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QJUN Institutional Ownership

FT Vest Nasdaq-100 Buffer ETF - June
1W: +0.4% 1M: +3.9% 3M: +3.4% YTD: +8.8% 1Y: +10.9% 3Y: +58.6% 5Y: +66.5%
$34.55
+0.21 (+0.63%)
 
Weekly Expected Move ±1.5%
$34 $34 $35 $35 $36
ETF CBOE · AUM $708.5M

Institutional Ownership — QJUN

124
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
194M
Total Invested
19
New Positions
27
Increased
52
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (133 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 551,836 $19M +378,756 +218.8% 7Q SEC ↗
2 TRUIST FINANCIAL CORP 373,696 $13M -6,139 -1.6% 16Q SEC ↗
3 LPL Financial LLC 368,382 $13M +111,312 +43.3% 13Q SEC ↗
4 Cetera Investment Advisers 328,727 $11M +10,418 +3.3% 20Q SEC ↗
5 Modern Wealth Management, LLC 320,164 $11M -99,872 -23.8% 4Q SEC ↗
6 OSAIC HOLDINGS, INC. 311,268 $11M +11,266 +3.8% 21Q SEC ↗
7 COMMONWEALTH EQUITY SERVICES, LLC 303,425 $10M -15,725 -4.9% 21Q SEC ↗
8 Kestra Advisory Services, LLC 235,877 $8M -66,374 -22.0% 17Q SEC ↗
9 Ferguson Shapiro LLC 184,928 $6M -470,849 -71.8% 6Q SEC ↗
10 Aptus Capital Advisors, LLC 165,490 $6M -4,208 -2.5% 13Q SEC ↗
11 Financial Guidance Group, Inc. 163,225 $6M -4,509 -2.7% 17Q SEC ↗
12 IFP Advisors, Inc 140,654 $5M +1,479 +1.1% 18Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC 124,976 $4M -13,737 -9.9% 13Q SEC ↗
14 Steward Partners Investment Advisory, 104,551 $4M -2,028 -1.9% 17Q SEC ↗
15 Cambridge Investment Research Advisors 100,325 $3M -9,211 -8.4% 20Q SEC ↗
16 STEPHENS INC /AR 95,969 $3M +879 +0.9% 13Q SEC ↗
17 Sequent Planning LLC 95,382 $3M -19,058 -16.7% 10Q SEC ↗
18 SMART Wealth LLC 80,056 $3M -43,609 -35.3% 9Q SEC ↗
19 FWG Investments, LLC. 75,801 $3M -3,905 -4.9% 9Q SEC ↗
20 HARBOUR INVESTMENTS, INC. 75,206 $3M -7,797 -9.4% 17Q SEC ↗
21 HighTower Advisors, LLC 75,177 $3M +9,258 +14.0% 13Q SEC ↗
22 ACORN FINANCIAL ADVISORY SERVICES INC 73,586 $3M — +0.0% 7Q SEC ↗
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 72,018 $2M +15,610 +27.7% 2Q SEC ↗
24 Keystone Wealth Services, LLC 66,175 $2M +1,433 +2.2% 13Q SEC ↗
25 NORTHEAST PLANNING ASSOCIATES, INC. / NEW 62,357 $2M — +0.0% 1Q SEC ↗
26 Ameritas Advisory Services, LLC NEW 61,010 $2M — +0.0% 1Q SEC ↗
27 First Heartland Consultants, Inc. 59,395 $2M -236 -0.4% 16Q SEC ↗
28 Foundations Investment Advisors, LLC 57,529 $2M -3,975 -6.5% 9Q SEC ↗
29 MML INVESTORS SERVICES, LLC 52,618 $2M +11,921 +29.3% 13Q SEC ↗
30 Faithward Advisors, LLC 40,127 $1M -7,976 -16.6% 8Q SEC ↗
31 Ignite Planners, LLC 37,450 $1M -1,589 -4.1% 13Q SEC ↗
32 Avantra Family Wealth, Inc. 32,581 $1M +424 +1.3% 7Q SEC ↗
33 UPTICK PARTNERS, LLC 31,599 $1M +2,149 +7.3% 8Q SEC ↗
34 Ausdal Financial Partners, Inc. 31,436 $1M +194 +0.6% 5Q SEC ↗
35 CENTAURUS FINANCIAL, INC. 30,364 $1M +17,495 +135.9% 12Q SEC ↗
36 Janney Montgomery Scott LLC 30,215 $1M -5,850 -16.2% 12Q SEC ↗
37 Clear Creek Financial Management, LLC 26,573 $918K -2,700 -9.2% 7Q SEC ↗
