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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
   Advisor Group Holdings Inc. 275 - 2023-12-31 1,157,043 $37,115,000 125,259
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 687 *New 2024-03-31 381,985 $12,936,000 381,985
   AE Wealth Management LLC 347 - 2023-12-31 373,280 $12,169,000 -63,081
   IFP Advisors Inc - 2023-12-31 351,941 $11,290,000 347,805
   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
   ENVESTNET ASSET MANAGEMENT INC 1462 - 2023-12-31 300,696 $9,646,000 -17,083
   BB&T CORP - 2023-12-31 209,001 $6,705,000 -272
   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
   Integrated Wealth Concepts LLC 229 - 2023-12-31 165,685 $5,315,000 427
   Americana Partners LLC - 2023-12-31 147,088 $4,719,000 -234
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2023-12-31 147,111 $4,719,000 130,055
   Kestra Advisory Services LLC 522 - 2023-12-31 128,046 $4,108,000 13,943
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 895 - 2024-03-31 113,335 $3,838,000 -8,953
   COMMONWEALTH EQUITY SERVICES LLC. - 2023-12-31 113,966 $3,656,000 -14,618
   MULTIFINANCIAL SECURITIES CORP 360 - 2023-12-31 107,679 $3,454,000 34,418
   FINANCIAL NETWORK 760 - 2023-12-31 101,551 $3,258,000 -7,968
   TD Waterhouse Canada Inc. 276 *New 2023-12-31 90,676 $3,012,000 90,676
   STEPHENS INC /AR/ 322 - 2023-12-31 88,841 $2,850,000 46,211
   Foundations Investment Advisors LLC *New 2023-12-31 76,800 $2,508,000 76,800
   Schulz Wealth LTD. 11 - 2024-03-31 61,187 $2,072,000 0
   Goss Wealth Management LLC 660 - 2023-12-31 59,797 $1,945,000 -64,193
   JANE STREET GROUP LLC 2555 - 2023-12-31 55,913 $1,794,000 29,972
   OLD MISSION CAPITAL LLC 297 *New 2023-12-31 53,299 $1,710,000 53,299
   HBW Advisory Services LLC 96 - 2024-03-31 50,846 $1,631,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2281 - 2023-12-31 45,163 $1,449,000 9,713
   Cetera Investment Advisers 924 - 2023-12-31 44,861 $1,439,000 -428
   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
   H D Vest Advisory Services - 2023-12-31 32,674 $1,048,000 1,647
   Atria Wealth Solutions Inc. - 2023-12-31 29,896 $959,000 2,235
   E&G Advisors LP 75 - 2024-03-31 27,300 $925,000 -100
   Resources Investment Advisors Inc. 560 *New 2023-12-31 24,229 $777,000 24,229
   Tanglewood Legacy Advisors LLC 43 - 2024-03-31 19,974 $676,000 0
   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
   Insight Advisors LLC/ PA - 2023-12-31 19,044 $611,000 -16,717
   JANNEY MONTGOMERY SCOTT LLC *New 2023-12-31 18,483 $593,000 18,483
   Aptus Capital Advisors LLC 363 - 2023-12-31 16,735 $537,000 575
   GUARDIAN WEALTH ADVISORS LLC / NC 126 - 2023-12-31 16,735 $537,000 575
   Grant Street Asset Management Inc. *New 2023-12-31 16,400 $526,000 16,400
   Archer Investment Corp - 2023-12-31 13,679 $439,000 0
   InterOcean Capital Group LLC - 2023-12-31 13,605 $436,000 0
   BEACON FINANCIAL GROUP 226 *New 2023-12-31 13,183 $423,000 13,183
   Streettalk Advisors LLC - 2023-12-31 12,693 $407,000 0
   Diligent Investors LLC - 2023-12-31 12,300 $395,000 0
   Schubert & Co 23 *New 2023-12-31 11,412 $366,000 11,412
   Keystone Wealth Services LLC 166 - 2024-03-31 9,434 $319,000 -2
   Integrity Financial Corp /WA - 2023-12-31 9,708 $311,000 -3,333
   Koshinski Asset Management Inc. *New 2023-12-31 9,065 $291,000 9,065
   DHJJ Financial Advisors Ltd. 114 - 2024-03-31 8,488 $287,000 0
   NorthCrest Asset Manangement LLC 456 - 2024-03-31 8,145 $276,000 0
   CAPTRUST FINANCIAL ADVISORS 2170 *New 2023-12-31 8,442 $271,000 8,442
   Anfield Capital Management LLC - 2023-12-31 8,329 $267,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC - 2023-12-31 8,000 $257,000 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 1317 - 2023-12-31 7,162 $230,000 0
   TOWNSQUARE CAPITAL LLC 1035 *New 2023-12-31 6,671 $214,000 6,671
   Financial Network Wealth Advisors LLC 105 - 2023-12-31 6,671 $214,000 0
   Lifeworks Advisors LLC 190 *New 2023-12-31 6,566 $211,000 6,566
   PROEQUITIES INC. - 2023-12-31 4,086 $131,000 -44,036
   ADVISORY SERVICES NETWORK, LLC *New 2023-12-31 3,464 $111,000 3,464
   Capital Investment Advisory Services LLC 667 - 2024-03-31 1,325 $45,000 0
   Capital Analysts Inc. - 2023-12-31 1,304 $42,000 0
   PRINCIPAL SECURITIES INC. - 2023-12-31 1,000 $32,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 430 - 2024-03-31 807 $27,000 0
   UBS Group AG *New 2023-12-31 677 $22,000 677
   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
   Impact Partnership Wealth LLC 753 - 2023-12-31 32 $1,000 -441
   RFG Advisory Group LLC 718 *Closed 2024-03-31 0 $0 -76,726
   Cape Investment Advisory Inc. 1063 *Closed 2023-12-31 0 $0 -1,000
   Claro Advisors LLC 423 *Closed 2024-03-31 0 $0 -7,350
   CITADEL ADVISORS LLC 6585 *Closed 2023-12-31 0 $0 -10,687
   Accel Wealth Management 233 *Closed 2024-03-31 0 $0 -14,200
  79 Records found
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