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Get Institutions for : 
Ft Vest Technology Dividend Target Income Etf (TDVI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    8
Total shares held : 
909,417  
% of shares held : 
10.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
433,419  
% of shares held change : 
  4.82%  
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 :
8
 375,526
 41.29%
 
Increased Positions :
2
 57,893
 6.37%
 
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
   Advisor OS LLC - 2023-12-31 492,331 $8,301,000 26,318
   ENVESTNET ASSET MANAGEMENT INC 2397 *New 2023-12-31 104,455 $2,222,000 104,455
   Kestra Advisory Services LLC 846 *New 2023-12-31 82,842 $1,762,000 82,842
   OLD MISSION CAPITAL LLC 411 *New 2023-12-31 50,779 $1,080,000 50,779
   Retirement Group LLC - 2024-03-31 59,794 $1,036,000 -1,565
   Commonwealth Financial Services LLC 55 *New 2023-12-31 55,582 $937,000 55,582
   ROYAL BANK OF CANADA 3181 - 2023-12-31 41,560 $884,000 31,575
   Foundations Investment Advisors LLC *New 2023-12-31 17,746 $386,000 17,746
   Wagner Wealth Management LLC 157 - 2024-03-31 2,754 $62,000 28
   HARBOUR INVESTMENTS INC. 2796 *New 2023-12-31 37 $1,000 37
   PROEQUITIES INC. *New 2024-03-31 0 $0 0

  11 Records found
  1    
  Page 1 of 1
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