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FEBM Institutional Ownership

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - February
1W: -0.0% 1M: +0.3% YTD: +0.3%
$31.76
+0.05 (+0.16%)
 
Weekly Expected Move ±0.2%
$32 $32 $32 $32 $32
ETF CBOE · AUM $46.0M

Institutional Ownership — FEBM

43
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
4
New Positions
8
Increased
17
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (52 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cooper Capital Advisors LLC 103,629 $3M — +0.0% 5Q SEC ↗
2 Madrona Financial Services, LLC 71,785 $2M +4,105 +6.1% 2Q SEC ↗
3 Cambridge Investment Research Advisors 47,702 $2M +8,880 +22.9% 5Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,130 $1M +25,982 +160.9% 4Q SEC ↗
5 Cetera Investment Advisers 41,141 $1M -12,561 -23.4% 6Q SEC ↗
6 HARBOUR INVESTMENTS, INC. 38,667 $1M +6,596 +20.6% 6Q SEC ↗
7 Valmark Advisers, Inc. 31,510 $1M — +0.0% 6Q SEC ↗
8 Foguth Wealth Management, LLC. 27,752 $881K -255 -0.9% 3Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 26,702 $848K -17,687 -39.8% 6Q SEC ↗
10 Gallagher Fiduciary Advisors, LLC 19,905 $632K +980 +5.2% 6Q SEC ↗
11 Ignite Planners, LLC 17,735 $563K — +0.0% 6Q SEC ↗
12 WEALTH ENHANCEMENT ADVISORY SERVICES, 17,625 $560K -7,384 -29.5% 2Q SEC ↗
13 Advisory Services Network, LLC 17,598 $559K -2,165 -11.0% 6Q SEC ↗
14 Crusonia Wealth Advisors LLC 17,052 $542K — +0.0% 3Q SEC ↗
15 Kestra Advisory Services, LLC 16,706 $531K -197 -1.2% 6Q SEC ↗
16 Ameritas Advisory Services, LLC 14,893 $473K +5,604 +60.3% 2Q SEC ↗
17 ENVESTNET ASSET MANAGEMENT INC 14,052 $446K +529 +3.9% 6Q SEC ↗
18 Capasso Planning Partners LLC 13,215 $420K -474 -3.5% 2Q SEC ↗
19 Buck Wealth Strategies, LLC 12,590 $400K — +0.0% 5Q SEC ↗
20 Americana Partners, LLC 12,410 $394K -1,374 -10.0% 4Q SEC ↗
21 LPL Financial LLC 11,517 $366K +1,526 +15.3% 4Q SEC ↗
22 GOLDMAN SACHS GROUP INC 10,789 $343K -784 -6.8% 2Q SEC ↗
23 Legacy Capital Wealth Partners, LLC 10,643 $338K — +0.0% 5Q SEC ↗
24 WealthCare Asset Management, LLC NEW 10,598 $337K — +0.0% 1Q SEC ↗
25 PRECEDENT WEALTH PARTNERS, LLC NEW 10,391 $330K — +0.0% 1Q SEC ↗
26 MILESTONE ASSET MANAGEMENT, LLC 9,836 $312K — +0.0% 5Q SEC ↗
27 LVZ, Inc. NEW 9,511 $302K — +0.0% 1Q SEC ↗
28 Kovack Advisors, Inc. 8,517 $270K — +0.0% 5Q SEC ↗
29 FSB PREMIER WEALTH MANAGEMENT, INC. 7,975 $253K — +0.0% 2Q SEC ↗
30 Sequent Planning LLC 7,956 $253K — +0.0% 2Q SEC ↗
31 Triumph Capital Management 7,914 $251K — +0.0% 4Q SEC ↗
32 WEALTHGARDEN F.S. LLC 7,450 $237K — +0.0% 6Q SEC ↗
33 Integrity Financial Corp /WA 7,098 $225K -1,997 -22.0% 6Q SEC ↗
34 FWG Investments, LLC. NEW 6,921 $220K — +0.0% 1Q SEC ↗
35 AE Wealth Management LLC 6,881 $219K -71 -1.0% 6Q SEC ↗
36 OSAIC HOLDINGS, INC. 6,416 $204K -6,136 -48.9% 6Q SEC ↗
37 BARCLAYS PLC 4,880 $155K — +0.0% 5Q SEC ↗
38 CWM, LLC 4,750 $151K — +0.0% 4Q SEC ↗
39 CX Institutional 1,381 $44K — +0.0% 3Q SEC ↗
40 ASSETMARK, INC 1,333 $42K -196 -12.8% 4Q SEC ↗
41 Ashton Thomas Private Wealth, LLC 792 $25K -1,112 -58.4% 4Q SEC ↗
42 Sound Income Strategies, LLC 0 $0K -859 -100.0% 2Q SEC ↗
43 IMC-Chicago, LLC 0 $0K -17,566 -100.0% 1Q SEC ↗
44 RAYMOND JAMES FINANCIAL INC 0 $0K -9,596 -100.0% 2Q SEC ↗
45 MML INVESTORS SERVICES, LLC 0 $0K -9,063 -100.0% 1Q SEC ↗
46 OLD MISSION CAPITAL LLC 0 $0K -10,181 -100.0% 2Q SEC ↗
47 HRT FINANCIAL LP 0 $0K -7,329 -100.0% 1Q SEC ↗
48 Brookstone Capital Management 0 $0K -6,595 -100.0% 2Q SEC ↗
49 Sunbelt Securities, Inc. 0 $0K -1,750 -100.0% 2Q SEC ↗
50 TFB Advisors LLC 0 $0K -26,069 -100.0% 4Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
WealthCare Asset Management, LLC 10,598 $337K
PRECEDENT WEALTH PARTNERS, LLC 10,391 $330K
LVZ, Inc. 9,511 $302K
FWG Investments, LLC. 6,921 $220K
Sold Out (11)
Biggest Increases (8)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +25,982 +160.9% 42,130
Cambridge Investment Research Advis +8,880 +22.9% 47,702
HARBOUR INVESTMENTS, INC. +6,596 +20.6% 38,667
Ameritas Advisory Services, LLC +5,604 +60.3% 14,893
Madrona Financial Services, LLC +4,105 +6.1% 71,785
LPL Financial LLC +1,526 +15.3% 11,517
Gallagher Fiduciary Advisors, LLC +980 +5.2% 19,905
ENVESTNET ASSET MANAGEMENT INC +529 +3.9% 14,052
Biggest Decreases (14)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -17,687 -39.8% 26,702
Cetera Investment Advisers -12,561 -23.4% 41,141
WEALTH ENHANCEMENT ADVISORY SERVICE -7,384 -29.5% 17,625
OSAIC HOLDINGS, INC. -6,136 -48.9% 6,416
Advisory Services Network, LLC -2,165 -11.0% 17,598
Integrity Financial Corp /WA -1,997 -22.0% 7,098
Americana Partners, LLC -1,374 -10.0% 12,410
Ashton Thomas Private Wealth, LLC -1,112 -58.4% 792
GOLDMAN SACHS GROUP INC -784 -6.8% 10,789
Capasso Planning Partners LLC -474 -3.5% 13,215
Foguth Wealth Management, LLC. -255 -0.9% 27,752
Kestra Advisory Services, LLC -197 -1.2% 16,706
ASSETMARK, INC -196 -12.8% 1,333
AE Wealth Management LLC -71 -1.0% 6,881

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