— Know what they know.
Not Investment Advice

FAUG Institutional Ownership

FT Vest U.S. Equity Buffer ETF - August
1W: -0.1% 1M: +0.7% 3M: +2.3% YTD: +9.7% 1Y: +10.5% 3Y: +57.2% 5Y: +54.5%
$58.14
+0.13 (+0.22%)
Pre-Market: $58.95 (+0.81, +1.40%)
Weekly Expected Move ±0.9%
$56 $57 $58 $58 $59
ETF CBOE · AUM $1.2B

Institutional Ownership — FAUG

189
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
242M
Total Invested
22
New Positions
24
Increased
87
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (208 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ASSETMARK, INC 291,065 17M +19,979 +7.4% 9Q SEC ↗
2 CWM, LLC 289,661 17M -18,398 -6.0% 18Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 269,545 16M -28,257 -9.5% 7Q SEC ↗
4 Wealthcare Advisory Partners LLC 245,697 14M +10,726 +4.6% 8Q SEC ↗
5 Cetera Investment Advisers 199,452 12M +10,381 +5.5% 23Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 183,714 11M +25,052 +15.8% 20Q SEC ↗
7 OSAIC HOLDINGS, INC. 177,108 10M +17,157 +10.7% 26Q SEC ↗
8 MBL Wealth, LLC 148,704 9M -11,756 -7.3% 13Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 121,769 7M -3,871 -3.1% 24Q SEC ↗
10 REAP Financial Group, LLC 121,677 7M -1,053 -0.9% 11Q SEC ↗
11 Legacy Capital Wealth Partners, LLC 118,084 7M +2,784 +2.4% 8Q SEC ↗
12 LPL Financial LLC 91,941 5M -9,612 -9.5% 17Q SEC ↗
13 Synergy Asset Management, LLC 89,954 5M -46,870 -34.3% 4Q SEC ↗
14 MML INVESTORS SERVICES, LLC 83,267 5M +12,128 +17.0% 20Q SEC ↗
15 Ignite Planners, LLC 79,897 5M -3,448 -4.1% 15Q SEC ↗
16 Kestra Advisory Services, LLC 75,829 4M -36,997 -32.8% 24Q SEC ↗
17 Regal Investment Advisors LLC 73,340 4M -8,450 -10.3% 21Q SEC ↗
18 Cambridge Investment Research Advisors 64,157 4M -745 -1.1% 24Q SEC ↗
19 Keystone Wealth Services, LLC 50,759 3M -551 -1.1% 2Q SEC ↗
20 STEPHENS INC /AR 45,786 3M -1,280 -2.7% 12Q SEC ↗
21 Ameritas Advisory Services, LLC 44,969 3M +28,702 +176.4% 19Q SEC ↗
22 Sage Capital Advisors,llc 41,993 2M -30 -0.1% 4Q SEC ↗
23 NewEdge Advisors, LLC 37,718 2M -440 -1.2% 15Q SEC ↗
24 SMART Wealth LLC 37,007 2M -23,973 -39.3% 5Q SEC ↗
25 Steward Partners Investment Advisory, 34,806 2M -1,336 -3.7% 16Q SEC ↗
26 Integrated Advisors Network LLC 34,687 2M +890 +2.6% 8Q SEC ↗
27 Fragasso Financial Advisors Inc 34,351 2M -54 -0.2% 20Q SEC ↗
28 ROYAL BANK OF CANADA 33,625 2M +1,060 +3.3% 20Q SEC ↗
29 Icon Wealth Advisors, LLC 32,291 2M -440 -1.3% 11Q SEC ↗
30 First Heartland Consultants, Inc. 32,080 2M -187 -0.6% 13Q SEC ↗
31 Sloy Dahl & Holst, LLC 30,585 2M — +0.0% 20Q SEC ↗
32 FOUNDERS FINANCIAL SECURITIES LLC 30,359 2M +1,556 +5.4% 8Q SEC ↗
33 1ST SOURCE BANK 29,858 2M -1,535 -4.9% 4Q SEC ↗
34 Accel Wealth Management 29,589 2M -2,613 -8.1% 8Q SEC ↗
35 Integrated Wealth Concepts LLC 29,121 2M -138 -0.5% 14Q SEC ↗
36 Rockefeller Capital Management L.P. 28,764 2M -2,476 -7.9% 16Q SEC ↗
37 BEACON FINANCIAL GROUP 26,481 2M -178 -0.7% 20Q SEC ↗
