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DFEB Institutional Ownership

FT Vest U.S. Equity Deep Buffer ETF - February
1W: +0.0% 1M: +0.6% 3M: +2.3% YTD: +8.5% 1Y: +11.2% 3Y: +49.1% 5Y: +49.8%
$51.80
+0.14 (+0.26%)
 
Weekly Expected Move ±0.5%
$51 $52 $52 $52 $52
ETF CBOE · AUM $470.0M

Institutional Ownership — DFEB

154
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
197M
Total Invested
12
New Positions
32
Increased
57
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (171 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Advance Capital Management, Inc. 431,637 $22M +8,535 +2.0% 2Q SEC ↗
2 Cetera Investment Advisers 237,132 $12M +13,418 +6.0% 24Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 217,664 $11M +63,485 +41.2% 26Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 176,888 $9M +2,900 +1.7% 26Q SEC ↗
5 CWM, LLC 163,558 $8M +35,680 +27.9% 18Q SEC ↗
6 OSAIC HOLDINGS, INC. 154,220 $8M -15,546 -9.2% 26Q SEC ↗
7 Spectrum Asset Management, Inc. (NB/CA 139,879 $7M -4,137 -2.9% 10Q SEC ↗
8 LPL Financial LLC 123,312 $6M +38,573 +45.5% 14Q SEC ↗
9 UPTICK PARTNERS, LLC 121,216 $6M +10,704 +9.7% 6Q SEC ↗
10 Kestra Advisory Services, LLC 112,772 $6M -17,236 -13.3% 24Q SEC ↗
11 Cambridge Investment Research Advisors 90,157 $5M -2,231 -2.4% 26Q SEC ↗
12 Janney Montgomery Scott LLC 83,331 $4M -3,517 -4.0% 26Q SEC ↗
13 RAYMOND JAMES FINANCIAL INC 82,195 $4M -4,526 -5.2% 7Q SEC ↗
14 HARBOUR INVESTMENTS, INC. 81,511 $4M -575 -0.7% 17Q SEC ↗
15 FOUNDERS FINANCIAL SECURITIES LLC 78,268 $4M +8,545 +12.3% 8Q SEC ↗
16 Horizon Investments, LLC 77,108 $4M -57,614 -42.8% 9Q SEC ↗
17 BEACON FINANCIAL GROUP 74,494 $4M -2,440 -3.2% 11Q SEC ↗
18 LifeWealth Investments, LLC 65,247 $3M -116 -0.2% 7Q SEC ↗
19 Sunbelt Securities, Inc. 64,889 $3M -3,219 -4.7% 13Q SEC ↗
20 Integrated Wealth Concepts LLC 59,846 $3M — +0.0% 22Q SEC ↗
21 Tanglewood Legacy Advisors, LLC 51,607 $3M -1,602 -3.0% 14Q SEC ↗
22 MML INVESTORS SERVICES, LLC 48,625 $3M +12,065 +33.0% 14Q SEC ↗
23 Mutual Advisors, LLC 43,995 $2M -476 -1.1% 18Q SEC ↗
24 REAP Financial Group, LLC 42,693 $2M -12,714 -22.9% 11Q SEC ↗
25 PRECEDENT WEALTH PARTNERS, LLC 40,701 $2M +511 +1.3% 6Q SEC ↗
26 Gerber Kawasaki Wealth & Investment Ma 40,255 $2M — +0.0% 2Q SEC ↗
27 Mariner, LLC 37,272 $2M -5,242 -12.3% 19Q SEC ↗
28 Wood Tarver Financial Group, LLC 36,160 $2M -1,209 -3.2% 7Q SEC ↗
29 MGO ONE SEVEN LLC 35,492 $2M -2,715 -7.1% 2Q SEC ↗
30 HighTower Advisors, LLC 34,598 $2M +6,154 +21.6% 24Q SEC ↗
31 TRUIST FINANCIAL CORP 33,648 $2M -1,095 -3.2% 14Q SEC ↗
32 Ameritas Advisory Services, LLC 32,916 $2M +19,669 +148.5% 19Q SEC ↗
33 Keystone Wealth Services, LLC 32,896 $2M +730 +2.3% 2Q SEC ↗
34 SMART Wealth LLC 30,537 $2M -19,823 -39.4% 5Q SEC ↗
35 Camelot Portfolios, LLC 30,414 $2M -629 -2.0% 23Q SEC ↗
36 Ignite Planners, LLC 29,258 $2M -6,665 -18.6% 6Q SEC ↗
