JANM Institutional Ownership
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - January
1W: -0.1%
1M: +0.4%
YTD: +0.4%
$34.47
+0.07 (+0.19%)
Weekly Expected Move ±0.3%
$34
$34
$34
$35
$35
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — JANM
30
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
5
New Positions
7
Increased
8
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Apollon Wealth Management, LLC | 88,987 | 3M | +10,639 | +13.6% | 6Q | SEC ↗ |
| 2 | Maia Wealth LLC | 70,835 | 2M | -3,971 | -5.3% | 2Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 27,598 | 951K | -10,648 | -27.8% | 6Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC | 25,608 | 883K | +5,475 | +27.2% | 2Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 25,599 | 882K | +1,874 | +7.9% | 6Q | SEC ↗ |
| 6 | Capasso Planning Partners LLC | 20,847 | 718K | -768 | -3.6% | 2Q | SEC ↗ |
| 7 | OLD MISSION CAPITAL LLC | 16,281 | 561K | -23,060 | -58.6% | 2Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,163 | 523K | +8,851 | +140.2% | 6Q | SEC ↗ |
| 9 | Kestra Advisory Services, LLC | 14,284 | 492K | — | +0.0% | 6Q | SEC ↗ |
| 10 | Legacy Capital Wealth Partners, LLC | 12,615 | 435K | — | +0.0% | 6Q | SEC ↗ |
| 11 | Madrona Financial Services, LLC | 9,907 | 341K | +3,800 | +62.2% | 2Q | SEC ↗ |
| 12 | CWM, LLC | 8,661 | 299K | +2,401 | +38.4% | 5Q | SEC ↗ |
| 13 | PRECEDENT WEALTH PARTNERS, LLC | 8,498 | 293K | +19 | +0.2% | 6Q | SEC ↗ |
| 14 | Vise Technologies, Inc. NEW | 8,017 | 276K | — | +0.0% | 1Q | SEC ↗ |
| 15 | NewEdge Advisors, LLC | 8,017 | 276K | — | +0.0% | 6Q | SEC ↗ |
| 16 | HARBOUR INVESTMENTS, INC. | 7,399 | 255K | — | +0.0% | 2Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 7,260 | 250K | -148 | -2.0% | 5Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC NEW | 6,474 | 223K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Americana Partners, LLC | 6,316 | 218K | -670 | -9.6% | 4Q | SEC ↗ |
| 20 | Prasad Wealth Partners, LLC NEW | 6,000 | 207K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Capital Analysts, LLC | 4,537 | 156K | — | +0.0% | 2Q | SEC ↗ |
| 22 | Buck Wealth Strategies, LLC NEW | 3,000 | 103K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Noble Wealth Management PBC | 2,900 | 100K | -200 | -6.5% | 4Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 2,649 | 91K | — | +0.0% | 6Q | SEC ↗ |
| 25 | DHJJ Financial Advisors, Ltd. | 1,515 | 52K | — | +0.0% | 2Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO | 1,350 | 47K | — | +0.0% | 6Q | SEC ↗ |
| 27 | Integrated Wealth Concepts LLC NEW | 1,000 | 34K | — | +0.0% | 1Q | SEC ↗ |
| 28 | UBS Group AG | 388 | 13K | +378 | +3780.0% | 3Q | SEC ↗ |
| 29 | Capital Investment Advisory Services, | 250 | 9K | — | +0.0% | 6Q | SEC ↗ |
| 30 | WOLFF WIESE MAGANA LLC | 100 | 3K | — | +0.0% | 6Q | SEC ↗ |
| 31 | BARCLAYS PLC | 0 | 0K | -5,962 | -100.0% | 4Q | SEC ↗ |
| 32 | Farther Finance Advisors, LLC | 0 | 0K | -144 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 8,017 | 276K |
| ENVESTNET ASSET MANAGEMENT INC | 6,474 | 223K |
| Prasad Wealth Partners, LLC | 6,000 | 207K |
| Buck Wealth Strategies, LLC | 3,000 | 103K |
| Integrated Wealth Concepts LLC | 1,000 | 34K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BARCLAYS PLC | 5,962 | 205K |
| Farther Finance Advisors, LLC | 144 | 5K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Apollon Wealth Management, LLC | +10,639 | +13.6% | 88,987 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +8,851 | +140.2% | 15,163 |
| CITADEL ADVISORS LLC | +5,475 | +27.2% | 25,608 |
| Madrona Financial Services, LLC | +3,800 | +62.2% | 9,907 |
| CWM, LLC | +2,401 | +38.4% | 8,661 |
| Cetera Investment Advisers | +1,874 | +7.9% | 25,599 |
| UBS Group AG | +378 | +3780.0% | 388 |
| PRECEDENT WEALTH PARTNERS, LLC | +19 | +0.2% | 8,498 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | -23,060 | -58.6% | 16,281 |
| COMMONWEALTH EQUITY SERVICES, LLC | -10,648 | -27.8% | 27,598 |
| Maia Wealth LLC | -3,971 | -5.3% | 70,835 |
| Capasso Planning Partners LLC | -768 | -3.6% | 20,847 |
| Americana Partners, LLC | -670 | -9.6% | 6,316 |
| Noble Wealth Management PBC | -200 | -6.5% | 2,900 |
| Cambridge Investment Research Advis | -148 | -2.0% | 7,260 |