YSEP Institutional Ownership
FT Vest International Equity Moderate Buffer ETF - September
1W: -0.7%
1M: +0.0%
3M: +2.1%
YTD: +8.4%
1Y: +10.8%
3Y: +46.7%
5Y: +41.9%
$28.34
+0.23 (+0.82%)
Weekly Expected Move ±1.0%
$28
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — YSEP
67
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
52M
Total Invested
5
New Positions
7
Increased
33
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (78 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sterling Manor Financial, LLC | 342,177 | $10M | -41,103 | -10.7% | 5Q | SEC ↗ |
| 2 | LM Advisors LLC | 199,617 | $6M | +194,349 | +3689.2% | 11Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 181,580 | $5M | -16,436 | -8.3% | 19Q | SEC ↗ |
| 4 | US BANCORP \DE | 175,315 | $5M | -38,570 | -18.0% | 4Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 133,285 | $4M | -4,092 | -3.0% | 7Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 113,459 | $3M | -280 | -0.2% | 12Q | SEC ↗ |
| 7 | SOA Wealth Advisors, LLC. | 89,438 | $3M | -789 | -0.9% | 11Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 77,715 | $2M | -8,557 | -9.9% | 19Q | SEC ↗ |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 73,845 | $2M | -1,944 | -2.6% | 7Q | SEC ↗ |
| 10 | LPL Financial LLC | 72,134 | $2M | -2,507 | -3.4% | 6Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 65,876 | $2M | -4,041 | -5.8% | 16Q | SEC ↗ |
| 12 | NorthCrest Asset Manangement, LLC | 63,081 | $2M | -1,944 | -3.0% | 8Q | SEC ↗ |
| 13 | Avantra Family Wealth, Inc. | 57,562 | $2M | +975 | +1.7% | 5Q | SEC ↗ |
| 14 | Modern Wealth Management, LLC | 52,764 | $1M | -165,009 | -75.8% | 3Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,591 | $1M | +32,714 | +415.3% | 2Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 40,015 | $1M | -6,070 | -13.2% | 15Q | SEC ↗ |
| 17 | SILVER OAK SECURITIES, INCORPORATED | 38,055 | $1M | -55 | -0.1% | 11Q | SEC ↗ |
| 18 | HARBOUR INVESTMENTS, INC. | 29,474 | $835K | -1,250 | -4.1% | 17Q | SEC ↗ |
| 19 | Ignite Planners, LLC | 28,744 | $815K | -177 | -0.6% | 4Q | SEC ↗ |
| 20 | Noble Wealth Management PBC | 27,275 | $773K | -4,962 | -15.4% | 4Q | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 25,949 | $735K | -3,479 | -11.8% | 7Q | SEC ↗ |
| 22 | WEALTHGARDEN F.S. LLC | 24,656 | $699K | — | +0.0% | 8Q | SEC ↗ |
| 23 | FIDUCIARY FINANCIAL ADVISORS NEW | 24,348 | $690K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Sunbelt Securities, Inc. | 23,641 | $670K | — | +0.0% | 6Q | SEC ↗ |
| 25 | KINTRA WEALTH, LLC | 23,539 | $667K | +933 | +4.1% | 2Q | SEC ↗ |
| 26 | Corient Private Wealth LP | 23,234 | $658K | — | +0.0% | 14Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 22,691 | $643K | -10,769 | -32.2% | 6Q | SEC ↗ |
| 28 | Ameritas Investment Partners, Inc. | 21,683 | $614K | -345 | -1.6% | 11Q | SEC ↗ |
| 29 | Janney Montgomery Scott LLC | 20,194 | $572K | +450 | +2.3% | 4Q | SEC ↗ |
| 30 | Prospera Financial Services Inc | 17,724 | $502K | -305 | -1.7% | 12Q | SEC ↗ |
| 31 | Arkadios Wealth Advisors | 16,053 | $455K | -113 | -0.7% | 3Q | SEC ↗ |
| 32 | PARK AVENUE SECURITIES LLC | 15,878 | $450K | -782 | -4.7% | 4Q | SEC ↗ |
| 33 | Kovack Advisors, Inc. | 14,417 | $409K | +281 | +2.0% | 3Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC NEW | 14,338 | $406K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Five Pine Wealth Management | 14,167 | $401K | -877 | -5.8% | 7Q | SEC ↗ |
| 36 | MGO ONE SEVEN LLC | 13,741 | $389K | — | +0.0% | 3Q | SEC ↗ |
| 37 | Avidian Wealth Enterprises, LLC | 12,679 | $359K | — | +0.0% | 3Q | SEC ↗ |
| 38 | Diligent Investors, LLC | 12,350 | $350K | — | +0.0% | 7Q | SEC ↗ |
| 39 | 1776 Wealth LLC | 12,339 | $350K | — | +0.0% | 11Q | SEC ↗ |
| 40 | WINNACLE WEALTH LLC | 12,062 | $342K | -277 | -2.2% | 4Q | SEC ↗ |
| 41 | Grantvest Financial Group LLC | 10,040 | $285K | — | +0.0% | 3Q | SEC ↗ |
| 42 | LEGACY SOLUTIONS, LLC | 8,955 | $254K | — | +0.0% | 3Q | SEC ↗ |
| 43 | Anfield Capital Management, LLC | 7,710 | $219K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Pinnacle Wealth Planning Services, Inc | 5,700 | $162K | — | +0.0% | 3Q | SEC ↗ |
| 45 | Farther Finance Advisors, LLC | 5,685 | $161K | +5,500 | +2973.0% | 5Q | SEC ↗ |
| 46 | DHJJ Financial Advisors, Ltd. | 5,249 | $149K | — | +0.0% | 12Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV NEW | 5,009 | $142K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MORGAN STANLEY | 5,000 | $142K | — | +0.0% | 5Q | SEC ↗ |
| 49 | CREATIVE FINANCIAL DESIGNS INC /ADV | 4,986 | $141K | -517 | -9.4% | 7Q | SEC ↗ |
| 50 | EP Wealth Advisors, LLC NEW | 4,780 | $135K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 24,348 | $690K |
| JANE STREET GROUP, LLC | 14,338 | $406K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,009 | $142K |
| EP Wealth Advisors, LLC | 4,780 | $135K |
| Buck Wealth Strategies, LLC | 400 | $11K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Clear Creek Financial Management, L | 54,281 | $2M |
| Advisory Services Network, LLC | 52,308 | $1M |
| OLD MISSION CAPITAL LLC | 32,689 | $926K |
| GOLDMAN SACHS GROUP INC | 32,417 | $919K |
| HRT FINANCIAL LP | 9,466 | $268K |
| Sigma Planning Corp | 8,477 | $240K |
| Merit Financial Group, LLC | 8,261 | $234K |
| Camelot Portfolios, LLC | 2,712 | $77K |
| Sound Income Strategies, LLC | 1,340 | $38K |
| Larson Financial Group LLC | 1,216 | $34K |
| JPMORGAN CHASE & CO | 292 | $8K |
| UBS Group AG | 260 | $7K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LM Advisors LLC | +194,349 | +3689.2% | 199,617 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +32,714 | +415.3% | 40,591 |
| Farther Finance Advisors, LLC | +5,500 | +2973.0% | 5,685 |
| Avantra Family Wealth, Inc. | +975 | +1.7% | 57,562 |
| KINTRA WEALTH, LLC | +933 | +4.1% | 23,539 |
| Janney Montgomery Scott LLC | +450 | +2.3% | 20,194 |
| Kovack Advisors, Inc. | +281 | +2.0% | 14,417 |