FT VEST US EQ MAX BUF DEC (DECM) Institutional Ownership Changes & 13F Activity
FT VEST US EQ MAX BUF DEC (DECM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Precedent Wealth Partners, Llc, Capasso Planning Partners Llc, Ae Wealth Management Llc, Old Mission Capital Llc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -9,661 | -28.5% | 24,292 | $819.00K | Q2 2026 | Sep 23, 2026 |
| Capasso Planning Partners Llc | Buy | +70,431 | — | 70,431 | $2.37M | Q2 2026 | Aug 18, 2026 |
| Old Mission Capital Llc | Buy | +14,185 | +116.7% | 26,341 | $888.08K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +2,683 | +19.8% | 16,222 | $546.92K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +1,655 | — | 1,655 | $55.80K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +859 | +9.3% | 10,118 | $341.13K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +1,973 | +6.6% | 31,787 | $1.07M | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Buy | +6,323 | +38.4% | 22,769 | $767.65K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +3,029 | +27.8% | 13,943 | $470.08K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +479 | — | 479 | $16.13K | Q2 2026 | Aug 12, 2026 |
| Grantvest Financial Group Llc | Buy | +5,965 | — | 5,965 | $201.11K | Q2 2026 | Aug 07, 2026 |
| Americana Partners, Llc | Sell | -125 | -1.1% | 11,298 | $380.91K | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -800 | -9.3% | 7,780 | $262.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -4,144 | -7.1% | 53,874 | $1.82M | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Buy | +2,003 | +29.2% | 8,852 | $298.44K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -1,845 | -3.1% | 58,454 | $1.97M | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | Sell | -1,108 | -3.7% | 28,706 | $967.81K | Q2 2026 | Jul 28, 2026 |
| Clear Creek Financial Management, Llc | Sell | -150 | -0.6% | 23,900 | $805.78K | Q2 2026 | Jul 28, 2026 |
| Precedent Wealth Partners, Llc | Sell | -137,880 | -25.5% | 403,734 | $13.61M | Q2 2026 | Jul 21, 2026 |
| Security Financial Services, Inc. | Buy | +6,491 | — | 6,491 | $218.84K | Q2 2026 | Jul 15, 2026 |
| Milestone Asset Management, Llc | Sell | -536 | -5.5% | 9,166 | $309.03K | Q2 2026 | Jul 15, 2026 |
| Lvz, Inc. | Buy | +8,573 | — | 8,573 | $289.04K | Q2 2026 | Jul 09, 2026 |
| Cwm, Llc | Sell | -7,208 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Sell | -15,035 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Ubs Group Ag | Sell | -142 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about DECM activity
Which institutional owners are buying DECM?
Institutional owners buying DECM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DECM activity?
"Buy" means an investor increased their reported position in DECM compared to the prior reporting period. This reflects growing exposure to FT VEST US EQ MAX BUF DEC (DECM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DECM increasing?
Institutional interest in DECM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.