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XIMR Institutional Ownership

FT Vest U.S. Equity Buffer & Premium Income ETF - March
1W: -0.5% YTD: -0.3%
$31.27
+0.03 (+0.08%)
 
ETF CBOE · AUM $29.8M

Institutional Ownership — XIMR

26
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
3
New Positions
13
Increased
9
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (26 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cetera Investment Advisers 388,677 $12M -52,494 -11.9% 10Q SEC ↗
2 STEPHENS INC /AR 98,533 $3M -4,106 -4.0% 4Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,643 $2M +38,819 +261.9% 2Q SEC ↗
4 Advisory Resource Group 42,987 $1M +14,175 +49.2% 5Q SEC ↗
5 Rockefeller Capital Management L.P. 24,597 $769K -2,580 -9.5% 9Q SEC ↗
6 Castleview Partners, LLC 23,117 $723K -4,245 -15.5% 9Q SEC ↗
7 LVZ, Inc. 21,773 $681K +5,558 +34.3% 2Q SEC ↗
8 OLD MISSION CAPITAL LLC 21,320 $667K +8,091 +61.2% 5Q SEC ↗
9 Kestra Advisory Services, LLC 21,061 $658K -4,169 -16.5% 8Q SEC ↗
10 CITADEL ADVISORS LLC 19,052 $596K +12,519 +191.6% 2Q SEC ↗
11 MML INVESTORS SERVICES, LLC 18,951 $593K +4,294 +29.3% 5Q SEC ↗
12 UPTICK PARTNERS, LLC 15,999 $500K +7,401 +86.1% 2Q SEC ↗
13 HARBOUR INVESTMENTS, INC. 13,988 $437K +4,293 +44.3% 2Q SEC ↗
14 ENVESTNET ASSET MANAGEMENT INC 13,614 $426K +1,356 +11.1% 8Q SEC ↗
15 Triad Wealth Partners, LLC 12,558 $393K +2,283 +22.2% 4Q SEC ↗
16 Accel Wealth Management 12,208 $382K -2,032 -14.3% 6Q SEC ↗
17 Focus Financial Network, Inc. 10,232 $320K +39 +0.4% 5Q SEC ↗
18 COMMONWEALTH EQUITY SERVICES, LLC 7,836 $245K +95 +1.2% 5Q SEC ↗
19 MONEY CONCEPTS CAPITAL CORP NEW 6,570 $205K — +0.0% 1Q SEC ↗
20 BARCLAYS PLC 6,452 $202K — +0.0% 8Q SEC ↗
21 OSAIC HOLDINGS, INC. NEW 1,844 $58K — +0.0% 1Q SEC ↗
22 Capital Investment Advisory Services, 1,000 $31K -700 -41.2% 10Q SEC ↗
23 Farther Finance Advisors, LLC 601 $19K +3 +0.5% 6Q SEC ↗
24 Global Retirement Partners, LLC NEW 157 $5K — +0.0% 1Q SEC ↗
25 JANE STREET GROUP, LLC 0 $0K -7,038 -100.0% 1Q SEC ↗
26 UBS Group AG 0 $0K -244 -100.0% 2Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
MONEY CONCEPTS CAPITAL CORP 6,570 $205K
OSAIC HOLDINGS, INC. 1,844 $58K
Global Retirement Partners, LLC 157 $5K
Sold Out (2)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 7,038 $220K
UBS Group AG 244 $8K
Biggest Increases (13)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +38,819 +261.9% 53,643
Advisory Resource Group +14,175 +49.2% 42,987
CITADEL ADVISORS LLC +12,519 +191.6% 19,052
OLD MISSION CAPITAL LLC +8,091 +61.2% 21,320
UPTICK PARTNERS, LLC +7,401 +86.1% 15,999
LVZ, Inc. +5,558 +34.3% 21,773
MML INVESTORS SERVICES, LLC +4,294 +29.3% 18,951
HARBOUR INVESTMENTS, INC. +4,293 +44.3% 13,988
Triad Wealth Partners, LLC +2,283 +22.2% 12,558
ENVESTNET ASSET MANAGEMENT INC +1,356 +11.1% 13,614
COMMONWEALTH EQUITY SERVICES, LLC +95 +1.2% 7,836
Focus Financial Network, Inc. +39 +0.4% 10,232
Farther Finance Advisors, LLC +3 +0.5% 601
Biggest Decreases (7)
HolderReducedChange %Total Shares
Cetera Investment Advisers -52,494 -11.9% 388,677
Castleview Partners, LLC -4,245 -15.5% 23,117
Kestra Advisory Services, LLC -4,169 -16.5% 21,061
STEPHENS INC /AR -4,106 -4.0% 98,533
Rockefeller Capital Management L.P. -2,580 -9.5% 24,597
Accel Wealth Management -2,032 -14.3% 12,208
Capital Investment Advisory Service -700 -41.2% 1,000

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