XIDE Institutional Ownership
FT Vest U.S. Equity Buffer & Premium Income ETF - December
1W: -0.4%
1M: -0.1%
3M: -0.1%
YTD: +1.4%
1Y: +1.7%
$30.27
+0.05 (+0.17%)
Weekly Expected Move ±0.3%
$30
$30
$30
$30
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XIDE
31
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
5
New Positions
8
Increased
11
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (33 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STEPHENS INC /AR | 100,920 | 3M | -3,587 | -3.4% | 4Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 81,607 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 3 | HARBOUR INVESTMENTS, INC. | 80,243 | 2M | -269 | -0.3% | 9Q | SEC ↗ |
| 4 | Advisory Resource Group | 68,886 | 2M | — | +0.0% | 7Q | SEC ↗ |
| 5 | Accel Wealth Management | 47,889 | 1M | +684 | +1.4% | 11Q | SEC ↗ |
| 6 | OneDigital Investment Advisors LLC NEW | 27,377 | 829K | — | +0.0% | 1Q | SEC ↗ |
| 7 | UPTICK PARTNERS, LLC | 26,543 | 803K | +2,503 | +10.4% | 2Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 24,729 | 749K | -1,807 | -6.8% | 10Q | SEC ↗ |
| 9 | Mariner, LLC | 24,658 | 746K | — | +0.0% | 5Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 22,135 | 670K | -1,166 | -5.0% | 8Q | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 19,477 | 590K | +1,567 | +8.7% | 3Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 14,709 | 445K | -2,013 | -12.0% | 11Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 14,567 | 441K | +1,567 | +12.1% | 7Q | SEC ↗ |
| 14 | Focus Financial Network, Inc. | 13,546 | 410K | +377 | +2.9% | 5Q | SEC ↗ |
| 15 | Sequent Planning LLC | 13,027 | 394K | -54,877 | -80.8% | 10Q | SEC ↗ |
| 16 | QTR Family Wealth, LLC | 10,378 | 314K | — | +0.0% | 6Q | SEC ↗ |
| 17 | FSB PREMIER WEALTH MANAGEMENT, INC. | 9,530 | 288K | +121 | +1.3% | 10Q | SEC ↗ |
| 18 | WORLD EQUITY GROUP, INC. | 8,966 | 271K | -1,373 | -13.3% | 10Q | SEC ↗ |
| 19 | Triad Wealth Partners, LLC | 8,373 | 253K | -24,977 | -74.9% | 4Q | SEC ↗ |
| 20 | CARY STREET PARTNERS FINANCIAL LLC | 8,317 | 252K | -1,850 | -18.2% | 5Q | SEC ↗ |
| 21 | LVZ, Inc. | 8,288 | 251K | — | +0.0% | 2Q | SEC ↗ |
| 22 | SUMMIT WEALTH GROUP LLC / CO | 7,501 | 227K | — | +0.0% | 3Q | SEC ↗ |
| 23 | Keystone Wealth Services, LLC | 7,280 | 220K | +60 | +0.8% | 11Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 1,151 | 35K | — | +0.0% | 6Q | SEC ↗ |
| 25 | BARCLAYS PLC | 998 | 30K | +88 | +9.7% | 8Q | SEC ↗ |
| 26 | Ashton Thomas Private Wealth, LLC | 860 | 26K | — | +0.0% | 2Q | SEC ↗ |
| 27 | Integrated Wealth Concepts LLC NEW | 300 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 28 | UBS Group AG NEW | 140 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Global Retirement Partners, LLC NEW | 127 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 30 | OLD MISSION CAPITAL LLC | 0 | 0K | -18,667 | -100.0% | 1Q | SEC ↗ |
| 31 | PFG Advisors | 0 | 0K | -12,438 | -100.0% | 2Q | SEC ↗ |
| 32 | Grant Street Asset Management, Inc. | 0 | 0K | -9,964 | -100.0% | 7Q | SEC ↗ |
| 33 | FIRST TRUST ADVISORS LP | 0 | 0K | -10,378 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 81,607 | 2M |
| OneDigital Investment Advisors LLC | 27,377 | 829K |
| Integrated Wealth Concepts LLC | 300 | 9K |
| UBS Group AG | 140 | 4K |
| Global Retirement Partners, LLC | 127 | 4K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 18,667 | 565K |
| PFG Advisors | 12,438 | 376K |
| FIRST TRUST ADVISORS LP | 10,378 | 314K |
| Grant Street Asset Management, Inc. | 9,964 | 302K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UPTICK PARTNERS, LLC | +2,503 | +10.4% | 26,543 |
| Rockefeller Capital Management L.P. | +1,567 | +8.7% | 19,477 |
| ENVESTNET ASSET MANAGEMENT INC | +1,567 | +12.1% | 14,567 |
| Accel Wealth Management | +684 | +1.4% | 47,889 |
| Focus Financial Network, Inc. | +377 | +2.9% | 13,546 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | +121 | +1.3% | 9,530 |
| BARCLAYS PLC | +88 | +9.7% | 998 |
| Keystone Wealth Services, LLC | +60 | +0.8% | 7,280 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sequent Planning LLC | -54,877 | -80.8% | 13,027 |
| Triad Wealth Partners, LLC | -24,977 | -74.9% | 8,373 |
| STEPHENS INC /AR | -3,587 | -3.4% | 100,920 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,013 | -12.0% | 14,709 |
| CARY STREET PARTNERS FINANCIAL LLC | -1,850 | -18.2% | 8,317 |
| Cetera Investment Advisers | -1,807 | -6.8% | 24,729 |
| WORLD EQUITY GROUP, INC. | -1,373 | -13.3% | 8,966 |
| Kestra Advisory Services, LLC | -1,166 | -5.0% | 22,135 |
| HARBOUR INVESTMENTS, INC. | -269 | -0.3% | 80,243 |