SFEB Institutional Ownership
FT Vest U.S. Small Cap Moderate Buffer ETF - February
1W: -0.0%
YTD: -2.0%
$25.95
+0.19 (+0.74%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SFEB
61
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
47M
Total Invested
9
New Positions
12
Increased
29
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors | 168,280 | $4M | +2,906 | +1.8% | 9Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 159,301 | $4M | +16,701 | +11.7% | 10Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 154,683 | $4M | +12,115 | +8.5% | 7Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 119,117 | $3M | +43,050 | +56.6% | 10Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 114,153 | $3M | +7,825 | +7.4% | 10Q | SEC ↗ |
| 6 | Diligent Investors, LLC | 103,835 | $3M | -455 | -0.4% | 10Q | SEC ↗ |
| 7 | LPL Financial LLC | 99,862 | $3M | +23,345 | +30.5% | 6Q | SEC ↗ |
| 8 | Maia Wealth LLC | 97,769 | $3M | -4,956 | -4.8% | 2Q | SEC ↗ |
| 9 | MGO ONE SEVEN LLC | 86,925 | $2M | -17,757 | -17.0% | 2Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 79,410 | $2M | -1,735 | -2.1% | 10Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 78,497 | $2M | -12,341 | -13.6% | 10Q | SEC ↗ |
| 12 | BFI Wealth Solutions, LLC | 61,374 | $2M | -77,795 | -55.9% | 3Q | SEC ↗ |
| 13 | TRUIST FINANCIAL CORP | 54,728 | $1M | -5,066 | -8.5% | 10Q | SEC ↗ |
| 14 | Grantvest Financial Group LLC | 32,842 | $852K | +851 | +2.7% | 7Q | SEC ↗ |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 26,938 | $699K | -3,332 | -11.0% | 4Q | SEC ↗ |
| 16 | PARK AVENUE SECURITIES LLC | 26,259 | $681K | +6,584 | +33.5% | 2Q | SEC ↗ |
| 17 | Private Advisor Group, LLC | 21,865 | $567K | — | +0.0% | 2Q | SEC ↗ |
| 18 | Keystone Wealth Services, LLC | 20,941 | $543K | — | +0.0% | 9Q | SEC ↗ |
| 19 | Harvest Investment Services, LLC NEW | 20,764 | $539K | — | +0.0% | 1Q | SEC ↗ |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 20,525 | $533K | — | +0.0% | 1Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 20,148 | $523K | -15,830 | -44.0% | 10Q | SEC ↗ |
| 22 | NorthCrest Asset Manangement, LLC | 19,355 | $502K | -1,632 | -7.8% | 10Q | SEC ↗ |
| 23 | SOA Wealth Advisors, LLC. | 18,809 | $488K | -662 | -3.4% | 9Q | SEC ↗ |
| 24 | Arkadios Wealth Advisors | 18,628 | $483K | -3,119 | -14.3% | 3Q | SEC ↗ |
| 25 | SILVER OAK SECURITIES, INCORPORATED | 17,329 | $450K | +610 | +3.6% | 3Q | SEC ↗ |
| 26 | Marshall Financial Group, LLC | 17,050 | $442K | +2,084 | +13.9% | 9Q | SEC ↗ |
| 27 | Fragasso Financial Advisors Inc | 15,700 | $407K | -4,068 | -20.6% | 2Q | SEC ↗ |
| 28 | OLD MISSION CAPITAL LLC | 14,936 | $388K | -6,767 | -31.2% | 2Q | SEC ↗ |
| 29 | Janney Montgomery Scott LLC | 12,285 | $319K | -200 | -1.6% | 2Q | SEC ↗ |
| 30 | Mariner, LLC | 11,700 | $304K | -1,000 | -7.9% | 10Q | SEC ↗ |
| 31 | Quad-Cities Investment Group, LLC NEW | 9,488 | $246K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Sigma Planning Corp | 9,190 | $238K | -13 | -0.1% | 2Q | SEC ↗ |
| 33 | Crusonia Wealth Advisors LLC | 8,550 | $222K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Main Street Financial Solutions, LLC | 8,450 | $219K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Ameritas Advisory Services, LLC | 8,262 | $214K | -140 | -1.7% | 2Q | SEC ↗ |
| 36 | Capital Analysts, LLC | 8,067 | $209K | +1,596 | +24.7% | 9Q | SEC ↗ |
| 37 | Cresset Asset Management, LLC NEW | 7,735 | $201K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Spire Wealth Management | 6,975 | $181K | -664 | -8.7% | 7Q | SEC ↗ |
| 39 | IFG Advisory, LLC NEW | 6,460 | $168K | — | +0.0% | 1Q | SEC ↗ |
