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Get Institutions for : 
Ft Vest Us Equity Enh & Mod Buffer Etf - Oct (XOCT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    15
Total shares held : 
808,188  
% of shares held : 
8.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  15  
Amount of shares held : 
331,453  
% of shares held change : 
  3.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 331,453
 41.01%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
2
 476,735
 58.99%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Objectivity Squared LLC 1 - 2024-03-31 472,565 $15,491,000 3,096
   Americana Partners LLC 18 *New 2024-03-31 453,371 $14,884,000 453,371
   Advisor Group Holdings Inc. 1179 - 2024-03-31 123,764 $4,063,000 85,666
   Kestra Advisory Services LLC 764 - 2024-03-31 78,779 $2,586,000 14,378
   COMMONWEALTH EQUITY SERVICES LLC. 1599 - 2024-03-31 77,756 $2,553,000 1,341
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 49 - 2024-03-31 49,973 $1,641,000 -1,742
   Cetera Investment Advisers 1983 *New 2024-03-31 33,711 $1,107,000 33,711
   Bullseye Investment Management LLC 31 - 2024-03-31 26,317 $864,000 -381
   FINANCIAL NETWORK 1672 - 2024-03-31 21,794 $715,000 -1,565
   CITADEL ADVISORS LLC 3518 - 2024-03-31 18,852 $619,000 6,093
   OLD MISSION CAPITAL LLC 558 *New 2024-03-31 15,182 $498,000 15,182
   HBK SORCE ADVISORY LLC 442 - 2024-03-31 9,349 $307,000 0
   MULTIFINANCIAL SECURITIES CORP 1915 - 2024-03-31 9,362 $307,000 -219
   LPL FINANCIAL CORP 4162 *New 2024-03-31 8,507 $279,000 8,507
   LINCOLN NATIONAL CORP 1012 - 2024-03-31 7,824 $257,000 0
   Holistic Planning LLC 101 - 2024-03-31 7,266 $239,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4455 *New 2024-03-31 6,443 $212,000 6,443
   Arlington Capital Management Inc. 85 - 2024-03-31 6,312 $207,000 -3
   Steward Partners Investment Advisory LLC 2213 - 2024-03-31 1,200 $39,000 -2,000
   Financial Gravity Wealth Inc. 257 *New 2024-03-31 1,000 $33,000 1,000
   DHJJ Financial Advisors Ltd. 360 *New 2024-03-31 660 $22,000 660
   PROEQUITIES INC. 1543 - 2024-03-31 518 $17,000 0
   UBS Group AG 6722 - 2024-03-31 64 $2,000 40
   J P MORGAN CHASE & CO 5842 *New 2024-03-31 318 $0 318
   PFS Partners LLC 490 *Closed 2024-03-31 0 $0 -1,197

  25 Records found
  1    
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