Ticker: FJAN CUSIP: 33740F623 Class: FT VEST US EQT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Maia Wealth LLC | 47,237 | $2,446 |
| KINTRA WEALTH, LLC | 16,977 | $879 |
| MONEY CONCEPTS CAPITAL CORP | 19,722 | $1,021 |
| Valtinson Bruner Financial Planning LLC | 3,939 | $204 |
| Bison Wealth, LLC | 7,590 | $381 |
| OLD MISSION CAPITAL LLC | 24,674 | $1,277 |
| SILVER OAK SECURITIES, INCORPORATED | 6,081 | $315 |
| INTEGRITY ALLIANCE, LLC. | 7,815 | $404 |
| B. Riley Wealth Advisors, Inc. | 6,275 | $325 |
| Triumph Capital Management | 1,500 | $78 |
| FIRST NATIONAL BANK OF OMAHA | 4,000 | $207 |
| World Investment Advisors | 5,131 | $266 |
| AQR CAPITAL MANAGEMENT LLC | 5,000 | $259 |
| Ritter Daniher Financial Advisory LLC / DE | 250 | $13 |
| Rialto Wealth Management, LLC | 150 | $8 |
| WELLS FARGO & COMPANY/MN | 310 | $16 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rockefeller Capital Management L.P. | 25,366 | 163,363 | +137,997 (+544.0%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 23,476 | 26,510 | +3,034 (+12.9%) |
| Prospera Financial Services Inc | 39,745 | 47,637 | +7,892 (+19.9%) |
| ASSETMARK, INC | 219,976 | 252,229 | +32,253 (+14.7%) |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 17,569 | 17,779 | +210 (+1.2%) |
| MML INVESTORS SERVICES, LLC | 176,673 | 187,873 | +11,200 (+6.3%) |
| LPL Financial LLC | 232,783 | 250,193 | +17,410 (+7.5%) |
| Ignite Planners, LLC | 23,519 | 23,819 | +300 (+1.3%) |
| Strategic Blueprint, LLC | 28,722 | 29,331 | +609 (+2.1%) |
| Kestra Advisory Services, LLC | 97,043 | 99,725 | +2,682 (+2.8%) |
| Mariner, LLC | 10,814 | 14,484 | +3,670 (+33.9%) |
| AE Wealth Management LLC | 23,995 | 26,234 | +2,239 (+9.3%) |
| RFG Advisory, LLC | 12,177 | 13,419 | +1,242 (+10.2%) |
| Concurrent Investment Advisors, LLC | 5,006 | 6,353 | +1,347 (+26.9%) |
| Sanctuary Advisors, LLC | 6,191 | 6,571 | +380 (+6.1%) |
| CoreCap Advisors, LLC | 14,405 | 14,599 | +194 (+1.3%) |
| PARK AVENUE SECURITIES LLC | 10,075 | 10,231 | +156 (+1.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Foguth Wealth Management, LLC. | 293,767 | 125,808 | -167,959 (-57.2%) |
| SMART Wealth LLC | 124,623 | 112,562 | -12,061 (-9.7%) |
| FWG Investments, LLC. | 33,052 | 30,338 | -2,714 (-8.2%) |
| Plotkin Financial Advisors, LLC | 75,808 | 74,803 | -1,005 (-1.3%) |
| Integrity Financial Corp /WA | 44,007 | 41,473 | -2,534 (-5.8%) |
| REAP Financial Group, LLC | 77,040 | 70,176 | -6,864 (-8.9%) |
| STEPHENS INC /AR/ | 531,203 | 375,135 | -156,068 (-29.4%) |
| Synergy Asset Management, LLC | 84,971 | 27,971 | -57,000 (-67.1%) |
| Anfield Capital Management, LLC | 71,583 | 69,094 | -2,489 (-3.5%) |
| Faithward Advisors, LLC | 47,385 | 38,144 | -9,241 (-19.5%) |
| Independent Wealth Network Inc. | 49,833 | 47,747 | -2,086 (-4.2%) |
| CreativeOne Wealth, LLC | 57,938 | 13,459 | -44,479 (-76.8%) |
| KRAEMATON INVESTMENT ADVISORS, INC | 6,552 | 5,300 | -1,252 (-19.1%) |
| Brookstone Capital Management | 357,733 | 305,787 | -51,946 (-14.5%) |
| Cetera Investment Advisers | 473,470 | 262,853 | -210,617 (-44.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 865,980 | 289,905 | -576,075 (-66.5%) |
| Signal Advisors Wealth, LLC | 12,742 | 7,968 | -4,774 (-37.5%) |
| TFB Advisors LLC | 30,106 | 29,290 | -816 (-2.7%) |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 5,564 | 5,057 | -507 (-9.1%) |
| Apollon Wealth Management, LLC | 55,014 | 39,174 | -15,840 (-28.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BAM Wealth Management, LLC | 89,308 | $4,479 |
| Keystone Wealth Services, LLC | 55,994 | $2,808 |
| VestGen Investment Management | 13,993 | $702 |
| McCarthy & Cox | 16,977 | $851 |
| WORLD EQUITY GROUP, INC. | 11,334 | $568 |
| Atria Investments, Inc | 120,399 | $6,039 |
| Uniting Wealth Partners, LLC | 4,404 | $221 |
| TruNorth Capital Management, LLC | 3,185 | $160 |
| Gallagher Fiduciary Advisors, LLC | 12,126 | $608 |
| Envestnet Portfolio Solutions, Inc. | 18,237 | $915 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46,679 | $2,341 |
| GOLDMAN SACHS GROUP INC | 5,838 | $293 |
| PRINCIPAL SECURITIES, INC. | 627 | $31 |
| Spire Wealth Management | 475 | $24 |
| JONES FINANCIAL COMPANIES LLLP | 600 | $30 |
| FIRST HORIZON CORP | 103 | $5 |