XDEC Institutional Ownership
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
1W: +0.1%
1M: +0.7%
3M: +2.2%
YTD: +7.2%
1Y: +9.4%
3Y: +33.6%
$43.90
+0.07 (+0.16%)
Weekly Expected Move ±0.3%
$44
$44
$44
$44
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XDEC
96
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
129M
Total Invested
13
New Positions
19
Increased
37
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (99 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 546,696 | $24M | -12,383 | -2.2% | 18Q | SEC ↗ |
| 2 | Janney Montgomery Scott LLC | 341,786 | $15M | +7,432 | +2.2% | 15Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 298,714 | $13M | +70,956 | +31.2% | 18Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 296,679 | $13M | -7,617 | -2.5% | 18Q | SEC ↗ |
| 5 | BEACON FINANCIAL GROUP | 225,812 | $10M | +10,753 | +5.0% | 14Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 191,290 | $8M | +144,102 | +305.4% | 18Q | SEC ↗ |
| 7 | Kestra Advisory Services, LLC | 186,502 | $8M | -41,334 | -18.1% | 16Q | SEC ↗ |
| 8 | Sequent Planning LLC | 122,452 | $5M | -3,912 | -3.1% | 10Q | SEC ↗ |
| 9 | Griffith & Werner, Inc. | 118,957 | $5M | -3,761 | -3.1% | 4Q | SEC ↗ |
| 10 | Global Retirement Partners, LLC NEW | 88,665 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Main Street Financial Solutions, LLC | 64,506 | $3M | — | +0.0% | 17Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62,122 | $3M | +55,518 | +840.7% | 3Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 59,110 | $3M | -29 | -0.0% | 18Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 44,038 | $2M | +19,441 | +79.0% | 14Q | SEC ↗ |
| 15 | Ausdal Financial Partners, Inc. | 42,767 | $2M | -425 | -1.0% | 7Q | SEC ↗ |
| 16 | LPL Financial LLC | 39,547 | $2M | +504 | +1.3% | 11Q | SEC ↗ |
| 17 | HARBOUR INVESTMENTS, INC. | 38,026 | $2M | -15,102 | -28.4% | 17Q | SEC ↗ |
| 18 | Diversify Advisory Services, LLC NEW | 30,951 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | 30,951 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 20 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 29,677 | $1M | -54 | -0.2% | 15Q | SEC ↗ |
| 21 | Grant Street Asset Management, Inc. | 26,923 | $1M | -2,005 | -6.9% | 16Q | SEC ↗ |
| 22 | CreativeOne Wealth, LLC | 21,726 | $954K | +9,580 | +78.9% | 8Q | SEC ↗ |
| 23 | First Heartland Consultants, Inc. | 20,707 | $909K | +564 | +2.8% | 15Q | SEC ↗ |
| 24 | Signal Advisors Wealth, LLC NEW | 18,984 | $833K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Mariner, LLC | 18,523 | $813K | +292 | +1.6% | 14Q | SEC ↗ |
| 26 | FIRST TRUST ADVISORS LP | 18,019 | $791K | -136 | -0.7% | 7Q | SEC ↗ |
| 27 | Diligent Investors, LLC | 17,000 | $746K | — | +0.0% | 7Q | SEC ↗ |
| 28 | Jaffetilchin Investment Partners, LLC | 16,971 | $745K | — | +0.0% | 15Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 16,756 | $736K | -160 | -0.9% | 18Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC NEW | 16,504 | $724K | — | +0.0% | 1Q | SEC ↗ |
| 31 | KESTRA PRIVATE WEALTH SERVICES, LLC | 15,655 | $687K | -1,580 | -9.2% | 15Q | SEC ↗ |
| 32 | Focus Partners Wealth | 15,643 | $687K | +183 | +1.2% | 9Q | SEC ↗ |
| 33 | Triad Wealth Partners, LLC | 15,266 | $670K | +1,782 | +13.2% | 5Q | SEC ↗ |
| 34 | QTR Family Wealth, LLC | 14,736 | $647K | -73 | -0.5% | 6Q | SEC ↗ |
| 35 | Ashton Thomas Private Wealth, LLC | 13,798 | $606K | — | +0.0% | 7Q | SEC ↗ |
| 36 | PFS Partners, LLC | 12,533 | $550K | +265 | +2.2% | 11Q | SEC ↗ |
| 37 | SILVER OAK SECURITIES, INCORPORATED | 11,633 | $511K | +90 | +0.8% | 16Q | SEC ↗ |
| 38 | Harvest Investment Services, LLC NEW | 11,238 | $493K | — | +0.0% | 1Q | SEC ↗ |
| 39 | SageGuard Financial Group, LLC | 10,602 | $465K | -244 | -2.2% | 3Q | SEC ↗ |
| 40 | Outlook Wealth Advisors, LLC | 9,831 | $432K | — | +0.0% | 14Q | SEC ↗ |
| 41 | Cambridge Advisors Inc. | 9,735 | $427K | — | +0.0% | 15Q | SEC ↗ |
| 42 | Atria Investments, Inc NEW | 9,503 | $417K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Stonebridge Financial Planning Group, | 9,311 | $409K | — | +0.0% | 14Q | SEC ↗ |
