DSEP Institutional Ownership
FT Vest U.S. Equity Deep Buffer ETF - September
1W: +0.0%
1M: +1.1%
3M: +3.1%
YTD: +9.3%
1Y: +10.9%
3Y: +44.6%
5Y: +51.2%
$49.10
+0.19 (+0.39%)
Weekly Expected Move ±0.5%
$49
$49
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DSEP
119
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
149M
Total Invested
12
New Positions
14
Increased
56
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (131 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 368,468 | $18M | +69,765 | +23.4% | 23Q | SEC ↗ |
| 2 | Spectrum Asset Management, Inc. (NB/CA | 254,816 | $13M | -554 | -0.2% | 8Q | SEC ↗ |
| 3 | REAP Financial Group, LLC | 222,958 | $11M | -5,027 | -2.2% | 11Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 134,433 | $7M | +7,606 | +6.0% | 10Q | SEC ↗ |
| 5 | Kestra Advisory Services, LLC | 126,233 | $6M | -50,719 | -28.7% | 16Q | SEC ↗ |
| 6 | CWM, LLC | 125,930 | $6M | -61,192 | -32.7% | 18Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 116,561 | $6M | +25,536 | +28.1% | 16Q | SEC ↗ |
| 8 | WINNACLE WEALTH LLC | 109,924 | $5M | -3,719 | -3.3% | 4Q | SEC ↗ |
| 9 | Wood Tarver Financial Group, LLC | 88,810 | $4M | -6,943 | -7.3% | 7Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 87,804 | $4M | -660 | -0.7% | 20Q | SEC ↗ |
| 11 | FOUNDERS FINANCIAL SECURITIES LLC | 82,148 | $4M | +9,178 | +12.6% | 8Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 81,306 | $4M | +2,440 | +3.1% | 24Q | SEC ↗ |
| 13 | LPL Financial LLC | 77,466 | $4M | +9,920 | +14.7% | 12Q | SEC ↗ |
| 14 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 74,812 | $4M | — | +0.0% | 11Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 73,913 | $4M | -13,088 | -15.0% | 7Q | SEC ↗ |
| 16 | Advyzon Investment Management, LLC | 71,876 | $4M | -8,937 | -11.1% | 7Q | SEC ↗ |
| 17 | Maia Wealth LLC | 62,732 | $3M | -1,746 | -2.7% | 3Q | SEC ↗ |
| 18 | TRUIST FINANCIAL CORP | 59,115 | $3M | -494 | -0.8% | 16Q | SEC ↗ |
| 19 | LifeWealth Investments, LLC | 55,849 | $3M | -596 | -1.1% | 7Q | SEC ↗ |
| 20 | HARBOUR INVESTMENTS, INC. | 54,102 | $3M | -1,134 | -2.1% | 17Q | SEC ↗ |
| 21 | Jaffetilchin Investment Partners, LLC | 53,770 | $3M | — | +0.0% | 7Q | SEC ↗ |
| 22 | Hardworking Capital Advisors, LLC | 42,426 | $2M | -3,120 | -6.9% | 3Q | SEC ↗ |
| 23 | Ignite Planners, LLC | 38,301 | $2M | — | +0.0% | 15Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 33,106 | $2M | -4,680 | -12.4% | 23Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 30,073 | $1M | +17,343 | +136.2% | 2Q | SEC ↗ |
| 26 | Prospera Financial Services Inc | 27,189 | $1M | -210 | -0.8% | 16Q | SEC ↗ |
| 27 | Kovack Advisors, Inc. | 25,672 | $1M | +278 | +1.1% | 4Q | SEC ↗ |
| 28 | Signal Advisors Wealth, LLC | 25,440 | $1M | -1,017 | -3.8% | 10Q | SEC ↗ |
| 29 | CARY STREET PARTNERS FINANCIAL LLC | 25,354 | $1M | -3,757 | -12.9% | 7Q | SEC ↗ |
| 30 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 24,897 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Mutual Advisors, LLC | 23,985 | $1M | -485 | -2.0% | 20Q | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 23,192 | $1M | -3,935 | -14.5% | 16Q | SEC ↗ |
| 33 | J.W. COLE ADVISORS, INC. NEW | 23,060 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Ameritas Advisory Services, LLC | 18,917 | $929K | +12,149 | +179.5% | 10Q | SEC ↗ |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,852 | $926K | +11,306 | +149.8% | 6Q | SEC ↗ |
