Ticker: YSEP CUSIP: 33740U828 Class: FT VEST INT EQ M
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| LEGACY SOLUTIONS, LLC | 8,955 | $233 |
| Grantvest Financial Group LLC | 10,268 | $267 |
| Modern Wealth Management, LLC | 142,008 | $3,694 |
| Camelot Portfolios, LLC | 2,712 | $71 |
| Kovack Advisors, Inc. | 13,693 | $356 |
| OLD MISSION CAPITAL LLC | 27,959 | $727 |
| Pinnacle Wealth Planning Services, Inc. | 5,700 | $148 |
| Avidian Wealth Solutions, LLC | 12,679 | $330 |
| Arkadios Wealth Advisors | 16,166 | $421 |
| MGO ONE SEVEN LLC | 13,741 | $357 |
| GOLDMAN SACHS GROUP INC | 31,053 | $808 |
| Sound Income Strategies, LLC | 1,340 | $36 |
| Capital Investment Advisory Services, LLC | 1,022 | $27 |
| FIFTH THIRD BANCORP | 791 | $21 |
| JPMORGAN CHASE & CO | 292 | $8 |
| Smartleaf Asset Management LLC | 61 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WEALTHGARDEN F.S. LLC | 21,013 | 24,656 | +3,643 (+17.3%) |
| Avantra Family Wealth, Inc. | 54,532 | 55,590 | +1,058 (+1.9%) |
| Anfield Capital Management, LLC | 1,795 | 7,710 | +5,915 (+329.5%) |
| Ignite Planners, LLC | 26,500 | 29,954 | +3,454 (+13.0%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,784 | 10,320 | +8,536 (+478.5%) |
| SILVER OAK SECURITIES, INCORPORATED | 28,727 | 34,468 | +5,741 (+20.0%) |
| Clear Creek Financial Management, LLC | 130,481 | 132,617 | +2,136 (+1.6%) |
| HARBOUR INVESTMENTS, INC. | 6,398 | 18,418 | +12,020 (+187.9%) |
| Integrity Financial Corp /WA | 2,762 | 3,542 | +780 (+28.2%) |
| Sunbelt Securities, Inc. | 20,030 | 23,641 | +3,611 (+18.0%) |
| US BANCORP \DE\ | 183,362 | 215,573 | +32,211 (+17.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 188,610 | 219,972 | +31,362 (+16.6%) |
| Rockefeller Capital Management L.P. | 12,754 | 30,556 | +17,802 (+139.6%) |
| RAYMOND JAMES FINANCIAL INC | 240,676 | 266,898 | +26,222 (+10.9%) |
| Cetera Investment Advisers | 97,585 | 113,067 | +15,482 (+15.9%) |
| Kestra Advisory Services, LLC | 13,943 | 20,966 | +7,023 (+50.4%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,350 | 15,858 | +5,508 (+53.2%) |
| Diligent Investors, LLC | 11,950 | 12,350 | +400 (+3.3%) |
| ENVESTNET ASSET MANAGEMENT INC | 36,136 | 39,118 | +2,982 (+8.3%) |
| Advisory Services Network, LLC | 51,266 | 52,308 | +1,042 (+2.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LM Advisors LLC | 209,941 | 5,462 | -204,479 (-97.4%) |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 520,411 | 515,023 | -5,388 (-1.0%) |
| SOA Wealth Advisors, LLC. | 186,779 | 176,431 | -10,348 (-5.5%) |
| WINNOW WEALTH LLC | 15,981 | 13,987 | -1,994 (-12.5%) |
| Noble Wealth Management PBC | 37,838 | 35,785 | -2,053 (-5.4%) |
| Sigma Planning Corp | 16,990 | 8,477 | -8,513 (-50.1%) |
| OSAIC HOLDINGS, INC. | 130,525 | 104,711 | -25,814 (-19.8%) |
| NorthCrest Asset Manangement, LLC | 81,486 | 77,461 | -4,025 (-4.9%) |
| LPL Financial LLC | 82,627 | 78,562 | -4,065 (-4.9%) |
| Whipplewood Advisors, LLC | 2,411 | 2,225 | -186 (-7.7%) |
| Prospera Financial Services Inc | 18,988 | 18,110 | -878 (-4.6%) |
| DHJJ Financial Advisors, Ltd. | 5,379 | 5,249 | -130 (-2.4%) |
| UBS Group AG | 575 | 260 | -315 (-54.8%) |
| Merit Financial Group, LLC | 8,550 | 8,261 | -289 (-3.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 26,558 | $677 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,153 | $412 |
| EP Wealth Advisors, LLC | 6,280 | $153 |
| Ameritas Advisory Services, LLC | 387 | $10 |