DJUL Institutional Ownership
FT Vest U.S. Equity Deep Buffer ETF - July
1W: -0.0%
1M: +0.5%
3M: +2.4%
YTD: +8.2%
1Y: +9.9%
3Y: +51.6%
5Y: +55.5%
$51.42
+0.14 (+0.28%)
Weekly Expected Move ±0.7%
$51
$51
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DJUL
125
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
200M
Total Invested
14
New Positions
16
Increased
57
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (135 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 589,876 | $30M | -29,362 | -4.7% | 12Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 273,960 | $14M | +57,032 | +26.3% | 18Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 237,543 | $12M | -3,229 | -1.3% | 7Q | SEC ↗ |
| 4 | Bluespring Wealth Management, LLC NEW | 203,612 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Decker Wealth Management LLC | 163,972 | $8M | -39,379 | -19.4% | 3Q | SEC ↗ |
| 6 | Commonwealth Financial Services, LLC | 144,633 | $7M | -5,850 | -3.9% | 12Q | SEC ↗ |
| 7 | Ignite Planners, LLC | 141,107 | $7M | -1,504 | -1.1% | 15Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 134,564 | $7M | -12,557 | -8.5% | 24Q | SEC ↗ |
| 9 | TRUIST FINANCIAL CORP | 133,976 | $7M | -6,482 | -4.6% | 15Q | SEC ↗ |
| 10 | WINNACLE WEALTH LLC | 104,449 | $5M | -3,518 | -3.3% | 4Q | SEC ↗ |
| 11 | Ritter Daniher Financial Advisory LLC | 101,806 | $5M | -7,692 | -7.0% | 4Q | SEC ↗ |
| 12 | REAP Financial Group, LLC | 96,489 | $5M | -10,721 | -10.0% | 11Q | SEC ↗ |
| 13 | LPL Financial LLC | 89,771 | $5M | +16,111 | +21.9% | 13Q | SEC ↗ |
| 14 | CWM, LLC | 89,543 | $5M | -5,315 | -5.6% | 11Q | SEC ↗ |
| 15 | Foguth Wealth Management, LLC. | 86,157 | $4M | -1,483 | -1.7% | 3Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 84,669 | $4M | -9,619 | -10.2% | 21Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 82,023 | $4M | -43,292 | -34.5% | 12Q | SEC ↗ |
| 18 | FOUNDERS FINANCIAL SECURITIES LLC | 77,473 | $4M | -60,218 | -43.7% | 8Q | SEC ↗ |
| 19 | LifeWealth Investments, LLC | 73,130 | $4M | -387 | -0.5% | 7Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 69,858 | $4M | -4,405 | -5.9% | 24Q | SEC ↗ |
| 21 | Comprehensive Financial Consultants In | 58,637 | $3M | -714 | -1.2% | 4Q | SEC ↗ |
| 22 | Wood Tarver Financial Group, LLC | 53,580 | $3M | -91 | -0.2% | 7Q | SEC ↗ |
| 23 | Nova Wealth Management, Inc. | 52,997 | $3M | -3,391 | -6.0% | 7Q | SEC ↗ |
| 24 | Ameritas Advisory Services, LLC | 37,261 | $2M | +22,347 | +149.8% | 19Q | SEC ↗ |
| 25 | HARBOUR INVESTMENTS, INC. | 36,996 | $2M | +1,214 | +3.4% | 17Q | SEC ↗ |
| 26 | SMART Wealth LLC | 36,052 | $2M | +5,902 | +19.6% | 15Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 34,770 | $2M | -1,162 | -3.2% | 24Q | SEC ↗ |
| 28 | Spire Wealth Management | 29,040 | $1M | -7,926 | -21.4% | 12Q | SEC ↗ |
| 29 | Kovack Advisors, Inc. | 27,620 | $1M | +446 | +1.6% | 4Q | SEC ↗ |
| 30 | Mission Financial Group, LLC NEW | 25,680 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,706 | $1M | +2,529 | +11.4% | 2Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 23,397 | $1M | +3,585 | +18.1% | 12Q | SEC ↗ |
| 33 | Hartford Financial Management Inc. | 23,332 | $1M | -509 | -2.1% | 5Q | SEC ↗ |
| 34 | Sunbelt Securities, Inc. | 23,276 | $1M | -2,047 | -8.1% | 13Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 22,952 | $1M | +429 | +1.9% | 12Q | SEC ↗ |
| 36 | C2P Capital Advisory Group, LLC d.b.a. | 22,576 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 37 | Ferguson Shapiro LLC | 20,741 | $1M | -3,402 | -14.1% | 8Q | SEC ↗ |
| 38 | Falcon Wealth Planning | 20,373 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 39 | SAGESPRING WEALTH PARTNERS, LLC | 19,541 | $1M | -13 | -0.1% | 4Q | SEC ↗ |
| 40 | Gaddis Premier Wealth Advisors LLC | 17,684 | $909K | -880 | -4.7% | 3Q | SEC ↗ |
| 41 | HighTower Advisors, LLC | 17,552 | $903K | — | +0.0% | 15Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO NEW | 17,304 | $890K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Claro Advisors Inc. | 17,207 | $885K | -876 | -4.8% | 15Q | SEC ↗ |
