DFII Institutional Ownership
FT Vest Bitcoin Strategy & Target Income ETF
1W: +0.1%
1M: +6.1%
3M: +20.6%
YTD: -18.6%
1Y: -39.7%
$14.15
-0.10 (-0.73%)
Weekly Expected Move ±4.7%
$13
$13
$14
$15
$15
Overview
Chart
Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — DFII
24
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
5
New Positions
9
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Insight Advisors, LLC/ PA | 190,221 | $3M | +8,757 | +4.8% | 5Q | SEC ↗ |
| 2 | Cambridge Investment Research Advisors | 128,693 | $2M | +1,469 | +1.2% | 4Q | SEC ↗ |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | 56,135 | $794K | -9,100 | -13.9% | 3Q | SEC ↗ |
| 4 | Benson Wealth Management INC | 39,635 | $561K | +36,852 | +1324.2% | 3Q | SEC ↗ |
| 5 | WINNACLE WEALTH LLC NEW | 25,544 | $361K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Kestra Advisory Services, LLC | 19,929 | $282K | +1,706 | +9.4% | 4Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 17,646 | $250K | — | +0.0% | 1Q | SEC ↗ |
| 8 | SteelPeak Wealth, LLC | 16,275 | $230K | +3,905 | +31.6% | 4Q | SEC ↗ |
| 9 | Capital CS Group, LLC | 16,161 | $229K | +218 | +1.4% | 3Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 15,314 | $217K | -53,878 | -77.9% | 2Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 11,405 | $161K | -521 | -4.4% | 2Q | SEC ↗ |
| 12 | OLD MISSION CAPITAL LLC | 10,876 | $154K | -22,348 | -67.3% | 2Q | SEC ↗ |
| 13 | Western Wealth Management, LLC | 10,754 | $152K | -295 | -2.7% | 2Q | SEC ↗ |
| 14 | Cresset Asset Management, LLC | 10,221 | $145K | -488 | -4.6% | 4Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 3,600 | $51K | +1,000 | +38.5% | 3Q | SEC ↗ |
| 16 | Archer Investment Corp | 2,130 | $30K | +11 | +0.5% | 3Q | SEC ↗ |
| 17 | Capital Investment Advisory Services, | 1,302 | $18K | +87 | +7.2% | 2Q | SEC ↗ |
| 18 | UBS Group AG NEW | 1,159 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Integrated Wealth Concepts LLC NEW | 902 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 501 | $7K | — | +0.0% | 3Q | SEC ↗ |
| 21 | Triumph Capital Management | 300 | $4K | — | +0.0% | 4Q | SEC ↗ |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 250 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Prime Capital Investment Advisors, LLC | 0 | $0K | -12,556 | -100.0% | 1Q | SEC ↗ |
| 24 | Larson Financial Group LLC | 0 | $0K | -3,102 | -100.0% | 2Q | SEC ↗ |
| 25 | Steward Partners Investment Advisory, | 0 | $0K | -700 | -100.0% | 2Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC | 0 | $0K | -2,600 | -100.0% | 2Q | SEC ↗ |
| 27 | Maridea Wealth Management LLC | 0 | $0K | -14,587 | -100.0% | 1Q | SEC ↗ |
| 28 | Andina Capital Management, LLC | 0 | $0K | -138,929 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| WINNACLE WEALTH LLC | 25,544 | $361K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 17,646 | $250K |
| UBS Group AG | 1,159 | $16K |
| Integrated Wealth Concepts LLC | 902 | $13K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 250 | $4K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Andina Capital Management, LLC | 138,929 | $2M |
| Maridea Wealth Management LLC | 14,587 | $206K |
| Prime Capital Investment Advisors, | 12,556 | $178K |
| Larson Financial Group LLC | 3,102 | $44K |
| Farther Finance Advisors, LLC | 2,600 | $37K |
| Steward Partners Investment Advisor | 700 | $10K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Benson Wealth Management INC | +36,852 | +1324.2% | 39,635 |
| Insight Advisors, LLC/ PA | +8,757 | +4.8% | 190,221 |
| SteelPeak Wealth, LLC | +3,905 | +31.6% | 16,275 |
| Kestra Advisory Services, LLC | +1,706 | +9.4% | 19,929 |
| Cambridge Investment Research Advis | +1,469 | +1.2% | 128,693 |
| HARBOUR INVESTMENTS, INC. | +1,000 | +38.5% | 3,600 |
| Capital CS Group, LLC | +218 | +1.4% | 16,161 |
| Capital Investment Advisory Service | +87 | +7.2% | 1,302 |
| Archer Investment Corp | +11 | +0.5% | 2,130 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -53,878 | -77.9% | 15,314 |
| OLD MISSION CAPITAL LLC | -22,348 | -67.3% | 10,876 |
| INDEPENDENT FINANCIAL GROUP, LLC | -9,100 | -13.9% | 56,135 |
| ENVESTNET ASSET MANAGEMENT INC | -521 | -4.4% | 11,405 |
| Cresset Asset Management, LLC | -488 | -4.6% | 10,221 |
| Western Wealth Management, LLC | -295 | -2.7% | 10,754 |