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NOVM Institutional Ownership

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - November
1W: +0.0% 1M: +0.4% YTD: +0.4%
$34.28
+0.01 (+0.03%)
 
Weekly Expected Move ±0.2%
$34 $34 $34 $34 $34
ETF CBOE · AUM $28.3M

Institutional Ownership — NOVM

36
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
4
New Positions
6
Increased
9
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (38 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Clear Creek Financial Management, LLC 86,897 3M -550 -0.6% 7Q SEC ↗
2 PARK AVENUE SECURITIES LLC 54,458 2M +5,343 +10.9% 3Q SEC ↗
3 Cetera Investment Advisers 51,381 2M +13,844 +36.9% 7Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,491 1M +19,140 +124.7% 4Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 27,962 959K — +0.0% 3Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 24,452 838K -6,862 -21.9% 7Q SEC ↗
7 Madrona Financial Services, LLC 19,749 677K — +0.0% 7Q SEC ↗
8 Waverly Advisors, LLC 18,910 648K — +0.0% 3Q SEC ↗
9 Gallagher Fiduciary Advisors, LLC 15,855 544K — +0.0% 7Q SEC ↗
10 Ameritas Advisory Services, LLC 15,320 525K +4,770 +45.2% 3Q SEC ↗
11 TRUIST FINANCIAL CORP 13,949 478K +1,247 +9.8% 3Q SEC ↗
12 Glen Eagle Advisors, LLC 12,681 435K — +0.0% 6Q SEC ↗
13 Capasso Planning Partners LLC 12,055 413K — +0.0% 3Q SEC ↗
14 Geneos Wealth Management Inc. 11,980 411K +5,990 +100.0% 7Q SEC ↗
15 OLD MISSION CAPITAL LLC NEW 11,965 410K — +0.0% 1Q SEC ↗
16 AE Wealth Management LLC 11,264 386K -1,174 -9.4% 7Q SEC ↗
17 Kestra Advisory Services, LLC 8,653 297K — +0.0% 4Q SEC ↗
18 CWM, LLC 8,465 290K -6 -0.1% 6Q SEC ↗
19 Buck Wealth Strategies, LLC 7,180 246K — +0.0% 3Q SEC ↗
20 VICTORY FINANCIAL GROUP, LLC 7,127 244K — +0.0% 3Q SEC ↗
21 Prasad Wealth Partners, LLC 7,025 241K -600 -7.9% 4Q SEC ↗
22 PKS Advisory Services, LLC NEW 5,980 205K — +0.0% 1Q SEC ↗
23 Capital Analysts, LLC 1,474 51K — +0.0% 7Q SEC ↗
24 Regatta Research & Money Management NEW 1,230 42K — +0.0% 1Q SEC ↗
25 HARBOUR INVESTMENTS, INC. 1,226 42K — +0.0% 3Q SEC ↗
26 OSAIC HOLDINGS, INC. 909 31K — +0.0% 7Q SEC ↗
27 Capital Investment Advisory Services, 800 27K — +0.0% 5Q SEC ↗
28 Triumph Capital Management 750 26K — +0.0% 3Q SEC ↗
29 Integrity Financial Corp /WA 458 16K — +0.0% 3Q SEC ↗
30 Bernard Wealth Management Corp. 305 10K — +0.0% 3Q SEC ↗
31 DHJJ Financial Advisors, Ltd. 265 9K — +0.0% 7Q SEC ↗
32 Clearstead Advisors, LLC NEW 25 1K — +0.0% 1Q SEC ↗
33 Baer Investment Advisory LLC 0 0K -7,127 -100.0% 1Q SEC ↗
34 CITADEL ADVISORS LLC 0 0K -6,474 -100.0% 1Q SEC ↗
35 Farther Finance Advisors, LLC 0 0K -19 -100.0% 4Q SEC ↗
36 MGO ONE SEVEN LLC 0 0K -18,834 -100.0% 4Q SEC ↗
37 Advisory Services Network, LLC 0 0K -3,363 -100.0% 3Q SEC ↗
38 INDEPENDENT FINANCIAL GROUP, LLC 0 0K -7,672 -100.0% 6Q SEC ↗

Recent Activity

New Positions (4)
Sold Out (6)
Biggest Increases (6)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +19,140 +124.7% 34,491
Cetera Investment Advisers +13,844 +36.9% 51,381
Geneos Wealth Management Inc. +5,990 +100.0% 11,980
PARK AVENUE SECURITIES LLC +5,343 +10.9% 54,458
Ameritas Advisory Services, LLC +4,770 +45.2% 15,320
TRUIST FINANCIAL CORP +1,247 +9.8% 13,949
Biggest Decreases (5)
HolderReducedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC -6,862 -21.9% 24,452
AE Wealth Management LLC -1,174 -9.4% 11,264
Prasad Wealth Partners, LLC -600 -7.9% 7,025
Clear Creek Financial Management, L -550 -0.6% 86,897
CWM, LLC -6 -0.1% 8,465

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