, LLC
UNCHANGED4,0004,00000%$177.7K$181.3K+$3.6K2026-10-08
Barclays PLC
UNCHANGED3,2683,26800%$145.2K$148.1K+$2.9K2026-11-06
IMG Wealth Management, Inc.
UNCHANGED3,0203,02000%$134.2K$136.9K+$2.7K2026-10-27
Ashton Thomas Private Wealth, LLC
UNCHANGED68168100%$30.3K$30.9K+$6062026-11-03
Capital Investment Advisory Services, LLC
DECREASED242248-6-2%$11.0K$11.0K-$412026-10-30
PNC Financial Services Group, Inc.
NEW80—+80——$3.6K—2026-11-06
Compass Financial Management LLC
UNCHANGED353500%$1.6K$1.6K+$82026-10-30
Independent Financial Group, LLC
CLOSED08,336-8,336-100%$370.4K$0-$370.4K2026-10-13
Creative Financial Designs Inc
CLOSED014-14-100%$622$0-$6222026-11-04
Osaic Holdings, Inc.
N/A—326,330-326,330-100%$14.5M———
Cetera Investment Advisers
N/A—230,243-230,243-100%$10.2M———
Legacy Edge Advisors, LLC
N/A—165,940-165,940-100%$7.4M———
Sequent Planning LLC
N/A—109,970-109,970-100%$4.9M———
Mutual Advisors, LLC
N/A—92,180-92,180-100%$4.1M———
LM Advisors LLC
N/A—92,063-92,063-100%$4.1M———
Arax Advisory Partners
N/A—72,486-72,486-100%$3.2M———
LPL Financial LLC
N/A—49,507-49,507-100%$2.2M———
Old Mission Capital LLC
N/A—42,732-42,732-100%$1.9M———
Waverly Advisors, LLC
N/A—42,220-42,220-100%$1.9M———
Envestnet Asset Management Inc
N/A—36,725-36,725-100%$1.6M———
Mariner, LLC
N/A—27,267-27,267-100%$1.2M———
Wealthgarden F.S. LLC
N/A—27,223-27,223-100%$1.2M———
Harbour Investments, Inc.
N/A—26,495-26,495-100%$1.2M———
Jane Street Group, LLC
N/A—22,389-22,389-100%$994.7K———
Steward Partners Investment Advisory, LLC
N/A—19,705-19,705-100%$875.5K———
1776 Wealth LLC
N/A—17,431-17,431-100%$774.5K———
Cary Street Partners Financial LLC
N/A—17,329-17,329-100%$769.9K———
HRT Financial LP
N/A—14,445-14,445-100%$641.0K———
MML Investors Services, LLC
N/A—13,801-13,801-100%$613.2K———
Pitti Group Wealth Management, LLC
N/A—12,025-12,025-100%$534.3K———
SageGuard Financial Group, LLC
N/A—10,272-10,272-100%$456.4K———
Keel Point, LLC
N/A—9,137-9,137-100%$406.0K———
Silver OAK Securities, Incorporated
N/A—9,022-9,022-100%$400.8K———
Icon Wealth Advisors, LLC
N/A—8,934-8,934-100%$396.9K———
Millington Financial Advisors, LLC
N/A—7,968-7,968-100%$353.9K———
Kingsview Wealth Management, LLC
N/A—7,812-7,812-100%$347.1K———
Goldman Sachs Group Inc
N/A—7,407-7,407-100%$329.1K———
HBK Sorce Advisory LLC
N/A—7,311-7,311-100%$329.7K———
Main Street Financial Solutions, LLC
N/A—6,586-6,586-100%$292.6K———
Benson Wealth Management Inc
N/A—6,383-6,383-100%$283.6K———
Janney Montgomery Scott LLC
N/A—6,350-6,350-100%$282.0K———
Lakeridge Wealth Management LLC
N/A—6,205-6,205-100%$275.7K———
Captrust Financial Advisors
N/A—4,978-4,978-100%$221.2K———
AE Wealth Management LLC
N/A—4,605-4,605-100%$204.6K———
Integrity Financial Corp
N/A—3,681-3,681-100%$163.5K———
Morgan Stanley
N/A—1,353-1,353-100%$60.1K———
Smartleaf Asset Management LLC
N/A—777-777-100%$34.4K———
Global Retirement Partners, LLC
N/A—732-732-100%$32.5K———
Continuum Advisory, LLC
N/A—599-599-100%$26.6K———
Allworth Financial LP
N/A—181-181-100%$8.0K———
Royal Bank of Canada
N/A—148-148-100%$7.0K———
Showing 75 of 75 institutions