38 Beacon Pointe Advisors, LLC 26,378 2M -50 -0.2% 2Q SEC ↗
39 Janney Montgomery Scott LLC 25,698 1M -430 -1.6% 13Q SEC ↗
40 Bleakley Financial Group, LLC 25,030 1M — +0.0% 4Q SEC ↗
41 KINTRA WEALTH, LLC 24,212 1M -11 -0.0% 3Q SEC ↗
42 Integrity Financial Corp /WA 23,315 1M -3,406 -12.7% 19Q SEC ↗
43 Modern Wealth Management, LLC 22,577 1M +38 +0.2% 7Q SEC ↗
44 FWG Investments, LLC. 21,657 1M -1,621 -7.0% 11Q SEC ↗
45 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 21,366 1M — +0.0% 19Q SEC ↗
46 Wood Tarver Financial Group, LLC 21,296 1M -967 -4.3% 7Q SEC ↗
47 TRUIST FINANCIAL CORP 21,095 1M -4,589 -17.9% 16Q SEC ↗
48 Mission Financial Group, LLC NEW 20,858 1M — +0.0% 1Q SEC ↗
49 1776 Wealth LLC 20,671 1M — +0.0% 15Q SEC ↗
50 SILVER OAK SECURITIES, INCORPORATED 19,495 1M — +0.0% 4Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Ameritas Advisory Services, LLC +28,702 +176.4% 44,969
ENVESTNET ASSET MANAGEMENT INC +25,052 +15.8% 183,714
ASSETMARK, INC +19,979 +7.4% 291,065
OSAIC HOLDINGS, INC. +17,157 +10.7% 177,108
MML INVESTORS SERVICES, LLC +12,128 +17.0% 83,267
Wealthcare Advisory Partners LLC +10,726 +4.6% 245,697
Cetera Investment Advisers +10,381 +5.5% 199,452
JPMORGAN CHASE & CO +8,657 +310.4% 11,446
TFB Advisors LLC +4,106 +51.0% 12,155
Legacy Capital Wealth Partners, LLC +2,784 +2.4% 118,084
Farther Finance Advisors, LLC +2,434 +34.2% 9,544
RFG Advisory, LLC +2,163 +14.9% 16,650
FOUNDERS FINANCIAL SECURITIES LLC +1,556 +5.4% 30,359
BARCLAYS PLC +1,087 +44.0% 3,560
ROYAL BANK OF CANADA +1,060 +3.3% 33,625
Integrated Advisors Network LLC +890 +2.6% 34,687
Snowden Capital Advisors LLC +664 +8.8% 8,186
Concurrent Investment Advisors, LLC +587 +4.8% 12,787
CoreCap Advisors, LLC +347 +2.5% 14,121
AE Wealth Management LLC +294 +2.4% 12,401
Biggest Decreases (20)
HolderReducedChange %Total Shares
MGO ONE SEVEN LLC -77,922 -92.9% 5,920
Synergy Asset Management, LLC -46,870 -34.3% 89,954
Kestra Advisory Services, LLC -36,997 -32.8% 75,829
RAYMOND JAMES FINANCIAL INC -28,257 -9.5% 269,545
SMART Wealth LLC -23,973 -39.3% 37,007
CWM, LLC -18,398 -6.0% 289,661
Strategic Blueprint, LLC -18,343 -68.9% 8,298
SUSQUEHANNA INTERNATIONAL GROUP, LL -18,255 -80.3% 4,471
MBL Wealth, LLC -11,756 -7.3% 148,704
Savvy Advisors, Inc. -9,808 -62.6% 5,868
LPL Financial LLC -9,612 -9.5% 91,941
Allie Family Office LLC -8,510 -69.4% 3,750
Regal Investment Advisors LLC -8,450 -10.3% 73,340
Brookwood Investment Group LLC -4,802 -46.7% 5,476
TRUIST FINANCIAL CORP -4,589 -17.9% 21,095
IMG Wealth Management, Inc. -4,532 -45.3% 5,472
COMMONWEALTH EQUITY SERVICES, LLC -3,871 -3.1% 121,769
Ignite Planners, LLC -3,448 -4.1% 79,897
Integrity Financial Corp /WA -3,406 -12.7% 23,315
ARBOR CAPITAL MANAGEMENT INC /ADV -2,734 -33.5% 5,428

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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