| 44 | DHJJ Financial Advisors, Ltd. | 9,310 | $409K | -150 | -1.6% | 12Q | SEC ↗ |
| 45 | Keystone Wealth Services, LLC | 7,871 | $345K | — | +0.0% | 2Q | SEC ↗ |
| 46 | BANK OF AMERICA CORP /DE | 7,742 | $340K | +2,535 | +48.7% | 4Q | SEC ↗ |
| 47 | Foguth Wealth Management, LLC. | 7,578 | $333K | — | +0.0% | 3Q | SEC ↗ |
| 48 | Sigma Planning Corp | 7,411 | $325K | — | +0.0% | 10Q | SEC ↗ |
| 49 | Simplicity Wealth,LLC NEW | 7,338 | $322K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Mutual Advisors, LLC | 7,296 | $320K | — | +0.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 88,665 | $4M |
| Diversify Advisory Services, LLC | 30,951 | $1M |
| Signal Advisors Wealth, LLC | 18,984 | $833K |
| CITADEL ADVISORS LLC | 16,504 | $724K |
| Harvest Investment Services, LLC | 11,238 | $493K |
| Atria Investments, Inc | 9,503 | $417K |
| Simplicity Wealth,LLC | 7,338 | $322K |
| HRT FINANCIAL LP | 5,422 | $238K |
| Envestnet Portfolio Solutions, Inc. | 5,241 | $230K |
| Gallagher Fiduciary Advisors, LLC | 5,015 | $220K |
| Farther Finance Advisors, LLC | 3,206 | $141K |
| Buck Wealth Strategies, LLC | 250 | $11K |
| BANK OF MONTREAL /CAN | 161 | $7K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bouchey Financial Group Ltd | 35,188 | $2M |
| Legacy Edge Advisors, LLC | 13,024 | $572K |
| Private Advisory Group LLC | 9,591 | $421K |
| Onyx Bridge Wealth Group LLC | 7,306 | $321K |
| Orion Porfolio Solutions, LLC | 7,282 | $320K |
| LifeWealth Investments, LLC | 6,056 | $266K |
| StoneX Group Inc. | 5,557 | $244K |
| Private Advisor Group, LLC | 4,965 | $218K |
| Advisory Services Network, LLC | 798 | $35K |
| Integrity Financial Corp /WA | 504 | $22K |
| Legacy Wealth Managment, LLC/ID | 80 | $4K |
| Truvestments Capital LLC | 14 | $1K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +144,102 | +305.4% | 191,290 |
| Cetera Investment Advisers | +70,956 | +31.2% | 298,714 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +55,518 | +840.7% | 62,122 |
| MML INVESTORS SERVICES, LLC | +19,441 | +79.0% | 44,038 |
| BEACON FINANCIAL GROUP | +10,753 | +5.0% | 225,812 |
| CreativeOne Wealth, LLC | +9,580 | +78.9% | 21,726 |
| Janney Montgomery Scott LLC | +7,432 | +2.2% | 341,786 |
| BANK OF AMERICA CORP /DE | +2,535 | +48.7% | 7,742 |
| Triad Wealth Partners, LLC | +1,782 | +13.2% | 15,266 |
| Capital Investment Advisory Service | +1,123 | +363.4% | 1,432 |
| JPMORGAN CHASE & CO | +1,103 | +67.2% | 2,745 |
| First Heartland Consultants, Inc. | +564 | +2.8% | 20,707 |
| LPL Financial LLC | +504 | +1.3% | 39,547 |
| Mariner, LLC | +292 | +1.6% | 18,523 |
| PFS Partners, LLC | +265 | +2.2% | 12,533 |
| Focus Partners Wealth | +183 | +1.2% | 15,643 |
| Kingsview Wealth Management, LLC | +146 | +2.5% | 6,039 |
| ROYAL BANK OF CANADA | +141 | +47.0% | 441 |
| SILVER OAK SECURITIES, INCORPORATED | +90 | +0.8% | 11,633 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -41,334 | -18.1% | 186,502 |
| OLD MISSION CAPITAL LLC | -19,897 | -80.7% | 4,745 |
| HARBOUR INVESTMENTS, INC. | -15,102 | -28.4% | 38,026 |
| COMMONWEALTH EQUITY SERVICES, LLC | -12,383 | -2.2% | 546,696 |
| OSAIC HOLDINGS, INC. | -7,617 | -2.5% | 296,679 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -4,499 | -48.0% | 4,871 |
| Sequent Planning LLC | -3,912 | -3.1% | 122,452 |
| Griffith & Werner, Inc. | -3,761 | -3.1% | 118,957 |
| Arkadios Wealth Advisors | -2,686 | -31.2% | 5,928 |
| Grant Street Asset Management, Inc. | -2,005 | -6.9% | 26,923 |
| Aptus Capital Advisors, LLC | -1,750 | -66.0% | 900 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -1,580 | -9.2% | 15,655 |
| BARCLAYS PLC | -508 | -12.1% | 3,699 |
| UBS Group AG | -433 | -99.5% | 2 |
| Ausdal Financial Partners, Inc. | -425 | -1.0% | 42,767 |
| SageGuard Financial Group, LLC | -244 | -2.2% | 10,602 |
| MERCER GLOBAL ADVISORS INC /ADV | -183 | -2.9% | 6,050 |
| NewEdge Advisors, LLC | -160 | -0.9% | 16,756 |
| DHJJ Financial Advisors, Ltd. | -150 | -1.6% | 9,310 |
| Pitti Group Wealth Management, LLC | -142 | -2.6% | 5,369 |