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RSDE Institutional Ownership

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - December
1W: -0.8% 1M: -2.2% YTD: -2.4%
$23.51
+0.00 (+0.00%)
 
Weekly Expected Move ±0.8%
$23 $23 $24 $24 $24
ETF AMEX · AUM $30.7M

Institutional Ownership — RSDE

31
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
60M
Total Invested
7
New Positions
7
Increased
11
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (33 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HOLLENCREST CAPITAL MANAGEMENT 1,639,997 39M -831,612 -33.6% 3Q SEC ↗
2 Maia Wealth LLC NEW 129,000 3M — +0.0% 1Q SEC ↗
3 Farther Finance Advisors, LLC NEW 104,151 2M — +0.0% 1Q SEC ↗
4 Cetera Investment Advisers 102,285 2M +998 +1.0% 7Q SEC ↗
5 FIDUCIARY FINANCIAL ADVISORS NEW 75,580 2M — +0.0% 1Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 58,536 1M +1,802 +3.2% 2Q SEC ↗
7 OSAIC HOLDINGS, INC. 58,281 1M +30,469 +109.6% 2Q SEC ↗
8 Diligent Investors, LLC 56,340 1M — +0.0% 3Q SEC ↗
9 OLD MISSION CAPITAL LLC 41,616 979K -6,618 -13.7% 3Q SEC ↗
10 Maltin Wealth Management, Inc. 34,968 822K +10,414 +42.4% 3Q SEC ↗
11 Brookstone Capital Management 33,776 794K +2,862 +9.3% 6Q SEC ↗
12 NOVEM GROUP 24,436 575K -1,672 -6.4% 2Q SEC ↗
13 Sigma Planning Corp 22,866 538K -1,588 -6.5% 6Q SEC ↗
14 Clearstead Advisors, LLC 22,410 527K — +0.0% 2Q SEC ↗
15 COMMONWEALTH EQUITY SERVICES, LLC 20,775 489K -3,216 -13.4% 6Q SEC ↗
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,476 434K -5,374 -22.5% 4Q SEC ↗
17 Capital Analysts, LLC 13,987 329K — +0.0% 7Q SEC ↗
18 SILVER OAK SECURITIES, INCORPORATED 13,533 318K — +0.0% 4Q SEC ↗
19 Kingsview Wealth Management, LLC 13,147 309K +300 +2.3% 6Q SEC ↗
20 Envestnet Portfolio Solutions, Inc. NEW 12,918 304K — +0.0% 1Q SEC ↗
21 US BANCORP \DE NEW 10,792 254K — +0.0% 1Q SEC ↗
22 Kestra Advisory Services, LLC 10,180 239K — +0.0% 3Q SEC ↗
23 Arkadios Wealth Advisors 9,500 223K -5,000 -34.5% 6Q SEC ↗
24 LANARK FINANCIAL, INC. 2,438 57K — +0.0% 3Q SEC ↗
25 HARBOUR INVESTMENTS, INC. 2,149 51K +434 +25.3% 6Q SEC ↗
26 THURSTON, SPRINGER, MILLER, HERD & TIT NEW 1,320 31K — +0.0% 1Q SEC ↗
27 Capital Investment Advisory Services, 1,215 29K -155 -11.3% 3Q SEC ↗
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 240 6K — +0.0% 1Q SEC ↗
29 Park Square Financial Group, LLC 0 0K -431 -100.0% 1Q SEC ↗
30 STEPHENS INC /AR 0 0K -10,510 -100.0% 4Q SEC ↗
31 Csenge Advisory Group 0 0K -17,841 -100.0% 1Q SEC ↗
32 Camelot Portfolios, LLC 0 0K -3,161 -100.0% 1Q SEC ↗
33 CITADEL ADVISORS LLC 0 0K -18,452 -100.0% 1Q SEC ↗

Recent Activity

Sold Out (5)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 18,452 434K
Csenge Advisory Group 17,841 420K
STEPHENS INC /AR 10,510 247K
Camelot Portfolios, LLC 3,161 74K
Park Square Financial Group, LLC 431 10K
Biggest Increases (7)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +30,469 +109.6% 58,281
Maltin Wealth Management, Inc. +10,414 +42.4% 34,968
Brookstone Capital Management +2,862 +9.3% 33,776
ENVESTNET ASSET MANAGEMENT INC +1,802 +3.2% 58,536
Cetera Investment Advisers +998 +1.0% 102,285
HARBOUR INVESTMENTS, INC. +434 +25.3% 2,149
Kingsview Wealth Management, LLC +300 +2.3% 13,147
Biggest Decreases (8)
HolderReducedChange %Total Shares
HOLLENCREST CAPITAL MANAGEMENT -831,612 -33.6% 1,639,997
OLD MISSION CAPITAL LLC -6,618 -13.7% 41,616
SUSQUEHANNA INTERNATIONAL GROUP, LL -5,374 -22.5% 18,476
Arkadios Wealth Advisors -5,000 -34.5% 9,500
COMMONWEALTH EQUITY SERVICES, LLC -3,216 -13.4% 20,775
NOVEM GROUP -1,672 -6.4% 24,436
Sigma Planning Corp -1,588 -6.5% 22,866
Capital Investment Advisory Service -155 -11.3% 1,215

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