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DJAN Institutional Ownership

FT Vest U.S. Equity Deep Buffer ETF - January
1W: -0.0% 1M: +0.7% 3M: +2.5% YTD: +7.7% 1Y: +10.8% 3Y: +44.8% 5Y: +46.8%
$46.77
+0.17 (+0.38%)
 
Weekly Expected Move ±0.6%
$46 $46 $47 $47 $47
ETF CBOE · AUM $376.1M

Institutional Ownership — DJAN

130
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
199M
Total Invested
11
New Positions
29
Increased
64
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (141 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Jaffetilchin Investment Partners, LLC 1,207,202 $56M +463,265 +62.3% 5Q SEC ↗
2 First International Bank of Israel Ltd 680,000 $32M — +0.0% 2Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 353,872 $17M +59,801 +20.3% 22Q SEC ↗
4 Brookstone Capital Management 291,901 $14M -32,076 -9.9% 17Q SEC ↗
5 CWM, LLC 281,130 $13M +30,034 +12.0% 9Q SEC ↗
6 Cetera Investment Advisers 232,988 $11M +958 +0.4% 22Q SEC ↗
7 MML INVESTORS SERVICES, LLC 207,299 $10M +10,607 +5.4% 14Q SEC ↗
8 LPL Financial LLC 197,622 $9M +54,833 +38.4% 13Q SEC ↗
9 PRECEDENT WEALTH PARTNERS, LLC 122,246 $6M -2,194 -1.8% 6Q SEC ↗
10 Kestra Advisory Services, LLC 115,604 $5M -6,048 -5.0% 22Q SEC ↗
11 Advisory Services Network, LLC 105,691 $5M +418 +0.4% 16Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC 104,532 $5M -9,894 -8.6% 7Q SEC ↗
13 OSAIC HOLDINGS, INC. 94,572 $4M -4,952 -5.0% 22Q SEC ↗
14 IFP Advisors, Inc 91,376 $4M +315 +0.3% 22Q SEC ↗
15 SMART Wealth LLC 90,896 $4M -26,038 -22.3% 10Q SEC ↗
16 FOUNDERS FINANCIAL SECURITIES LLC 85,525 $4M +9,551 +12.6% 8Q SEC ↗
17 Horizon Investments, LLC 85,525 $4M -63,705 -42.7% 6Q SEC ↗
18 Cambridge Investment Research Advisors 73,965 $3M +7,899 +12.0% 22Q SEC ↗
19 Commonwealth Financial Services, LLC 64,329 $3M -7,198 -10.1% 9Q SEC ↗
20 BEACON FINANCIAL GROUP 62,673 $3M -6,057 -8.8% 15Q SEC ↗
21 Wood Tarver Financial Group, LLC 56,589 $3M +7,345 +14.9% 7Q SEC ↗
22 HARBOUR INVESTMENTS, INC. 55,829 $3M +27 +0.0% 17Q SEC ↗
23 COMMONWEALTH EQUITY SERVICES, LLC 51,130 $2M -2,367 -4.4% 22Q SEC ↗
24 JPMORGAN CHASE & CO 45,982 $2M +45,495 +9341.9% 2Q SEC ↗
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 41,730 $2M — +0.0% 1Q SEC ↗
26 Strategic Blueprint, LLC 41,644 $2M +5,737 +16.0% 19Q SEC ↗
27 REAP Financial Group, LLC 40,601 $2M -3,727 -8.4% 11Q SEC ↗
28 Spectrum Asset Management, Inc. (NB/CA 40,032 $2M -660 -1.6% 2Q SEC ↗
29 &PARTNERS 38,154 $2M -1,000 -2.6% 3Q SEC ↗
30 Lionshead Wealth Management, LLC 36,927 $2M -328 -0.9% 5Q SEC ↗
31 Apollon Wealth Management, LLC 36,447 $2M +8,188 +29.0% 2Q SEC ↗
32 TRUIST FINANCIAL CORP 34,067 $2M -11,651 -25.5% 14Q SEC ↗
33 Comprehensive Financial Consultants In 32,310 $2M -4,638 -12.6% 6Q SEC ↗
34 Janney Montgomery Scott LLC 30,000 $1M -3,573 -10.6% 11Q SEC ↗
35 1ST SOURCE BANK 26,544 $1M +90 +0.3% 2Q SEC ↗
36 Falcon Wealth Planning 23,386 $1M — +0.0% 2Q SEC ↗
37 Waverly Advisors, LLC 22,237 $1M -246 -1.1% 3Q SEC ↗
