DAUG Institutional Ownership
FT Vest U.S. Equity Deep Buffer ETF - August
1W: -0.0%
1M: +0.5%
3M: +1.7%
YTD: +7.6%
1Y: +9.3%
3Y: +44.9%
5Y: +38.3%
$47.76
+0.19 (+0.40%)
Weekly Expected Move ±0.8%
$47
$47
$48
$48
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DAUG
125
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
152M
Total Invested
14
New Positions
25
Increased
45
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (140 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 358,724 | $17M | -11,164 | -3.0% | 26Q | SEC ↗ |
| 2 | MinichMacGregor Wealth Management, LLC | 212,745 | $10M | +799 | +0.4% | 11Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 207,125 | $10M | +75,855 | +57.8% | 25Q | SEC ↗ |
| 4 | LPL Financial LLC | 190,083 | $9M | +35,953 | +23.3% | 15Q | SEC ↗ |
| 5 | Hartford Financial Management Inc. | 162,249 | $8M | +788 | +0.5% | 15Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 145,038 | $7M | +6,345 | +4.6% | 26Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 113,974 | $5M | +2,615 | +2.3% | 26Q | SEC ↗ |
| 8 | CWM, LLC | 107,380 | $5M | -3,843 | -3.5% | 18Q | SEC ↗ |
| 9 | REAP Financial Group, LLC | 99,211 | $5M | -7,708 | -7.2% | 11Q | SEC ↗ |
| 10 | Bluespring Wealth Management, LLC NEW | 94,504 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Horizon Investments, LLC | 83,232 | $4M | -62,028 | -42.7% | 9Q | SEC ↗ |
| 12 | FOUNDERS FINANCIAL SECURITIES LLC | 83,232 | $4M | +9,285 | +12.6% | 8Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 81,164 | $4M | -29,196 | -26.5% | 20Q | SEC ↗ |
| 14 | Sage Capital Advisors,llc | 61,759 | $3M | -35 | -0.1% | 26Q | SEC ↗ |
| 15 | Mariner, LLC | 59,938 | $3M | -2,652 | -4.2% | 19Q | SEC ↗ |
| 16 | Prosperity Consulting Group, LLC | 59,449 | $3M | -3,318 | -5.3% | 16Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 58,721 | $3M | -2,595 | -4.2% | 20Q | SEC ↗ |
| 18 | Mission Financial Group, LLC NEW | 49,017 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Ritter Daniher Financial Advisory LLC | 47,252 | $2M | -6,133 | -11.5% | 4Q | SEC ↗ |
| 20 | HARBOUR INVESTMENTS, INC. | 43,194 | $2M | +263 | +0.6% | 17Q | SEC ↗ |
| 21 | Janney Montgomery Scott LLC | 41,618 | $2M | -1,067 | -2.5% | 4Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 39,361 | $2M | +6,802 | +20.9% | 13Q | SEC ↗ |
| 23 | LifeWealth Investments, LLC | 37,090 | $2M | -493 | -1.3% | 7Q | SEC ↗ |
| 24 | Wood Tarver Financial Group, LLC | 36,670 | $2M | -2,001 | -5.2% | 7Q | SEC ↗ |
| 25 | Ameritas Advisory Services, LLC | 33,696 | $2M | +17,745 | +111.2% | 10Q | SEC ↗ |
| 26 | RAYMOND JAMES FINANCIAL INC | 31,896 | $2M | +208 | +0.7% | 7Q | SEC ↗ |
| 27 | Mutual Advisors, LLC | 29,054 | $1M | -408 | -1.4% | 24Q | SEC ↗ |
| 28 | Ignite Planners, LLC | 28,736 | $1M | -1,489 | -4.9% | 15Q | SEC ↗ |
| 29 | Foguth Wealth Management, LLC. | 28,584 | $1M | -378 | -1.3% | 3Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,133 | $1M | -8,456 | -23.1% | 6Q | SEC ↗ |
