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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 68    0
Total shares held : 
 4,952,969  
% of shares held : 
 55.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 -513,129  
% of shares held change : 
   -5.7%  
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 :
7
 51,789
 1.05%
 
Increased Positions :
9
 48,987
 0.99%
 
Unchanged Positions :
26
 418,379
 8.45%
 
Decreased Positions :
26
-342,125
-6.91%
 
Closed Positions :
7
-271,780
-5.49%
 
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
   Ferguson Shapiro LLC 1 - 2024-06-30 1,615,914 $56,153,000 -116,399
   IFP Advisors Inc 38 - 2024-06-30 346,999 $12,058,000 -16,132
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 728 - 2024-06-30 345,034 $11,990,000 -36,951
   ALTFEST L J & CO INC 20 - 2024-06-30 294,465 $10,233,000 7,140
   ENVESTNET ASSET MANAGEMENT INC 1576 - 2024-06-30 279,929 $9,728,000 -14,965
   BB&T CORP 728 - 2024-06-30 198,408 $6,895,000 -147
   Integrated Wealth Concepts LLC 233 - 2024-06-30 165,685 $5,758,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 115 - 2024-06-30 158,552 $5,510,000 -3,065
   RAYMOND JAMES & ASSOCIATES 1514 - 2024-06-30 156,122 $5,425,000 -16,950
   Cetera Investment Advisers 958 - 2024-06-30 152,513 $5,300,000 -10,793
   Advisor Group Holdings Inc. 1017 - 2024-06-30 138,334 $4,807,000 -29,902
   Kestra Advisory Services LLC 613 - 2024-06-30 132,500 $4,604,000 -10,582
   Americana Partners LLC 80 - 2024-06-30 131,128 $4,557,000 14,638
   TD Waterhouse Canada Inc. 298 - 2024-06-30 99,807 $4,542,000 -44
   MULTIFINANCIAL SECURITIES CORP 571 - 2024-03-31 107,705 $3,647,000 26
   COMMONWEALTH EQUITY SERVICES LLC. 1466 - 2024-06-30 92,412 $3,211,000 -10,354
   STEPHENS INC /AR/ 336 - 2024-06-30 87,780 $3,050,000 -400
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1038 - 2024-06-30 84,713 $2,944,000 -28,622
   Resources Investment Advisors Inc. 375 - 2024-06-30 69,217 $2,405,000 -666
   Schulz Wealth LTD. 12 - 2024-06-30 59,572 $2,070,000 -1,615
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1797 - 2024-06-30 51,943 $1,805,000 9,592
   Goss Wealth Management LLC 844 - 2024-06-30 45,853 $1,593,000 -690
   JANE STREET GROUP LLC 2954 - 2024-06-30 45,226 $1,572,000 2,346
   FINANCIAL NETWORK 1226 - 2024-03-31 41,336 $1,400,000 -60,215
   HARBOUR INVESTMENTS INC. 338 - 2024-06-30 40,044 $1,392,000 -10,097
   Pallas Capital Advisors LLC 180 - 2024-06-30 37,765 $1,318,000 -626
   LPL FINANCIAL CORP 3092 - 2024-06-30 32,010 $1,112,000 2,740
   CITY HOLDING CO 132 - 2024-06-30 30,950 $1,076,000 0
   Atria Wealth Solutions Inc. 886 - 2024-06-30 29,077 $1,010,000 -469
   E&G Advisors LP 73 - 2024-06-30 27,300 $949,000 0
   H D Vest Advisory Services 1150 - 2024-06-30 20,555 $714,000 -6,933
   Tanglewood Legacy Advisors LLC 44 - 2024-06-30 19,974 $694,000 0
   Bouchey Financial Group Ltd 57 - 2024-06-30 19,580 $680,000 -11
   Sunbelt Securities Inc. 273 - 2024-06-30 18,680 $649,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 134 - 2024-06-30 16,735 $582,000 0
   Aptus Capital Advisors LLC 465 - 2024-06-30 16,735 $582,000 0
