QMFE Institutional Ownership
First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Moderate Buffer ETF - February
1W: +0.3%
1M: +1.6%
YTD: +1.5%
$25.05
+0.08 (+0.34%)
Weekly Expected Move ±0.6%
$25
$25
$25
$25
$25
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — QMFE
37
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
3
New Positions
10
Increased
19
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (43 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 306,127 | $8M | +244,056 | +393.2% | 2Q | SEC ↗ |
| 2 | VestGen Advisors, LLC | 151,388 | $4M | -200 | -0.1% | 3Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 131,568 | $3M | +18,441 | +16.3% | 6Q | SEC ↗ |
| 4 | HighTower Advisors, LLC | 82,420 | $2M | -832 | -1.0% | 2Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 68,091 | $2M | -38,365 | -36.0% | 6Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 56,650 | $1M | -5,976 | -9.5% | 6Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,952 | $1M | +1,908 | +4.1% | 6Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 34,982 | $876K | +3,632 | +11.6% | 6Q | SEC ↗ |
| 9 | UPTICK PARTNERS, LLC | 32,664 | $818K | +12,955 | +65.7% | 2Q | SEC ↗ |
| 10 | OPPENHEIMER & CO INC | 32,259 | $808K | -3,895 | -10.8% | 6Q | SEC ↗ |
| 11 | HARBOUR INVESTMENTS, INC. | 29,282 | $734K | — | +0.0% | 6Q | SEC ↗ |
| 12 | Private Advisor Group, LLC | 26,900 | $674K | +4,922 | +22.4% | 2Q | SEC ↗ |
| 13 | Waverly Advisors, LLC | 23,000 | $576K | — | +0.0% | 3Q | SEC ↗ |
| 14 | Jaffetilchin Investment Partners, LLC NEW | 22,092 | $554K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Harvest Investment Services, LLC NEW | 21,883 | $548K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 18,156 | $455K | -24,720 | -57.7% | 6Q | SEC ↗ |
| 17 | StoneX Group Inc. | 15,500 | $388K | -1,700 | -9.9% | 2Q | SEC ↗ |
| 18 | OLD MISSION CAPITAL LLC NEW | 14,727 | $369K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Comprehensive Financial Consultants In | 12,636 | $317K | +1,352 | +12.0% | 6Q | SEC ↗ |
| 20 | NewEdge Advisors, LLC | 10,690 | $268K | -8,500 | -44.3% | 6Q | SEC ↗ |
| 21 | Diligent Investors, LLC | 10,600 | $266K | +1,000 | +10.4% | 2Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 10,508 | $263K | +1,386 | +15.2% | 2Q | SEC ↗ |
| 23 | Savvy Advisors, Inc. | 10,047 | $252K | -1,781 | -15.1% | 3Q | SEC ↗ |
| 24 | MGO ONE SEVEN LLC | 9,676 | $242K | -51 | -0.5% | 5Q | SEC ↗ |
| 25 | SCOTIA CAPITAL INC. | 9,091 | $228K | -2,525 | -21.7% | 6Q | SEC ↗ |
| 26 | Sunbelt Securities, Inc. | 6,746 | $169K | +786 | +13.2% | 3Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 1,600 | $40K | +1,500 | +1500.0% | 6Q | SEC ↗ |
| 28 | DHJJ Financial Advisors, Ltd. | 1,313 | $33K | — | +0.0% | 6Q | SEC ↗ |
| 29 | Topsail Wealth Management, LLC | 1,200 | $30K | — | +0.0% | 2Q | SEC ↗ |
| 30 | FIDUCIARY FINANCIAL ADVISORS NEW | 1,000 | $25K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Steward Partners Investment Advisory, | 150 | $4K | -177 | -54.1% | 6Q | SEC ↗ |