| 31 | Kovack Advisors, Inc. | 27,696 | $1M | -745 | -2.6% | 4Q | SEC ↗ |
| 32 | Nova Wealth Management, Inc. | 26,597 | $1M | -4,535 | -14.6% | 7Q | SEC ↗ |
| 33 | MIRAMONTES CAPITAL, LLC | 25,816 | $1M | -68 | -0.3% | 3Q | SEC ↗ |
| 34 | Grantvest Financial Group LLC | 24,434 | $1M | -839 | -3.3% | 7Q | SEC ↗ |
| 35 | Sowell Financial Services LLC | 23,675 | $1M | +234 | +1.0% | 3Q | SEC ↗ |
| 36 | C2P Capital Advisory Group, LLC d.b.a. | 23,537 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 37 | TRUIST FINANCIAL CORP | 21,620 | $1M | +80 | +0.4% | 18Q | SEC ↗ |
| 38 | Integrity Financial Corp /WA | 20,568 | $982K | -1,379 | -6.3% | 19Q | SEC ↗ |
| 39 | CFC Planning Co LLC | 20,336 | $971K | +1,240 | +6.5% | 4Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 19,982 | $954K | +18,438 | +1194.2% | 7Q | SEC ↗ |
| 41 | Atria Investments, Inc | 18,155 | $867K | -521 | -2.8% | 26Q | SEC ↗ |
| 42 | Camelot Portfolios, LLC | 17,926 | $856K | -727 | -3.9% | 20Q | SEC ↗ |
| 43 | SAGESPRING WEALTH PARTNERS, LLC | 17,015 | $813K | -1,174 | -6.5% | 4Q | SEC ↗ |
| 44 | HighTower Advisors, LLC | 15,998 | $764K | -233 | -1.4% | 5Q | SEC ↗ |
| 45 | TopTier Wealth Management, LLC | 15,649 | $747K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Integrated Wealth Concepts LLC | 15,195 | $726K | — | +0.0% | 2Q | SEC ↗ |
| 47 | Strategic Blueprint, LLC | 14,928 | $713K | +700 | +4.9% | 16Q | SEC ↗ |
| 48 | Waverly Advisors, LLC | 14,140 | $675K | -1,265 | -8.2% | 3Q | SEC ↗ |
| 49 | RFG Advisory, LLC | 13,061 | $624K | +1,025 | +8.5% | 5Q | SEC ↗ |
| 50 | 1ST SOURCE BANK | 13,000 | $621K | -5,328 | -29.1% | 4Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Bluespring Wealth Management, LLC | 94,504 | $5M |
| Mission Financial Group, LLC | 49,017 | $2M |
| CARY STREET PARTNERS FINANCIAL LLC | 8,548 | $408K |
| Advance Capital Management, Inc. | 5,411 | $258K |
| Keystone Wealth Services, LLC | 4,431 | $212K |
| OPPENHEIMER & CO INC | 4,420 | $211K |
| Prospera Financial Services Inc | 4,325 | $207K |
| FIDUCIARY FINANCIAL ADVISORS | 2,590 | $124K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,988 | $95K |
| Oakmont Advisory Group, LLC | 1,873 | $89K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1,114 | $53K |
| Bullseye Investment Management, LLC | 1,000 | $48K |
| Global Retirement Partners, LLC | 142 | $7K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 52 | $2K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Pinnacle Wealth Planning Services, | 35,000 | $2M |
| StoneX Group Inc. | 31,417 | $2M |
| OLD MISSION CAPITAL LLC | 25,326 | $1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 23,524 | $1M |
| CITADEL ADVISORS LLC | 17,844 | $852K |
| Lunt Capital Management, Inc. | 7,846 | $375K |
| Signal Advisors Wealth, LLC | 6,821 | $326K |
