— Know what they know.
Not Investment Advice

GSEP Institutional Ownership

FT Vest U.S. Equity Moderate Buffer ETF - September
1W: -0.1% 1M: +1.0% 3M: +3.0% YTD: +9.0% 1Y: +10.8% 3Y: +42.2%
$42.32
+0.17 (+0.40%)
 
Weekly Expected Move ±0.6%
$42 $42 $42 $43 $43
ETF CBOE · AUM $350.2M

Institutional Ownership — GSEP

136
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
174M
Total Invested
18
New Positions
21
Increased
62
Reduced
23
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (149 total)

# Holder Shares Value Change Change % Holding Period Filing
1 COMMONWEALTH EQUITY SERVICES, LLC 446,498 $19M -14,187 -3.1% 12Q SEC ↗
2 OSAIC HOLDINGS, INC. 349,888 $15M +23,181 +7.1% 12Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 323,354 $14M +154,701 +91.7% 12Q SEC ↗
4 Cetera Investment Advisers 292,655 $12M +75,023 +34.5% 12Q SEC ↗
5 LPL Financial LLC 276,793 $12M +156,641 +130.4% 10Q SEC ↗
6 Kestra Advisory Services, LLC 263,535 $11M -30,226 -10.3% 12Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 262,165 $11M -444,220 -62.9% 7Q SEC ↗
8 MML INVESTORS SERVICES, LLC 156,097 $7M +39,744 +34.2% 8Q SEC ↗
9 First International Bank of Israel Ltd 144,500 $6M — +0.0% 5Q SEC ↗
10 Wood Tarver Financial Group, LLC 135,287 $6M -5,674 -4.0% 7Q SEC ↗
11 US BANCORP \DE 120,291 $5M -8,223 -6.4% 4Q SEC ↗
12 HBW ADVISORY SERVICES LLC 98,898 $4M -3,346 -3.3% 4Q SEC ↗
13 Schulz Wealth, LTD. NEW 95,087 $4M — +0.0% 1Q SEC ↗
14 Sunbelt Securities, Inc. 62,517 $3M -4,150 -6.2% 11Q SEC ↗
15 Americana Partners, LLC 57,026 $2M -32,369 -36.2% 4Q SEC ↗
16 CITY HOLDING CO 54,295 $2M — +0.0% 11Q SEC ↗
17 FOUNDERS FINANCIAL SECURITIES LLC 48,381 $2M +2,439 +5.3% 8Q SEC ↗
18 MAI Capital Management 43,030 $2M -252,721 -85.5% 7Q SEC ↗
19 Cambridge Investment Research Advisors 42,518 $2M -3,646 -7.9% 12Q SEC ↗
20 KRAEMATON INVESTMENT ADVISORS, INC 38,991 $2M -10,631 -21.4% 4Q SEC ↗
21 CITADEL ADVISORS LLC 38,633 $2M +23,673 +158.2% 5Q SEC ↗
22 HRT FINANCIAL LP NEW 35,479 $2M — +0.0% 1Q SEC ↗
23 CreativeOne Wealth, LLC 35,436 $1M +10,304 +41.0% 10Q SEC ↗
24 FIDUCIARY FINANCIAL ADVISORS NEW 32,496 $1M — +0.0% 1Q SEC ↗
25 KESTRA PRIVATE WEALTH SERVICES, LLC 32,140 $1M — +0.0% 11Q SEC ↗
26 Kovack Advisors, Inc. 28,244 $1M -2,136 -7.0% 4Q SEC ↗
27 TRUIST FINANCIAL CORP 26,256 $1M +1,629 +6.6% 9Q SEC ↗
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,106 $1M +5,849 +28.9% 2Q SEC ↗
29 WEALTH ENHANCEMENT ADVISORY SERVICES, 26,033 $1M — +0.0% 5Q SEC ↗
30 Prospera Financial Services Inc 24,821 $1M — +0.0% 12Q SEC ↗
31 UPTICK PARTNERS, LLC 23,972 $1M — +0.0% 11Q SEC ↗
32 Sanctuary Advisors, LLC 23,959 $1M -893 -3.6% 8Q SEC ↗
33 NorthCrest Asset Manangement, LLC 23,112 $978K — +0.0% 12Q SEC ↗
34 HARBOUR INVESTMENTS, INC. 19,349 $819K -908 -4.5% 12Q SEC ↗
35 Arax Advisory Partners 18,556 $785K +9,278 +100.0% 2Q SEC ↗
36 HighTower Advisors, LLC 18,550 $785K — +0.0% 5Q SEC ↗
37 Signal Advisors Wealth, LLC NEW 18,166 $769K — +0.0% 1Q SEC ↗
