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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    29
Total shares held : 
1,775,085  
% of shares held : 
19.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  29  
Amount of shares held : 
1,775,085  
% of shares held change : 
  19.72%  
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 :
29
 1,775,085
 100%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
0
 0
 0%
 
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. 489 *New 2024-03-31 660,901 $20,858,000 660,901
   Bullseye Investment Management LLC 4 *New 2023-12-31 376,052 $11,379,000 376,052
   RAYMOND JAMES & ASSOCIATES 1127 *New 2024-03-31 332,148 $10,483,000 332,148
   Goss Wealth Management LLC 199 *New 2023-12-31 338,455 $10,363,000 338,455
   ENVESTNET ASSET MANAGEMENT INC 1713 *New 2023-12-31 215,984 $6,536,000 215,984
   Americana Partners LLC *New 2023-12-31 198,902 $6,008,000 198,902
   Pallas Capital Advisors LLC 107 *New 2024-03-31 122,100 $3,853,000 122,100
   AE Wealth Management LLC 718 *New 2023-12-31 108,938 $3,342,000 108,938
   FINANCIAL NETWORK 769 *New 2023-12-31 105,672 $3,198,000 105,672
   JANNEY MONTGOMERY SCOTT LLC 998 *New 2024-03-31 88,849 $2,804,000 88,849
   Kestra Advisory Services LLC 783 *New 2023-12-31 66,142 $2,001,000 66,142
   COMMONWEALTH EQUITY SERVICES LLC. 1843 - 2024-03-31 56,105 $1,771,000 26,513
   MML INVESTORS SERVICES LLC 1122 *New 2023-12-31 51,789 $1,567,000 51,789
   WOLVERINE TRADING LLC 318 *New 2023-12-31 47,866 $1,448,000 47,866
   SIGNATURE SECURITIES GROUP CORPORATION 73 - 2024-03-31 37,878 $1,195,000 1,877
   Advisor Group Holdings Inc. 2366 *New 2023-12-31 38,127 $1,154,000 38,127
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1659 - 2024-03-31 34,362 $1,084,000 7,965
   Streettalk Advisors LLC 193 - 2024-03-31 24,781 $782,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3353 *New 2023-12-31 22,132 $670,000 22,132
   Cambridge Advisors Inc. 99 - 2024-03-31 19,775 $624,000 0
   Catalina Capital Group LLC 88 - 2024-03-31 17,542 $554,000 -160
   Archer Investment Corp *New 2023-12-31 16,241 $491,000 16,241
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 433 *New 2024-03-31 14,285 $451,000 14,285
   DHJJ Financial Advisors Ltd. 89 *New 2024-03-31 13,936 $440,000 13,936
   Resources Investment Advisors Inc. 785 *New 2023-12-31 13,566 $411,000 13,566
   Rockefeller Capital Management L.P. 1458 *New 2023-12-31 10,000 $303,000 10,000
   Tanglewood Legacy Advisors LLC 73 - 2024-03-31 8,988 $284,000 2,470
   Lifeworks Advisors LLC 172 *New 2023-12-31 8,694 $263,000 8,694
   MONEY CONCEPTS CAPITAL CORP 365 *New 2024-03-31 7,015 $221,000 7,015
   NATIONAL ASSET MANAGEMENT, INC. 1243 *New 2023-12-31 6,850 $207,000 6,850
   Holistic Planning LLC 114 *New 2024-03-31 6,450 $204,000 6,450
   Integrity Financial Corp /WA 110 - 2024-03-31 5,824 $184,000 3,288
   Sunbelt Securities Inc. 611 - 2024-03-31 4,638 $146,000 2,989
   BENJAMIN F. EDWARDS & COMPANY INC. 1011 - 2024-03-31 4,153 $131,000 0
   HARBOUR INVESTMENTS INC. 1111 *New 2023-12-31 3,509 $106,000 3,509
   ADVISORY SERVICES NETWORK, LLC *New 2023-12-31 1,160 $35,000 1,160
   Retirement Group LLC 390 *New 2024-03-31 500 $16,000 500
   CWM LLC 3306 - 2024-03-31 331 $10,000 0
   Capital Investment Advisory Services LLC 890 - 2024-03-31 99 $3,000 0
   J P MORGAN CHASE & CO 5407 *New 2023-12-31 24 $1,000 24
   HANSON MCCLAIN, INC. 3391 *New 2024-03-31 8 $0 8
   PROEQUITIES INC. 9858 *New 2024-03-31 0 $0 0

  42 Records found
  1    
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