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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    17
Total shares held : 
7,422,432  
% of shares held : 
82.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  17  
Amount of shares held : 
3,228,938  
% of shares held change : 
  35.88%  
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 :
19
 2,560,037
 34.49%
 
Increased Positions :
17
 917,626
 12.36%
 
Unchanged Positions :
18
 222,169
 2.99%
 
Decreased Positions :
17
-237,038
-3.19%
 
Closed Positions :
2
-11,687
-0.16%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Integrated Wealth Concepts LLC 240 - 2024-03-31 165,685 $5,611,000 0
   Schulz Wealth LTD. 11 - 2024-03-31 61,187 $2,072,000 0
   HBW Advisory Services LLC 96 - 2024-03-31 50,846 $1,631,000 0
   Clear Point Advisors Inc. 32 - 2024-03-31 29,337 $994,000 0
   Tanglewood Legacy Advisors LLC 43 - 2024-03-31 19,974 $676,000 0
   Sunbelt Securities Inc. 260 - 2024-03-31 18,680 $633,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 137 - 2024-03-31 16,735 $567,000 0
   Aptus Capital Advisors LLC 470 - 2024-03-31 16,735 $567,000 0
   Grant Street Asset Management Inc. 34 - 2024-03-31 16,400 $555,000 0
   Streettalk Advisors LLC 286 - 2024-03-31 12,693 $430,000 0
   Diligent Investors LLC 213 - 2024-03-31 12,300 $417,000 0
   DHJJ Financial Advisors Ltd. 114 - 2024-03-31 8,488 $287,000 0
   NorthCrest Asset Manangement LLC 456 - 2024-03-31 8,145 $276,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1043 - 2024-03-31 8,000 $271,000 0
   PROSPERA FINANCIAL SERVICES 907 - 2023-12-31 7,974 $256,000 0
   Chicago Partners Investment Group LLC 619 - 2024-03-31 7,418 $248,000 0
   Steward Partners Investment Advisory LLC 1340 - 2024-03-31 7,162 $243,000 0
   Financial Network Wealth Advisors LLC 105 - 2024-03-31 6,671 $226,000 0
   TOWNSQUARE CAPITAL LLC 1097 - 2024-03-31 6,671 $226,000 0
   Lifeworks Advisors LLC 214 - 2024-03-31 6,566 $222,000 0
   Capital Investment Advisory Services LLC 667 - 2024-03-31 1,325 $45,000 0
   Capital Analysts Inc. 686 - 2024-03-31 1,304 $44,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 430 - 2024-03-31 807 $27,000 0

  23 Records found
  1    
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