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QDEC Institutional Ownership

FT Vest Nasdaq-100 Buffer ETF - December
1W: +0.4% 1M: +2.6% 3M: +4.2% YTD: +14.1% 1Y: +18.5% 3Y: +64.1% 5Y: +64.6%
$37.03
+0.14 (+0.38%)
 
Weekly Expected Move ±1.4%
$36 $37 $37 $38 $38
ETF CBOE · AUM $734.5M

Institutional Ownership — QDEC

124
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
184M
Total Invested
23
New Positions
20
Increased
46
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (130 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cetera Investment Advisers 461,809 $17M -15,736 -3.3% 22Q SEC ↗
2 OSAIC HOLDINGS, INC. 360,357 $13M -557 -0.2% 23Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 357,986 $13M -9,306 -2.5% 23Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 319,088 $12M -68,420 -17.7% 7Q SEC ↗
5 Janney Montgomery Scott LLC 261,477 $10M -3,451 -1.3% 11Q SEC ↗
6 Kestra Advisory Services, LLC 258,802 $10M -132,364 -33.8% 23Q SEC ↗
7 LPL Financial LLC 203,918 $8M +865 +0.4% 14Q SEC ↗
8 Sequent Planning LLC 148,608 $6M -337,031 -69.4% 10Q SEC ↗
9 OPPENHEIMER & CO INC 146,546 $5M -6,087 -4.0% 6Q SEC ↗
10 STEPHENS INC /AR 145,006 $5M -5 -0.0% 11Q SEC ↗
11 First Heartland Consultants, Inc. 142,252 $5M +3,777 +2.7% 7Q SEC ↗
12 Luken Investment Analytics, LLC 128,292 $5M -17,418 -12.0% 2Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC 117,689 $4M +23 +0.0% 19Q SEC ↗
14 Ameritas Advisory Services, LLC NEW 112,347 $4M — +0.0% 1Q SEC ↗
15 Global Retirement Partners, LLC NEW 107,571 $4M — +0.0% 1Q SEC ↗
16 TRUIST FINANCIAL CORP 102,034 $4M -29,997 -22.7% 15Q SEC ↗
17 HARBOUR INVESTMENTS, INC. 88,841 $3M +1,891 +2.2% 17Q SEC ↗
18 HighTower Advisors, LLC 83,719 $3M +1,126 +1.4% 3Q SEC ↗
19 Cambridge Investment Research Advisors 80,888 $3M -3,310 -3.9% 23Q SEC ↗
20 SACKS & ASSOCIATES, LLC NEW 79,656 $3M — +0.0% 1Q SEC ↗
21 Faithward Advisors, LLC 78,114 $3M -566 -0.7% 6Q SEC ↗
22 SMART Wealth LLC 77,903 $3M -45,062 -36.6% 15Q SEC ↗
23 Steward Partners Investment Advisory, 70,558 $3M -1,300 -1.8% 15Q SEC ↗
24 FWG Investments, LLC. 70,119 $3M -252 -0.4% 10Q SEC ↗
25 GREAT VALLEY ADVISOR GROUP, INC. 64,799 $2M +179 +0.3% 6Q SEC ↗
26 MML INVESTORS SERVICES, LLC 54,256 $2M +18,210 +50.5% 11Q SEC ↗
27 Harvest Investment Services, LLC 52,607 $2M -7,215 -12.1% 11Q SEC ↗
28 Outlook Wealth Advisors, LLC 46,715 $2M +4,037 +9.5% 10Q SEC ↗
29 Clear Creek Financial Management, LLC 45,242 $2M -45 -0.1% 7Q SEC ↗
30 Purus Wealth Management, LLC 44,815 $2M -17,801 -28.4% 11Q SEC ↗
31 UPTICK PARTNERS, LLC 44,482 $2M +34 +0.1% 2Q SEC ↗
32 Keystone Wealth Services, LLC 42,970 $2M -2,693 -5.9% 2Q SEC ↗
33 Maia Wealth LLC 42,578 $2M -496 -1.2% 3Q SEC ↗
34 Ignite Planners, LLC 41,364 $2M -3,411 -7.6% 11Q SEC ↗
35 Grantvest Financial Group LLC 34,550 $1M -124 -0.4% 7Q SEC ↗
36 IFP Advisors, Inc 33,099 $1M -1,651 -4.8% 22Q SEC ↗
