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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
   ADVISORY SERVICES NETWORK, LLC 2253 *Closed 2024-03-31 0 $0 -3,464
   RFG Advisory Group LLC 718 *Closed 2024-03-31 0 $0 -76,726
   Anfield Capital Management LLC 320 *Closed 2024-03-31 0 $0 -8,329
   Cape Investment Advisory Inc. 1063 *Closed 2023-12-31 0 $0 -1,000
   Koshinski Asset Management Inc. 644 *Closed 2024-03-31 0 $0 -9,065
   Claro Advisors LLC 423 *Closed 2024-03-31 0 $0 -7,350
   Foundations Investment Advisors LLC 721 *Closed 2024-03-31 0 $0 -76,800
   CAPTRUST FINANCIAL ADVISORS 2531 *Closed 2024-03-31 0 $0 -8,442
   Schubert & Co 34 *Closed 2024-03-31 0 $0 -11,412
   Accel Wealth Management 233 *Closed 2024-03-31 0 $0 -14,200
   AE Wealth Management LLC 1954 *Closed 2024-03-31 0 $0 -373,280
   Impact Partnership Wealth LLC 776 *Closed 2024-03-31 0 $0 -32

  12 Records found
  1    
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