38 Waverly Advisors, LLC 26,026 $899K — +0.0% 3Q SEC ↗
39 DIVERSIFY WEALTH MANAGEMENT, LLC 22,839 $789K +3,720 +19.5% 2Q SEC ↗
40 Diversify Advisory Services, LLC NEW 22,839 $789K — +0.0% 1Q SEC ↗
41 NewEdge Advisors, LLC 22,646 $783K -2,200 -8.9% 13Q SEC ↗
42 Rockefeller Capital Management L.P. 22,133 $765K -2,109 -8.7% 17Q SEC ↗
43 DHJJ Financial Advisors, Ltd. 21,800 $753K +5,867 +36.8% 12Q SEC ↗
44 Grantvest Financial Group LLC 21,563 $745K +5,885 +37.5% 7Q SEC ↗
45 WEALTH ENHANCEMENT ADVISORY SERVICES, 21,525 $744K -53,448 -71.3% 12Q SEC ↗
46 Prospera Financial Services Inc 21,200 $733K +1,100 +5.5% 13Q SEC ↗
47 Kovack Advisors, Inc. 21,089 $729K +13,732 +186.7% 3Q SEC ↗
48 SILVER OAK SECURITIES, INCORPORATED 20,382 $704K -6,282 -23.6% 13Q SEC ↗
49 RED CRANE WEALTH MANAGEMENT, LLC NEW 20,347 $703K — +0.0% 1Q SEC ↗
50 Farther Finance Advisors, LLC 20,311 $702K — +0.0% 5Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
RAYMOND JAMES FINANCIAL INC +378,756 +218.8% 551,836
LPL Financial LLC +111,312 +43.3% 368,382
CENTAURUS FINANCIAL, INC. +17,495 +135.9% 30,364
SUSQUEHANNA INTERNATIONAL GROUP, LL +15,610 +27.7% 72,018
Kovack Advisors, Inc. +13,732 +186.7% 21,089
MML INVESTORS SERVICES, LLC +11,921 +29.3% 52,618
OSAIC HOLDINGS, INC. +11,266 +3.8% 311,268
Cetera Investment Advisers +10,418 +3.3% 328,727
HighTower Advisors, LLC +9,258 +14.0% 75,177
Grantvest Financial Group LLC +5,885 +37.5% 21,563
DHJJ Financial Advisors, Ltd. +5,867 +36.8% 21,800
DIVERSIFY WEALTH MANAGEMENT, LLC +3,720 +19.5% 22,839
AE Wealth Management LLC +2,398 +675.5% 2,753
UPTICK PARTNERS, LLC +2,149 +7.3% 31,599
Capital Analysts, LLC +2,005 +37.5% 7,355
IFP Advisors, Inc +1,479 +1.1% 140,654
Keystone Wealth Services, LLC +1,433 +2.2% 66,175
Prospera Financial Services Inc +1,100 +5.5% 21,200
STEPHENS INC /AR +879 +0.9% 95,969
StoneX Group Inc. +649 +6.2% 11,150
Biggest Decreases (20)
HolderReducedChange %Total Shares
Ferguson Shapiro LLC -470,849 -71.8% 184,928
Modern Wealth Management, LLC -99,872 -23.8% 320,164
Kestra Advisory Services, LLC -66,374 -22.0% 235,877
WEALTH ENHANCEMENT ADVISORY SERVICE -53,448 -71.3% 21,525
SMART Wealth LLC -43,609 -35.3% 80,056
Sequent Planning LLC -19,058 -16.7% 95,382
COMMONWEALTH EQUITY SERVICES, LLC -15,725 -4.9% 303,425
ENVESTNET ASSET MANAGEMENT INC -13,737 -9.9% 124,976
Cambridge Investment Research Advis -9,211 -8.4% 100,325
Faithward Advisors, LLC -7,976 -16.6% 40,127
HARBOUR INVESTMENTS, INC. -7,797 -9.4% 75,206
CITIZENS FINANCIAL GROUP INC/RI -6,968 -43.9% 8,889
SILVER OAK SECURITIES, INCORPORATED -6,282 -23.6% 20,382
TRUIST FINANCIAL CORP -6,139 -1.6% 373,696
Janney Montgomery Scott LLC -5,850 -16.2% 30,215
Financial Guidance Group, Inc. -4,509 -2.7% 163,225
Mariner, LLC -4,210 -24.9% 12,680
Aptus Capital Advisors, LLC -4,208 -2.5% 165,490
Snowden Capital Advisors LLC -4,042 -26.1% 11,469
Foundations Investment Advisors, LL -3,975 -6.5% 57,529

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