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QCJA Institutional Ownership

First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Conservative Buffer ETF - January
1W: +0.3% 1M: +1.6% YTD: +1.4%
$24.03
+0.05 (+0.21%)
 
Weekly Expected Move ±0.5%
$24 $24 $24 $24 $24
ETF CBOE · AUM $84.0M

Institutional Ownership — QCJA

47
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
55M
Total Invested
3
New Positions
11
Increased
20
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (54 total)

# Holder Shares Value Change Change % Holding Period Filing
1 First International Bank of Israel Ltd 900,000 22M — +0.0% 2Q SEC ↗
2 Cambridge Investment Research Advisors 292,050 7M +3,656 +1.3% 6Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 111,228 3M +2,400 +2.2% 6Q SEC ↗
4 Sage Capital Advisors,llc 106,399 3M -100 -0.1% 5Q SEC ↗
5 Cetera Investment Advisers 104,955 3M +2,172 +2.1% 6Q SEC ↗
6 LPL Financial LLC 91,536 2M -1,300 -1.4% 2Q SEC ↗
7 Kestra Advisory Services, LLC 67,384 2M -50,930 -43.0% 6Q SEC ↗
8 ENVESTNET ASSET MANAGEMENT INC 52,894 1M +944 +1.8% 6Q SEC ↗
9 Falcon Wealth Planning 45,845 1M — +0.0% 2Q SEC ↗
10 HighTower Advisors, LLC NEW 43,880 1M — +0.0% 1Q SEC ↗
11 Diligent Investors, LLC 43,200 1M -1,000 -2.3% 2Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 42,890 1M +1,590 +3.8% 6Q SEC ↗
13 Sequent Planning LLC 39,818 957K -5,724 -12.6% 6Q SEC ↗
14 Sigma Planning Corp 38,862 934K -85 -0.2% 6Q SEC ↗
15 Comprehensive Financial Consultants In 37,147 892K +2,693 +7.8% 6Q SEC ↗
16 Pinnacle Financial Partners, Inc. 32,199 774K -1,860 -5.5% 3Q SEC ↗
17 OLD MISSION CAPITAL LLC 32,108 771K +21,254 +195.8% 2Q SEC ↗
18 Grantvest Financial Group LLC 28,614 687K -1,719 -5.7% 4Q SEC ↗
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,734 642K -16,567 -38.3% 5Q SEC ↗
20 CARY STREET PARTNERS FINANCIAL LLC 22,314 536K +10 +0.0% 6Q SEC ↗
21 Robertson Stephens Wealth Management, 22,200 533K -900 -3.9% 2Q SEC ↗
22 Main Street Financial Solutions, LLC 17,528 421K — +0.0% 2Q SEC ↗
23 Signature Equity Partners, LLC 16,585 398K -1,625 -8.9% 3Q SEC ↗
24 HARBOUR INVESTMENTS, INC. 16,435 395K -39,000 -70.4% 6Q SEC ↗
25 Jaffetilchin Investment Partners, LLC NEW 14,777 355K — +0.0% 1Q SEC ↗
26 Steward Partners Investment Advisory, 13,729 330K — +0.0% 2Q SEC ↗
27 INSIGNEO ADVISORY SERVICES, LLC 12,828 308K -708 -5.2% 2Q SEC ↗
28 OSAIC HOLDINGS, INC. 12,593 303K — +0.0% 2Q SEC ↗
29 PARK AVENUE SECURITIES LLC 12,481 300K — +0.0% 2Q SEC ↗
30 Cypress Wealth Services, LLC 12,444 299K — +0.0% 5Q SEC ↗
31 SILVER OAK SECURITIES, INCORPORATED 11,785 283K +2,058 +21.2% 2Q SEC ↗
32 Capital Analysts, LLC 11,386 274K — +0.0% 6Q SEC ↗
33 Foundations Investment Advisors, LLC 11,236 270K +105 +0.9% 2Q SEC ↗
34 Benson Wealth Management INC 10,403 250K -90,776 -89.7% 3Q SEC ↗
35 MONEY CONCEPTS CAPITAL CORP NEW 9,677 232K — +0.0% 1Q SEC ↗
36 CWM, LLC 5,368 129K — +0.0% 5Q SEC ↗
37 DHJJ Financial Advisors, Ltd. 3,967 95K — +0.0% 6Q SEC ↗
38 Capital Investment Advisory Services, 3,135 75K — +0.0% 2Q SEC ↗
39 Sunbelt Securities, Inc. 2,560 62K — +0.0% 3Q SEC ↗
40 JPMORGAN CHASE & CO NEW 2,060 49K — +0.0% 1Q SEC ↗
41 Farther Finance Advisors, LLC 1,992 48K +1,721 +635.1% 2Q SEC ↗
42 IFP Advisors, Inc 1,857 45K — +0.0% 5Q SEC ↗
43 LANARK FINANCIAL, INC. 1,000 24K — +0.0% 5Q SEC ↗
44 HOLLENCREST CAPITAL MANAGEMENT 750 18K -500 -40.0% 5Q SEC ↗
45 Integrity Financial Corp /WA 284 7K — +0.0% 2Q SEC ↗
46 JANE STREET GROUP, LLC 0 0K -20,191 -100.0% 1Q SEC ↗
47 UBS Group AG 0 0K -233 -100.0% 4Q SEC ↗
48 Park Square Financial Group, LLC 0 0K -333 -100.0% 1Q SEC ↗
49 Foguth Wealth Management, LLC. 0 0K -10,279 -100.0% 1Q SEC ↗
50 TRUIST FINANCIAL CORP 0 0K -10,371 -100.0% 1Q SEC ↗

