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QSPT Institutional Ownership

FT Vest Nasdaq-100 Buffer ETF - September
1W: +0.3% 1M: +3.4% 3M: +5.8% YTD: +16.2% 1Y: +18.0% 3Y: +70.6% 5Y: +81.8%
$36.75
+0.14 (+0.38%)
 
Weekly Expected Move ±1.0%
$36 $36 $37 $37 $37
ETF CBOE · AUM $665.8M

Institutional Ownership — QSPT

107
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
152M
Total Invested
17
New Positions
10
Increased
49
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (115 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Wealthcare Advisory Partners LLC 516,910 19M -30,887 -5.6% 2Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 374,862 14M -21,810 -5.5% 19Q SEC ↗
3 Outlook Wealth Advisors, LLC 313,875 12M +1,807 +0.6% 4Q SEC ↗
4 Cetera Investment Advisers 288,771 11M -3,450 -1.2% 20Q SEC ↗
5 First Heartland Consultants, Inc. 267,225 10M -13,926 -5.0% 4Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 253,978 9M +908 +0.4% 7Q SEC ↗
7 OSAIC HOLDINGS, INC. 194,219 7M +16,672 +9.4% 19Q SEC ↗
8 STEPHENS INC /AR 116,410 4M -464 -0.4% 12Q SEC ↗
9 Kestra Advisory Services, LLC 100,890 4M -32,095 -24.1% 20Q SEC ↗
10 OneDigital Investment Advisors LLC 98,292 4M -2,500 -2.5% 3Q SEC ↗
11 LPL Financial LLC 97,447 4M -9,455 -8.8% 15Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 90,273 3M -14,297 -13.7% 14Q SEC ↗
13 Cambridge Investment Research Advisors 89,144 3M -2,418 -2.6% 19Q SEC ↗
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 85,507 3M +58,293 +214.2% 3Q SEC ↗
15 Keystone Wealth Services, LLC 78,575 3M -313 -0.4% 2Q SEC ↗
16 SMART Wealth LLC 71,436 3M +10,956 +18.1% 15Q SEC ↗
17 RED CRANE WEALTH MANAGEMENT, LLC 64,683 2M -8,803 -12.0% 4Q SEC ↗
18 GREAT VALLEY ADVISOR GROUP, INC. 63,558 2M -2,036 -3.1% 3Q SEC ↗
19 Ameritas Advisory Services, LLC NEW 62,132 2M — +0.0% 1Q SEC ↗
20 Steward Partners Investment Advisory, 56,449 2M -2,311 -3.9% 16Q SEC ↗
21 Global Assets Advisory, LLC NEW 54,346 2M — +0.0% 1Q SEC ↗
22 Janney Montgomery Scott LLC 51,944 2M -4,256 -7.6% 12Q SEC ↗
23 MML INVESTORS SERVICES, LLC 51,450 2M +8,732 +20.4% 11Q SEC ↗
24 Prospera Financial Services Inc 50,349 2M -195 -0.4% 16Q SEC ↗
25 Ignite Planners, LLC 43,610 2M -480 -1.1% 11Q SEC ↗
26 Faithward Advisors, LLC 39,782 1M -1,597 -3.9% 7Q SEC ↗
27 Mariner, LLC 35,430 1M -2,006 -5.4% 15Q SEC ↗
28 FWG Investments, LLC. 35,371 1M -1,255 -3.4% 8Q SEC ↗
29 Clear Creek Financial Management, LLC 33,459 1M -4,340 -11.5% 19Q SEC ↗
30 OPPENHEIMER & CO INC 31,148 1M -3,552 -10.2% 14Q SEC ↗
31 HRT FINANCIAL LP NEW 26,588 977K — +0.0% 1Q SEC ↗
32 HARBOUR INVESTMENTS, INC. 26,283 966K -1,055 -3.9% 17Q SEC ↗
33 UPTICK PARTNERS, LLC 25,409 934K +3,900 +18.1% 7Q SEC ↗
