GDEC Institutional Ownership
FT Vest U.S. Equity Moderate Buffer ETF - December
1W: +0.0%
1M: +0.7%
3M: +2.5%
YTD: +8.2%
1Y: +11.4%
$40.94
+0.16 (+0.39%)
Weekly Expected Move ±0.6%
$40
$41
$41
$41
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GDEC
117
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
229M
Total Invested
13
New Positions
18
Increased
47
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (133 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 1,073,956 | $44M | -40,394 | -3.6% | 5Q | SEC ↗ |
| 2 | First International Bank of Israel Ltd | 1,032,000 | $42M | — | +0.0% | 3Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 476,098 | $19M | -13,342 | -2.7% | 7Q | SEC ↗ |
| 4 | Archer Investment Corp | 326,230 | $13M | -11,679 | -3.5% | 11Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 252,369 | $10M | -4,789 | -1.9% | 10Q | SEC ↗ |
| 6 | NEW WAVE WEALTH ADVISORS LLC | 221,872 | $9M | +5,350 | +2.5% | 2Q | SEC ↗ |
| 7 | HARBOUR INVESTMENTS, INC. | 174,568 | $7M | -4,274 | -2.4% | 11Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 170,204 | $7M | +26,220 | +18.2% | 11Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 133,540 | $5M | -32,883 | -19.8% | 11Q | SEC ↗ |
| 10 | LPL Financial LLC | 128,058 | $5M | -1,051 | -0.8% | 10Q | SEC ↗ |
| 11 | Gladstone Institutional Advisory LLC | 118,200 | $5M | -1,500 | -1.3% | 2Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 111,049 | $5M | +2,003 | +1.8% | 2Q | SEC ↗ |
| 13 | Farther Finance Advisors, LLC | 110,765 | $5M | +110,467 | +37069.5% | 6Q | SEC ↗ |
| 14 | Kestra Advisory Services, LLC | 98,406 | $4M | -38,971 | -28.4% | 11Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 89,988 | $4M | +1,017 | +1.1% | 11Q | SEC ↗ |
| 16 | BECK CAPITAL MANAGEMENT, LLC | 67,528 | $3M | -2,496 | -3.6% | 6Q | SEC ↗ |
| 17 | Americana Partners, LLC | 64,952 | $3M | -22,527 | -25.8% | 3Q | SEC ↗ |
| 18 | US BANCORP \DE | 63,100 | $3M | +12,907 | +25.7% | 3Q | SEC ↗ |
| 19 | SUMMIT WEALTH GROUP LLC / CO | 54,449 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 20 | Wood Tarver Financial Group, LLC | 49,017 | $2M | -2,308 | -4.5% | 7Q | SEC ↗ |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | 48,852 | $2M | +2,442 | +5.3% | 9Q | SEC ↗ |
| 22 | Tanglewood Legacy Advisors, LLC | 42,501 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 23 | Concurrent Investment Advisors, LLC | 39,516 | $2M | -2,564 | -6.1% | 7Q | SEC ↗ |
| 24 | Clearstead Advisors, LLC | 39,283 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 25 | MML INVESTORS SERVICES, LLC | 36,081 | $1M | +14,113 | +64.2% | 11Q | SEC ↗ |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 34,847 | $1M | -500 | -1.4% | 3Q | SEC ↗ |
| 27 | NorthCrest Asset Manangement, LLC | 31,887 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 28 | NewEdge Advisors, LLC | 30,180 | $1M | +163 | +0.5% | 11Q | SEC ↗ |
| 29 | MGO ONE SEVEN LLC | 30,006 | $1M | -5,593 | -15.7% | 3Q | SEC ↗ |
| 30 | MAI Capital Management | 29,323 | $1M | -3,139 | -9.7% | 7Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 28,119 | $1M | -1,689 | -5.7% | 11Q | SEC ↗ |
| 32 | Avidian Wealth Enterprises, LLC | 26,051 | $1M | — | +0.0% | 11Q | SEC ↗ |
| 33 | Bullseye Investment Management, LLC | 25,286 | $1M | -1,734 | -6.4% | 1Q | SEC ↗ |
| 34 | Arkadios Wealth Advisors | 25,242 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 35 | Triumph Capital Management | 25,000 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 36 | OLD MISSION CAPITAL LLC | 24,549 | $1M | -11,523 | -31.9% | 5Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC NEW | 22,927 | $939K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Sunbelt Securities, Inc. | 22,563 | $924K | -1,475 | -6.1% | 10Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 21,652 | $886K | +20,912 | +2825.9% | 4Q | SEC ↗ |
| 40 | UPTICK PARTNERS, LLC | 19,841 | $812K | +818 | +4.3% | 7Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,532 | $800K | +8,147 | +71.6% | 5Q | SEC ↗ |
| 42 | KESTRA PRIVATE WEALTH SERVICES, LLC | 19,170 | $785K | -355 | -1.8% | 7Q | SEC ↗ |
| 43 | BFI Wealth Solutions, LLC | 18,498 | $757K | +1,471 | +8.6% | 3Q | SEC ↗ |
| 44 | FSB PREMIER WEALTH MANAGEMENT, INC. | 18,116 | $742K | -94 | -0.5% | 8Q | SEC ↗ |
