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Get Institutions for : 
Ft Vest Us Equity Moderate Buffer Etf - Dec (GDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    29
Total shares held : 
1,775,085  
% of shares held : 
19.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  29  
Amount of shares held : 
1,775,085  
% of shares held change : 
  19.72%  
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 :
29
 1,775,085
 100%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
0
 0
 0%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 489 *New 2024-03-31 660,901 $20,858,000 660,901
   Bullseye Investment Management LLC 4 *New 2023-12-31 376,052 $11,379,000 376,052
   RAYMOND JAMES & ASSOCIATES 1127 *New 2024-03-31 332,148 $10,483,000 332,148
   WealthPlan Investment Management LLC 39 *New 2024-03-31 218,581 $6,898,000 218,581
   Pallas Capital Advisors LLC 107 *New 2024-03-31 122,100 $3,853,000 122,100
   Feltz Wealth PLAN Inc. 80 *New 2024-03-31 115,909 $3,658,000 115,909
   JANNEY MONTGOMERY SCOTT LLC 998 *New 2024-03-31 88,849 $2,804,000 88,849
   Cetera Investment Advisers 562 *New 2024-03-31 79,302 $2,503,000 79,302
   LPL FINANCIAL CORP 3289 *New 2024-03-31 26,127 $825,000 26,127
   Change Path LLC 428 *New 2024-03-31 25,639 $809,000 25,639
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 433 *New 2024-03-31 14,285 $451,000 14,285
   DHJJ Financial Advisors Ltd. 89 *New 2024-03-31 13,936 $440,000 13,936
   Envestnet Portfolio Solutions Inc. 1206 *New 2024-03-31 12,615 $398,000 12,615
   Atria Wealth Solutions Inc. 1360 *New 2024-03-31 12,615 $398,000 12,615
   SECURED RETIREMENT ADVISORS LLC 79 *New 2024-03-31 12,263 $387,000 12,263
   JANE STREET GROUP LLC 4551 *New 2024-03-31 7,810 $246,000 7,810
   MONEY CONCEPTS CAPITAL CORP 365 *New 2024-03-31 7,015 $221,000 7,015
   MARINER WEALTH ADVISORS, LLC 2693 *New 2024-03-31 6,883 $217,000 6,883
   Holistic Planning LLC 114 *New 2024-03-31 6,450 $204,000 6,450
   HARBOUR INVESTMENTS INC. 1111 *New 2023-12-31 3,509 $106,000 3,509
   UBS Group AG 5472 *New 2024-03-31 1,063 $34,000 1,063
   Retirement Group LLC 390 *New 2024-03-31 500 $16,000 500
   HANSON MCCLAIN, INC. 3391 *New 2024-03-31 8 $0 8
   PROEQUITIES INC. 9858 *New 2024-03-31 0 $0 0

  24 Records found
  1    
  Page 1 of 1
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