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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    34
Total shares held : 
 1,957,386  
% of shares held : 
 21.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   34  
Amount of shares held : 
 1,899,176  
% of shares held change : 
   21.1%  
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 :
34
 1,899,176
 97.03%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
3
 58,210
 2.97%
 
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. 665 *New 2024-03-31 405,155 $13,544,000 405,155
   RAYMOND JAMES & ASSOCIATES 1346 *New 2024-03-31 213,163 $7,126,000 213,163
   Americana Partners LLC 66 - 2024-03-31 151,818 $5,075,000 -25,086
   ENVESTNET ASSET MANAGEMENT INC 1993 - 2024-03-31 144,072 $4,816,000 75,599
   Steward Partners Investment Advisory LLC 450 - 2024-03-31 89,724 $2,999,000 -430,241
   Kestra Advisory Services LLC 728 - 2024-03-31 85,075 $2,844,000 11,498
   Holistic Planning LLC 21 - 2024-03-31 56,175 $1,878,000 0
   AE Wealth Management LLC 511 - 2024-03-31 54,393 $1,818,000 -16,886
   BB&T CORP 1328 - 2024-03-31 51,922 $1,736,000 -3,804
   FINANCIAL NETWORK 1151 - 2024-03-31 46,858 $1,566,000 18,813
   Cetera Investment Advisers 730 - 2024-03-31 46,078 $1,540,000 38,817
   Advisor Group Holdings Inc. 2072 - 2024-03-31 38,693 $1,294,000 219
   CAPTRUST FINANCIAL ADVISORS 1012 - 2024-03-31 36,962 $1,236,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2187 - 2024-03-31 31,431 $1,051,000 -17,663
   Change Path LLC 366 *New 2024-03-31 31,431 $1,051,000 31,431
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2675 - 2024-03-31 27,302 $913,000 3,688
   CITY HOLDING CO 160 - 2024-03-31 25,480 $852,000 0
   EPG Wealth Management LLC 139 - 2024-03-31 22,450 $751,000 0
   BCGM Wealth Management LLC 80 - 2024-03-31 19,017 $636,000 0
   LPL FINANCIAL CORP 3546 *New 2024-03-31 18,164 $607,000 18,164
   Sage Capital Advisorsllc 82 *New 2024-03-31 17,276 $578,000 17,276
   Signal Advisors Wealth LLC 152 *New 2024-03-31 16,705 $558,000 16,705
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2295 - 2024-03-31 14,433 $482,000 -3,444
   InterOcean Capital Group LLC 311 - 2024-03-31 13,606 $455,000 0
   Beacon Financial Advisory LLC 126 - 2024-03-31 13,540 $453,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 881 - 2024-03-31 12,100 $405,000 0
   Integrity Financial Corp /WA 91 - 2024-03-31 8,825 $295,000 0
   Rehmann Capital Advisory Group 471 - 2024-03-31 8,224 $275,000 0
   PROEQUITIES INC. 587 - 2024-03-31 8,038 $269,000 0
   Keystone Wealth Services LLC 199 - 2024-03-31 6,847 $229,000 0
   Marshall Financial Group LLC 165 - 2024-03-31 6,746 $226,000 144
   Resources Investment Advisors Inc. 1012 *New 2024-03-31 6,473 $216,000 6,473
   MULTIFINANCIAL SECURITIES CORP 2157 *New 2024-03-31 6,454 $216,000 6,454
   Foundations Investment Advisors LLC 667 - 2024-03-31 6,236 $208,000 -2,687
   HARBOUR INVESTMENTS INC. 1004 *New 2023-12-31 4,272 $138,000 4,272
   IFP Advisors Inc *New 2023-12-31 1,646 $53,000 1,646
   PRINCIPAL SECURITIES INC. 1558 - 2024-03-31 1,500 $50,000 -200
   Financial Gravity Wealth Inc. 258 *New 2024-03-31 1,000 $33,000 1,000
   Caitlin John LLC 424 - 2023-12-31 335 $11,000 0
   DHJJ Financial Advisors Ltd. 476 *New 2024-03-31 200 $7,000 200
   Larson Financial Group LLC 1119 - 2024-03-31 208 $7,000 0
   UBS Group AG 6199 - 2024-03-31 194 $6,000 -497
   Archer Investment Corp 871 - 2024-03-31 63 $2,000 -3,863
   Meridian Wealth Management LLC 281 *Closed 2024-03-31 0 $0 -6,590
   CITADEL ADVISORS LLC 6296 *Closed 2024-03-31 0 $0 -21,671
   Anfield Capital Management LLC 358 *Closed 2024-03-31 0 $0 -6,434
   Lifestyle Asset Management Inc. 119 *Closed 2024-03-31 0 $0 -532,835
  47 Records found
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