| 44 | IFP Advisors, Inc | 17,116 | $880K | -366 | -2.1% | 20Q | SEC ↗ |
| 45 | CreativeOne Wealth, LLC | 16,581 | $853K | -719 | -4.2% | 8Q | SEC ↗ |
| 46 | Pinnacle Wealth Planning Services, Inc | 16,147 | $830K | -2,488 | -13.4% | 12Q | SEC ↗ |
| 47 | Integrity Financial Corp /WA | 16,143 | $830K | -48 | -0.3% | 19Q | SEC ↗ |
| 48 | &PARTNERS | 15,351 | $789K | — | +0.0% | 3Q | SEC ↗ |
| 49 | StoneX Group Inc. | 14,887 | $766K | -1,114 | -7.0% | 12Q | SEC ↗ |
| 50 | Tanglewood Legacy Advisors, LLC | 13,048 | $671K | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Bluespring Wealth Management, LLC | 203,612 | $10M |
| Mission Financial Group, LLC | 25,680 | $1M |
| JPMORGAN CHASE & CO | 17,304 | $890K |
| HRT FINANCIAL LP | 7,200 | $370K |
| Capital Asset Advisory Services LLC | 5,998 | $308K |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,786 | $246K |
| EP Wealth Advisors, LLC | 4,594 | $236K |
| Keystone Wealth Services, LLC | 4,159 | $214K |
| Global Retirement Partners, LLC | 3,858 | $198K |
| Oakmont Advisory Group, LLC | 1,762 | $91K |
| FIDUCIARY FINANCIAL ADVISORS | 750 | $39K |
| ASSETMARK, INC | 166 | $9K |
| COMPASS FINANCIAL MANAGEMENT LLC | 91 | $5K |
| HHM Wealth Advisors, LLC | 46 | $2K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 1ST SOURCE BANK | 19,735 | $1M |
| OPPENHEIMER & CO INC | 19,082 | $981K |
| Patriot Financial Group Insurance A | 15,096 | $776K |
| Certified Advisory Corp | 10,000 | $514K |
| GTS SECURITIES LLC | 9,517 | $489K |
| LVZ, Inc. | 8,638 | $444K |
| Lunt Capital Management, Inc. | 7,481 | $385K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 6,790 | $349K |
| Orion Porfolio Solutions, LLC | 6,068 | $312K |
| CITADEL ADVISORS LLC | 4,705 | $242K |
| Meridian Wealth Management, LLC | 4,550 | $234K |
| Advisory Services Network, LLC | 3,316 | $171K |
| N.E.W. Advisory Services LLC | 490 | $25K |
| ROYAL BANK OF CANADA | 140 | $7K |
| UBS Group AG | 110 | $6K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +57,032 | +26.3% | 273,960 |
| Ameritas Advisory Services, LLC | +22,347 | +149.8% | 37,261 |
| LPL Financial LLC | +16,111 | +21.9% | 89,771 |
| SMART Wealth LLC | +5,902 | +19.6% | 36,052 |
| MML INVESTORS SERVICES, LLC | +3,585 | +18.1% | 23,397 |
| Farther Finance Advisors, LLC | +3,347 | +47.2% | 10,439 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,529 | +11.4% | 24,706 |
| HARBOUR INVESTMENTS, INC. | +1,214 | +3.4% | 36,996 |
| Geneos Wealth Management Inc. | +1,100 | +100.0% | 2,200 |
| RFG Advisory, LLC | +976 | +8.7% | 12,243 |
| Kovack Advisors, Inc. | +446 | +1.6% | 27,620 |
| Rockefeller Capital Management L.P. | +429 | +1.9% | 22,952 |
| PARK AVENUE SECURITIES LLC | +197 | +3.1% | 6,629 |
| AE Wealth Management LLC | +132 | +2.8% | 4,791 |
| MORGAN STANLEY | +65 | +32.5% | 265 |
| BARCLAYS PLC | +29 | +0.7% | 4,009 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | -60,218 | -43.7% | 77,473 |
| Kestra Advisory Services, LLC | -43,292 | -34.5% | 82,023 |
| Decker Wealth Management LLC | -39,379 | -19.4% | 163,972 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | -29,362 | -4.7% | 589,876 |
| OSAIC HOLDINGS, INC. | -12,557 | -8.5% | 134,564 |
| REAP Financial Group, LLC | -10,721 | -10.0% | 96,489 |
| Cetera Investment Advisers | -9,619 | -10.2% | 84,669 |
| Spire Wealth Management | -7,926 | -21.4% | 29,040 |
| Ritter Daniher Financial Advisory L | -7,692 | -7.0% | 101,806 |
| TRUIST FINANCIAL CORP | -6,482 | -4.6% | 133,976 |
| Commonwealth Financial Services, LL | -5,850 | -3.9% | 144,633 |
| CWM, LLC | -5,315 | -5.6% | 89,543 |
| Cambridge Investment Research Advis | -4,405 | -5.9% | 69,858 |
| WINNACLE WEALTH LLC | -3,518 | -3.3% | 104,449 |
| Ferguson Shapiro LLC | -3,402 | -14.1% | 20,741 |
| Nova Wealth Management, Inc. | -3,391 | -6.0% | 52,997 |
| RAYMOND JAMES FINANCIAL INC | -3,229 | -1.3% | 237,543 |
| Mariner, LLC | -2,675 | -23.1% | 8,923 |
| Pinnacle Wealth Planning Services, | -2,488 | -13.4% | 16,147 |
| Sunbelt Securities, Inc. | -2,047 | -8.1% | 23,276 |