DLFE Institutional Ownership
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Dual Directional Buffer ETF - February
1W: +0.1%
1M: +0.7%
YTD: +0.7%
$32.58
+0.08 (+0.25%)
Weekly Expected Move ±0.4%
$32
$32
$33
$33
$33
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — DLFE
20
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
60M
Total Invested
6
New Positions
6
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | 696,622 | $23M | +42,276 | +6.5% | 2Q | SEC ↗ |
| 2 | First International Bank of Israel Ltd | 651,000 | $21M | — | +0.0% | 2Q | SEC ↗ |
| 3 | NOVEM GROUP NEW | 179,795 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 4 | CreativeOne Wealth, LLC NEW | 110,058 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71,634 | $2M | +51,506 | +255.9% | 2Q | SEC ↗ |
| 6 | NEW WAVE WEALTH ADVISORS LLC | 47,232 | $2M | -70,580 | -59.9% | 2Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 24,861 | $810K | +2,641 | +11.9% | 2Q | SEC ↗ |
| 8 | RFG Advisory, LLC | 23,370 | $761K | — | +0.0% | 2Q | SEC ↗ |
| 9 | OLD MISSION CAPITAL LLC NEW | 21,488 | $700K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Maia Wealth LLC | 16,654 | $543K | +1,885 | +12.8% | 2Q | SEC ↗ |
| 11 | HARBOUR INVESTMENTS, INC. | 15,674 | $511K | +3,101 | +24.7% | 2Q | SEC ↗ |
| 12 | UPTICK PARTNERS, LLC | 14,508 | $473K | +5,515 | +61.3% | 2Q | SEC ↗ |
| 13 | CENTAURUS FINANCIAL, INC. NEW | 11,157 | $363K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Quad-Cities Investment Group, LLC NEW | 8,495 | $277K | — | +0.0% | 1Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC NEW | 6,602 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Benson Wealth Management INC | 1,497 | $49K | — | +0.0% | 2Q | SEC ↗ |
| 17 | UBS Group AG | 62 | $2K | -268 | -81.2% | 2Q | SEC ↗ |
| 18 | Anfield Capital Management, LLC NEW | 33 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 19 | DHJJ Financial Advisors, Ltd. | 20 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 0 | $0K | -66,593 | -100.0% | 1Q | SEC ↗ |
| 21 | Hughes Financial Services, LLC | 0 | $0K | -270 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| NOVEM GROUP | 179,795 | $6M |
| CreativeOne Wealth, LLC | 110,058 | $4M |
| OLD MISSION CAPITAL LLC | 21,488 | $700K |
| CENTAURUS FINANCIAL, INC. | 11,157 | $363K |
| Quad-Cities Investment Group, LLC | 8,495 | $277K |
| ENVESTNET ASSET MANAGEMENT INC | 6,602 | $215K |
| Anfield Capital Management, LLC | 33 | $1K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 66,593 | $2M |
| Hughes Financial Services, LLC | 270 | $9K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +51,506 | +255.9% | 71,634 |
| Kestra Advisory Services, LLC | +42,276 | +6.5% | 696,622 |
| UPTICK PARTNERS, LLC | +5,515 | +61.3% | 14,508 |
| HARBOUR INVESTMENTS, INC. | +3,101 | +24.7% | 15,674 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,641 | +11.9% | 24,861 |
| Maia Wealth LLC | +1,885 | +12.8% | 16,654 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NEW WAVE WEALTH ADVISORS LLC | -70,580 | -59.9% | 47,232 |
| UBS Group AG | -268 | -81.2% | 62 |