Recent Activity

New Positions (4)
Sold Out (9)
Biggest Increases (11)
HolderAddedChange %Total Shares
OLD MISSION CAPITAL LLC +21,254 +195.8% 32,108
Cambridge Investment Research Advis +3,656 +1.3% 292,050
Comprehensive Financial Consultants +2,693 +7.8% 37,147
RAYMOND JAMES FINANCIAL INC +2,400 +2.2% 111,228
Cetera Investment Advisers +2,172 +2.1% 104,955
SILVER OAK SECURITIES, INCORPORATED +2,058 +21.2% 11,785
Farther Finance Advisors, LLC +1,721 +635.1% 1,992
COMMONWEALTH EQUITY SERVICES, LLC +1,590 +3.8% 42,890
ENVESTNET ASSET MANAGEMENT INC +944 +1.8% 52,894
Foundations Investment Advisors, LL +105 +0.9% 11,236
CARY STREET PARTNERS FINANCIAL LLC +10 +0.0% 22,314
Biggest Decreases (15)
HolderReducedChange %Total Shares
Benson Wealth Management INC -90,776 -89.7% 10,403
Kestra Advisory Services, LLC -50,930 -43.0% 67,384
HARBOUR INVESTMENTS, INC. -39,000 -70.4% 16,435
SUSQUEHANNA INTERNATIONAL GROUP, LL -16,567 -38.3% 26,734
Sequent Planning LLC -5,724 -12.6% 39,818
Pinnacle Financial Partners, Inc. -1,860 -5.5% 32,199
Grantvest Financial Group LLC -1,719 -5.7% 28,614
Signature Equity Partners, LLC -1,625 -8.9% 16,585
LPL Financial LLC -1,300 -1.4% 91,536
Diligent Investors, LLC -1,000 -2.3% 43,200
Robertson Stephens Wealth Managemen -900 -3.9% 22,200
INSIGNEO ADVISORY SERVICES, LLC -708 -5.2% 12,828
HOLLENCREST CAPITAL MANAGEMENT -500 -40.0% 750
Sage Capital Advisors,llc -100 -0.1% 106,399
Sigma Planning Corp -85 -0.2% 38,862

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