   Grant Street Asset Management Inc. 37 - 2024-06-30 16,400 $570,000 0
   J P MORGAN CHASE & CO 3603 *New 2024-06-30 15,015 $522,000 15,015
   JANNEY MONTGOMERY SCOTT LLC 1874 - 2024-06-30 14,403 $501,000 -300
   Streettalk Advisors LLC 306 - 2024-06-30 12,693 $441,000 0
   Integrity Financial Corp /WA 69 - 2024-06-30 12,383 $430,000 1,636
   Diligent Investors LLC 207 - 2024-06-30 12,300 $427,000 0
   CITADEL ADVISORS LLC 3820 *New 2024-06-30 11,680 $406,000 11,680
   COLONY GROUP, LLC 987 *New 2024-06-30 11,655 $405,000 11,655
   InterOcean Capital Group LLC 335 - 2024-03-31 11,655 $395,000 -1,950
   WEALTHGARDEN F.S. LLC 79 - 2024-06-30 10,675 $371,000 0
   Keystone Wealth Services LLC 166 - 2024-06-30 9,434 $328,000 0
   NorthCrest Asset Manangement LLC 462 - 2024-06-30 8,145 $283,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1074 - 2024-06-30 8,000 $278,000 0
   Insight Advisors LLC/ PA 240 - 2024-06-30 8,008 $278,000 -5,992
   PROSPERA FINANCIAL SERVICES 947 - 2024-06-30 7,974 $277,000 0
   Chicago Partners Investment Group LLC 636 - 2024-06-30 7,418 $258,000 0
   DHJJ Financial Advisors Ltd. 130 - 2024-06-30 7,378 $256,000 -1,110
   Steward Partners Investment Advisory LLC 1344 - 2024-06-30 7,162 $249,000 0
   TOWNSQUARE CAPITAL LLC 1154 - 2024-06-30 6,671 $232,000 0
   Financial Network Wealth Advisors LLC 118 - 2024-06-30 6,671 $232,000 0
   OLD MISSION CAPITAL LLC 710 - 2024-06-30 6,564 $228,000 -1,628
   Bullseye Investment Management LLC 62 *New 2024-06-30 6,200 $216,000 6,200
   Anfield Capital Management LLC 52 - 2024-06-30 5,659 $197,000 5,659
   CoreCap Advisors LLC 371 - 2024-06-30 5,605 $195,000 2,124
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1060 *New 2024-06-30 3,911 $136,000 3,911
   UBS Group AG 4784 - 2024-06-30 3,859 $134,000 3,112
   PROEQUITIES INC. 949 - 2024-06-30 2,676 $93,000 -20
   THURSTON SPRINGER MILLER HERD & TITAK INC. 346 *New 2024-06-30 2,214 $77,000 2,214
   Clear Point Advisors Inc. 172 - 2024-06-30 1,735 $60,000 -27,602
   Archer Investment Corp 392 - 2024-06-30 1,705 $59,000 0
   SUMMIT INVESTMENT ADVISORS INC 2066 - 2024-06-30 1,630 $57,000 0
   WELLS FARGO & CO/MN 4685 - 2024-06-30 1,606 $56,000 0
   Capital Investment Advisory Services LLC 672 - 2024-06-30 1,325 $46,000 0
   Capital Analysts Inc. 723 - 2024-06-30 1,304 $45,000 0
   ROYAL BANK OF CANADA 5195 *New 2024-06-30 1,114 $39,000 1,114
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 423 - 2024-06-30 807 $28,000 0
   PRINCIPAL SECURITIES INC. 2217 - 2024-06-30 400 $14,000 0
   Caitlin John LLC 420 - 2023-12-31 342 $11,000 0
   HBW Advisory Services LLC 345 *Closed 2024-06-30 0 $0 -50,846
   BEACON FINANCIAL GROUP 316 *Closed 2024-06-30 0 $0 -9,049
   Sound Income Strategies LLC 1345 *Closed 2024-06-30 0 $0 -58
   Maltin Wealth Management Inc. 121 *Closed 2024-06-30 0 $0 -185,059
   Lifeworks Advisors LLC 231 *Closed 2024-06-30 0 $0 -6,566
   Financial Gravity Wealth Inc. 1308 *Closed 2024-06-30 0 $0 -500
   HRT FINANCIAL LLC 3046 *Closed 2024-06-30 0 $0 -19,702
  81 Records found
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