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Get Institutions for : 
Ft Vest Us Equity Enh & Mod Buffer Etf - Jul (XJUL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    9
Total shares held : 
1,101,636  
% of shares held : 
12.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
206,824  
% of shares held change : 
  2.3%  
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 :
9
 149,637
 13.58%
 
Increased Positions :
9
 66,632
 6.05%
 
Unchanged Positions :
7
 72,768
 6.61%
 
Decreased Positions :
9
-9,445
-0.86%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 1074 - 2024-03-31 174,654 $5,808,000 -4,327
   Advisor Group Holdings Inc. 1112 - 2023-12-31 175,302 $5,620,000 28,103
   Kestra Advisory Services LLC 638 - 2023-12-31 93,301 $2,993,000 999
   STEPHENS INC /AR/ 317 - 2023-12-31 91,519 $2,936,000 -518
   Bullseye Investment Management LLC 21 *New 2023-12-31 81,867 $2,630,000 81,867
   FINANCIAL NETWORK 1088 - 2023-12-31 49,193 $1,578,000 -1,394
   ENVESTNET ASSET MANAGEMENT INC 2779 - 2023-12-31 38,070 $1,221,000 3,628
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2833 - 2023-12-31 30,466 $977,000 17,968
   SILVER OAK SECURITIES Inc - 2023-12-31 27,952 $897,000 -1,763
   Diligent Investors LLC - 2023-12-31 26,687 $856,000 0
   Cetera Investment Advisers 1208 - 2023-12-31 26,047 $836,000 1,548
   OLD MISSION CAPITAL LLC 479 *New 2023-12-31 25,915 $831,000 25,915
   Steward Partners Investment Advisory LLC 816 - 2023-12-31 24,100 $773,000 -150
   MARINER WEALTH ADVISORS, LLC 1724 - 2023-12-31 21,029 $675,000 0
   Bouchey Financial Group Ltd 62 - 2024-03-31 19,013 $632,000 254
   MULTIFINANCIAL SECURITIES CORP 1130 - 2023-12-31 15,478 $497,000 384
   BB&T CORP - 2023-12-31 12,941 $415,000 528
   MML INVESTORS SERVICES LLC 1976 *New 2023-12-31 10,404 $334,000 10,404
   Chicago Partners Investment Group LLC 560 - 2024-03-31 9,199 $306,000 0
   CITADEL ADVISORS LLC 4105 *New 2023-12-31 9,067 $291,000 9,067
   Aurora Private Wealth Inc. 109 - 2024-03-31 8,561 $285,000 0
   Aptus Capital Advisors LLC 507 - 2023-12-31 7,165 $230,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 225 - 2023-12-31 7,165 $230,000 0
   Sigma Planning Corp *New 2024-03-31 6,739 $224,000 6,739
   Crown Wealth Group LLC - 2024-03-31 6,550 $218,000 0
   REGAL INVESTMENT ADVISORS, LLC 509 *New 2023-12-31 6,384 $205,000 6,384
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 242 - 2024-03-31 3,562 $118,000 -15
   HARBOUR INVESTMENTS INC. 1368 - 2023-12-31 1,910 $61,000 0
   Capital Investment Advisory Services LLC 632 - 2024-03-31 1,787 $59,000 0
   PROEQUITIES INC. - 2024-03-31 1,246 $41,000 -62
   ADVISORY SERVICES NETWORK, LLC *New 2023-12-31 713 $23,000 713
   DHJJ Financial Advisors Ltd. 420 - 2024-03-31 391 $13,000 0
   Grant Street Asset Management Inc. *Closed 2024-03-31 0 $0 -7,025
   PFS Partners LLC 455 *Closed 2024-03-31 0 $0 -2,214
   Arlington Capital Management Inc. 109 *Closed 2024-03-31 0 $0 -6,335
   JANNEY MONTGOMERY SCOTT LLC 2772 *Closed 2024-03-31 0 $0 -83,473

  36 Records found
  1    
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