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QMAG Institutional Ownership

FT Vest Nasdaq-100 Moderate Buffer ETF - August
1W: +0.4% YTD: +2.3%
$26.46
+0.14 (+0.55%)
 
ETF CBOE · AUM $82.5M

Institutional Ownership — QMAG

52
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
7
New Positions
7
Increased
23
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (52 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LexAurum Advisors, LLC 186,913 5M -235 -0.1% 2Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC 94,518 3M -78,407 -45.3% 7Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 81,882 2M -20,466 -20.0% 8Q SEC ↗
4 Sequent Planning LLC 52,839 1M -472 -0.9% 8Q SEC ↗
5 Cetera Investment Advisers 44,263 1M -16,016 -26.6% 8Q SEC ↗
6 Frederick Financial Consultants, LLC 44,220 1M +301 +0.7% 4Q SEC ↗
7 Kestra Advisory Services, LLC 42,880 1M -96,187 -69.2% 8Q SEC ↗
8 CITADEL ADVISORS LLC 40,369 1M +14,549 +56.3% 7Q SEC ↗
9 SACKS & ASSOCIATES, LLC 35,074 928K -101,122 -74.2% 2Q SEC ↗
10 OLD MISSION CAPITAL LLC 31,724 839K -5,636 -15.1% 3Q SEC ↗
11 Ignite Planners, LLC 28,987 767K -695 -2.3% 7Q SEC ↗
12 Summit Financial, LLC NEW 24,870 658K — +0.0% 1Q SEC ↗
13 Cambridge Investment Research Advisors 23,514 622K -1,872 -7.4% 4Q SEC ↗
14 Grantvest Financial Group LLC 20,532 543K -4,341 -17.5% 4Q SEC ↗
15 ENVESTNET ASSET MANAGEMENT INC 20,207 535K +1,583 +8.5% 4Q SEC ↗
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,795 524K -890 -4.3% 2Q SEC ↗
17 UPTICK PARTNERS, LLC 18,976 502K -440 -2.3% 4Q SEC ↗
18 Apollon Wealth Management, LLC 16,494 436K — +0.0% 8Q SEC ↗
19 Synergy Asset Management, LLC 15,703 416K — +0.0% 7Q SEC ↗
20 Ameritas Advisory Services, LLC NEW 14,813 392K — +0.0% 1Q SEC ↗
21 Mission Financial Group, LLC NEW 14,362 380K — +0.0% 1Q SEC ↗
22 TRUIST FINANCIAL CORP 14,316 379K -2,562 -15.2% 8Q SEC ↗
23 LPL Financial LLC 14,037 371K +654 +4.9% 4Q SEC ↗
24 Diligent Investors, LLC 12,683 336K -525 -4.0% 4Q SEC ↗
25 MML INVESTORS SERVICES, LLC 12,121 321K +1,540 +14.6% 2Q SEC ↗
26 HRT FINANCIAL LP NEW 11,661 309K — +0.0% 1Q SEC ↗
27 MONEY CONCEPTS CAPITAL CORP NEW 10,850 287K — +0.0% 1Q SEC ↗
28 INTEGRITY ALLIANCE, LLC. 9,982 264K — +0.0% 3Q SEC ↗
29 INDEPENDENT FINANCIAL GROUP, LLC 9,679 256K — +0.0% 4Q SEC ↗
30 GREAT VALLEY ADVISOR GROUP, INC. 9,535 252K — +0.0% 4Q SEC ↗
31 Savvy Advisors, Inc. 9,227 244K — +0.0% 3Q SEC ↗
32 HARBOUR INVESTMENTS, INC. 7,365 195K — +0.0% 8Q SEC ↗
33 Topsail Wealth Management, LLC 6,530 173K — +0.0% 7Q SEC ↗
34 Steward Partners Investment Advisory, 5,747 152K — +0.0% 8Q SEC ↗
35 IFP Advisors, Inc 5,112 135K +475 +10.2% 4Q SEC ↗
36 CENTAURUS FINANCIAL, INC. 4,666 123K — +0.0% 4Q SEC ↗
37 OSAIC HOLDINGS, INC. 4,273 113K +1,904 +80.4% 6Q SEC ↗
38 DHJJ Financial Advisors, Ltd. 3,885 103K -400 -9.3% 8Q SEC ↗
39 Farther Finance Advisors, LLC NEW 3,000 79K — +0.0% 1Q SEC ↗
40 Capital Analysts, LLC 2,474 65K — +0.0% 6Q SEC ↗
41 Noble Wealth Management PBC 1,850 49K -200 -9.8% 4Q SEC ↗
42 Benson Wealth Management INC 824 22K — +0.0% 3Q SEC ↗
43 CREATIVE FINANCIAL DESIGNS INC /ADV 583 15K -2,160 -78.7% 4Q SEC ↗
44 FIDUCIARY FINANCIAL ADVISORS NEW 450 12K — +0.0% 1Q SEC ↗
45 Capital Investment Advisory Services, 440 12K — +0.0% 4Q SEC ↗
46 MORGAN STANLEY 124 3K — +0.0% 3Q SEC ↗
47 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 98 3K — +0.0% 3Q SEC ↗
48 Maia Wealth LLC 0 0K -119,469 -100.0% 3Q SEC ↗
49 Signature Equity Partners, LLC 0 0K -750 -100.0% 2Q SEC ↗
50 Advisory Services Network, LLC 0 0K -3,500 -100.0% 3Q SEC ↗