| 32 | CREATIVE FINANCIAL DESIGNS INC /ADV | 100 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 33 | SIGNATUREFD, LLC | 0 | $0K | -857 | -100.0% | 1Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 0 | $0K | -116 | -100.0% | 1Q | SEC ↗ |
| 35 | NORTHEAST PLANNING ASSOCIATES, INC. / | 0 | $0K | -11,973 | -100.0% | 1Q | SEC ↗ |
| 36 | JANE STREET GROUP, LLC | 0 | $0K | -30,898 | -100.0% | 1Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 0 | $0K | -10,957 | -100.0% | 1Q | SEC ↗ |
| 38 | Legacy Wealth Managment, LLC/ID | 0 | $0K | -443 | -100.0% | 5Q | SEC ↗ |
| 39 | Mariner, LLC | 0 | $0K | -9,400 | -100.0% | 2Q | SEC ↗ |
| 40 | UBS Group AG | 0 | $0K | -385 | -100.0% | 1Q | SEC ↗ |
| 41 | ROYAL BANK OF CANADA | 0 | $0K | -300 | -100.0% | 2Q | SEC ↗ |
| 42 | Clear Creek Financial Management, LLC | 0 | $0K | -29,945 | -100.0% | 4Q | SEC ↗ |
| 43 | Lido Advisors, LLC | 0 | $0K | -11,000 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Jaffetilchin Investment Partners, L | 22,092 | $554K |
| Harvest Investment Services, LLC | 21,883 | $548K |
| OLD MISSION CAPITAL LLC | 14,727 | $369K |
| FIDUCIARY FINANCIAL ADVISORS | 1,000 | $25K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 30,898 | $774K |
| Clear Creek Financial Management, L | 29,945 | $750K |
| NORTHEAST PLANNING ASSOCIATES, INC. | 11,973 | $300K |
| Lido Advisors, LLC | 11,000 | $276K |
| CITADEL ADVISORS LLC | 10,957 | $275K |
| Mariner, LLC | 9,400 | $236K |
| SIGNATUREFD, LLC | 857 | $21K |
| Legacy Wealth Managment, LLC/ID | 443 | $11K |
| UBS Group AG | 385 | $10K |
| ROYAL BANK OF CANADA | 300 | $8K |
| JPMORGAN CHASE & CO | 116 | $3K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +244,056 | +393.2% | 306,127 |
| Cetera Investment Advisers | +18,441 | +16.3% | 131,568 |
| UPTICK PARTNERS, LLC | +12,955 | +65.7% | 32,664 |
| Private Advisor Group, LLC | +4,922 | +22.4% | 26,900 |
| Kestra Advisory Services, LLC | +3,632 | +11.6% | 34,982 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,908 | +4.1% | 48,952 |
| OSAIC HOLDINGS, INC. | +1,500 | +1500.0% | 1,600 |
| ENVESTNET ASSET MANAGEMENT INC | +1,386 | +15.2% | 10,508 |
| Comprehensive Financial Consultants | +1,352 | +12.0% | 12,636 |
| Diligent Investors, LLC | +1,000 | +10.4% | 10,600 |
| Sunbelt Securities, Inc. | +786 | +13.2% | 6,746 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -38,365 | -36.0% | 68,091 |
| Cambridge Investment Research Advis | -24,720 | -57.7% | 18,156 |
| NewEdge Advisors, LLC | -8,500 | -44.3% | 10,690 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,976 | -9.5% | 56,650 |
| OPPENHEIMER & CO INC | -3,895 | -10.8% | 32,259 |
| SCOTIA CAPITAL INC. | -2,525 | -21.7% | 9,091 |
| Savvy Advisors, Inc. | -1,781 | -15.1% | 10,047 |
| StoneX Group Inc. | -1,700 | -9.9% | 15,500 |
| HighTower Advisors, LLC | -832 | -1.0% | 82,420 |
| VestGen Advisors, LLC | -200 | -0.1% | 151,388 |
| Steward Partners Investment Advisor | -177 | -54.1% | 150 |
| MGO ONE SEVEN LLC | -51 | -0.5% | 9,676 |