| 45 | AQR CAPITAL MANAGEMENT LLC | 17,600 | $721K | — | +0.0% | 6Q | SEC ↗ |
| 46 | HBW ADVISORY SERVICES LLC | 17,261 | $707K | -102 | -0.6% | 7Q | SEC ↗ |
| 47 | Sequent Planning LLC | 16,920 | $693K | — | +0.0% | 8Q | SEC ↗ |
| 48 | REAP Financial Group, LLC | 16,452 | $674K | -203 | -1.2% | 11Q | SEC ↗ |
| 49 | Pinnacle Wealth Planning Services, Inc | 15,830 | $648K | — | +0.0% | 6Q | SEC ↗ |
| 50 | Catalina Capital Group, LLC | 15,504 | $635K | -237 | -1.5% | 10Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 22,927 | $939K |
| IFG Advisory, LLC | 8,456 | $346K |
| Integras Partners LLC | 6,000 | $246K |
| Capasso Planning Partners LLC | 5,303 | $217K |
| Foundations Investment Advisors, LL | 5,249 | $215K |
| COMPASS FINANCIAL MANAGEMENT LLC | 3,979 | $163K |
| TRUST CO OF VERMONT | 1,987 | $81K |
| BARCLAYS PLC | 1,740 | $71K |
| Integrated Wealth Concepts LLC | 1,036 | $42K |
| UBS Group AG | 800 | $33K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 159 | $7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 100 | $4K |
| Lloyd Advisory Services, LLC. | 20 | $1K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ausdal Financial Partners, Inc. | 392,034 | $16M |
| Atria Investments, Inc | 164,866 | $7M |
| BAM Wealth Management, LLC | 112,195 | $5M |
| JANE STREET GROUP, LLC | 70,047 | $3M |
| CreativeOne Wealth, LLC | 64,650 | $3M |
| VestGen Investment Management | 22,213 | $909K |
| Strategic Blueprint, LLC | 17,771 | $728K |
| WORLD EQUITY GROUP, INC. | 13,585 | $556K |
| AssuredPartners Investment Advisors | 7,400 | $303K |
| COLUMBIA ADVISORY PARTNERS LLC | 6,675 | $273K |
| Quad-Cities Investment Group, LLC | 6,208 | $254K |
| Envestnet Portfolio Solutions, Inc. | 6,145 | $252K |
| ADAPT WEALTH ADVISORS, LLC | 6,000 | $246K |
| PKS Advisory Services, LLC | 5,750 | $235K |
| Dunhill Financial, LLC | 1,000 | $41K |
| Basepoint Wealth LLC | 200 | $8K |
| Capital Investment Advisory Service | 72 | $3K |
| Smartleaf Asset Management LLC | 36 | $1K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | +110,467 | +37069.5% | 110,765 |
| OSAIC HOLDINGS, INC. | +26,220 | +18.2% | 170,204 |
| JPMORGAN CHASE & CO | +20,912 | +2825.9% | 21,652 |
| MML INVESTORS SERVICES, LLC | +14,113 | +64.2% | 36,081 |
| Ameritas Advisory Services, LLC | +13,717 | +12940.6% | 13,823 |
| US BANCORP \DE | +12,907 | +25.7% | 63,100 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +8,147 | +71.6% | 19,532 |
| Arax Advisory Partners | +6,376 | +100.0% | 12,752 |
| NEW WAVE WEALTH ADVISORS LLC | +5,350 | +2.5% | 221,872 |
| FOUNDERS FINANCIAL SECURITIES LLC | +2,442 | +5.3% | 48,852 |
| Janney Montgomery Scott LLC | +2,003 | +1.8% | 111,049 |
| BFI Wealth Solutions, LLC | +1,471 | +8.6% | 18,498 |
| ENVESTNET ASSET MANAGEMENT INC | +1,017 | +1.1% | 89,988 |
| IFP Advisors, Inc | +906 | +42.4% | 3,042 |
| UPTICK PARTNERS, LLC | +818 | +4.3% | 19,841 |
| NewEdge Advisors, LLC | +163 | +0.5% | 30,180 |
| CoreCap Advisors, LLC | +159 | +1.6% | 10,057 |
| CWM, LLC | +106 | +9.5% | 1,217 |
| LANARK FINANCIAL, INC. | +31 | +2.1% | 1,525 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT | -40,394 | -3.6% | 1,073,956 |
| Kestra Advisory Services, LLC | -38,971 | -28.4% | 98,406 |
| COMMONWEALTH EQUITY SERVICES, LLC | -32,883 | -19.8% | 133,540 |
| Americana Partners, LLC | -22,527 | -25.8% | 64,952 |
| Bouchey Financial Group, Ltd. | -20,761 | -72.8% | 7,766 |
| RAYMOND JAMES FINANCIAL INC | -13,342 | -2.7% | 476,098 |
| Archer Investment Corp | -11,679 | -3.5% | 326,230 |
| OLD MISSION CAPITAL LLC | -11,523 | -31.9% | 24,549 |
| MGO ONE SEVEN LLC | -5,593 | -15.7% | 30,006 |
| HRT FINANCIAL LP | -5,218 | -45.4% | 6,272 |
| AE Wealth Management LLC | -4,819 | -43.3% | 6,311 |
| Cetera Investment Advisers | -4,789 | -1.9% | 252,369 |
| Brookstone Capital Management | -4,313 | -33.6% | 8,514 |
| HARBOUR INVESTMENTS, INC. | -4,274 | -2.4% | 174,568 |
| MAI Capital Management | -3,139 | -9.7% | 29,323 |
| TRUIST FINANCIAL CORP | -2,934 | -18.6% | 12,855 |
| Concurrent Investment Advisors, LLC | -2,564 | -6.1% | 39,516 |
| BECK CAPITAL MANAGEMENT, LLC | -2,496 | -3.6% | 67,528 |
| Wood Tarver Financial Group, LLC | -2,308 | -4.5% | 49,017 |
| Grantvest Financial Group LLC | -1,900 | -22.7% | 6,477 |