FT Vest US EQ MAX BUF June (JUNM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Commonwealth Equity Services, LLC

DECREASED

Shares180,872 from 186,368

Change-5,496 (-3%)

Value$6.4M (-$134.1K)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares37,330 from 34,749

Change+2,581 (+7%)

Value$1.3M (+$102.7K)

Filed 2026-11-06

Diligent Investors, LLC

UNCHANGED

Shares32,375 from 32,375

Change0 (0%)

Value$1.1M (+$10.5K)

Filed 2026-10-21

Americana Partners, LLC

UNCHANGED

Shares30,768 from 30,768

Change0 (0%)

Value$1.1M (+$10.0K)

Filed 2026-10-28

Kestra Advisory Services, LLC

UNCHANGED

Shares22,702 from 22,702

Change0 (0%)

Value$804.0K (+$7.4K)

Filed 2026-11-02

Atria Investments, Inc

DECREASED

Shares17,381 from 20,840

Change-3,459 (-17%)

Value$615.5K (-$115.7K)

Filed 2026-10-15

Concurrent Investment Advisors, LLC

DECREASED

Shares16,773 from 19,464

Change-2,691 (-14%)

Value$594.0K (-$89.0K)

Filed 2026-10-16

Clear Creek Financial Management, LLC

DECREASED

Shares16,629 from 25,904

Change-9,275 (-36%)

Value$588.9K (-$320.1K)

Filed 2026-10-28

Madrona Financial Services, LLC

UNCHANGED

Shares16,222 from 16,222

Change0 (0%)

Value$574.5K (+$5.3K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares15,878 from 14,368

Change+1,510 (+11%)

Value$562.0K (+$58.0K)

Filed 2026-11-02

McKinley Carter Wealth Services, Inc.

UNCHANGED

Shares15,098 from 15,098

Change0 (0%)

Value$534.7K (+$4.9K)

Filed 2026-10-16

Lanark Financial, Inc.

UNCHANGED

Shares11,444 from 11,444

Change0 (0%)

Value$405.3K (+$3.7K)

Filed 2026-10-26

Foguth Wealth Management, Llc.

DECREASED

Shares10,194 from 10,199

Change-5 (0%)

Value$361.6K (+$3.7K)

Filed 2026-10-19

HBW Advisory Services LLC

UNCHANGED

Shares9,931 from 9,931

Change0 (0%)

Value$351.7K (+$3.2K)

Filed 2026-10-15

Victory Financial Group, LLC

INCREASED

Shares8,859 from 8,631

Change+228 (+3%)

Value$313.7K (+$10.9K)

Filed 2026-10-27

Buck Wealth Strategies, LLC

INCREASED

Shares8,780 from 7,930

Change+850 (+11%)

Value$310.9K (+$32.7K)

Filed 2026-10-28

PKS Advisory Services, LLC

UNCHANGED

Shares8,690 from 8,690

Change0 (0%)

Value$304.9K ($0)

Filed 2026-10-26

Truist Financial Corp

DECREASED

Shares7,390 from 7,979

Change-589 (-7%)

Value$261.7K (-$18.3K)

Filed 2026-10-30

Brookstone Capital Management

DECREASED

Shares7,288 from 7,421

Change-133 (-2%)

Value$258.1K (-$2.3K)

Filed 2026-10-22

Wedbush Securities Inc

UNCHANGED

Shares7,022 from 7,022

Change0 (0%)

Value$249.0K (+$3.0K)

Filed 2026-10-22

StoneX Group Inc.

UNCHANGED

Shares6,400 from 6,400

Change0 (0%)

Value$226.7K (+$2.1K)

Filed 2026-11-03

WealthCare Asset Management, LLC

DECREASED

Shares6,264 from 12,528

Change-6,264 (-50%)

Value$221.8K (-$217.8K)

Filed 2026-10-26

Capital Investment Advisory Services, LLC

UNCHANGED

Shares4,225 from 4,225

Change0 (0%)

Value$149.6K (+$1.4K)

Filed 2026-10-30

Barclays PLC

UNCHANGED

Shares3,823 from 3,823

Change0 (0%)

Value$135.4K (+$1.2K)

Filed 2026-11-06

James T. Borello RIA

UNCHANGED

Shares3,636 from 3,636

Change0 (0%)

Value$128.8K (+$1.2K)

Filed 2026-10-16

Evolution Wealth Management Inc.