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,508 $1M +1,731 +5.6% 2Q SEC ↗
38 Mission Financial Group, LLC NEW 30,241 $1M — +0.0% 1Q SEC ↗
39 Arax Advisory Partners NEW 29,836 $1M — +0.0% 1Q SEC ↗
40 NewEdge Advisors, LLC 27,714 $1M -179 -0.6% 12Q SEC ↗
41 DHJJ Financial Advisors, Ltd. 25,718 $952K -265 -1.0% 15Q SEC ↗
42 Arkadios Wealth Advisors 25,157 $932K — +0.0% 11Q SEC ↗
43 World Investment Advisors 24,072 $891K -187 -0.8% 3Q SEC ↗
44 SILVER OAK SECURITIES, INCORPORATED 24,021 $889K +5,461 +29.4% 6Q SEC ↗
45 Global Assets Advisory, LLC NEW 23,772 $880K — +0.0% 1Q SEC ↗
46 Mariner, LLC 23,650 $876K -4,665 -16.5% 14Q SEC ↗
47 PARK AVENUE SECURITIES LLC 22,618 $838K -480 -2.1% 6Q SEC ↗
48 1776 Wealth LLC 21,540 $798K — +0.0% 18Q SEC ↗
49 INSIGNEO ADVISORY SERVICES, LLC 21,324 $790K -56 -0.3% 10Q SEC ↗
50 Mutual Advisors, LLC 18,270 $677K — +0.0% 15Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
MML INVESTORS SERVICES, LLC +18,210 +50.5% 54,256
StoneX Group Inc. +7,978 +96.3% 16,264
Kovack Advisors, Inc. +5,769 +88.2% 12,313
SILVER OAK SECURITIES, INCORPORATED +5,461 +29.4% 24,021
Outlook Wealth Advisors, LLC +4,037 +9.5% 46,715
First Heartland Consultants, Inc. +3,777 +2.7% 142,252
HARBOUR INVESTMENTS, INC. +1,891 +2.2% 88,841
SUSQUEHANNA INTERNATIONAL GROUP, LL +1,731 +5.6% 32,508
Bullseye Investment Management, LLC +1,310 +41.2% 4,490
RFG Advisory, LLC +1,249 +8.5% 15,936
HighTower Advisors, LLC +1,126 +1.4% 83,719
LPL Financial LLC +865 +0.4% 203,918
Sunbelt Securities, Inc. +820 +5.1% 16,760
WEALTH ENHANCEMENT ADVISORY SERVICE +742 +6.2% 12,679
AE Wealth Management LLC +597 +23.2% 3,166
NOVEM GROUP +450 +2.5% 18,194
GREAT VALLEY ADVISOR GROUP, INC. +179 +0.3% 64,799
NWF Advisory Services Inc. +87 +1.3% 6,900
Benson Wealth Management INC +64 +0.5% 13,611
UPTICK PARTNERS, LLC +34 +0.1% 44,482
Biggest Decreases (20)
HolderReducedChange %Total Shares
Sequent Planning LLC -337,031 -69.4% 148,608
Kestra Advisory Services, LLC -132,364 -33.8% 258,802
RAYMOND JAMES FINANCIAL INC -68,420 -17.7% 319,088
SMART Wealth LLC -45,062 -36.6% 77,903
TRUIST FINANCIAL CORP -29,997 -22.7% 102,034
Purus Wealth Management, LLC -17,801 -28.4% 44,815
Luken Investment Analytics, LLC -17,418 -12.0% 128,292
Cetera Investment Advisers -15,736 -3.3% 461,809
COMMONWEALTH EQUITY SERVICES, LLC -9,306 -2.5% 357,986
Harvest Investment Services, LLC -7,215 -12.1% 52,607
OPPENHEIMER & CO INC -6,087 -4.0% 146,546
PFG Advisors -5,874 -48.8% 6,159
Mariner, LLC -4,665 -16.5% 23,650
Janney Montgomery Scott LLC -3,451 -1.3% 261,477
Ignite Planners, LLC -3,411 -7.6% 41,364
Cambridge Investment Research Advis -3,310 -3.9% 80,888
Keystone Wealth Services, LLC -2,693 -5.9% 42,970
Redhawk Wealth Advisors, Inc. -2,409 -14.3% 14,407
IFP Advisors, Inc -1,651 -4.8% 33,099
SIGNATURE ESTATE & INVESTMENT ADVIS -1,591 -16.8% 7,890

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