| Orion Porfolio Solutions, LLC | 6,305 | $301K |
| Meridian Wealth Management, LLC | 5,228 | $250K |
| Accel Wealth Management | 4,930 | $235K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 4,783 | $228K |
| Optivise Advisory Services LLC | 4,601 | $220K |
| CASCADE INVESTMENT GROUP, INC. | 4,524 | $216K |
| WINNOW WEALTH LLC | 1,157 | $55K |
| ROYAL BANK OF CANADA | 1,110 | $53K |
| Advisory Services Network, LLC | 250 | $12K |
| Rossby Financial, LCC | 233 | $11K |
| SJS Investment Consulting Inc. | 142 | $7K |
| UBS Group AG | 39 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +75,855 | +57.8% | 207,125 |
| LPL Financial LLC | +35,953 | +23.3% | 190,083 |
| JPMORGAN CHASE & CO | +18,438 | +1194.2% | 19,982 |
| Ameritas Advisory Services, LLC | +17,745 | +111.2% | 33,696 |
| FOUNDERS FINANCIAL SECURITIES LLC | +9,285 | +12.6% | 83,232 |
| MML INVESTORS SERVICES, LLC | +6,802 | +20.9% | 39,361 |
| Cetera Investment Advisers | +6,345 | +4.6% | 145,038 |
| Farther Finance Advisors, LLC | +3,179 | +40.0% | 11,124 |
| OSAIC HOLDINGS, INC. | +2,615 | +2.3% | 113,974 |
| EP Wealth Advisors, LLC | +2,377 | +50.6% | 7,077 |
| CFC Planning Co LLC | +1,240 | +6.5% | 20,336 |
| RFG Advisory, LLC | +1,025 | +8.5% | 13,061 |
| BARCLAYS PLC | +1,000 | +43.4% | 3,304 |
| SILVER OAK SECURITIES, INCORPORATED | +822 | +11.7% | 7,826 |
| MinichMacGregor Wealth Management, | +799 | +0.4% | 212,745 |
| Hartford Financial Management Inc. | +788 | +0.5% | 162,249 |
| Strategic Blueprint, LLC | +700 | +4.9% | 14,928 |
| PARK AVENUE SECURITIES LLC | +281 | +5.2% | 5,723 |
| HARBOUR INVESTMENTS, INC. | +263 | +0.6% | 43,194 |
| Sowell Financial Services LLC | +234 | +1.0% | 23,675 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Horizon Investments, LLC | -62,028 | -42.7% | 83,232 |
| Kestra Advisory Services, LLC | -29,196 | -26.5% | 81,164 |
| COMMONWEALTH EQUITY SERVICES, LLC | -11,164 | -3.0% | 358,724 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -8,456 | -23.1% | 28,133 |
| REAP Financial Group, LLC | -7,708 | -7.2% | 99,211 |
| Ritter Daniher Financial Advisory L | -6,133 | -11.5% | 47,252 |
| 1ST SOURCE BANK | -5,328 | -29.1% | 13,000 |
| Nova Wealth Management, Inc. | -4,535 | -14.6% | 26,597 |
| Sigma Planning Corp | -3,950 | -27.6% | 10,375 |
| CWM, LLC | -3,843 | -3.5% | 107,380 |
| Sunbelt Securities, Inc. | -3,506 | -55.1% | 2,855 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | -3,497 | -35.5% | 6,352 |
| Prosperity Consulting Group, LLC | -3,318 | -5.3% | 59,449 |
| Mariner, LLC | -2,652 | -4.2% | 59,938 |
| Cambridge Investment Research Advis | -2,595 | -4.2% | 58,721 |
| Wood Tarver Financial Group, LLC | -2,001 | -5.2% | 36,670 |
| Ignite Planners, LLC | -1,489 | -4.9% | 28,736 |
| Integrity Financial Corp /WA | -1,379 | -6.3% | 20,568 |
| Waverly Advisors, LLC | -1,265 | -8.2% | 14,140 |
| SAGESPRING WEALTH PARTNERS, LLC | -1,174 | -6.5% | 17,015 |