| 36 | Integrity Financial Corp /WA | 18,461 | $906K | -227 | -1.2% | 19Q | SEC ↗ |
| 37 | Nova Wealth Management, Inc. | 17,244 | $847K | -117 | -0.7% | 7Q | SEC ↗ |
| 38 | McKinley Carter Wealth Services, Inc. | 16,934 | $831K | — | +0.0% | 23Q | SEC ↗ |
| 39 | OLD MISSION CAPITAL LLC | 16,022 | $787K | -8,111 | -33.6% | 3Q | SEC ↗ |
| 40 | C2P Capital Advisory Group, LLC d.b.a. | 15,455 | $759K | — | +0.0% | 13Q | SEC ↗ |
| 41 | Onyx Bridge Wealth Group LLC | 15,012 | $737K | — | +0.0% | 13Q | SEC ↗ |
| 42 | PRECEDENT WEALTH PARTNERS, LLC | 14,814 | $727K | — | +0.0% | 4Q | SEC ↗ |
| 43 | Bluespring Wealth Management, LLC NEW | 14,700 | $722K | — | +0.0% | 1Q | SEC ↗ |
| 44 | First Heartland Consultants, Inc. | 13,417 | $659K | — | +0.0% | 7Q | SEC ↗ |
| 45 | RFG Advisory, LLC | 12,834 | $630K | +1,041 | +8.8% | 5Q | SEC ↗ |
| 46 | MGO ONE SEVEN LLC | 12,596 | $618K | — | +0.0% | 3Q | SEC ↗ |
| 47 | &PARTNERS | 12,356 | $607K | -2,681 | -17.8% | 3Q | SEC ↗ |
| 48 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 11,789 | $579K | -50 | -0.4% | 7Q | SEC ↗ |
| 49 | Inspire Advisors, LLC | 11,265 | $553K | — | +0.0% | 4Q | SEC ↗ |
| 50 | KESTRA PRIVATE WEALTH SERVICES, LLC | 11,238 | $552K | — | +0.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 24,897 | $1M |
| J.W. COLE ADVISORS, INC. | 23,060 | $1M |
| Bluespring Wealth Management, LLC | 14,700 | $722K |
| HRT FINANCIAL LP | 6,665 | $327K |
| DWM Financial Group, Inc. | 6,268 | $308K |
| Mission Financial Group, LLC | 4,778 | $235K |
| Ferguson Shapiro LLC | 4,506 | $221K |
| Grantvest Financial Group LLC | 4,372 | $215K |
| Gerber Kawasaki Wealth & Investment | 4,300 | $211K |
| FIDUCIARY FINANCIAL ADVISORS | 4,194 | $206K |
| Oakmont Advisory Group, LLC | 1,832 | $90K |
| ROYAL BANK OF CANADA | 1,500 | $74K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 1ST SOURCE BANK | 29,472 | $1M |
| Strategic Blueprint, LLC | 18,694 | $918K |
| CITADEL ADVISORS LLC | 17,051 | $837K |
| IMC-Chicago, LLC | 15,192 | $746K |
| GOLDMAN SACHS GROUP INC | 13,741 | $675K |
| StoneX Group Inc. | 7,967 | $391K |
| Maltin Wealth Management, Inc. | 6,831 | $335K |
| Claro Advisors Inc. | 5,085 | $250K |
| Cottage Street Advisors LLC | 4,705 | $231K |
| Advisory Services Network, LLC | 3,566 | $175K |
| Rossby Financial, LCC | 1,500 | $74K |
| Western Wealth Management, LLC | 1,127 | $55K |
| UBS Group AG | 563 | $28K |
| First Pacific Financial | 230 | $11K |
| SageView Advisory Group, LLC | 94 | $5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 78 | $4K |
| Geneos Wealth Management Inc. | 22 | $1K |
| ASSETMARK, INC | 12 | $1K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +69,765 | +23.4% | 368,468 |
| MML INVESTORS SERVICES, LLC | +25,536 | +28.1% | 116,561 |
| JPMORGAN CHASE & CO | +17,343 | +136.2% | 30,073 |
| Ameritas Advisory Services, LLC | +12,149 | +179.5% | 18,917 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +11,306 | +149.8% | 18,852 |
| LPL Financial LLC | +9,920 | +14.7% | 77,466 |
| FOUNDERS FINANCIAL SECURITIES LLC | +9,178 | +12.6% | 82,148 |
| Cetera Investment Advisers | +7,606 | +6.0% | 134,433 |
| Farther Finance Advisors, LLC | +2,551 | +69.3% | 6,234 |
| OSAIC HOLDINGS, INC. | +2,440 | +3.1% | 81,306 |
| BARCLAYS PLC | +1,591 | +60.4% | 4,227 |
| RFG Advisory, LLC | +1,041 | +8.8% | 12,834 |
| Kovack Advisors, Inc. | +278 | +1.1% | 25,672 |
| Capital Investment Advisory Service | +7 | +0.5% | 1,530 |