Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ft Vest Us Eqty Buff & Prem Etf - Dec (XIDE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 5    5
Total shares held : 
104,470  
% of shares held : 
1.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
104,470  
% of shares held change : 
  1.16%  
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 :
5
 104,470
 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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Foundations Investment Advisors LLC *New 2023-12-31 49,469 $1,498,000 49,469
   Accel Wealth Management 71 - 2024-03-31 29,311 $893,000 10,761
   COMMONWEALTH EQUITY SERVICES LLC. 2555 - 2024-03-31 21,625 $659,000 8,339
   LINCOLN NATIONAL CORP 709 *New 2024-03-31 17,786 $542,000 17,786
   JANE STREET GROUP LLC 3987 *New 2023-12-31 15,787 $476,000 15,787
   Keystone Wealth Services LLC 201 - 2024-03-31 7,422 $226,000 44
   PRINCIPAL SECURITIES INC. 2304 *New 2024-03-31 340 $10,000 340
   PROEQUITIES INC. 2742 *New 2024-03-31 0 $0 0

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results