FT Vest US EQ MAX BUF JAN (JANM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Apollon Wealth Management, LLC

DECREASED

Shares88,737 from 88,987

Change-250 (0%)

Value$3.1M (+$39.0K)

Filed 2026-10-23

Maia Wealth LLC

DECREASED

Shares65,856 from 70,835

Change-4,979 (-7%)

Value$2.3M (-$133.3K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

DECREASED

Shares23,883 from 27,598

Change-3,715 (-13%)

Value$821.1K (-$113.0K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares15,169 from 14,284

Change+885 (+6%)

Value$521.5K (+$38.1K)

Filed 2026-11-02

Legacy Capital Wealth Partners, LLC

UNCHANGED

Shares12,615 from 12,615

Change0 (0%)

Value$433.7K (+$6.7K)

Filed 2026-10-21

Madrona Financial Services, LLC

UNCHANGED

Shares9,907 from 9,907

Change0 (0%)

Value$340.6K (+$5.3K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares9,402 from 7,260

Change+2,142 (+30%)

Value$323.0K (+$77.0K)

Filed 2026-11-02

Vise Technologies, Inc.

UNCHANGED

Shares8,017 from 8,017

Change0 (0%)

Value$275.6K (+$4.3K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

NEW

Shares6,308

Change+6,308

Value$217.6K

Filed 2026-10-13

Americana Partners, LLC

DECREASED

Shares6,204 from 6,316

Change-112 (-2%)

Value$213.3K (-$471)

Filed 2026-10-28

Buck Wealth Strategies, LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$103.1K (+$1.6K)

Filed 2026-10-28

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares1,515 from 1,515

Change0 (0%)

Value$52.1K (+$810)

Filed 2026-10-23

CoreCap Advisors, LLC

NEW

Shares912

Change+912

Value$31.4K

Filed 2026-10-08

Capital Investment Advisory Services, LLC

DECREASED

Shares200 from 250

Change-50 (-20%)

Value$6.9K (-$1.6K)

Filed 2026-10-30

Wolff Wiese Magana LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.4K (+$53)

Filed 2026-10-15

Precedent Wealth Partners, LLC

CLOSED

Shares0 from 8,498

Change-8,498 (-100%)

Value$0 (-$287.6K)

Filed 2026-10-21

Noble Wealth Management PBC

CLOSED

Shares0 from 2,900

Change-2,900 (-100%)

Value$0 (-$98.2K)

Filed 2026-10-01

Citadel Advisors LLC

N/A

Shares— from 25,608

Change-25,608 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 25,599

Change-25,599 (-100%)

Value—

Capasso Planning Partners LLC

N/A

Shares— from 20,847

Change-20,847 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 16,281

Change-16,281 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,163

Change-15,163 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,017

Change-8,017 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 7,399

Change-7,399 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,474

Change-6,474 (-100%)

Value—

Prasad Wealth Partners, LLC

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 4,537

Change-4,537 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,649

Change-2,649 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,350

Change-1,350 (-100%)

Value—

UBS Group AG

N/A

Shares— from 388

Change-388 (-100%)

Value—

	Status
Apollon Wealth Management, LLC	DECREASED	88,737	88,987	-250	0%	$3.0M	$3.1M	+$39.0K	2026-10-23
Maia Wealth LLC	DECREASED	65,856	70,835	-4,979	-7%	$2.4M	$2.3M	-$133.3K	2026-10-19
Commonwealth Equity Services, LLC	DECREASED	23,883	27,598	-3,715	-13%	$934.1K	$821.1K	-$113.0K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	15,169	14,284	+885	+6%	$483.4K	$521.5K	+$38.1K	2026-11-02
Legacy Capital Wealth Partners, LLC	UNCHANGED	12,615	12,615	0	0%	$427.0K	$433.7K	+$6.7K	2026-10-21
Madrona Financial Services, LLC	UNCHANGED	9,907	9,907	0	0%	$335.3K	$340.6K	+$5.3K	2026-10-23
Cambridge Investment Research Advisors, Inc.	INCREASED	9,402	7,260	+2,142	+30%	$246.0K	$323.0K	+$77.0K	2026-11-02
Vise Technologies, Inc.	UNCHANGED	8,017	8,017	0	0%	$271.3K	$275.6K	+$4.3K	2026-10-29
Wealth Enhancement Advisory Services, LLC	NEW	6,308	—	+6,308	—	—	$217.6K	—	2026-10-13
Americana Partners, LLC	DECREASED	6,204	6,316	-112	-2%	$213.8K	$213.3K	-$471	2026-10-28
Buck Wealth Strategies, LLC	UNCHANGED	3,000	3,000	0	0%	$101.5K	$103.1K	+$1.6K	2026-10-28
Dhjj Financial Advisors, Ltd.	UNCHANGED	1,515	1,515	0	0%	$51.3K	$52.1K	+$810	2026-10-23
CoreCap Advisors, LLC	NEW	912	—	+912	—	—	$31.4K	—	2026-10-08
Capital Investment Advisory Services, LLC	DECREASED	200	250	-50	-20%	$8.5K	$6.9K	-$1.6K	2026-10-30
Wolff Wiese Magana LLC	UNCHANGED	100	100	0	0%	$3.4K	$3.4K	+$53	2026-10-15
Precedent Wealth Partners, LLC	CLOSED	0	8,498	-8,498	-100%	$287.6K	$0	-$287.6K	2026-10-21
Noble Wealth Management PBC	CLOSED	0	2,900	-2,900	-100%	$98.2K	$0	-$98.2K	2026-10-01
Citadel Advisors LLC	N/A	—	25,608	-25,608	-100%	$866.7K	—	—	—
Cetera Investment Advisers	N/A	—	25,599	-25,599	-100%	$866.4K	—	—	—
Capasso Planning Partners LLC	N/A	—	20,847	-20,847	-100%	$705.6K	—	—	—
Old Mission Capital LLC	N/A	—	16,281	-16,281	-100%	$551.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	15,163	-15,163	-100%	$513.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,017	-8,017	-100%	$271.3K	—	—	—
Harbour Investments, Inc.	N/A	—	7,399	-7,399	-100%	$250.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,474	-6,474	-100%	$219.1K	—	—	—
Prasad Wealth Partners, LLC	N/A	—	6,000	-6,000	-100%	$203.1K	—	—	—
Capital Analysts, LLC	N/A	—	4,537	-4,537	-100%	$154.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,649	-2,649	-100%	$89.7K	—	—	—
JPMorgan Chase & Co	N/A	—	1,350	-1,350	-100%	$45.7K	—	—	—
UBS Group AG	N/A	—	388	-388	-100%	$13.1K	—	—	—

Showing 30 of 30 institutions