UNCHANGED

Shares3,272 from 3,272

Change0 (0%)

Value$115.9K (+$1.1K)

Filed 2026-10-28

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares2,275 from 2,275

Change0 (0%)

Value$80.6K (+$739)

Filed 2026-10-23

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares2,181 from 2,181

Change0 (0%)

Value$77.2K (+$709)

Filed 2026-10-27

CX Institutional

UNCHANGED

Shares905 from 905

Change0 (0%)

Value$32 ($0)

Filed 2026-10-02

CoreCap Advisors, LLC

NEW

Shares875

Change+875

Value$31.0K

Filed 2026-10-08

Noble Wealth Management PBC

UNCHANGED

Shares825 from 825

Change0 (0%)

Value$29.2K (+$268)

Filed 2026-10-01

Assetmark, Inc

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$21.2K (+$195)

Filed 2026-10-21

Clearstead Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.5K (+$33)

Filed 2026-11-06

Apollon Wealth Management, LLC

CLOSED

Shares0 from 9,974

Change-9,974 (-100%)

Value$0 (-$350.0K)

Filed 2026-10-23

Financial Network Wealth Advisors LLC

CLOSED

Shares0 from 113

Change-113 (-100%)

Value$0 (-$4.0K)

Filed 2026-10-28

Mutual Advisors, LLC

N/A

Shares— from 175,896

Change-175,896 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 61,096

Change-61,096 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 54,689

Change-54,689 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 42,434

Change-42,434 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 40,388

Change-40,388 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 39,904

Change-39,904 (-100%)

Value—

UBS Group AG

N/A

Shares— from 34,856

Change-34,856 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 33,210

Change-33,210 (-100%)

Value—

Owen LaRue, LLC

N/A

Shares— from 27,219

Change-27,219 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 18,965

Change-18,965 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 18,537

Change-18,537 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 13,450

Change-13,450 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 13,067

Change-13,067 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 12,174

Change-12,174 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 9,507

Change-9,507 (-100%)

Value—

Macro Advisors, Inc.

