XJUN Institutional Ownership
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
1W: +0.0%
1M: +0.6%
3M: +2.2%
YTD: +5.9%
1Y: +7.7%
3Y: +37.5%
5Y: +51.8%
$45.49
+0.12 (+0.26%)
Weekly Expected Move ±0.6%
$45
$45
$45
$46
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XJUN
88
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
106M
Total Invested
10
New Positions
14
Increased
46
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (92 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 326,330 | $15M | +9,715 | +3.1% | 20Q | SEC ↗ |
| 2 | Kestra Advisory Services, LLC | 245,183 | $11M | -41,041 | -14.3% | 16Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 243,520 | $11M | +2,867 | +1.2% | 17Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 230,243 | $10M | -119,644 | -34.2% | 18Q | SEC ↗ |
| 5 | Legacy Edge Advisors, LLC | 165,940 | $8M | +14,499 | +9.6% | 5Q | SEC ↗ |
| 6 | Sequent Planning LLC | 109,970 | $5M | +91,005 | +479.9% | 9Q | SEC ↗ |
| 7 | Mutual Advisors, LLC | 92,180 | $4M | -3,920 | -4.1% | 13Q | SEC ↗ |
| 8 | LM Advisors LLC | 92,063 | $4M | +88,060 | +2199.9% | 11Q | SEC ↗ |
| 9 | Arax Advisory Partners NEW | 72,486 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 10 | U.S. Capital Wealth Advisors, LLC | 71,434 | $3M | +7,932 | +12.5% | 6Q | SEC ↗ |
| 11 | LPL Financial LLC | 49,507 | $2M | -3,077 | -5.9% | 12Q | SEC ↗ |
| 12 | OLD MISSION CAPITAL LLC | 42,732 | $2M | -1,402 | -3.2% | 4Q | SEC ↗ |
| 13 | Waverly Advisors, LLC | 42,220 | $2M | -550 | -1.3% | 3Q | SEC ↗ |
| 14 | Bullseye Investment Management, LLC | 41,504 | $2M | -893 | -2.1% | 1Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 36,725 | $2M | -219,679 | -85.7% | 17Q | SEC ↗ |
| 16 | Mariner, LLC | 27,267 | $1M | +2,168 | +8.6% | 15Q | SEC ↗ |
| 17 | WEALTHGARDEN F.S. LLC | 27,223 | $1M | -13 | -0.0% | 9Q | SEC ↗ |
| 18 | HARBOUR INVESTMENTS, INC. | 26,495 | $1M | -2,953 | -10.0% | 14Q | SEC ↗ |
| 19 | First Heartland Consultants, Inc. | 25,522 | $1M | -41 | -0.2% | 16Q | SEC ↗ |
| 20 | Diversify Advisory Services, LLC NEW | 25,088 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | DIVERSIFY WEALTH MANAGEMENT, LLC | 25,088 | $1M | -411 | -1.6% | 2Q | SEC ↗ |
| 22 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 23,011 | $1M | -350 | -1.5% | 17Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC NEW | 22,389 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 21,466 | $976K | +1,298 | +6.4% | 17Q | SEC ↗ |
| 25 | Steward Partners Investment Advisory, | 19,705 | $896K | -500 | -2.5% | 14Q | SEC ↗ |
| 26 | MIRAMONTES CAPITAL, LLC | 19,605 | $892K | — | +0.0% | 3Q | SEC ↗ |
| 27 | 1776 Wealth LLC | 17,431 | $793K | — | +0.0% | 13Q | SEC ↗ |
| 28 | CARY STREET PARTNERS FINANCIAL LLC | 17,329 | $788K | -1,650 | -8.7% | 7Q | SEC ↗ |
| 29 | QTR Family Wealth, LLC | 16,624 | $756K | -36 | -0.2% | 6Q | SEC ↗ |
| 30 | IFP Advisors, Inc | 16,392 | $746K | -4,413 | -21.2% | 3Q | SEC ↗ |
| 31 | HRT FINANCIAL LP NEW | 14,445 | $657K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Diligent Investors, LLC | 14,420 | $656K | +1,500 | +11.6% | 9Q | SEC ↗ |
| 33 | MML INVESTORS SERVICES, LLC | 13,801 | $628K | -2,351 | -14.6% | 12Q | SEC ↗ |
| 34 | Chicago Partners Investment Group LLC | 12,135 | $552K | — | +0.0% | 13Q | SEC ↗ |
| 35 | Pitti Group Wealth Management, LLC | 12,025 | $547K | — | +0.0% | 7Q | SEC ↗ |
| 36 | Grant Street Asset Management, Inc. | 10,464 | $476K | — | +0.0% | 17Q | SEC ↗ |
| 37 | SageGuard Financial Group, LLC | 10,272 | $467K | -211 | -2.0% | 3Q | SEC ↗ |
| 38 | PFS Partners, LLC | 9,887 | $450K | +1,281 | +14.9% | 9Q | SEC ↗ |
| 39 | Keel Point, LLC | 9,137 | $416K | -2,497 | -21.5% | 5Q | SEC ↗ |
| 40 | SILVER OAK SECURITIES, INCORPORATED | 9,022 | $410K | -2,004 | -18.2% | 8Q | SEC ↗ |
| 41 | Icon Wealth Advisors, LLC | 8,934 | $406K | — | +0.0% | 11Q | SEC ↗ |
| 42 | INDEPENDENT FINANCIAL GROUP, LLC | 8,336 | $379K | — | +0.0% | 12Q | SEC ↗ |
| 43 | Castle Rock Wealth Management, LLC | 8,218 | $374K | — | +0.0% | 5Q | SEC ↗ |
| 44 | Foguth Wealth Management, LLC. | 8,199 | $373K | -2,969 | -26.6% | 3Q | SEC ↗ |
| 45 | Cambridge Advisors Inc. | 8,045 | $366K | +65 | +0.8% | 16Q | SEC ↗ |
| 46 | Millington Financial Advisors, LLC | 7,968 | $362K | -188 | -2.3% | 12Q | SEC ↗ |
| 47 | LVZ, Inc. | 7,846 | $357K | +2,718 | +53.0% | 5Q | SEC ↗ |
| 48 | Kingsview Wealth Management, LLC | 7,812 | $355K | +1,237 | +18.8% | 11Q | SEC ↗ |
| 49 | GOLDMAN SACHS GROUP INC NEW | 7,407 | $337K | — | +0.0% | 1Q | SEC ↗ |
| 50 | HBK Sorce Advisory LLC | 7,311 | $333K | — | +0.0% | 16Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 72,486 | $3M |
| Diversify Advisory Services, LLC | 25,088 | $1M |
| JANE STREET GROUP, LLC | 22,389 | $1M |
| HRT FINANCIAL LP | 14,445 | $657K |
| GOLDMAN SACHS GROUP INC | 7,407 | $337K |
| UPTICK PARTNERS, LLC | 4,867 | $221K |
| Farther Finance Advisors, LLC | 4,000 | $182K |
| Global Retirement Partners, LLC | 732 | $33K |
| Continuum Advisory, LLC | 599 | $27K |
| COMPASS FINANCIAL MANAGEMENT LLC | 35 | $2K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Signal Advisors Wealth, LLC | 26,260 | $1M |
| CreativeOne Wealth, LLC | 21,486 | $977K |
| VestGen Investment Management | 20,947 | $953K |
| VestGen Advisors, LLC | 19,520 | $888K |
| FIRST TRUST ADVISORS LP | 12,617 | $574K |
| StoneX Group Inc. | 11,082 | $504K |
| Private Advisory Group LLC | 9,010 | $410K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,441 | $384K |
| TopTier Wealth Management, LLC | 8,403 | $382K |
| Atria Investments, Inc | 7,915 | $360K |
| Envestnet Portfolio Solutions, Inc. | 6,709 | $305K |
| Bouchey Financial Group Ltd | 6,361 | $289K |
| TRUIST FINANCIAL CORP | 5,362 | $244K |
| BAM Wealth Management, LLC | 4,808 | $219K |
| Aurora Private Wealth, Inc. | 4,729 | $215K |
| UBS Group AG | 679 | $31K |
| Rockefeller Capital Management L.P. | 525 | $24K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sequent Planning LLC | +91,005 | +479.9% | 109,970 |
| LM Advisors LLC | +88,060 | +2199.9% | 92,063 |
| Legacy Edge Advisors, LLC | +14,499 | +9.6% | 165,940 |
| OSAIC HOLDINGS, INC. | +9,715 | +3.1% | 326,330 |
| U.S. Capital Wealth Advisors, LLC | +7,932 | +12.5% | 71,434 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,867 | +1.2% | 243,520 |
| LVZ, Inc. | +2,718 | +53.0% | 7,846 |
| Mariner, LLC | +2,168 | +8.6% | 27,267 |
| Diligent Investors, LLC | +1,500 | +11.6% | 14,420 |
| Cambridge Investment Research Advis | +1,298 | +6.4% | 21,466 |
| PFS Partners, LLC | +1,281 | +14.9% | 9,887 |
| Kingsview Wealth Management, LLC | +1,237 | +18.8% | 7,812 |
| DHJJ Financial Advisors, Ltd. | +391 | +9.3% | 4,615 |
| Janney Montgomery Scott LLC | +200 | +3.3% | 6,350 |
| Cambridge Advisors Inc. | +65 | +0.8% | 8,045 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -219,679 | -85.7% | 36,725 |
| Cetera Investment Advisers | -119,644 | -34.2% | 230,243 |
| Kestra Advisory Services, LLC | -41,041 | -14.3% | 245,183 |
| Benson Wealth Management INC | -11,528 | -64.4% | 6,383 |
| IFP Advisors, Inc | -4,413 | -21.2% | 16,392 |
| Mutual Advisors, LLC | -3,920 | -4.1% | 92,180 |
| CAPTRUST FINANCIAL ADVISORS | -3,530 | -41.5% | 4,978 |
| LPL Financial LLC | -3,077 | -5.9% | 49,507 |
| IMG Wealth Management, Inc. | -3,019 | -50.0% | 3,020 |
| Foguth Wealth Management, LLC. | -2,969 | -26.6% | 8,199 |
| HARBOUR INVESTMENTS, INC. | -2,953 | -10.0% | 26,495 |
| Keel Point, LLC | -2,497 | -21.5% | 9,137 |
| MML INVESTORS SERVICES, LLC | -2,351 | -14.6% | 13,801 |
| SILVER OAK SECURITIES, INCORPORATED | -2,004 | -18.2% | 9,022 |
| CARY STREET PARTNERS FINANCIAL LLC | -1,650 | -8.7% | 17,329 |
| OLD MISSION CAPITAL LLC | -1,402 | -3.2% | 42,732 |
| Brookstone Capital Management | -1,364 | -19.7% | 5,557 |
| Bullseye Investment Management, LLC | -893 | -2.1% | 41,504 |
| Capital Investment Advisory Service | -892 | -78.2% | 248 |
| BARCLAYS PLC | -690 | -17.4% | 3,268 |