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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    16
Total shares held : 
306,914  
% of shares held : 
3.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  16  
Amount of shares held : 
306,773  
% of shares held change : 
  3.41%  
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 :
16
 306,773
 99.95%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
1
 141
 0.05%
 
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
   Kestra Advisory Services LLC 543 *New 2023-12-31 120,986 $3,802,000 120,986
   Key Client Fiduciary Advisors LLC 16 *New 2024-03-31 80,683 $2,613,000 80,683
   COMMONWEALTH EQUITY SERVICES LLC. 1756 - 2024-03-31 63,172 $2,046,000 1,394
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1689 - 2024-03-31 32,408 $1,050,000 -2,468
   VIMA LLC 12 - 2023-12-31 29,636 $931,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC *New 2024-03-31 20,782 $673,000 20,782
   JANE STREET GROUP LLC 3930 *New 2023-12-31 15,790 $496,000 15,790
   WOLFF WIESE MAGANA LLC 59 - 2024-03-31 13,588 $440,000 0
   Atria Wealth Solutions Inc. *New 2023-12-31 8,773 $276,000 8,773
   CITADEL ADVISORS LLC 4155 *New 2023-12-31 8,736 $275,000 8,736
   HARBOUR INVESTMENTS INC. 804 *New 2023-12-31 7,443 $234,000 7,443
   Stonebridge Financial Planning Group LLC *New 2023-12-31 6,800 $214,000 6,800
   Arlington Capital Management Inc. 83 - 2024-03-31 6,414 $208,000 -23
   Advisor Group Holdings Inc. 3915 *New 2023-12-31 6,309 $198,000 6,309
   IFP Advisors Inc *New 2023-12-31 6,004 $189,000 6,004
   DHJJ Financial Advisors Ltd. 245 *New 2024-03-31 1,837 $60,000 1,837
   PFS Partners LLC 198 - 2024-03-31 620 $20,000 0
   Capital Investment Advisory Services LLC 802 - 2024-03-31 385 $12,000 0
   PROEQUITIES INC. - 2024-03-31 342 $11,000 0
   Sigma Planning Corp *Closed 2024-03-31 0 $0 -7,906

  20 Records found
  1    
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