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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Diligent Investors LLC 126 - 2024-03-31 26,687 $887,000 0
   Clear Point Advisors Inc. 42 - 2024-03-31 23,000 $765,000 0
   MARINER WEALTH ADVISORS, LLC 1770 - 2024-03-31 21,029 $699,000 0
   Chicago Partners Investment Group LLC 560 - 2024-03-31 9,199 $306,000 0
   Aurora Private Wealth Inc. 109 - 2024-03-31 8,561 $285,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 239 - 2024-03-31 7,165 $238,000 0
   Crown Wealth Group LLC 99 - 2024-03-31 6,550 $218,000 0
   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
   DHJJ Financial Advisors Ltd. 420 - 2024-03-31 391 $13,000 0

  10 Records found
  1    
  Page 1 of 1
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