Recent Activity

New Positions (7)
Sold Out (5)
HolderPrev SharesPrev Value
Maia Wealth LLC 119,469 3M
Harvest Investment Services, LLC 9,661 256K
Advisory Services Network, LLC 3,500 93K
Signature Equity Partners, LLC 750 20K
UBS Group AG 262 7K
Biggest Increases (7)
HolderAddedChange %Total Shares
CITADEL ADVISORS LLC +14,549 +56.3% 40,369
OSAIC HOLDINGS, INC. +1,904 +80.4% 4,273
ENVESTNET ASSET MANAGEMENT INC +1,583 +8.5% 20,207
MML INVESTORS SERVICES, LLC +1,540 +14.6% 12,121
LPL Financial LLC +654 +4.9% 14,037
IFP Advisors, Inc +475 +10.2% 5,112
Frederick Financial Consultants, LL +301 +0.7% 44,220
Biggest Decreases (18)
HolderReducedChange %Total Shares
SACKS & ASSOCIATES, LLC -101,122 -74.2% 35,074
Kestra Advisory Services, LLC -96,187 -69.2% 42,880
RAYMOND JAMES FINANCIAL INC -78,407 -45.3% 94,518
COMMONWEALTH EQUITY SERVICES, LLC -20,466 -20.0% 81,882
Cetera Investment Advisers -16,016 -26.6% 44,263
OLD MISSION CAPITAL LLC -5,636 -15.1% 31,724
Grantvest Financial Group LLC -4,341 -17.5% 20,532
TRUIST FINANCIAL CORP -2,562 -15.2% 14,316
CREATIVE FINANCIAL DESIGNS INC /ADV -2,160 -78.7% 583
Cambridge Investment Research Advis -1,872 -7.4% 23,514
SUSQUEHANNA INTERNATIONAL GROUP, LL -890 -4.3% 19,795
Ignite Planners, LLC -695 -2.3% 28,987
Diligent Investors, LLC -525 -4.0% 12,683
Sequent Planning LLC -472 -0.9% 52,839
UPTICK PARTNERS, LLC -440 -2.3% 18,976
DHJJ Financial Advisors, Ltd. -400 -9.3% 3,885
LexAurum Advisors, LLC -235 -0.1% 186,913
Noble Wealth Management PBC -200 -9.8% 1,850

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