FT Vest US EQ MAX BUF NOV (NOVM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Clear Creek Financial Management, LLC

DECREASED

Shares85,312 from 86,897

Change-1,585 (-2%)

Value$2.9M (-$9.5K)

Filed 2026-10-28

Park Avenue Securities LLC

INCREASED

Shares58,663 from 54,458

Change+4,205 (+8%)

Value$2.0M (+$172.0K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

UNCHANGED

Shares27,962 from 27,962

Change0 (0%)

Value$957.4K (+$14.4K)

Filed 2026-11-02

Madrona Financial Services, LLC

DECREASED

Shares19,004 from 19,749

Change-745 (-4%)

Value$650.7K (-$15.3K)

Filed 2026-10-23

Truist Financial Corp

INCREASED

Shares14,817 from 13,949

Change+868 (+6%)

Value$507.3K (+$36.9K)

Filed 2026-10-30

Geneos Wealth Management Inc.

UNCHANGED

Shares11,980 from 11,980

Change0 (0%)

Value$410.2K (+$6.2K)

Filed 2026-11-09

Buck Wealth Strategies, LLC

UNCHANGED

Shares7,180 from 7,180

Change0 (0%)

Value$245.8K (+$3.7K)

Filed 2026-10-28

Victory Financial Group, LLC

UNCHANGED

Shares7,127 from 7,127

Change0 (0%)

Value$244.0K (+$3.7K)

Filed 2026-10-27

Prasad Wealth Partners, LLC

UNCHANGED

Shares7,025 from 7,025

Change0 (0%)

Value$240.5K (+$3.6K)

Filed 2026-11-10

PKS Advisory Services, LLC

UNCHANGED

Shares5,980 from 5,980

Change0 (0%)

Value$201.7K ($0)

Filed 2026-10-26

CoreCap Advisors, LLC

NEW

Shares910

Change+910

Value$31.2K

Filed 2026-10-08

Capital Investment Advisory Services, LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$27.4K (+$412)

Filed 2026-10-30

Triumph Capital Management

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$25.7K (+$386)

Filed 2026-10-14

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares265 from 265

Change0 (0%)

Value$9.1K (+$136)

Filed 2026-10-23

Clearstead Advisors, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$856 (+$12)

Filed 2026-11-06

Kestra Advisory Services, LLC

CLOSED

Shares0 from 8,653

Change-8,653 (-100%)

Value$0 (-$291.8K)

Filed 2026-11-02

Harbour Investments, Inc.

CLOSED

Shares0 from 1,226

Change-1,226 (-100%)

Value$0 (-$41.3K)

Filed 2026-11-09

Cetera Investment Advisers

N/A

Shares— from 51,381

Change-51,381 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 34,491

Change-34,491 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 24,452

Change-24,452 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 18,910

Change-18,910 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 15,855

Change-15,855 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 15,320

Change-15,320 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 12,681

Change-12,681 (-100%)

Value—

Capasso Planning Partners LLC

N/A

Shares— from 12,055

Change-12,055 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 11,965

Change-11,965 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 11,264

Change-11,264 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,474

Change-1,474 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 1,230

Change-1,230 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 909

Change-909 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 458

Change-458 (-100%)

Value—

Bernard Wealth Management Corp.

N/A

Shares— from 305

Change-305 (-100%)

Value—

	Status
Clear Creek Financial Management, LLC	DECREASED	85,312	86,897	-1,585	-2%	$2.9M	$2.9M	-$9.5K	2026-10-28
Park Avenue Securities LLC	INCREASED	58,663	54,458	+4,205	+8%	$1.8M	$2.0M	+$172.0K	2026-10-26
Commonwealth Equity Services, LLC	UNCHANGED	27,962	27,962	0	0%	$943.0K	$957.4K	+$14.4K	2026-11-02
Madrona Financial Services, LLC	DECREASED	19,004	19,749	-745	-4%	$666.0K	$650.7K	-$15.3K	2026-10-23
Truist Financial Corp	INCREASED	14,817	13,949	+868	+6%	$470.4K	$507.3K	+$36.9K	2026-10-30
Geneos Wealth Management Inc.	UNCHANGED	11,980	11,980	0	0%	$404.0K	$410.2K	+$6.2K	2026-11-09
Buck Wealth Strategies, LLC	UNCHANGED	7,180	7,180	0	0%	$242.1K	$245.8K	+$3.7K	2026-10-28
Victory Financial Group, LLC	UNCHANGED	7,127	7,127	0	0%	$240.4K	$244.0K	+$3.7K	2026-10-27
Prasad Wealth Partners, LLC	UNCHANGED	7,025	7,025	0	0%	$236.9K	$240.5K	+$3.6K	2026-11-10
PKS Advisory Services, LLC	UNCHANGED	5,980	5,980	0	0%	$201.7K	$201.7K	$0	2026-10-26
CoreCap Advisors, LLC	NEW	910	—	+910	—	—	$31.2K	—	2026-10-08
Capital Investment Advisory Services, LLC	UNCHANGED	800	800	0	0%	$27.0K	$27.4K	+$412	2026-10-30
Triumph Capital Management	UNCHANGED	750	750	0	0%	$25.3K	$25.7K	+$386	2026-10-14
Dhjj Financial Advisors, Ltd.	UNCHANGED	265	265	0	0%	$8.9K	$9.1K	+$136	2026-10-23
Clearstead Advisors, LLC	UNCHANGED	25	25	0	0%	$844	$856	+$12	2026-11-06
Kestra Advisory Services, LLC	CLOSED	0	8,653	-8,653	-100%	$291.8K	$0	-$291.8K	2026-11-02
Harbour Investments, Inc.	CLOSED	0	1,226	-1,226	-100%	$41.3K	$0	-$41.3K	2026-11-09
Cetera Investment Advisers	N/A	—	51,381	-51,381	-100%	$1.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	34,491	-34,491	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	24,452	-24,452	-100%	$824.6K	—	—	—
Waverly Advisors, LLC	N/A	—	18,910	-18,910	-100%	$637.7K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	15,855	-15,855	-100%	$534.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	15,320	-15,320	-100%	$516.7K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	12,681	-12,681	-100%	$427.7K	—	—	—
Capasso Planning Partners LLC	N/A	—	12,055	-12,055	-100%	$406.6K	—	—	—
Old Mission Capital LLC	N/A	—	11,965	-11,965	-100%	$403.5K	—	—	—
AE Wealth Management LLC	N/A	—	11,264	-11,264	-100%	$379.9K	—	—	—
Capital Analysts, LLC	N/A	—	1,474	-1,474	-100%	$50.0K	—	—	—
Regatta Research & Money Management	N/A	—	1,230	-1,230	-100%	$41.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	909	-909	-100%	$30.7K	—	—	—
Integrity Financial Corp	N/A	—	458	-458	-100%	$15.4K	—	—	—
Bernard Wealth Management Corp.	N/A	—	305	-305	-100%	$10.3K	—	—	—

Showing 32 of 32 institutions