Ticker: SFEB CUSIP: 33740F292 Class: FT VEST US SMALL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Camelot Portfolios, LLC | 2,911 | $68 |
| SILVER OAK SECURITIES, INCORPORATED | 14,285 | $337 |
| Arkadios Wealth Advisors | 21,870 | $514 |
| Pinnacle Wealth Planning Services, Inc. | 2,521 | $59 |
| CX Institutional | 4,082 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LPL Financial LLC | 27,943 | 28,969 | +1,026 (+3.7%) |
| Brinker Capital Investments, LLC | 29,858 | 30,683 | +825 (+2.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Grantvest Financial Group LLC | 37,053 | 32,077 | -4,976 (-13.4%) |
| OSAIC HOLDINGS, INC. | 257,233 | 111,935 | -145,298 (-56.5%) |
| HARBOUR INVESTMENTS, INC. | 38,763 | 22,748 | -16,015 (-41.3%) |
| RAYMOND JAMES FINANCIAL INC | 145,703 | 111,179 | -34,524 (-23.7%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,691 | 13,745 | -33,946 (-71.2%) |
| SOA Wealth Advisors, LLC. | 42,127 | 41,449 | -678 (-1.6%) |
| IFP Advisors, Inc | 3,525 | 753 | -2,772 (-78.6%) |
| Kestra Advisory Services, LLC | 45,984 | 41,484 | -4,500 (-9.8%) |
| Spire Wealth Management | 9,907 | 8,376 | -1,531 (-15.5%) |
| Noble Wealth Management PBC | 1,100 | 800 | -300 (-27.3%) |
| Mariner, LLC | 18,800 | 15,900 | -2,900 (-15.4%) |
| UBS Group AG | 512 | 127 | -385 (-75.2%) |
| Sunbelt Securities, Inc. | 12,207 | 11,982 | -225 (-1.8%) |
| Steward Partners Investment Advisory, LLC | 475 | 467 | -8 (-1.7%) |
| Cambridge Investment Research Advisors, Inc. | 17,206 | 15,706 | -1,500 (-8.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Sigma Planning Corp | 16,629 | $379 |
| Buckingham Strategic Partners | 9,534 | $219 |
| MAI Capital Management | 250 | $6 |
| PRINCIPAL SECURITIES, INC. | 200 | $5 |