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QMMY Institutional Ownership

FT Vest Nasdaq-100 Moderate Buffer ETF - May
1W: +0.6% YTD: +2.3%
$27.20
+0.17 (+0.63%)
 
ETF CBOE · AUM $154.5M

Institutional Ownership — QMMY

71
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
87M
Total Invested
32
New Positions
20
Increased
12
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (71 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Sequent Planning LLC 407,015 $11M +304,628 +297.5% 9Q SEC ↗
2 LPL Financial LLC 339,513 $9M +316,917 +1402.5% 4Q SEC ↗
3 Cetera Investment Advisers 226,880 $6M +124,989 +122.7% 9Q SEC ↗
4 Prosperity Financial Group, Inc. NEW 191,218 $5M — +0.0% 1Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 161,819 $4M -10,600 -6.1% 5Q SEC ↗
6 TRUIST FINANCIAL CORP 160,019 $4M -9,260 -5.5% 5Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 148,671 $4M +96,811 +186.7% 7Q SEC ↗
8 OSAIC HOLDINGS, INC. 127,385 $3M +72,773 +133.3% 9Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 125,048 $3M +54,361 +76.9% 9Q SEC ↗
10 Migdal Insurance & Financial Holdings 123,812 $3M -12,966 -9.5% 5Q SEC ↗
11 Capital CS Group, LLC NEW 116,102 $3M — +0.0% 1Q SEC ↗
12 Maia Wealth LLC NEW 113,000 $3M — +0.0% 1Q SEC ↗
13 Kestra Advisory Services, LLC 112,199 $3M -66,309 -37.1% 9Q SEC ↗
14 Jefferies Financial Group Inc. NEW 86,665 $2M — +0.0% 1Q SEC ↗
15 Avantra Family Wealth, Inc. 78,856 $2M +718 +0.9% 5Q SEC ↗
16 UPTICK PARTNERS, LLC 58,884 $2M +38,839 +193.8% 8Q SEC ↗
17 AE Wealth Management LLC NEW 39,133 $1M — +0.0% 1Q SEC ↗
18 Cambridge Investment Research Advisors 36,869 $1M +13,709 +59.2% 9Q SEC ↗
19 Harvest Investment Services, LLC NEW 36,753 $1000K — +0.0% 1Q SEC ↗
20 LANGLEY WEALTH MANAGEMENT, LLC NEW 36,501 $993K — +0.0% 1Q SEC ↗
21 Diligent Investors, LLC NEW 35,735 $972K — +0.0% 1Q SEC ↗
22 StoneX Group Inc. 34,325 $934K +15,685 +84.1% 9Q SEC ↗
23 MML INVESTORS SERVICES, LLC NEW 31,295 $851K — +0.0% 1Q SEC ↗
24 Capital Analysts, LLC 30,464 $829K — +0.0% 9Q SEC ↗
25 Summit Financial, LLC NEW 23,692 $644K — +0.0% 1Q SEC ↗
26 Foundations Investment Advisors, LLC 23,020 $626K +78 +0.3% 8Q SEC ↗
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 22,449 $611K — +0.0% 1Q SEC ↗
28 Ameritas Advisory Services, LLC 22,345 $608K +7,139 +46.9% 4Q SEC ↗
29 Bullseye Investment Management, LLC 21,784 $593K -27 -0.1% 1Q SEC ↗
30 Grantvest Financial Group LLC 21,107 $574K +2,880 +15.8% 7Q SEC ↗
31 Mayfair Advisory Group, LLC NEW 19,600 $533K — +0.0% 1Q SEC ↗
32 HighTower Advisors, LLC NEW 18,928 $515K — +0.0% 1Q SEC ↗
33 Synergy Asset Management, LLC 18,541 $504K +286 +1.6% 7Q SEC ↗