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,870 $1M -6,989 -19.5% 3Q SEC ↗
38 Bluespring Wealth Management, LLC NEW 28,840 $1M — +0.0% 1Q SEC ↗
39 GTS SECURITIES LLC NEW 26,399 $1M — +0.0% 1Q SEC ↗
40 Kovack Advisors, Inc. 25,805 $1M +672 +2.7% 6Q SEC ↗
41 Integrity Financial Corp /WA 24,233 $1M -112 -0.5% 19Q SEC ↗
42 Madrona Financial Services, LLC 21,533 $1M — +0.0% 5Q SEC ↗
43 &PARTNERS 20,423 $1M -740 -3.5% 3Q SEC ↗
44 CENTAURUS FINANCIAL, INC. 19,856 $1M +226 +1.2% 7Q SEC ↗
45 JPMORGAN CHASE & CO 18,697 $969K +17,851 +2110.0% 8Q SEC ↗
46 MONEY CONCEPTS CAPITAL CORP 18,554 $961K -2 -0.0% 6Q SEC ↗
47 Buck Wealth Strategies, LLC 17,714 $918K — +0.0% 6Q SEC ↗
48 WEDBUSH SECURITIES INC 17,525 $908K +600 +3.5% 26Q SEC ↗
49 CASCADE INVESTMENT GROUP, INC. 17,335 $898K — +0.0% 2Q SEC ↗
50 Oder Investment Management, LLC 16,821 $871K — +0.0% 16Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +63,485 +41.2% 217,664
LPL Financial LLC +38,573 +45.5% 123,312
CWM, LLC +35,680 +27.9% 163,558
Ameritas Advisory Services, LLC +19,669 +148.5% 32,916
JPMORGAN CHASE & CO +17,851 +2110.0% 18,697
Cetera Investment Advisers +13,418 +6.0% 237,132
MML INVESTORS SERVICES, LLC +12,065 +33.0% 48,625
UPTICK PARTNERS, LLC +10,704 +9.7% 121,216
FOUNDERS FINANCIAL SECURITIES LLC +8,545 +12.3% 78,268
Advance Capital Management, Inc. +8,535 +2.0% 431,637
IFP Advisors, Inc +7,165 +100.0% 14,331
HighTower Advisors, LLC +6,154 +21.6% 34,598
COMMONWEALTH EQUITY SERVICES, LLC +2,900 +1.7% 176,888
Farther Finance Advisors, LLC +2,518 +19.8% 15,260
Advisory Services Network, LLC +1,847 +27.3% 8,616
INDEPENDENT FINANCIAL GROUP, LLC +1,427 +22.3% 7,814
Bullseye Investment Management, LLC +996 +24900.0% 1,000
RFG Advisory, LLC +938 +8.2% 12,311
FIRST TRUST ADVISORS LP +930 +8.5% 11,922
Keystone Wealth Services, LLC +730 +2.3% 32,896
Biggest Decreases (20)
HolderReducedChange %Total Shares
Horizon Investments, LLC -57,614 -42.8% 77,108
SMART Wealth LLC -19,823 -39.4% 30,537
Kestra Advisory Services, LLC -17,236 -13.3% 112,772
OSAIC HOLDINGS, INC. -15,546 -9.2% 154,220
REAP Financial Group, LLC -12,714 -22.9% 42,693
SUSQUEHANNA INTERNATIONAL GROUP, LL -6,989 -19.5% 28,870
Ignite Planners, LLC -6,665 -18.6% 29,258
Mariner, LLC -5,242 -12.3% 37,272
RAYMOND JAMES FINANCIAL INC -4,526 -5.2% 82,195
Spectrum Asset Management, Inc. (NB -4,137 -2.9% 139,879
Janney Montgomery Scott LLC -3,517 -4.0% 83,331
Sunbelt Securities, Inc. -3,219 -4.7% 64,889
MGO ONE SEVEN LLC -2,715 -7.1% 35,492
BEACON FINANCIAL GROUP -2,440 -3.2% 74,494
INTERNATIONAL ASSETS INVESTMENT MAN -2,369 -14.8% 13,667
Advyzon Investment Management, LLC -2,325 -24.9% 7,006
Cambridge Investment Research Advis -2,231 -2.4% 90,157
Clear Creek Financial Management, L -1,845 -12.7% 12,644
Tanglewood Legacy Advisors, LLC -1,602 -3.0% 51,607
Strategic Blueprint, LLC -1,500 -16.6% 7,531

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