FT Vest US EQ MAX BUF July (JULM)

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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Maia Wealth LLC

NEW

Shares57,853

Change+57,853

Value$2.0M

Filed 2026-10-19

Madrona Financial Services, LLC

INCREASED

Shares24,962 from 11,162

Change+13,800 (+124%)

Value$872.7K (+$486.4K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares24,136 from 12,148

Change+11,988 (+99%)

Value$843.8K (+$423.4K)

Filed 2026-11-02

Strategic Blueprint, LLC

INCREASED

Shares20,926 from 20,702

Change+224 (+1%)

Value$731.6K (+$15.2K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares17,846 from 19,166

Change-1,320 (-7%)

Value$623.9K (-$39.4K)

Filed 2026-11-02

IFP Advisors, Inc

UNCHANGED

Shares13,120 from 13,120

Change0 (0%)

Value$458.7K (+$4.7K)

Filed 2026-10-16

Arete Wealth Advisors, LLC

DECREASED

Shares12,650 from 13,050

Change-400 (-3%)

Value$443.0K (-$8.6K)

Filed 2026-11-09

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares12,137 from 6,936

Change+5,201 (+75%)

Value$424.0K (+$184.0K)

Filed 2026-11-02

Norden Group LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$419.5K (+$4.3K)

Filed 2026-10-20

Victory Financial Group, LLC

NEW

Shares11,286

Change+11,286

Value$394.6K

Filed 2026-10-27

Crusonia Wealth Advisors LLC

UNCHANGED

Shares10,820 from 10,820

Change0 (0%)

Value$378.3K (+$3.8K)

Filed 2026-10-26

LPL Financial LLC

INCREASED

Shares9,552 from 7,642

Change+1,910 (+25%)

Value$333.9K (+$69.5K)

Filed 2026-11-06

Ergawealth Advisors, Inc.

UNCHANGED

Shares8,858 from 8,858

Change0 (0%)

Value$309.7K (+$3.1K)

Filed 2026-10-21

Foguth Wealth Management, Llc.

DECREASED

Shares5,806 from 5,890

Change-84 (-1%)

Value$203.4K (-$672)

Filed 2026-10-19

Barclays PLC

UNCHANGED

Shares5,759 from 5,759

Change0 (0%)

Value$201.3K (+$2.0K)

Filed 2026-11-06

Geneos Wealth Management Inc.

INCREASED

Shares3,260 from 1,300

Change+1,960 (+151%)

Value$114.0K (+$69.0K)

Filed 2026-11-09

Financial Network Wealth Advisors LLC

UNCHANGED

Shares2,140 from 2,140

Change0 (0%)

Value$74.8K (+$759)

Filed 2026-10-28

Buck Wealth Strategies, LLC

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$45.4K (+$461)

Filed 2026-10-28

CoreCap Advisors, LLC

NEW

Shares899

Change+899

Value$31.4K

Filed 2026-10-08

CX Institutional

UNCHANGED

Shares713 from 713

Change0 (0%)

Value$25.0K (+$25.0K)

Filed 2026-10-02

Clearstead Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.5K (+$35)

Filed 2026-11-06

Clear Creek Financial Management, LLC

CLOSED

Shares0 from 6,059

Change-6,059 (-100%)

Value$0 (-$209.7K)

Filed 2026-10-28

Harbour Investments, Inc.

CLOSED

Shares0 from 1,845

Change-1,845 (-100%)

Value$0 (-$63.8K)

Filed 2026-11-09

Glen Eagle Advisors, LLC

N/A

Shares— from 24,390

Change-24,390 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 23,137

Change-23,137 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 16,004

Change-16,004 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 13,093

Change-13,093 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 11,015

Change-11,015 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 10,950

Change-10,950 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 9,502

Change-9,502 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 9,371

Change-9,371 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,221

Change-9,221 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 8,706

Change-8,706 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 5,881

Change-5,881 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,739

Change-2,739 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,471

Change-2,471 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,228

Change-2,228 (-100%)

Value—

UBS Group AG

N/A

Shares— from 930

Change-930 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 764

Change-764 (-100%)

