JULM Institutional Ownership
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July
1W: +0.0%
1M: +0.3%
YTD: +0.1%
$35.02
+0.04 (+0.13%)
Weekly Expected Move ±0.3%
$35
$35
$35
$35
$35
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JULM
39
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
3
New Positions
8
Increased
11
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (44 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Glen Eagle Advisors, LLC | 24,390 | 854K | — | +0.0% | 8Q | SEC ↗ |
| 2 | CWM, LLC | 23,275 | 815K | -160 | -0.7% | 3Q | SEC ↗ |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,137 | 810K | +6,412 | +38.3% | 3Q | SEC ↗ |
| 4 | Strategic Blueprint, LLC | 20,702 | 725K | +1,164 | +6.0% | 4Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 19,166 | 671K | +960 | +5.3% | 8Q | SEC ↗ |
| 6 | Mutual Advisors, LLC | 16,004 | 561K | -1,700 | -9.6% | 8Q | SEC ↗ |
| 7 | IFP Advisors, Inc | 13,120 | 460K | +6,560 | +100.0% | 8Q | SEC ↗ |
| 8 | OLD MISSION CAPITAL LLC | 13,093 | 459K | -11,445 | -46.6% | 4Q | SEC ↗ |
| 9 | Arete Wealth Advisors, LLC | 13,050 | 457K | — | +0.0% | 8Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 12,148 | 425K | — | +0.0% | 8Q | SEC ↗ |
| 11 | NORDEN GROUP LLC | 12,000 | 420K | — | +0.0% | 8Q | SEC ↗ |
| 12 | Madrona Financial Services, LLC | 11,162 | 391K | — | +0.0% | 8Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 11,015 | 386K | +1,450 | +15.2% | 4Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 10,950 | 384K | -3,275 | -23.0% | 8Q | SEC ↗ |
| 15 | Crusonia Wealth Advisors LLC | 10,820 | 379K | — | +0.0% | 3Q | SEC ↗ |
| 16 | AE Wealth Management LLC | 9,502 | 333K | -335 | -3.4% | 4Q | SEC ↗ |
| 17 | Cresset Asset Management, LLC | 9,371 | 328K | — | +0.0% | 4Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 9,221 | 323K | +3,081 | +50.2% | 8Q | SEC ↗ |
| 19 | Ergawealth Advisors, Inc. | 8,858 | 310K | — | +0.0% | 4Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 8,706 | 305K | — | +0.0% | 7Q | SEC ↗ |
| 21 | LPL Financial LLC | 7,642 | 268K | -12,153 | -61.4% | 6Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 6,936 | 243K | -112 | -1.6% | 8Q | SEC ↗ |
| 23 | Clear Creek Financial Management, LLC | 6,059 | 212K | -3,986 | -39.7% | 8Q | SEC ↗ |
| 24 | Foguth Wealth Management, LLC. | 5,890 | 206K | -115 | -1.9% | 3Q | SEC ↗ |
| 25 | Gallagher Fiduciary Advisors, LLC NEW | 5,881 | 206K | — | +0.0% | 1Q | SEC ↗ |
| 26 | BARCLAYS PLC | 5,759 | 202K | — | +0.0% | 4Q | SEC ↗ |
| 27 | Anfield Capital Management, LLC | 2,875 | 101K | — | +0.0% | 7Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 2,739 | 96K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Capital Analysts, LLC | 2,471 | 87K | — | +0.0% | 8Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 2,228 | 78K | — | +0.0% | 6Q | SEC ↗ |
| 31 | Financial Network Wealth Advisors LLC | 2,140 | 75K | — | +0.0% | 6Q | SEC ↗ |
| 32 | HARBOUR INVESTMENTS, INC. | 1,845 | 65K | — | +0.0% | 4Q | SEC ↗ |
| 33 | Buck Wealth Strategies, LLC NEW | 1,300 | 46K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Geneos Wealth Management Inc. | 1,300 | 46K | +650 | +100.0% | 7Q | SEC ↗ |
| 35 | UBS Group AG | 930 | 33K | +183 | +24.5% | 3Q | SEC ↗ |
| 36 | Integrity Financial Corp /WA | 764 | 27K | — | +0.0% | 4Q | SEC ↗ |
| 37 | CX Institutional | 713 | 25K | — | +0.0% | 3Q | SEC ↗ |
| 38 | Clearstead Advisors, LLC NEW | 100 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 39 | CAPTRUST FINANCIAL ADVISORS | 0 | 0K | -15,304 | -100.0% | 2Q | SEC ↗ |
| 40 | Triumph Capital Management | 0 | 0K | -1,545 | -100.0% | 3Q | SEC ↗ |
| 41 | Prasad Wealth Partners, LLC | 0 | 0K | -6,800 | -100.0% | 5Q | SEC ↗ |
| 42 | DHJJ Financial Advisors, Ltd. | 0 | 0K | -370 | -100.0% | 3Q | SEC ↗ |
| 43 | WELLS FARGO & COMPANY/MN | 0 | 0K | -518 | -100.0% | 2Q | SEC ↗ |
| 44 | IMC-Chicago, LLC | 0 | 0K | -17,141 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 5,881 | 206K |
| Buck Wealth Strategies, LLC | 1,300 | 46K |
| Clearstead Advisors, LLC | 100 | 4K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IMC-Chicago, LLC | 17,141 | 600K |
| CAPTRUST FINANCIAL ADVISORS | 15,304 | 536K |
| Prasad Wealth Partners, LLC | 6,800 | 238K |
| Triumph Capital Management | 1,545 | 54K |
| WELLS FARGO & COMPANY/MN | 518 | 18K |
| DHJJ Financial Advisors, Ltd. | 370 | 13K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| IFP Advisors, Inc | +6,560 | +100.0% | 13,120 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +6,412 | +38.3% | 23,137 |
| MML INVESTORS SERVICES, LLC | +3,081 | +50.2% | 9,221 |
| GOLDMAN SACHS GROUP INC | +1,450 | +15.2% | 11,015 |
| Strategic Blueprint, LLC | +1,164 | +6.0% | 20,702 |
| COMMONWEALTH EQUITY SERVICES, LLC | +960 | +5.3% | 19,166 |
| Geneos Wealth Management Inc. | +650 | +100.0% | 1,300 |
| UBS Group AG | +183 | +24.5% | 930 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -12,153 | -61.4% | 7,642 |
| OLD MISSION CAPITAL LLC | -11,445 | -46.6% | 13,093 |
| Clear Creek Financial Management, L | -3,986 | -39.7% | 6,059 |
| Cetera Investment Advisers | -3,275 | -23.0% | 10,950 |
| Mutual Advisors, LLC | -1,700 | -9.6% | 16,004 |
| AE Wealth Management LLC | -335 | -3.4% | 9,502 |
| CWM, LLC | -160 | -0.7% | 23,275 |
| Foguth Wealth Management, LLC. | -115 | -1.9% | 5,890 |
| Cambridge Investment Research Advis | -112 | -1.6% | 6,936 |