N/A

Shares— from 9,063

Change-9,063 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 7,995

Change-7,995 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 6,978

Change-6,978 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,979

Change-3,979 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 3,936

Change-3,936 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 3,570

Change-3,570 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,250

Change-1,250 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 875

Change-875 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 850

Change-850 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	180,872	186,368	-5,496	-3%	$6.5M	$6.4M	-$134.1K	2026-11-02
LPL Financial LLC	INCREASED	37,330	34,749	+2,581	+7%	$1.2M	$1.3M	+$102.7K	2026-11-06
Diligent Investors, LLC	UNCHANGED	32,375	32,375	0	0%	$1.1M	$1.1M	+$10.5K	2026-10-21
Americana Partners, LLC	UNCHANGED	30,768	30,768	0	0%	$1.1M	$1.1M	+$10.0K	2026-10-28
Kestra Advisory Services, LLC	UNCHANGED	22,702	22,702	0	0%	$796.6K	$804.0K	+$7.4K	2026-11-02
Atria Investments, Inc	DECREASED	17,381	20,840	-3,459	-17%	$731.3K	$615.5K	-$115.7K	2026-10-15
Concurrent Investment Advisors, LLC	DECREASED	16,773	19,464	-2,691	-14%	$683.0K	$594.0K	-$89.0K	2026-10-16
Clear Creek Financial Management, LLC	DECREASED	16,629	25,904	-9,275	-36%	$909.0K	$588.9K	-$320.1K	2026-10-28
Madrona Financial Services, LLC	UNCHANGED	16,222	16,222	0	0%	$569.2K	$574.5K	+$5.3K	2026-10-23
Cambridge Investment Research Advisors, Inc.	INCREASED	15,878	14,368	+1,510	+11%	$504.0K	$562.0K	+$58.0K	2026-11-02
McKinley Carter Wealth Services, Inc.	UNCHANGED	15,098	15,098	0	0%	$529.8K	$534.7K	+$4.9K	2026-10-16
Lanark Financial, Inc.	UNCHANGED	11,444	11,444	0	0%	$401.6K	$405.3K	+$3.7K	2026-10-26
Foguth Wealth Management, Llc.	DECREASED	10,194	10,199	-5	0%	$357.9K	$361.6K	+$3.7K	2026-10-19
HBW Advisory Services LLC	UNCHANGED	9,931	9,931	0	0%	$348.5K	$351.7K	+$3.2K	2026-10-15
Victory Financial Group, LLC	INCREASED	8,859	8,631	+228	+3%	$302.9K	$313.7K	+$10.9K	2026-10-27
Buck Wealth Strategies, LLC	INCREASED	8,780	7,930	+850	+11%	$278.3K	$310.9K	+$32.7K	2026-10-28
PKS Advisory Services, LLC	UNCHANGED	8,690	8,690	0	0%	$304.9K	$304.9K	$0	2026-10-26
Truist Financial Corp	DECREASED	7,390	7,979	-589	-7%	$280.0K	$261.7K	-$18.3K	2026-10-30
Brookstone Capital Management	DECREASED	7,288	7,421	-133	-2%	$260.4K	$258.1K	-$2.3K	2026-10-22
Wedbush Securities Inc	UNCHANGED	7,022	7,022	0	0%	$246.0K	$249.0K	+$3.0K	2026-10-22
StoneX Group Inc.	UNCHANGED	6,400	6,400	0	0%	$224.6K	$226.7K	+$2.1K	2026-11-03
WealthCare Asset Management, LLC	DECREASED	6,264	12,528	-6,264	-50%	$439.6K	$221.8K	-$217.8K	2026-10-26
Capital Investment Advisory Services, LLC	UNCHANGED	4,225	4,225	0	0%	$148.3K	$149.6K	+$1.4K	2026-10-30
Barclays PLC	UNCHANGED	3,823	3,823	0	0%	$134.1K	$135.4K	+$1.2K	2026-11-06
James T. Borello RIA	UNCHANGED	3,636	3,636	0	0%	$127.6K	$128.8K	+$1.2K	2026-10-16
Evolution Wealth Management Inc.	UNCHANGED	3,272	3,272	0	0%	$114.8K	$115.9K	+$1.1K	2026-10-28
Dhjj Financial Advisors, Ltd.	UNCHANGED	2,275	2,275	0	0%	$79.8K	$80.6K	+$739	2026-10-23
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	2,181	2,181	0	0%	$76.5K	$77.2K	+$709	2026-10-27
CX Institutional	UNCHANGED	905	905	0	0%	$32	$32	$0	2026-10-02
CoreCap Advisors, LLC	NEW	875	—	+875	—	—	$31.0K	—	2026-10-08
Noble Wealth Management PBC	UNCHANGED	825	825	0	0%	$28.9K	$29.2K	+$268	2026-10-01
Assetmark, Inc	UNCHANGED	600	600	0	0%	$21.1K	$21.2K	+$195	2026-10-21
Clearstead Advisors, LLC	UNCHANGED	100	100	0	0%	$3.5K	$3.5K	+$33	2026-11-06
Apollon Wealth Management, LLC	CLOSED	0	9,974	-9,974	-100%	$350.0K	$0	-$350.0K	2026-10-23
Financial Network Wealth Advisors LLC	CLOSED	0	113	-113	-100%	$4.0K	$0	-$4.0K	2026-10-28
Mutual Advisors, LLC	N/A	—	175,896	-175,896	-100%	$6.2M	—	—	—
Cresset Asset Management, LLC	N/A	—	61,096	-61,096	-100%	$2.1M	—	—	—
MML Investors Services, LLC	N/A	—	54,689	-54,689	-100%	$1.9M	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	42,434	-42,434	-100%	$1.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	40,388	-40,388	-100%	$1.4M	—	—	—
Cetera Investment Advisers	N/A	—	39,904	-39,904	-100%	$1.4M	—	—	—
UBS Group AG	N/A	—	34,856	-34,856	-100%	$1.2M	—	—	—
Glen Eagle Advisors, LLC	N/A	—	33,210	-33,210	-100%	$1.2M	—	—	—
Owen LaRue, LLC	N/A	—	27,219	-27,219	-100%	$955.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	18,965	-18,965	-100%	$665.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	18,537	-18,537	-100%	$650.5K	—	—	—
AE Wealth Management LLC	N/A	—	13,450	-13,450	-100%	$472.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	13,067	-13,067	-100%	$458.5K	—	—	—
Mariner, LLC	N/A	—	12,174	-12,174	-100%	$427.2K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	9,507	-9,507	-100%	$333.6K	—	—	—
Macro Advisors, Inc.	N/A	—	9,063	-9,063	-100%	$318.0K	—	—	—
Capital Analysts, LLC	N/A	—	7,995	-7,995	-100%	$281.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	6,978	-6,978	-100%	$244.9K	—	—	—
Harbour Investments, Inc.	N/A	—	3,979	-3,979	-100%	$139.6K	—	—	—
Integrity Financial Corp	N/A	—	3,936	-3,936	-100%	$138.1K	—	—	—
Benson Wealth Management Inc	N/A	—	3,570	-3,570	-100%	$125.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,250	-1,250	-100%	$43.9K	—	—	—
JPMorgan Chase & Co	N/A	—	875	-875	-100%	$30.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	850	-850	-100%	$29.8K	—	—	—

Showing 59 of 59 institutions