Value—

	Status
Maia Wealth LLC	NEW	57,853	—	+57,853	—	—	$2.0M	—	2026-10-19
Madrona Financial Services, LLC	INCREASED	24,962	11,162	+13,800	+124%	$386.3K	$872.7K	+$486.4K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	24,136	12,148	+11,988	+99%	$420.4K	$843.8K	+$423.4K	2026-11-02
Strategic Blueprint, LLC	INCREASED	20,926	20,702	+224	+1%	$716.4K	$731.6K	+$15.2K	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	17,846	19,166	-1,320	-7%	$663.2K	$623.9K	-$39.4K	2026-11-02
IFP Advisors, Inc	UNCHANGED	13,120	13,120	0	0%	$454.0K	$458.7K	+$4.7K	2026-10-16
Arete Wealth Advisors, LLC	DECREASED	12,650	13,050	-400	-3%	$451.6K	$443.0K	-$8.6K	2026-11-09
Cambridge Investment Research Advisors, Inc.	INCREASED	12,137	6,936	+5,201	+75%	$240.0K	$424.0K	+$184.0K	2026-11-02
Norden Group LLC	UNCHANGED	12,000	12,000	0	0%	$415.3K	$419.5K	+$4.3K	2026-10-20
Victory Financial Group, LLC	NEW	11,286	—	+11,286	—	—	$394.6K	—	2026-10-27
Crusonia Wealth Advisors LLC	UNCHANGED	10,820	10,820	0	0%	$374.4K	$378.3K	+$3.8K	2026-10-26
LPL Financial LLC	INCREASED	9,552	7,642	+1,910	+25%	$264.5K	$333.9K	+$69.5K	2026-11-06
Ergawealth Advisors, Inc.	UNCHANGED	8,858	8,858	0	0%	$306.5K	$309.7K	+$3.1K	2026-10-21
Foguth Wealth Management, Llc.	DECREASED	5,806	5,890	-84	-1%	$204.1K	$203.4K	-$672	2026-10-19
Barclays PLC	UNCHANGED	5,759	5,759	0	0%	$199.3K	$201.3K	+$2.0K	2026-11-06
Geneos Wealth Management Inc.	INCREASED	3,260	1,300	+1,960	+151%	$45.0K	$114.0K	+$69.0K	2026-11-09
Financial Network Wealth Advisors LLC	UNCHANGED	2,140	2,140	0	0%	$74.1K	$74.8K	+$759	2026-10-28
Buck Wealth Strategies, LLC	UNCHANGED	1,300	1,300	0	0%	$45.0K	$45.4K	+$461	2026-10-28
CoreCap Advisors, LLC	NEW	899	—	+899	—	—	$31.4K	—	2026-10-08
CX Institutional	UNCHANGED	713	713	0	0%	$25	$25.0K	+$25.0K	2026-10-02
Clearstead Advisors, LLC	UNCHANGED	100	100	0	0%	$3.5K	$3.5K	+$35	2026-11-06
Clear Creek Financial Management, LLC	CLOSED	0	6,059	-6,059	-100%	$209.7K	$0	-$209.7K	2026-10-28
Harbour Investments, Inc.	CLOSED	0	1,845	-1,845	-100%	$63.8K	$0	-$63.8K	2026-11-09
Glen Eagle Advisors, LLC	N/A	—	24,390	-24,390	-100%	$844.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	23,137	-23,137	-100%	$800.7K	—	—	—
Mutual Advisors, LLC	N/A	—	16,004	-16,004	-100%	$553.8K	—	—	—
Old Mission Capital LLC	N/A	—	13,093	-13,093	-100%	$453.1K	—	—	—
Goldman Sachs Group Inc	N/A	—	11,015	-11,015	-100%	$381.2K	—	—	—
Cetera Investment Advisers	N/A	—	10,950	-10,950	-100%	$378.9K	—	—	—
AE Wealth Management LLC	N/A	—	9,502	-9,502	-100%	$328.8K	—	—	—
Cresset Asset Management, LLC	N/A	—	9,371	-9,371	-100%	$324.3K	—	—	—
MML Investors Services, LLC	N/A	—	9,221	-9,221	-100%	$319.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	8,706	-8,706	-100%	$301.3K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	5,881	-5,881	-100%	$203.5K	—	—	—
JPMorgan Chase & Co	N/A	—	2,739	-2,739	-100%	$94.8K	—	—	—
Capital Analysts, LLC	N/A	—	2,471	-2,471	-100%	$86.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,228	-2,228	-100%	$77.1K	—	—	—
UBS Group AG	N/A	—	930	-930	-100%	$32.2K	—	—	—
Integrity Financial Corp	N/A	—	764	-764	-100%	$26.4K	—	—	—

Showing 39 of 39 institutions