OCTM Institutional Ownership
FT Vest U.S. Equity Max Buffer ETF - October
1W: +0.0%
YTD: +0.4%
$34.23
+0.01 (+0.01%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — OCTM
39
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
18M
Total Invested
5
New Positions
5
Increased
13
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (39 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | 54,694 | $2M | -16,246 | -22.9% | 7Q | SEC ↗ |
| 2 | HARBOUR INVESTMENTS, INC. | 42,783 | $1M | +2,774 | +6.9% | 7Q | SEC ↗ |
| 3 | Apollon Wealth Management, LLC | 32,362 | $1M | -500 | -1.5% | 5Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,095 | $1M | +12,594 | +68.1% | 7Q | SEC ↗ |
| 5 | LVZ, Inc. | 29,688 | $1M | +3,074 | +11.6% | 7Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 23,499 | $804K | — | +0.0% | 5Q | SEC ↗ |
| 7 | Capasso Planning Partners LLC | 23,318 | $798K | — | +0.0% | 7Q | SEC ↗ |
| 8 | OLD MISSION CAPITAL LLC NEW | 23,142 | $792K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 22,057 | $755K | -2,440 | -10.0% | 7Q | SEC ↗ |
| 10 | FWG Investments, LLC. | 20,569 | $704K | — | +0.0% | 3Q | SEC ↗ |
| 11 | Madrona Financial Services, LLC | 18,531 | $634K | — | +0.0% | 3Q | SEC ↗ |
| 12 | Maia Wealth LLC | 18,202 | $623K | -547 | -2.9% | 2Q | SEC ↗ |
| 13 | Buck Wealth Strategies, LLC | 18,140 | $621K | — | +0.0% | 6Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 16,770 | $574K | -7,313 | -30.4% | 7Q | SEC ↗ |
| 15 | Americana Partners, LLC | 15,760 | $539K | -647 | -3.9% | 3Q | SEC ↗ |
| 16 | MGO ONE SEVEN LLC | 15,417 | $528K | — | +0.0% | 3Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 14,057 | $481K | -123 | -0.9% | 7Q | SEC ↗ |
| 18 | Beacon Financial Advisory LLC | 13,570 | $464K | — | +0.0% | 3Q | SEC ↗ |
| 19 | Mariner, LLC | 12,786 | $438K | +828 | +6.9% | 3Q | SEC ↗ |
| 20 | BostonPremier Wealth LLC | 12,508 | $428K | — | +0.0% | 7Q | SEC ↗ |
| 21 | Atria Investments, Inc | 11,548 | $395K | -410 | -3.4% | 5Q | SEC ↗ |
| 22 | Ameritas Advisory Services, LLC NEW | 11,150 | $382K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Geneos Wealth Management Inc. | 10,600 | $363K | +2,000 | +23.3% | 7Q | SEC ↗ |
| 24 | WEALTHGARDEN F.S. LLC | 9,465 | $324K | -9 | -0.1% | 4Q | SEC ↗ |
| 25 | Capital Analysts, LLC | 7,994 | $274K | — | +0.0% | 7Q | SEC ↗ |
| 26 | PRECEDENT WEALTH PARTNERS, LLC NEW | 7,554 | $259K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Gallagher Fiduciary Advisors, LLC | 6,933 | $237K | — | +0.0% | 3Q | SEC ↗ |
| 28 | MILESTONE ASSET MANAGEMENT, LLC | 6,119 | $209K | -614 | -9.1% | 3Q | SEC ↗ |
| 29 | Integrity Financial Corp /WA | 4,449 | $152K | -361 | -7.5% | 3Q | SEC ↗ |
| 30 | BARCLAYS PLC | 4,341 | $149K | — | +0.0% | 7Q | SEC ↗ |
| 31 | EVOLUTION WEALTH MANAGEMENT INC. | 3,529 | $121K | -3 | -0.1% | 5Q | SEC ↗ |
| 32 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 2,987 | $102K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 2,464 | $84K | — | +0.0% | 6Q | SEC ↗ |
| 34 | Financial Network Wealth Advisors LLC | 2,249 | $77K | — | +0.0% | 6Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 2,215 | $76K | — | +0.0% | 7Q | SEC ↗ |
| 36 | AE Wealth Management LLC | 1,326 | $45K | — | +0.0% | 3Q | SEC ↗ |
| 37 | Capital Investment Advisory Services, | 600 | $21K | — | +0.0% | 7Q | SEC ↗ |
| 38 | UBS Group AG NEW | 333 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Advisory Services Network, LLC | 0 | $0K | -1,117 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 23,142 | $792K |
| Ameritas Advisory Services, LLC | 11,150 | $382K |
| PRECEDENT WEALTH PARTNERS, LLC | 7,554 | $259K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2,987 | $102K |
| UBS Group AG | 333 | $11K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisory Services Network, LLC | 1,117 | $38K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +12,594 | +68.1% | 31,095 |
| LVZ, Inc. | +3,074 | +11.6% | 29,688 |
| HARBOUR INVESTMENTS, INC. | +2,774 | +6.9% | 42,783 |
| Geneos Wealth Management Inc. | +2,000 | +23.3% | 10,600 |
| Mariner, LLC | +828 | +6.9% | 12,786 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -16,246 | -22.9% | 54,694 |
| COMMONWEALTH EQUITY SERVICES, LLC | -7,313 | -30.4% | 16,770 |
| Cambridge Investment Research Advis | -2,440 | -10.0% | 22,057 |
| Americana Partners, LLC | -647 | -3.9% | 15,760 |
| MILESTONE ASSET MANAGEMENT, LLC | -614 | -9.1% | 6,119 |
| Maia Wealth LLC | -547 | -2.9% | 18,202 |
| Apollon Wealth Management, LLC | -500 | -1.5% | 32,362 |
| Atria Investments, Inc | -410 | -3.4% | 11,548 |
| Integrity Financial Corp /WA | -361 | -7.5% | 4,449 |
| Cetera Investment Advisers | -123 | -0.9% | 14,057 |
| WEALTHGARDEN F.S. LLC | -9 | -0.1% | 9,465 |
| EVOLUTION WEALTH MANAGEMENT INC. | -3 | -0.1% | 3,529 |