38 Gallagher Fiduciary Advisors, LLC 17,595 $745K +4,812 +37.6% 4Q SEC ↗
39 AE Wealth Management LLC 16,729 $708K -1,581,690 -99.0% 7Q SEC ↗
40 Keystone Wealth Services, LLC 16,398 $694K -51 -0.3% 2Q SEC ↗
41 Concurrent Investment Advisors, LLC 16,111 $682K -349 -2.1% 2Q SEC ↗
42 American Alpha Advisors, LLC 15,809 $669K -6 -0.0% 3Q SEC ↗
43 OLD MISSION CAPITAL LLC 15,209 $644K -15,456 -50.4% 5Q SEC ↗
44 Diligent Investors, LLC 14,965 $633K -235 -1.5% 4Q SEC ↗
45 Waverly Advisors, LLC 14,695 $622K -155 -1.0% 3Q SEC ↗
46 REAP Financial Group, LLC 14,532 $615K -660 -4.3% 11Q SEC ↗
47 NWF Advisory Services Inc. 14,400 $609K — +0.0% 6Q SEC ↗
48 Farther Finance Advisors, LLC 14,103 $597K +12,700 +905.2% 6Q SEC ↗
49 Snowden Capital Advisors LLC 13,967 $591K +250 +1.8% 4Q SEC ↗
50 Mutual Advisors, LLC 13,852 $586K — +0.0% 4Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +156,641 +130.4% 276,793
ENVESTNET ASSET MANAGEMENT INC +154,701 +91.7% 323,354
Cetera Investment Advisers +75,023 +34.5% 292,655
MML INVESTORS SERVICES, LLC +39,744 +34.2% 156,097
CITADEL ADVISORS LLC +23,673 +158.2% 38,633
OSAIC HOLDINGS, INC. +23,181 +7.1% 349,888
Farther Finance Advisors, LLC +12,700 +905.2% 14,103
CreativeOne Wealth, LLC +10,304 +41.0% 35,436
Arax Advisory Partners +9,278 +100.0% 18,556
LM Advisors LLC +5,981 +2523.6% 6,218
SUSQUEHANNA INTERNATIONAL GROUP, LL +5,849 +28.9% 26,106
Gallagher Fiduciary Advisors, LLC +4,812 +37.6% 17,595
Synergy Asset Management, LLC +2,563 +30.0% 11,096
FOUNDERS FINANCIAL SECURITIES LLC +2,439 +5.3% 48,381
BARCLAYS PLC +1,717 +54.0% 4,896
TRUIST FINANCIAL CORP +1,629 +6.6% 26,256
Advyzon Investment Management, LLC +1,239 +13.7% 10,295
MBL Wealth, LLC +1,000 +15.6% 7,400
BFI Wealth Solutions, LLC +320 +4.3% 7,715
Snowden Capital Advisors LLC +250 +1.8% 13,967
Biggest Decreases (20)
HolderReducedChange %Total Shares
AE Wealth Management LLC -1,581,690 -99.0% 16,729
RAYMOND JAMES FINANCIAL INC -444,220 -62.9% 262,165
MAI Capital Management -252,721 -85.5% 43,030
POM Investment Strategies, LLC -232,803 -99.4% 1,321
Outlook Wealth Advisors, LLC -129,327 -95.6% 5,935
Networth Advisors, LLC -71,435 -99.8% 133
Archer Investment Corp -40,638 -84.6% 7,386
Americana Partners, LLC -32,369 -36.2% 57,026
Kestra Advisory Services, LLC -30,226 -10.3% 263,535
OLD MISSION CAPITAL LLC -15,456 -50.4% 15,209
COMMONWEALTH EQUITY SERVICES, LLC -14,187 -3.1% 446,498
First Heartland Consultants, Inc. -13,262 -64.0% 7,448
KRAEMATON INVESTMENT ADVISORS, INC -10,631 -21.4% 38,991
US BANCORP \DE -8,223 -6.4% 120,291
Elevated Capital Advisors, LLC -7,474 -49.3% 7,680
Wood Tarver Financial Group, LLC -5,674 -4.0% 135,287
Lloyd Advisory Services, LLC. -4,230 -96.0% 174
Sunbelt Securities, Inc. -4,150 -6.2% 62,517
Cambridge Investment Research Advis -3,646 -7.9% 42,518
HBW ADVISORY SERVICES LLC -3,346 -3.3% 98,898

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