34 TRUIST FINANCIAL CORP 23,165 851K -17,691 -43.3% 12Q SEC ↗
35 Sunbelt Securities, Inc. 22,439 825K +3,070 +15.9% 13Q SEC ↗
36 Synergy Asset Management, LLC 21,818 802K -8,287 -27.5% 6Q SEC ↗
37 1776 Wealth LLC 21,607 794K — +0.0% 15Q SEC ↗
38 Rockefeller Capital Management L.P. 21,400 786K — +0.0% 19Q SEC ↗
39 Harvest Investment Services, LLC 21,239 781K -1,218 -5.4% 10Q SEC ↗
40 Sloy Dahl & Holst, LLC 20,250 744K — +0.0% 16Q SEC ↗
41 CENTAURUS FINANCIAL, INC. 19,118 703K — +0.0% 8Q SEC ↗
42 THOROUGHBRED FINANCIAL SERVICES, LLC 18,846 693K — +0.0% 16Q SEC ↗
43 Center for Financial Planning, Inc. 17,965 660K -985 -5.2% 4Q SEC ↗
44 SILVER OAK SECURITIES, INCORPORATED 17,627 648K +1,513 +9.4% 4Q SEC ↗
45 CITADEL ADVISORS LLC NEW 17,498 643K — +0.0% 1Q SEC ↗
46 NOVEM GROUP 17,248 634K — +0.0% 7Q SEC ↗
47 Grantvest Financial Group LLC 17,152 630K -7,500 -30.4% 5Q SEC ↗
48 Octavia Wealth Advisors, LLC 16,251 597K — +0.0% 16Q SEC ↗
49 JANE STREET GROUP, LLC 15,740 578K +914 +6.2% 5Q SEC ↗
50 IFP Advisors, Inc 15,568 572K — +0.0% 15Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +58,293 +214.2% 85,507
OSAIC HOLDINGS, INC. +16,672 +9.4% 194,219
SMART Wealth LLC +10,956 +18.1% 71,436
MML INVESTORS SERVICES, LLC +8,732 +20.4% 51,450
UPTICK PARTNERS, LLC +3,900 +18.1% 25,409
Sunbelt Securities, Inc. +3,070 +15.9% 22,439
Outlook Wealth Advisors, LLC +1,807 +0.6% 313,875
SILVER OAK SECURITIES, INCORPORATED +1,513 +9.4% 17,627
JANE STREET GROUP, LLC +914 +6.2% 15,740
RAYMOND JAMES FINANCIAL INC +908 +0.4% 253,978
World Investment Advisors +222 +1.6% 14,337
Biggest Decreases (20)
HolderReducedChange %Total Shares
Kestra Advisory Services, LLC -32,095 -24.1% 100,890
Wealthcare Advisory Partners LLC -30,887 -5.6% 516,910
COMMONWEALTH EQUITY SERVICES, LLC -21,810 -5.5% 374,862
TRUIST FINANCIAL CORP -17,691 -43.3% 23,165
Sequent Planning LLC -15,620 -59.5% 10,611
ENVESTNET ASSET MANAGEMENT INC -14,297 -13.7% 90,273
First Heartland Consultants, Inc. -13,926 -5.0% 267,225
Kovack Advisors, Inc. -9,941 -60.6% 6,460
LPL Financial LLC -9,455 -8.8% 97,447
RED CRANE WEALTH MANAGEMENT, LLC -8,803 -12.0% 64,683
Synergy Asset Management, LLC -8,287 -27.5% 21,818
Grantvest Financial Group LLC -7,500 -30.4% 17,152
Clear Creek Financial Management, L -4,340 -11.5% 33,459
Janney Montgomery Scott LLC -4,256 -7.6% 51,944
OPPENHEIMER & CO INC -3,552 -10.2% 31,148
Cetera Investment Advisers -3,450 -1.2% 288,771
Noble Wealth Management PBC -2,600 -25.9% 7,453
OneDigital Investment Advisors LLC -2,500 -2.5% 98,292
Cambridge Investment Research Advis -2,418 -2.6% 89,144
Steward Partners Investment Advisor -2,311 -3.9% 56,449

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