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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    22
Total shares held : 
1,936,896  
% of shares held : 
21.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  38  
Amount of shares held : 
1,356,584  
% of shares held change : 
  15.07%  
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 :
23
 548,540
 28.32%
 
Increased Positions :
17
 818,335
 42.25%
 
Unchanged Positions :
8
 116,311
 6.01%
 
Decreased Positions :
1
-43
-0%
 
Closed Positions :
1
-10,248
-0.53%
 
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
   CITY HOLDING CO 87 - 2024-03-31 61,810 $2,040,000 0
   Schulz Wealth LTD. 13 - 2024-03-31 58,144 $1,920,000 0
   FINANCIAL NETWORK 1561 - 2024-03-31 26,166 $864,000 0
   NorthCrest Asset Manangement LLC 328 - 2024-03-31 20,833 $688,000 0
   Keystone Wealth Services LLC 123 - 2024-03-31 15,928 $526,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 799 - 2024-03-31 14,925 $493,000 0
   Holistic Planning LLC 72 - 2024-03-31 12,250 $404,000 0
   EPG Wealth Management LLC 188 - 2024-03-31 12,000 $396,000 0
   FSB PREMIER WEALTH MANAGEMENT INC. 127 - 2024-03-31 10,271 $339,000 0
   Kinloch Capital LLC 57 - 2024-03-31 10,086 $333,000 0
   DHJJ Financial Advisors Ltd. 107 - 2024-03-31 9,785 $323,000 0
   HBW Advisory Services LLC 277 - 2024-03-31 7,022 $222,000 0
   BCGM Wealth Management LLC 139 - 2024-03-31 6,615 $218,000 0
   Larson Financial Group LLC 433 - 2024-03-31 5,472 $181,000 0
   Steward Partners Investment Advisory LLC 1704 - 2024-03-31 3,375 $111,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 286 - 2024-03-31 2,807 $93,000 0
   Aptus Capital Advisors LLC 815 - 2024-03-31 2,807 $93,000 0
   Capital Analysts Inc. 593 - 2024-03-31 2,240 $74,000 0
   Sunbelt Securities Inc. 798 - 2024-03-31 2,033 $67,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 368 - 2024-03-31 1,300 $43,000 0
   PRINCIPAL SECURITIES INC. 1883 - 2024-03-31 750 $25,000 0
   Tanglewood Legacy Advisors LLC 268 - 2024-03-31 150 $5,000 0
   PROEQUITIES INC. 2741 *New 2024-03-31 0 $0 0

  23 Records found
  1    
  Page 1 of 1
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