— Know what they know.
Not Investment Advice

XJAN Institutional Ownership

First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January
1W: +0.1% 1M: +0.7% YTD: +0.7%
$39.38
+0.10 (+0.25%)
 
Weekly Expected Move ±0.4%
$39 $39 $39 $40 $40
ETF CBOE · AUM $40.3M

Institutional Ownership — XJAN

37
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
6
New Positions
6
Increased
17
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (39 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Ashton Thomas Private Wealth, LLC 83,010 $3M +797 +1.0% 6Q SEC ↗
2 LexAurum Advisors, LLC 75,837 $3M -74 -0.1% 2Q SEC ↗
3 KRAEMATON INVESTMENT ADVISORS, INC 51,115 $2M -5,720 -10.1% 10Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,032 $2M +37,203 +638.2% 10Q SEC ↗
5 Cetera Investment Advisers 39,260 $2M +261 +0.7% 10Q SEC ↗
6 Arkadios Wealth Advisors 38,789 $2M -6,063 -13.5% 10Q SEC ↗
7 OSAIC HOLDINGS, INC. 35,105 $1M -2,662 -7.0% 10Q SEC ↗
8 COMMONWEALTH EQUITY SERVICES, LLC 32,521 $1M -1,081 -3.2% 10Q SEC ↗
9 Sequent Planning LLC 31,870 $1M -6,196 -16.3% 10Q SEC ↗
10 OLD MISSION CAPITAL LLC 31,845 $1M +17,092 +115.9% 6Q SEC ↗
11 Kestra Advisory Services, LLC 27,048 $1M -631 -2.3% 10Q SEC ↗
12 Sigma Planning Corp 16,031 $631K — +0.0% 10Q SEC ↗
13 Arax Advisory Partners NEW 12,765 $503K — +0.0% 1Q SEC ↗
14 Mariner, LLC 11,974 $471K +167 +1.4% 6Q SEC ↗
15 Diligent Investors, LLC 11,900 $469K — +0.0% 2Q SEC ↗
16 LVZ, Inc. 9,653 $380K — +0.0% 2Q SEC ↗
17 PFS Partners, LLC 9,005 $355K -718 -7.4% 10Q SEC ↗
18 HARBOUR INVESTMENTS, INC. 8,704 $343K -56,362 -86.6% 10Q SEC ↗
19 LPL Financial LLC 7,647 $301K -2,180 -22.2% 4Q SEC ↗
20 ENVESTNET ASSET MANAGEMENT INC 7,132 $281K +945 +15.3% 4Q SEC ↗
21 Private Advisory Group LLC NEW 6,746 $266K — +0.0% 1Q SEC ↗
22 Foundations Investment Advisors, LLC 6,579 $259K -226 -3.3% 10Q SEC ↗
23 MML INVESTORS SERVICES, LLC NEW 6,120 $241K — +0.0% 1Q SEC ↗
24 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 3,348 $132K — +0.0% 2Q SEC ↗
25 BARCLAYS PLC 2,588 $102K — +0.0% 8Q SEC ↗
26 Steward Partners Investment Advisory, 1,900 $75K -300 -13.6% 10Q SEC ↗
27 Capital Investment Advisory Services, 1,480 $58K — +0.0% 10Q SEC ↗
28 JPMORGAN CHASE & CO NEW 905 $36K — +0.0% 1Q SEC ↗
29 Integrity Financial Corp /WA 656 $26K -1,140 -63.5% 10Q SEC ↗
30 DHJJ Financial Advisors, Ltd. 448 $18K — +0.0% 9Q SEC ↗
31 Smartleaf Asset Management LLC 310 $12K — +0.0% 3Q SEC ↗
32 UBS Group AG NEW 308 $12K — +0.0% 1Q SEC ↗
33 Farther Finance Advisors, LLC NEW 205 $8K — +0.0% 1Q SEC ↗
34 Arlington Capital Management, Inc. 0 $0K -7,773 -100.0% 2Q SEC ↗
35 IMC-Chicago, LLC 0 $0K -22,319 -100.0% 1Q SEC ↗
36 CITADEL ADVISORS LLC 0 $0K -16,181 -100.0% 2Q SEC ↗
37 CreativeOne Wealth, LLC 0 $0K -6,118 -100.0% 3Q SEC ↗
38 Advisory Services Network, LLC 0 $0K -59,019 -100.0% 1Q SEC ↗
39 Orion Porfolio Solutions, LLC 0 $0K -15,522 -100.0% 8Q SEC ↗

Recent Activity

New Positions (6)
Sold Out (6)
HolderPrev SharesPrev Value
Advisory Services Network, LLC 59,019 $2M
IMC-Chicago, LLC 22,319 $879K
CITADEL ADVISORS LLC 16,181 $637K
Orion Porfolio Solutions, LLC 15,522 $611K
Arlington Capital Management, Inc. 7,773 $306K
CreativeOne Wealth, LLC 6,118 $241K
Biggest Increases (6)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +37,203 +638.2% 43,032
OLD MISSION CAPITAL LLC +17,092 +115.9% 31,845
ENVESTNET ASSET MANAGEMENT INC +945 +15.3% 7,132
Ashton Thomas Private Wealth, LLC +797 +1.0% 83,010
Cetera Investment Advisers +261 +0.7% 39,260
Mariner, LLC +167 +1.4% 11,974
Biggest Decreases (13)
HolderReducedChange %Total Shares
HARBOUR INVESTMENTS, INC. -56,362 -86.6% 8,704
Sequent Planning LLC -6,196 -16.3% 31,870
Arkadios Wealth Advisors -6,063 -13.5% 38,789
KRAEMATON INVESTMENT ADVISORS, INC -5,720 -10.1% 51,115
OSAIC HOLDINGS, INC. -2,662 -7.0% 35,105
LPL Financial LLC -2,180 -22.2% 7,647
Integrity Financial Corp /WA -1,140 -63.5% 656
COMMONWEALTH EQUITY SERVICES, LLC -1,081 -3.2% 32,521
PFS Partners, LLC -718 -7.4% 9,005
Kestra Advisory Services, LLC -631 -2.3% 27,048
Steward Partners Investment Advisor -300 -13.6% 1,900
Foundations Investment Advisors, LL -226 -3.3% 6,579
LexAurum Advisors, LLC -74 -0.1% 75,837

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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