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QCJL Institutional Ownership

First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Conservative Buffer ETF - July
1W: +37285.7% 1M: +37285.7% YTD: +37285.7%
$26.21
+0.08 (+0.31%)
 
Weekly Expected Move ±18642.9%
$-9732 $-4853 $26 $4905 $9784
ETF CBOE · AUM $102.1M

Institutional Ownership — QCJL

67
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
40M
Total Invested
10
New Positions
8
Increased
32
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (74 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 325,847 9M -61,769 -15.9% 7Q SEC ↗
2 TRUIST FINANCIAL CORP 163,997 4M -6,629 -3.9% 8Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 90,590 2M +30,782 +51.5% 8Q SEC ↗
4 PARK AVENUE SECURITIES LLC 84,367 2M — +0.0% 4Q SEC ↗
5 Cetera Investment Advisers 74,824 2M -13,826 -15.6% 8Q SEC ↗
6 Lionshead Wealth Management, LLC 74,602 2M -721 -1.0% 5Q SEC ↗
7 Sunbelt Securities, Inc. 70,424 2M -652 -0.9% 3Q SEC ↗
8 Falcon Wealth Planning 62,451 2M +244 +0.4% 6Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 48,618 1M -2,900 -5.6% 8Q SEC ↗
10 Ausdal Financial Partners, Inc. 43,926 1M -15 -0.0% 7Q SEC ↗
11 Arkadios Wealth Advisors 43,244 1M -4,524 -9.5% 3Q SEC ↗
12 Apollon Wealth Management, LLC 38,914 1M -81 -0.2% 4Q SEC ↗
13 Beacon Pointe Advisors, LLC 37,945 994K -50 -0.1% 2Q SEC ↗
14 Cambridge Investment Research Advisors 36,502 957K +1,670 +4.8% 8Q SEC ↗
15 OLD MISSION CAPITAL LLC NEW 36,495 956K — +0.0% 1Q SEC ↗
16 SILVER OAK SECURITIES, INCORPORATED 33,555 879K -7,058 -17.4% 8Q SEC ↗
17 Diligent Investors, LLC 33,450 877K -1,500 -4.3% 8Q SEC ↗
18 OSAIC HOLDINGS, INC. 25,950 680K +3,450 +15.3% 8Q SEC ↗
19 Grantvest Financial Group LLC 22,538 591K -1,734 -7.1% 7Q SEC ↗
20 Kestra Advisory Services, LLC 22,523 590K -46,101 -67.2% 8Q SEC ↗
21 Foundations Investment Advisors, LLC 22,443 588K +129 +0.6% 8Q SEC ↗
22 Raab & Moskowitz Asset Management LLC 20,500 537K -1,000 -4.7% 8Q SEC ↗
23 Sigma Planning Corp 20,268 531K +357 +1.8% 4Q SEC ↗
24 Sequent Planning LLC 17,256 452K -4,135 -19.3% 4Q SEC ↗
25 StoneX Group Inc. 16,448 431K +1,008 +6.5% 8Q SEC ↗
26 Global Assets Advisory, LLC NEW 16,000 419K — +0.0% 1Q SEC ↗
27 INSIGNEO ADVISORY SERVICES, LLC 15,578 408K -135 -0.9% 7Q SEC ↗
28 Arete Wealth Advisors, LLC 15,015 393K — +0.0% 8Q SEC ↗
29 HighTower Advisors, LLC 14,700 385K — +0.0% 4Q SEC ↗
30 UPTICK PARTNERS, LLC 13,325 349K — +0.0% 4Q SEC ↗
31 Parallel Advisors, LLC 12,400 325K -200 -1.6% 3Q SEC ↗
32 MML INVESTORS SERVICES, LLC NEW 11,883 311K — +0.0% 1Q SEC ↗
33 JANE STREET GROUP, LLC NEW 10,769 282K — +0.0% 1Q SEC ↗
34 LPL Financial LLC 10,115 265K -25,459 -71.6% 6Q SEC ↗
35 INTERNATIONAL ASSETS INVESTMENT MANAGE 10,050 263K — +0.0% 7Q SEC ↗
36 First Heartland Consultants, Inc. 9,889 259K -23 -0.2% 7Q SEC ↗
37 CWM, LLC 9,851 258K — +0.0% 7Q SEC ↗
38 Chris Bulman Inc 9,723 255K — +0.0% 5Q SEC ↗
39 Brookstone Capital Management 8,820 231K -204 -2.3% 5Q SEC ↗
40 MONEY CONCEPTS CAPITAL CORP NEW 8,529 224K — +0.0% 1Q SEC ↗
41 EP Wealth Advisors, LLC 8,235 216K -950 -10.3% 3Q SEC ↗
42 Redhawk Wealth Advisors, Inc. NEW 8,078 212K — +0.0% 1Q SEC ↗
43 Farther Finance Advisors, LLC NEW 4,800 126K — +0.0% 1Q SEC ↗
44 DHJJ Financial Advisors, Ltd. 4,442 116K — +0.0% 6Q SEC ↗
45 Capital Investment Advisory Services, 4,280 112K -1,164 -21.4% 4Q SEC ↗
46 Benson Wealth Management INC 2,676 70K — +0.0% 3Q SEC ↗
47 Capital Analysts, LLC 2,214 58K — +0.0% 6Q SEC ↗
48 Silver Grove Financial Group, Inc. 2,200 58K — +0.0% 3Q SEC ↗
49 Triumph Capital Management 2,190 57K — +0.0% 4Q SEC ↗
50 JPMORGAN CHASE & CO 1,500 39K — +0.0% 4Q SEC ↗
Biggest Increases (8)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +30,782 +51.5% 90,590
OSAIC HOLDINGS, INC. +3,450 +15.3% 25,950
Cambridge Investment Research Advis +1,670 +4.8% 36,502
StoneX Group Inc. +1,008 +6.5% 16,448
Sigma Planning Corp +357 +1.8% 20,268
Falcon Wealth Planning +244 +0.4% 62,451
Foundations Investment Advisors, LL +129 +0.6% 22,443
CREATIVE FINANCIAL DESIGNS INC /ADV +19 +2.2% 887
Biggest Decreases (20)
HolderReducedChange %Total Shares
RAYMOND JAMES FINANCIAL INC -61,769 -15.9% 325,847
Kestra Advisory Services, LLC -46,101 -67.2% 22,523
LPL Financial LLC -25,459 -71.6% 10,115
Cetera Investment Advisers -13,826 -15.6% 74,824
SILVER OAK SECURITIES, INCORPORATED -7,058 -17.4% 33,555
TRUIST FINANCIAL CORP -6,629 -3.9% 163,997
Arkadios Wealth Advisors -4,524 -9.5% 43,244
Sequent Planning LLC -4,135 -19.3% 17,256
COMMONWEALTH EQUITY SERVICES, LLC -2,900 -5.6% 48,618
Grantvest Financial Group LLC -1,734 -7.1% 22,538
Diligent Investors, LLC -1,500 -4.3% 33,450
Capital Investment Advisory Service -1,164 -21.4% 4,280
Raab & Moskowitz Asset Management L -1,000 -4.7% 20,500
EP Wealth Advisors, LLC -950 -10.3% 8,235
Lionshead Wealth Management, LLC -721 -1.0% 74,602
Sunbelt Securities, Inc. -652 -0.9% 70,424
Brookstone Capital Management -204 -2.3% 8,820
Parallel Advisors, LLC -200 -1.6% 12,400
INSIGNEO ADVISORY SERVICES, LLC -135 -0.9% 15,578
Apollon Wealth Management, LLC -81 -0.2% 38,914

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