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YDEC Institutional Ownership

FT Vest International Equity Moderate Buffer ETF - December
1W: -0.7% 1M: -1.0% 3M: +0.7% YTD: +6.3% 1Y: +8.6% 3Y: +33.9% 5Y: +28.3%
$27.93
+0.27 (+0.98%)
 
Weekly Expected Move ±1.1%
$27 $28 $28 $28 $29
ETF CBOE · AUM $79.6M

Institutional Ownership — YDEC

71
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
89M
Total Invested
12
New Positions
7
Increased
27
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (76 total)

# Holder Shares Value Change Change % Holding Period Filing
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 798,972 $22M -3,379 -0.4% 3Q SEC ↗
2 Luken Investment Analytics, LLC 576,492 $16M +31,149 +5.7% 2Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 273,185 $8M -68,586 -20.1% 22Q SEC ↗
4 Cetera Investment Advisers 242,756 $7M -3,866 -1.6% 14Q SEC ↗
5 US BANCORP \DE 167,620 $5M -14,789 -8.1% 3Q SEC ↗
6 LPL Financial LLC 146,895 $4M +2,603 +1.8% 6Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 117,565 $3M -47,438 -28.7% 7Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 104,579 $3M — +0.0% 1Q SEC ↗
9 OSAIC HOLDINGS, INC. 71,930 $2M -6,864 -8.7% 23Q SEC ↗
10 ENVESTNET ASSET MANAGEMENT INC 64,885 $2M +3,768 +6.2% 15Q SEC ↗
11 Cambridge Investment Research Advisors 51,129 $1M +9,285 +22.2% 11Q SEC ↗
12 WEALTH ENHANCEMENT ADVISORY SERVICES, 42,977 $1M +583 +1.4% 3Q SEC ↗
13 Corient Private Wealth LP 42,386 $1M — +0.0% 10Q SEC ↗
14 1776 Wealth LLC 40,304 $1M — +0.0% 18Q SEC ↗
15 NorthCrest Asset Manangement, LLC 38,300 $1M — +0.0% 3Q SEC ↗
16 OLD MISSION CAPITAL LLC 32,784 $916K +17,509 +114.6% 4Q SEC ↗
17 Kestra Advisory Services, LLC 27,091 $757K -13,175 -32.7% 10Q SEC ↗
18 HARBOUR INVESTMENTS, INC. 26,460 $739K -54,297 -67.2% 17Q SEC ↗
19 BFI Wealth Solutions, LLC 22,835 $638K -6 -0.0% 3Q SEC ↗
20 Anfield Capital Management, LLC NEW 20,117 $562K — +0.0% 1Q SEC ↗
21 JANE STREET GROUP, LLC NEW 19,370 $541K — +0.0% 1Q SEC ↗
22 Mission Financial Group, LLC NEW 18,847 $526K — +0.0% 1Q SEC ↗
23 DHJJ Financial Advisors, Ltd. 18,348 $512K -995 -5.1% 12Q SEC ↗
24 PARK AVENUE SECURITIES LLC 17,745 $496K — +0.0% 2Q SEC ↗
25 KESTRA PRIVATE WEALTH SERVICES, LLC 17,650 $493K — +0.0% 6Q SEC ↗
26 GOLDMAN SACHS GROUP INC NEW 15,771 $440K — +0.0% 1Q SEC ↗
27 Avidian Wealth Enterprises, LLC 15,371 $429K — +0.0% 11Q SEC ↗
28 Kovack Advisors, Inc. 14,189 $396K +283 +2.0% 3Q SEC ↗
29 Ignite Planners, LLC 14,105 $394K -845 -5.7% 8Q SEC ↗
30 SILVER OAK SECURITIES, INCORPORATED 13,996 $391K — +0.0% 10Q SEC ↗
31 First Heartland Consultants, Inc. 12,790 $357K — +0.0% 10Q SEC ↗
