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DECM Institutional Ownership

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - December
1W: +0.0% 1M: +0.4% YTD: +0.5%
$34.31
+0.04 (+0.10%)
 
Weekly Expected Move ±0.2%
$34 $34 $34 $34 $34
ETF CBOE · AUM $48.9M

Institutional Ownership — DECM

40
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
33M
Total Invested
4
New Positions
7
Increased
12
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (43 total)

# Holder Shares Value Change Change % Holding Period Filing
1 PRECEDENT WEALTH PARTNERS, LLC 403,734 14M -137,880 -25.5% 6Q SEC ↗
2 Capasso Planning Partners LLC 70,431 2M -3,973 -5.3% 2Q SEC ↗
3 Kestra Advisory Services, LLC 58,454 2M -1,845 -3.1% 6Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 53,874 2M -4,144 -7.1% 7Q SEC ↗
5 Mariner, LLC 31,787 1M +1,973 +6.6% 3Q SEC ↗
6 Atria Investments, Inc 28,706 985K -1,108 -3.7% 5Q SEC ↗
7 OLD MISSION CAPITAL LLC 26,341 904K +14,185 +116.7% 6Q SEC ↗
8 Madrona Financial Services, LLC 26,158 897K — +0.0% 7Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 24,292 833K -9,661 -28.5% 5Q SEC ↗
10 Clear Creek Financial Management, LLC 23,900 820K -150 -0.6% 6Q SEC ↗
11 HARBOUR INVESTMENTS, INC. 22,769 781K +6,323 +38.4% 7Q SEC ↗
12 HBW ADVISORY SERVICES LLC 16,989 583K — +0.0% 6Q SEC ↗
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,222 557K +2,683 +19.8% 7Q SEC ↗
14 Pinnacle Financial Partners, Inc. 15,033 516K — +0.0% 3Q SEC ↗
15 Cetera Investment Advisers 13,943 478K +3,029 +27.8% 6Q SEC ↗
16 Legacy Capital Wealth Partners, LLC 13,210 453K — +0.0% 6Q SEC ↗
17 LPL Financial LLC 12,528 430K — +0.0% 5Q SEC ↗
18 Capital Analysts, LLC 11,593 398K — +0.0% 7Q SEC ↗
19 Americana Partners, LLC 11,298 388K -125 -1.1% 3Q SEC ↗
20 Buck Wealth Strategies, LLC 10,400 357K — +0.0% 6Q SEC ↗
21 JANE STREET GROUP, LLC 10,118 347K +859 +9.3% 3Q SEC ↗
22 MILESTONE ASSET MANAGEMENT, LLC 9,166 314K -536 -5.5% 5Q SEC ↗
23 AE Wealth Management LLC 9,092 312K -5,943 -39.5% 7Q SEC ↗
24 Commonwealth Financial Services, LLC 8,990 308K — +0.0% 3Q SEC ↗
25 TRUIST FINANCIAL CORP 8,852 304K +2,003 +29.2% 3Q SEC ↗
26 LVZ, Inc. NEW 8,573 294K — +0.0% 1Q SEC ↗
27 Cambridge Investment Research Advisors 7,780 267K -800 -9.3% 7Q SEC ↗
28 CWM, LLC 7,208 247K +938 +15.0% 6Q SEC ↗
29 NewEdge Advisors, LLC 6,800 233K — +0.0% 7Q SEC ↗
30 Security Financial Services, INC. 6,491 223K — +0.0% 6Q SEC ↗
31 Gallagher Fiduciary Advisors, LLC 6,235 214K — +0.0% 3Q SEC ↗
32 Grantvest Financial Group LLC NEW 5,965 205K — +0.0% 1Q SEC ↗
33 Steward Partners Investment Advisory, 3,049 105K — +0.0% 3Q SEC ↗
34 EVOLUTION WEALTH MANAGEMENT INC. 2,675 92K — +0.0% 5Q SEC ↗
35 Capital Investment Advisory Services, 1,995 68K — +0.0% 6Q SEC ↗
36 FIDUCIARY FINANCIAL ADVISORS NEW 1,655 57K — +0.0% 1Q SEC ↗
37 OSAIC HOLDINGS, INC. 1,583 54K — +0.0% 7Q SEC ↗
38 Noble Wealth Management PBC 500 17K — +0.0% 4Q SEC ↗
39 JPMORGAN CHASE & CO NEW 479 16K — +0.0% 1Q SEC ↗
40 Integrity Financial Corp /WA 212 7K — +0.0% 2Q SEC ↗
41 UBS Group AG 0 0K -142 -100.0% 1Q SEC ↗
42 BARCLAYS PLC 0 0K -143 -100.0% 4Q SEC ↗
43 MORGAN STANLEY 0 0K -41 -100.0% 1Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
LVZ, Inc. 8,573 294K
Grantvest Financial Group LLC 5,965 205K
FIDUCIARY FINANCIAL ADVISORS 1,655 57K
JPMORGAN CHASE & CO 479 16K
Sold Out (3)
HolderPrev SharesPrev Value
BARCLAYS PLC 143 5K
UBS Group AG 142 5K
MORGAN STANLEY 41 1K
Biggest Increases (8)
HolderAddedChange %Total Shares
OLD MISSION CAPITAL LLC +14,185 +116.7% 26,341
HARBOUR INVESTMENTS, INC. +6,323 +38.4% 22,769
Cetera Investment Advisers +3,029 +27.8% 13,943
SUSQUEHANNA INTERNATIONAL GROUP, LL +2,683 +19.8% 16,222
TRUIST FINANCIAL CORP +2,003 +29.2% 8,852
Mariner, LLC +1,973 +6.6% 31,787
CWM, LLC +938 +15.0% 7,208
JANE STREET GROUP, LLC +859 +9.3% 10,118
Biggest Decreases (11)
HolderReducedChange %Total Shares
PRECEDENT WEALTH PARTNERS, LLC -137,880 -25.5% 403,734
ENVESTNET ASSET MANAGEMENT INC -9,661 -28.5% 24,292
AE Wealth Management LLC -5,943 -39.5% 9,092
COMMONWEALTH EQUITY SERVICES, LLC -4,144 -7.1% 53,874
Capasso Planning Partners LLC -3,973 -5.3% 70,431
Kestra Advisory Services, LLC -1,845 -3.1% 58,454
Atria Investments, Inc -1,108 -3.7% 28,706
Cambridge Investment Research Advis -800 -9.3% 7,780
MILESTONE ASSET MANAGEMENT, LLC -536 -5.5% 9,166
Clear Creek Financial Management, L -150 -0.6% 23,900
Americana Partners, LLC -125 -1.1% 11,298

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