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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    15
Total shares held : 
808,188  
% of shares held : 
8.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  15  
Amount of shares held : 
331,453  
% of shares held change : 
  3.68%  
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 :
15
 331,453
 41.01%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
2
 476,735
 58.99%
 
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
   Objectivity Squared LLC 1 - 2024-03-31 472,565 $15,491,000 3,096
   COMMONWEALTH EQUITY SERVICES LLC. *New 2023-12-31 76,415 $2,444,000 76,415
   Kestra Advisory Services LLC 774 *New 2023-12-31 64,401 $2,059,000 64,401
   BERSON & CORRADO INVESTMENT ADVISORS, LLC *New 2023-12-31 51,715 $1,654,000 51,715
   Advisor Group Holdings Inc. 2305 *New 2023-12-31 38,098 $1,218,000 38,098
   Bullseye Investment Management LLC 27 *New 2023-12-31 26,698 $854,000 26,698
   FINANCIAL NETWORK 1573 *New 2023-12-31 23,359 $747,000 23,359
   CITADEL ADVISORS LLC 3789 *New 2023-12-31 12,759 $408,000 12,759
   MULTIFINANCIAL SECURITIES CORP 1403 *New 2023-12-31 9,581 $306,000 9,581
   HBK SORCE ADVISORY LLC *New 2023-12-31 9,349 $299,000 9,349
   LINCOLN NATIONAL CORP *New 2023-12-31 7,824 $250,000 7,824
   Holistic Planning LLC 104 - 2023-12-31 7,266 $232,000 0
   Arlington Capital Management Inc. 85 - 2024-03-31 6,312 $207,000 -3
   Steward Partners Investment Advisory LLC 1687 *New 2023-12-31 3,200 $102,000 3,200
   DHJJ Financial Advisors Ltd. 360 *New 2024-03-31 660 $22,000 660
   PROEQUITIES INC. *New 2023-12-31 518 $17,000 518
   UBS Group AG *New 2023-12-31 24 $1,000 24
   PFS Partners LLC 490 *Closed 2024-03-31 0 $0 -1,197

  18 Records found
  1    
  Page 1 of 1
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