34 Triumph Capital Management NEW 18,447 $502K — +0.0% 1Q SEC ↗
35 Kovack Advisors, Inc. NEW 17,926 $488K — +0.0% 1Q SEC ↗
36 Ameritas Investment Partners, Inc. 17,255 $469K -1,010 -5.5% 8Q SEC ↗
37 HARBOUR INVESTMENTS, INC. 16,195 $441K +9,011 +125.4% 9Q SEC ↗
38 First Heartland Consultants, Inc. 15,935 $433K +5,030 +46.1% 5Q SEC ↗
39 Capital Investment Advisory Services, 15,382 $418K +12,942 +530.4% 4Q SEC ↗
40 DHJJ Financial Advisors, Ltd. 14,495 $394K +1,933 +15.4% 8Q SEC ↗
41 HOLLENCREST CAPITAL MANAGEMENT NEW 13,435 $365K — +0.0% 1Q SEC ↗
42 Legacy Wealth Managment, LLC/ID 12,176 $331K -167 -1.4% 4Q SEC ↗
43 KESTRA PRIVATE WEALTH SERVICES, LLC NEW 10,750 $292K — +0.0% 1Q SEC ↗
44 Comprehensive Financial Consultants In NEW 10,632 $289K — +0.0% 1Q SEC ↗
45 Keystone Wealth Services, LLC 9,759 $265K -6 -0.1% 5Q SEC ↗
46 Cypress Wealth Services, LLC NEW 9,501 $258K — +0.0% 1Q SEC ↗
47 Stonebridge Financial Group, LLC / MO 8,771 $239K — +0.0% 3Q SEC ↗
48 Sowell Financial Services LLC NEW 8,108 $221K — +0.0% 1Q SEC ↗
49 IFP Advisors, Inc 7,927 $216K +5,906 +292.2% 7Q SEC ↗
50 Stratos Wealth Partners, LTD. NEW 7,700 $209K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +316,917 +1402.5% 339,513
Sequent Planning LLC +304,628 +297.5% 407,015
Cetera Investment Advisers +124,989 +122.7% 226,880
RAYMOND JAMES FINANCIAL INC +96,811 +186.7% 148,671
OSAIC HOLDINGS, INC. +72,773 +133.3% 127,385
COMMONWEALTH EQUITY SERVICES, LLC +54,361 +76.9% 125,048
UPTICK PARTNERS, LLC +38,839 +193.8% 58,884
StoneX Group Inc. +15,685 +84.1% 34,325
Cambridge Investment Research Advis +13,709 +59.2% 36,869
Capital Investment Advisory Service +12,942 +530.4% 15,382
HARBOUR INVESTMENTS, INC. +9,011 +125.4% 16,195
Ameritas Advisory Services, LLC +7,139 +46.9% 22,345
IFP Advisors, Inc +5,906 +292.2% 7,927
First Heartland Consultants, Inc. +5,030 +46.1% 15,935
Grantvest Financial Group LLC +2,880 +15.8% 21,107
Geneos Wealth Management Inc. +2,750 +366.7% 3,500
DHJJ Financial Advisors, Ltd. +1,933 +15.4% 14,495
Avantra Family Wealth, Inc. +718 +0.9% 78,856
Synergy Asset Management, LLC +286 +1.6% 18,541
Foundations Investment Advisors, LL +78 +0.3% 23,020
Biggest Decreases (8)
HolderReducedChange %Total Shares
Kestra Advisory Services, LLC -66,309 -37.1% 112,199
Migdal Insurance & Financial Holdin -12,966 -9.5% 123,812
ENVESTNET ASSET MANAGEMENT INC -10,600 -6.1% 161,819
TRUIST FINANCIAL CORP -9,260 -5.5% 160,019
Ameritas Investment Partners, Inc. -1,010 -5.5% 17,255
Legacy Wealth Managment, LLC/ID -167 -1.4% 12,176
Bullseye Investment Management, LLC -27 -0.1% 21,784
Keystone Wealth Services, LLC -6 -0.1% 9,759

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