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APXM Institutional Ownership

FT Vest U.S. Equity Max Buffer
1W: -0.1% YTD: +0.4%
$32.20
+0.05 (+0.14%)
 
ETF CBOE · AUM $20.9M

Institutional Ownership — APXM

19
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
8
New Positions
5
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (19 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Madrona Financial Services, LLC 22,284 $717K +15,580 +232.4% 5Q SEC ↗
2 Kestra Advisory Services, LLC 19,010 $612K +12,010 +171.6% 5Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 18,741 $603K — +0.0% 1Q SEC ↗
4 HBW ADVISORY SERVICES LLC NEW 18,125 $584K — +0.0% 1Q SEC ↗
5 OLD MISSION CAPITAL LLC NEW 16,182 $521K — +0.0% 1Q SEC ↗
6 Chris Bulman Inc NEW 15,494 $499K — +0.0% 1Q SEC ↗
7 Foundations Investment Advisors, LLC NEW 15,494 $499K — +0.0% 1Q SEC ↗
8 VICTORY FINANCIAL GROUP, LLC 15,123 $487K +2,317 +18.1% 5Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC NEW 11,754 $378K — +0.0% 1Q SEC ↗
10 Ameritas Advisory Services, LLC NEW 8,440 $272K — +0.0% 1Q SEC ↗
11 Sovran Advisors, LLC 7,952 $256K — +0.0% 2Q SEC ↗
12 VestGen Advisors, LLC 6,361 $205K — +0.0% 2Q SEC ↗
13 HARBOUR INVESTMENTS, INC. 5,040 $162K +3,530 +233.8% 5Q SEC ↗
14 AE Wealth Management LLC NEW 3,156 $102K — +0.0% 1Q SEC ↗
15 Integrity Financial Corp /WA 2,979 $96K +2,579 +644.8% 5Q SEC ↗
16 DHJJ Financial Advisors, Ltd. 1,402 $45K — +0.0% 5Q SEC ↗
17 Steward Partners Investment Advisory, 832 $27K — +0.0% 5Q SEC ↗
18 BARCLAYS PLC 264 $8K — +0.0% 4Q SEC ↗
19 Baer Investment Advisory LLC 0 $0K -12,806 -100.0% 1Q SEC ↗

Recent Activity

Sold Out (1)
HolderPrev SharesPrev Value
Baer Investment Advisory LLC 12,806 $412K
Biggest Increases (5)
HolderAddedChange %Total Shares
Madrona Financial Services, LLC +15,580 +232.4% 22,284
Kestra Advisory Services, LLC +12,010 +171.6% 19,010
HARBOUR INVESTMENTS, INC. +3,530 +233.8% 5,040
Integrity Financial Corp /WA +2,579 +644.8% 2,979
VICTORY FINANCIAL GROUP, LLC +2,317 +18.1% 15,123
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms