XOCT Institutional Ownership
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October
1W: +0.1%
1M: +0.6%
3M: +2.0%
YTD: +7.0%
1Y: +9.6%
$40.42
+0.03 (+0.09%)
Weekly Expected Move ±0.2%
$40
$40
$40
$40
$41
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — XOCT
47
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
53M
Total Invested
11
New Positions
8
Increased
18
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (50 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sequent Planning LLC | 208,561 | 8M | -246,048 | -54.1% | 7Q | SEC ↗ |
| 2 | OLD MISSION CAPITAL LLC | 201,201 | 8M | +157,340 | +358.7% | 4Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC NEW | 191,294 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 116,792 | 5M | +98,686 | +545.0% | 10Q | SEC ↗ |
| 5 | Aptus Capital Advisors, LLC | 85,082 | 3M | -582 | -0.7% | 3Q | SEC ↗ |
| 6 | Financial Guidance Group, Inc. | 85,082 | 3M | -582 | -0.7% | 3Q | SEC ↗ |
| 7 | Kestra Advisory Services, LLC | 67,963 | 3M | -3,756 | -5.2% | 11Q | SEC ↗ |
| 8 | SECURED RETIREMENT ADVISORS, LLC | 33,093 | 1M | +661 | +2.0% | 7Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 27,670 | 1M | +3,099 | +12.6% | 11Q | SEC ↗ |
| 10 | Diligent Investors, LLC | 27,018 | 1M | -1,025 | -3.7% | 7Q | SEC ↗ |
| 11 | Signal Advisors Wealth, LLC NEW | 24,469 | 989K | — | +0.0% | 1Q | SEC ↗ |
| 12 | HARBOUR INVESTMENTS, INC. | 21,419 | 866K | -3,704 | -14.7% | 7Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 20,616 | 833K | -941 | -4.4% | 11Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC NEW | 14,516 | 587K | — | +0.0% | 1Q | SEC ↗ |
| 15 | CreativeOne Wealth, LLC NEW | 14,375 | 581K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Ignite Planners, LLC | 14,289 | 578K | -155 | -1.1% | 6Q | SEC ↗ |
| 17 | Ashton Thomas Private Wealth, LLC | 13,756 | 556K | — | +0.0% | 7Q | SEC ↗ |
| 18 | Atria Investments, Inc NEW | 12,510 | 506K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Bouchey Financial Group, Ltd. | 12,403 | 501K | -754,165 | -98.4% | 5Q | SEC ↗ |
| 20 | Van Diest Capital, LLC | 12,371 | 500K | — | +0.0% | 3Q | SEC ↗ |
| 21 | PFS Partners, LLC | 11,796 | 477K | — | +0.0% | 7Q | SEC ↗ |
| 22 | LPL Financial LLC | 10,011 | 405K | +298 | +3.1% | 10Q | SEC ↗ |
| 23 | Beacon Financial Advisory LLC | 9,730 | 393K | — | +0.0% | 3Q | SEC ↗ |
| 24 | CROSSPOINT FINANCIAL, LLC | 9,604 | 388K | — | +0.0% | 3Q | SEC ↗ |
| 25 | LVZ, Inc. | 9,000 | 364K | — | +0.0% | 7Q | SEC ↗ |
| 26 | Bullseye Investment Management, LLC | 8,945 | 362K | -517 | -5.5% | 1Q | SEC ↗ |
| 27 | Summit Financial, LLC NEW | 8,250 | 333K | — | +0.0% | 1Q | SEC ↗ |
| 28 | HBK Sorce Advisory LLC | 7,580 | 306K | -1,192 | -13.6% | 11Q | SEC ↗ |
| 29 | AE Wealth Management LLC | 7,197 | 291K | -514 | -6.7% | 7Q | SEC ↗ |
| 30 | Arlington Capital Management, Inc. | 6,935 | 280K | -21 | -0.3% | 4Q | SEC ↗ |
| 31 | Sovran Advisors, LLC | 6,764 | 273K | — | +0.0% | 4Q | SEC ↗ |
| 32 | Envestnet Portfolio Solutions, Inc. NEW | 6,738 | 272K | — | +0.0% | 1Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 6,594 | 267K | +4,977 | +307.8% | 3Q | SEC ↗ |
| 34 | Gallagher Fiduciary Advisors, LLC NEW | 6,469 | 261K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Mariner, LLC NEW | 5,477 | 221K | — | +0.0% | 1Q | SEC ↗ |
| 36 | IMG Wealth Management, Inc. | 2,841 | 115K | — | +0.0% | 7Q | SEC ↗ |
| 37 | CWM, LLC | 2,151 | 87K | — | +0.0% | 2Q | SEC ↗ |
| 38 | DHJJ Financial Advisors, Ltd. | 2,018 | 82K | -170 | -7.8% | 10Q | SEC ↗ |
| 39 | Capital Investment Advisory Services, NEW | 1,449 | 59K | — | +0.0% | 1Q | SEC ↗ |
| 40 | UBS Group AG | 1,145 | 46K | +206 | +21.9% | 4Q | SEC ↗ |
| 41 | Steward Partners Investment Advisory, | 900 | 36K | -300 | -25.0% | 11Q | SEC ↗ |
| 42 | IFP Advisors, Inc | 600 | 24K | — | +0.0% | 7Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC NEW | 330 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 44 | BARCLAYS PLC | 139 | 6K | +108 | +348.4% | 8Q | SEC ↗ |
| 45 | Pinnacle Wealth Planning Services, Inc | 62 | 3K | — | +0.0% | 3Q | SEC ↗ |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -31,989 | -100.0% | 7Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC | 0 | 0K | -7,652 | -100.0% | 3Q | SEC ↗ |
| 48 | Objectivity Squared, LLC | 0 | 0K | -400,009 | -100.0% | 9Q | SEC ↗ |
| 49 | UPTICK PARTNERS, LLC | 0 | 0K | -5,306 | -100.0% | 1Q | SEC ↗ |
| 50 | Advisory Services Network, LLC | 0 | 0K | -709 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 191,294 | 8M |
| Signal Advisors Wealth, LLC | 24,469 | 989K |
| MML INVESTORS SERVICES, LLC | 14,516 | 587K |
| CreativeOne Wealth, LLC | 14,375 | 581K |
| Atria Investments, Inc | 12,510 | 506K |
| Summit Financial, LLC | 8,250 | 333K |
| Envestnet Portfolio Solutions, Inc. | 6,738 | 272K |
| Gallagher Fiduciary Advisors, LLC | 6,469 | 261K |
| Mariner, LLC | 5,477 | 221K |
| Capital Investment Advisory Service | 1,449 | 59K |
| Farther Finance Advisors, LLC | 330 | 13K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Objectivity Squared, LLC | 400,009 | 16M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 31,989 | 1M |
| CITADEL ADVISORS LLC | 7,652 | 309K |
| UPTICK PARTNERS, LLC | 5,306 | 214K |
| Advisory Services Network, LLC | 709 | 29K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | +157,340 | +358.7% | 201,201 |
| Cetera Investment Advisers | +98,686 | +545.0% | 116,792 |
| JPMORGAN CHASE & CO | +4,977 | +307.8% | 6,594 |
| OSAIC HOLDINGS, INC. | +3,099 | +12.6% | 27,670 |
| SECURED RETIREMENT ADVISORS, LLC | +661 | +2.0% | 33,093 |
| LPL Financial LLC | +298 | +3.1% | 10,011 |
| UBS Group AG | +206 | +21.9% | 1,145 |
| BARCLAYS PLC | +108 | +348.4% | 139 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Bouchey Financial Group, Ltd. | -754,165 | -98.4% | 12,403 |
| Sequent Planning LLC | -246,048 | -54.1% | 208,561 |
| Kestra Advisory Services, LLC | -3,756 | -5.2% | 67,963 |
| HARBOUR INVESTMENTS, INC. | -3,704 | -14.7% | 21,419 |
| HBK Sorce Advisory LLC | -1,192 | -13.6% | 7,580 |
| Diligent Investors, LLC | -1,025 | -3.7% | 27,018 |
| COMMONWEALTH EQUITY SERVICES, LLC | -941 | -4.4% | 20,616 |
| Financial Guidance Group, Inc. | -582 | -0.7% | 85,082 |
| Aptus Capital Advisors, LLC | -582 | -0.7% | 85,082 |
| Bullseye Investment Management, LLC | -517 | -5.5% | 8,945 |
| AE Wealth Management LLC | -514 | -6.7% | 7,197 |
| Steward Partners Investment Advisor | -300 | -25.0% | 900 |
| DHJJ Financial Advisors, Ltd. | -170 | -7.8% | 2,018 |
| Ignite Planners, LLC | -155 | -1.1% | 14,289 |
| Arlington Capital Management, Inc. | -21 | -0.3% | 6,935 |