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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

  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
   Ferguson Shapiro LLC 1 - 2024-03-31 1,732,313 $58,666,000 -205,249
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 687 *New 2024-03-31 381,985 $12,936,000 381,985
   IFP Advisors Inc - 2023-12-31 351,941 $11,290,000 347,805
   ENVESTNET ASSET MANAGEMENT INC 1521 - 2024-03-31 294,894 $9,987,000 -5,802
   ALTFEST L J & CO INC 21 - 2024-03-31 287,325 $9,730,000 30,708
   HARBOUR INVESTMENTS INC. 39 - 2023-12-31 302,100 $9,691,000 11,740
   BB&T CORP 768 - 2024-03-31 198,555 $6,724,000 -10,446
   Maltin Wealth Management Inc. 3 - 2024-03-31 185,059 $6,267,000 -288
   RAYMOND JAMES & ASSOCIATES 1472 *New 2024-03-31 173,072 $5,861,000 173,072
   Advisor Group Holdings Inc. 950 - 2024-03-31 168,236 $5,698,000 -988,807
   Integrated Wealth Concepts LLC 240 - 2024-03-31 165,685 $5,611,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 119 - 2024-03-31 161,617 $5,473,000 14,506
   Kestra Advisory Services LLC 535 - 2024-03-31 143,082 $4,846,000 15,036
   Americana Partners LLC 78 - 2024-03-31 116,490 $3,945,000 -30,598
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 895 - 2024-03-31 113,335 $3,838,000 -8,953
   MULTIFINANCIAL SECURITIES CORP 571 - 2024-03-31 107,705 $3,647,000 26
   TD Waterhouse Canada Inc. 310 - 2024-03-31 99,851 $3,533,000 9,175
   COMMONWEALTH EQUITY SERVICES LLC. 1389 - 2024-03-31 102,766 $3,480,000 -11,200
   STEPHENS INC /AR/ 334 - 2024-03-31 88,180 $2,986,000 -661
   Resources Investment Advisors Inc. 298 - 2024-03-31 69,883 $2,367,000 45,654
   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
   Goss Wealth Management LLC 775 - 2024-03-31 46,543 $1,576,000 -13,254
   JANE STREET GROUP LLC 2626 - 2024-03-31 42,880 $1,452,000 -13,033
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2132 - 2024-03-31 42,351 $1,434,000 -2,812
   FINANCIAL NETWORK 1226 - 2024-03-31 41,336 $1,400,000 -60,215
   Pallas Capital Advisors LLC 183 - 2024-03-31 38,391 $1,300,000 -82,437
   CITY HOLDING CO 143 - 2024-03-31 30,950 $1,048,000 -700
   Atria Wealth Solutions Inc. 904 - 2024-03-31 29,546 $1,001,000 -350
   Clear Point Advisors Inc. 32 - 2024-03-31 29,337 $994,000 0
   LPL FINANCIAL CORP 3134 *New 2024-03-31 29,270 $991,000 29,270
   H D Vest Advisory Services 777 - 2024-03-31 27,488 $931,000 -5,186
   E&G Advisors LP 75 - 2024-03-31 27,300 $925,000 -100
   Tanglewood Legacy Advisors LLC 43 - 2024-03-31 19,974 $676,000 0
   HRT FINANCIAL LLC 1043 *New 2024-03-31 19,702 $667,000 19,702
   Bouchey Financial Group Ltd 57 - 2024-03-31 19,591 $663,000 3,930
   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
   JANNEY MONTGOMERY SCOTT LLC 1990 - 2024-03-31 14,703 $498,000 -3,780
   Cetera Investment Advisers 1211 - 2024-03-31 14,265 $483,000 -30,596
   Insight Advisors LLC/ PA 166 - 2024-03-31 14,000 $474,000 -5,044
   Streettalk Advisors LLC 286 - 2024-03-31 12,693 $430,000 0
   Diligent Investors LLC 213 - 2024-03-31 12,300 $417,000 0
   InterOcean Capital Group LLC 335 - 2024-03-31 11,655 $395,000 -1,950
   Integrity Financial Corp /WA 78 - 2024-03-31 10,747 $364,000 1,039
   Keystone Wealth Services LLC 166 - 2024-03-31 9,434 $319,000 -2
   BEACON FINANCIAL GROUP 265 - 2024-03-31 9,049 $306,000 -4,134
   DHJJ Financial Advisors Ltd. 114 - 2024-03-31 8,488 $287,000 0
   OLD MISSION CAPITAL LLC 705 - 2024-03-31 8,192 $277,000 -45,107
   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
   PROEQUITIES INC. 953 - 2024-03-31 2,696 $91,000 -1,390
   Archer Investment Corp 379 - 2024-03-31 1,705 $58,000 -11,974
   SUMMIT INVESTMENT ADVISORS INC 2083 *New 2024-03-31 1,630 $55,000 1,630
   WELLS FARGO & CO/MN 4645 *New 2024-03-31 1,606 $54,000 1,606
   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
   UBS Group AG 5600 - 2024-03-31 747 $25,000 70
   Financial Gravity Wealth Inc. 350 *New 2024-03-31 500 $17,000 500
   PRINCIPAL SECURITIES INC. 2169 - 2024-03-31 400 $14,000 -600
   Caitlin John LLC 420 - 2023-12-31 342 $11,000 0
   Sound Income Strategies LLC 1038 *New 2024-03-31 58 $2,000 58
   TUCKER ASSET MANAGEMENT LLC 754 *New 2023-12-31 55 $2,000 55
   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
  84 Records found
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