32 WINNACLE WEALTH LLC 11,340 $317K -260 -2.2% 4Q SEC ↗
33 Diligent Investors, LLC 10,800 $302K — +0.0% 3Q SEC ↗
34 FIDUCIARY FINANCIAL ADVISORS NEW 10,649 $297K — +0.0% 1Q SEC ↗
35 INSIGNEO ADVISORY SERVICES, LLC 10,636 $297K — +0.0% 4Q SEC ↗
36 Fragasso Financial Advisors Inc 10,597 $296K — +0.0% 2Q SEC ↗
37 Integrity Financial Corp /WA 10,523 $294K -1,668 -13.7% 11Q SEC ↗
38 Merit Financial Group, LLC 10,202 $285K -2,656 -20.7% 4Q SEC ↗
39 SOA Wealth Advisors, LLC. 9,504 $265K — +0.0% 19Q SEC ↗
40 Wedmont Private Capital 8,870 $248K — +0.0% 2Q SEC ↗
41 Mutual Advisors, LLC 8,199 $229K — +0.0% 5Q SEC ↗
42 Grantvest Financial Group LLC 8,030 $224K -216 -2.6% 2Q SEC ↗
43 Asset Allocation Strategies LLC 8,023 $224K — +0.0% 5Q SEC ↗
44 Mariner, LLC 7,915 $221K -1,855 -19.0% 13Q SEC ↗
45 Main Street Financial Solutions, LLC 7,840 $219K — +0.0% 3Q SEC ↗
46 Prosperity Consulting Group, LLC NEW 7,558 $211K — +0.0% 1Q SEC ↗
47 CREATIVE FINANCIAL DESIGNS INC /ADV 6,459 $180K -48 -0.7% 8Q SEC ↗
48 EP Wealth Advisors, LLC 6,050 $169K -3,500 -36.6% 3Q SEC ↗
49 LANARK FINANCIAL, INC. 5,776 $161K -58 -1.0% 12Q SEC ↗
50 Rockefeller Capital Management L.P. 5,763 $161K — +0.0% 4Q SEC ↗
Biggest Increases (9)
HolderAddedChange %Total Shares
Luken Investment Analytics, LLC +31,149 +5.7% 576,492
OLD MISSION CAPITAL LLC +17,509 +114.6% 32,784
Cambridge Investment Research Advis +9,285 +22.2% 51,129
ENVESTNET ASSET MANAGEMENT INC +3,768 +6.2% 64,885
LPL Financial LLC +2,603 +1.8% 146,895
WEALTH ENHANCEMENT ADVISORY SERVICE +583 +1.4% 42,977
CWM, LLC +450 +102.3% 890
Kovack Advisors, Inc. +283 +2.0% 14,189
Sunbelt Securities, Inc. +273 +7.1% 4,136
Biggest Decreases (20)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -68,586 -20.1% 273,185
HARBOUR INVESTMENTS, INC. -54,297 -67.2% 26,460
RAYMOND JAMES FINANCIAL INC -47,438 -28.7% 117,565
US BANCORP \DE -14,789 -8.1% 167,620
Kestra Advisory Services, LLC -13,175 -32.7% 27,091
OSAIC HOLDINGS, INC. -6,864 -8.7% 71,930
Cetera Investment Advisers -3,866 -1.6% 242,756
EP Wealth Advisors, LLC -3,500 -36.6% 6,050
OGOREK ANTHONY JOSEPH /NY/ /ADV -3,379 -0.4% 798,972
Merit Financial Group, LLC -2,656 -20.7% 10,202
Mariner, LLC -1,855 -19.0% 7,915
Integrity Financial Corp /WA -1,668 -13.7% 10,523
DHJJ Financial Advisors, Ltd. -995 -5.1% 18,348
Ignite Planners, LLC -845 -5.7% 14,105
WINNACLE WEALTH LLC -260 -2.2% 11,340
Capital Investment Advisory Service -250 -5.4% 4,416
Grantvest Financial Group LLC -216 -2.6% 8,030
LANARK FINANCIAL, INC. -58 -1.0% 5,776
CREATIVE FINANCIAL DESIGNS INC /ADV -48 -0.7% 6,459
BFI Wealth Solutions, LLC -6 -0.0% 22,835

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