38 Kovack Advisors, Inc. 21,585 $1M +1,079 +5.3% 3Q SEC ↗
39 GREAT VALLEY ADVISOR GROUP, INC. 20,250 $947K -150 -0.7% 5Q SEC ↗
40 OneDigital Investment Advisors LLC 19,763 $924K -220 -1.1% 2Q SEC ↗
41 Integrity Financial Corp /WA 19,608 $917K -184 -0.9% 19Q SEC ↗
42 OLD MISSION CAPITAL LLC 19,361 $906K +3,488 +22.0% 5Q SEC ↗
43 Tanglewood Legacy Advisors, LLC 19,340 $905K — +0.0% 10Q SEC ↗
44 Ameritas Advisory Services, LLC 18,680 $874K +11,038 +144.4% 19Q SEC ↗
45 Keystone Wealth Services, LLC 18,080 $846K -838 -4.4% 19Q SEC ↗
46 Robertson Stephens Wealth Management, 16,350 $765K -800 -4.7% 3Q SEC ↗
47 Buck Wealth Strategies, LLC 15,782 $738K — +0.0% 6Q SEC ↗
48 HRT FINANCIAL LP NEW 15,179 $710K — +0.0% 1Q SEC ↗
49 Geneos Wealth Management Inc. 14,487 $678K +327 +2.3% 8Q SEC ↗
50 Per Stirling Capital Management, LLC. 13,947 $652K -202,896 -93.6% 10Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Jaffetilchin Investment Partners, L +463,265 +62.3% 1,207,202
ENVESTNET ASSET MANAGEMENT INC +59,801 +20.3% 353,872
LPL Financial LLC +54,833 +38.4% 197,622
JPMORGAN CHASE & CO +45,495 +9341.9% 45,982
CWM, LLC +30,034 +12.0% 281,130
Ameritas Advisory Services, LLC +11,038 +144.4% 18,680
MML INVESTORS SERVICES, LLC +10,607 +5.4% 207,299
FOUNDERS FINANCIAL SECURITIES LLC +9,551 +12.6% 85,525
Apollon Wealth Management, LLC +8,188 +29.0% 36,447
Cambridge Investment Research Advis +7,899 +12.0% 73,965
Wood Tarver Financial Group, LLC +7,345 +14.9% 56,589
HighTower Advisors, LLC +6,067 +89.7% 12,832
Strategic Blueprint, LLC +5,737 +16.0% 41,644
Clear Creek Financial Management, L +4,243 +63.3% 10,947
Farther Finance Advisors, LLC +3,821 +54.4% 10,844
OLD MISSION CAPITAL LLC +3,488 +22.0% 19,361
MORGAN STANLEY +2,800 +15555.6% 2,818
VICUS CAPITAL +1,246 +11.3% 12,255
RFG Advisory, LLC +1,113 +9.1% 13,385
Kovack Advisors, Inc. +1,079 +5.3% 21,585
Biggest Decreases (20)
HolderReducedChange %Total Shares
Per Stirling Capital Management, LL -202,896 -93.6% 13,947
Horizon Investments, LLC -63,705 -42.7% 85,525
Brookstone Capital Management -32,076 -9.9% 291,901
SMART Wealth LLC -26,038 -22.3% 90,896
TRUIST FINANCIAL CORP -11,651 -25.5% 34,067
RAYMOND JAMES FINANCIAL INC -9,894 -8.6% 104,532
Mariner, LLC -7,410 -35.9% 13,255
Commonwealth Financial Services, LL -7,198 -10.1% 64,329
BEACON FINANCIAL GROUP -6,057 -8.8% 62,673
Kestra Advisory Services, LLC -6,048 -5.0% 115,604
OSAIC HOLDINGS, INC. -4,952 -5.0% 94,572
Comprehensive Financial Consultants -4,638 -12.6% 32,310
NATIONAL BANK OF CANADA /FI -3,942 -83.7% 770
REAP Financial Group, LLC -3,727 -8.4% 40,601
Janney Montgomery Scott LLC -3,573 -10.6% 30,000
PARK AVENUE SECURITIES LLC -2,576 -29.6% 6,120
COMMONWEALTH EQUITY SERVICES, LLC -2,367 -4.4% 51,130
PRECEDENT WEALTH PARTNERS, LLC -2,194 -1.8% 122,246
Cottage Street Advisors LLC -2,193 -18.9% 9,431
Sowell Financial Services LLC -1,199 -13.9% 7,416

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