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Ft Vest Us Eq Max Buf Feb (FEBM) Institutional Ownership

$29.63 -0.02 (-0.07%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Feb (NYSEARCA:FEBM)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$29.34M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$152.80K
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FEBM Institutional Buying and Selling by Quarter

Ft Vest Us Eq Max Buf Feb Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025 StoneX Group Inc.7,166$210K0.0%N/A0.387%
8/13/2025 Legacy Capital Wealth Partners LLC12,273$360K0.1%N/A0.663%
8/8/2025 Kingsview Wealth Management LLC6,871$201K0.0%N/A0.371%
8/8/2025 Cetera Investment Advisers30,361$890K0.0%+5.8%1.641%
8/8/2025 Cooper Capital Advisors LLC104,004$3.05M2.9%N/A5.622%
8/6/2025 AE Wealth Management LLC6,164$181K0.0%-31.0%0.333%
8/5/2025 Milestone Asset Management LLC8,058$236K0.0%N/A0.436%
8/4/2025 Creekmur Asset Management LLC11,923$349K0.1%+18.4%0.644%
8/4/2025 Kovack Advisors Inc.8,017$235K0.0%N/A0.433%
8/4/2025 Buck Wealth Strategies LLC9,790$287K0.0%N/A0.529%
8/1/2025 Envestnet Asset Management Inc.46,685$1.37M0.0%+35.4%2.524%
7/30/2025 TFB Advisors LLC29,096$853K0.2%-1.2%1.531%
7/28/2025 Harbour Investments Inc.45,137$1.32M0.0%+10.9%2.376%
7/25/2025 CWM LLC5,184$152K0.0%N/A0.273%
7/23/2025 Ignite Planners LLC18,570$546K0.1%+129.2%1.004%
7/21/2025 Precedent Wealth Partners LLC98,231$2.88M0.7%-1.3%5.170%
7/18/2025 Donald L. Hagan LLC64,890$1.90M0.9%-1.2%3.415%
7/10/2025 Signal Advisors Wealth LLC37,164$1.09M0.1%+143.7%1.956%
5/19/2025Jane Street Group LLC13,343$380K0.0%N/A0.710%
5/15/2025 Ashton Thomas Securities LLC77,491$2.21M0.6%N/A4.122%
5/14/2025Kestra Advisory Services LLC53,793$1.53M0.0%N/A2.861%
5/14/2025 TFB Advisors LLC29,436$838K0.2%N/A1.566%
5/12/2025 Integrity Financial Corp WA9,027$257K0.1%N/A0.480%
5/9/2025 Encompass More Asset Management199,058$5.66M1.7%N/A10.588%
5/8/2025 Harbour Investments Inc.40,715$1.16M0.0%N/A2.166%
5/6/2025 Cetera Investment Advisers28,700$817K0.0%N/A1.688%
5/6/2025 AE Wealth Management LLC8,934$254K0.0%N/A0.526%
5/6/2025 Triumph Capital Management92,952$2.65M0.9%N/A5.468%
5/6/2025 Ignite Planners LLC8,102$232K0.0%N/A0.477%
5/5/2025 Creekmur Asset Management LLC10,067$286K0.1%N/A0.592%
5/2/2025 Wealthgarden F.S. LLC7,749$221K0.2%N/A0.456%
4/29/2025 Envestnet Asset Management Inc.34,482$981K0.0%N/A2.028%
4/23/2025 Valmark Advisers Inc.31,510$897K0.0%N/A1.854%
4/17/2025 Precedent Wealth Partners LLC99,543$2.83M0.8%N/A5.855%
4/16/2025 Donald L. Hagan LLC65,683$1.87M1.0%N/A3.864%
(Data available from 1/1/2016 forward)

FEBM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FEBM shares?

During the previous two years, 26 institutional investors and hedge funds held shares of Ft Vest Us Eq Max Buf Feb. The most heavily invested institutionals were Encompass More Asset Management ($5.66M), Cooper Capital Advisors LLC ($3.05M), Precedent Wealth Partners LLC ($2.88M), Triumph Capital Management ($2.65M), Ashton Thomas Securities LLC ($2.21M), Donald L. Hagan LLC ($1.90M), and Kestra Advisory Services LLC ($1.53M).Learn more on Ft Vest Us Eq Max Buf Feb's institutional investors.

Which institutional investors have been buying Ft Vest Us Eq Max Buf Feb's stock?

Of the 26 institutional investors that purchased Ft Vest Us Eq Max Buf Feb's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Encompass More Asset Management ($199.06K), Cooper Capital Advisors LLC ($104.00K), Precedent Wealth Partners LLC ($99.54K), Triumph Capital Management ($92.95K), Ashton Thomas Securities LLC ($77.49K), Donald L. Hagan LLC ($65.68K), and Kestra Advisory Services LLC ($53.79K).

How much institutional buying is happening at Ft Vest Us Eq Max Buf Feb?

Institutional investors have bought a total of 1,024,470 shares in the last 24 months. This purchase volume represents approximately $29.34M in transactions.

Which of Ft Vest Us Eq Max Buf Feb's major shareholders have been selling company stock?

The following institutional investors have sold Ft Vest Us Eq Max Buf Feb stock in the last 24 months: AE Wealth Management LLC ($2.77K), Precedent Wealth Partners LLC ($1.31K), Donald L. Hagan LLC ($793.00), and TFB Advisors LLC ($340.00).

How much institutional selling is happening at Ft Vest Us Eq Max Buf Feb?

Institutional investors have sold a total of 5,215 shares in the last 24 months. This volume of shares sold represents approximately $152.80K in transactions.



This page (NYSEARCA:FEBM) was last updated on 8/14/2025 by MarketBeat.com Staff
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