| 40 | DHJJ Financial Advisors, Ltd. | 6,060 | $157K | — | +0.0% | 9Q | SEC ↗ |
| 41 | FIDUCIARY FINANCIAL ADVISORS NEW | 3,325 | $86K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Dunhill Financial, LLC | 2,860 | $74K | — | +0.0% | 2Q | SEC ↗ |
| 43 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 2,615 | $68K | — | +0.0% | 1Q | SEC ↗ |
| 44 | CX Institutional | 1,673 | $43K | -2,409 | -59.0% | 3Q | SEC ↗ |
| 45 | Steward Partners Investment Advisory, | 1,486 | $39K | — | +0.0% | 4Q | SEC ↗ |
| 46 | Benson Wealth Management INC | 1,377 | $36K | -65 | -4.5% | 3Q | SEC ↗ |
| 47 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 1,252 | $32K | — | +0.0% | 7Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 1,155 | $30K | +875 | +312.5% | 2Q | SEC ↗ |
| 49 | Topsail Wealth Management, LLC | 1,050 | $27K | — | +0.0% | 2Q | SEC ↗ |
| 50 | Noble Wealth Management PBC | 800 | $21K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Harvest Investment Services, LLC | 20,764 | $539K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 20,525 | $533K |
| Quad-Cities Investment Group, LLC | 9,488 | $246K |
| Cresset Asset Management, LLC | 7,735 | $201K |
| IFG Advisory, LLC | 6,460 | $168K |
| FIDUCIARY FINANCIAL ADVISORS | 3,325 | $86K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2,615 | $68K |
| LANARK FINANCIAL, INC. | 576 | $15K |
| CoreCap Advisors, LLC | 151 | $4K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Orion Porfolio Solutions, LLC | 16,035 | $416K |
| JANE STREET GROUP, LLC | 13,691 | $355K |
| Kovack Advisors, Inc. | 12,125 | $315K |
| CITADEL ADVISORS LLC | 9,230 | $240K |
| StoneX Group Inc. | 8,600 | $223K |
| Rockefeller Capital Management L.P. | 7,431 | $193K |
| Pinnacle Wealth Planning Services, | 2,521 | $65K |
| MAI Capital Management | 1,525 | $40K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +43,050 | +56.6% | 119,117 |
| LPL Financial LLC | +23,345 | +30.5% | 99,862 |
| OSAIC HOLDINGS, INC. | +16,701 | +11.7% | 159,301 |
| RAYMOND JAMES FINANCIAL INC | +12,115 | +8.5% | 154,683 |
| Cetera Investment Advisers | +7,825 | +7.4% | 114,153 |
| PARK AVENUE SECURITIES LLC | +6,584 | +33.5% | 26,259 |
| Cambridge Investment Research Advis | +2,906 | +1.8% | 168,280 |
| Marshall Financial Group, LLC | +2,084 | +13.9% | 17,050 |
| Capital Analysts, LLC | +1,596 | +24.7% | 8,067 |
| WELLS FARGO & COMPANY/MN | +875 | +312.5% | 1,155 |
| Grantvest Financial Group LLC | +851 | +2.7% | 32,842 |
| SILVER OAK SECURITIES, INCORPORATED | +610 | +3.6% | 17,329 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BFI Wealth Solutions, LLC | -77,795 | -55.9% | 61,374 |
| MGO ONE SEVEN LLC | -17,757 | -17.0% | 86,925 |
| HARBOUR INVESTMENTS, INC. | -15,830 | -44.0% | 20,148 |
| ENVESTNET ASSET MANAGEMENT INC | -12,341 | -13.6% | 78,497 |
| OLD MISSION CAPITAL LLC | -6,767 | -31.2% | 14,936 |
| TRUIST FINANCIAL CORP | -5,066 | -8.5% | 54,728 |
| Maia Wealth LLC | -4,956 | -4.8% | 97,769 |
| Fragasso Financial Advisors Inc | -4,068 | -20.6% | 15,700 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -3,332 | -11.0% | 26,938 |
| Arkadios Wealth Advisors | -3,119 | -14.3% | 18,628 |
| CX Institutional | -2,409 | -59.0% | 1,673 |
| Kestra Advisory Services, LLC | -1,735 | -2.1% | 79,410 |
| NorthCrest Asset Manangement, LLC | -1,632 | -7.8% | 19,355 |
| Mariner, LLC | -1,000 | -7.9% | 11,700 |
| Spire Wealth Management | -664 | -8.7% | 6,975 |
| SOA Wealth Advisors, LLC. | -662 | -3.4% | 18,809 |
| Diligent Investors, LLC | -455 | -0.4% | 103,835 |
| Janney Montgomery Scott LLC | -200 | -1.6% | 12,285 |
| Ameritas Advisory Services, LLC | -140 | -1.7% | 8,262 |
| Benson Wealth Management INC | -65 | -4.5% | 1,377 |