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Ft Vest Us Eqt Enh Md Apr (XAPR) Institutional Ownership

$32.74 -0.04 (-0.12%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Ft Vest Us Eqt Enh Md Apr (NYSEARCA:XAPR)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$9.16M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$287.93K
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XAPR Institutional Buying and Selling by Quarter

Ft Vest Us Eqt Enh Md Apr Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cetera Investment Advisers135,313$4.38M0.0%+41.7%49.204%
2/14/2025 GeoWealth Management LLC785$25K0.0%N/A0.285%
2/13/2025 Hanlon Investment Management Inc.9,022$292K0.1%N/A3.281%
2/13/2025 CreativeOne Wealth LLC28,548$924K0.0%+54.7%10.381%
2/13/2025 Envestnet Asset Management Inc.191,917$6.21M0.0%+56.7%69.787%
2/10/2025 Envestnet Portfolio Solutions Inc.8,784$284K0.0%N/A3.194%
2/10/2025 Commonwealth Equity Services LLC12,683$411K0.0%-5.4%4.612%
2/6/2025 Atria Investments Inc17,274$559K0.0%+43.6%6.281%
2/5/2025 Noble Wealth Management PBC2,200$71K0.0%N/A0.800%
1/31/2025 Atria Wealth Solutions Inc.6,930$224K0.0%N/A2.520%
1/10/2025 Sage Capital Advisors llc21,728$703K0.2%+54.7%7.901%
11/19/2024 Barclays PLC4,731$151K0.0%N/A1.720%
11/15/2024 Barclays PLC4,731$151K0.0%N/A1.720%
11/14/2024 CreativeOne Wealth LLC18,451$587K0.0%N/A6.709%
11/1/2024 Atria Investments Inc12,029$383K0.0%N/A4.374%
10/29/2024 Luken Investment Analytics LLC13,223$421K0.2%-38.6%4.808%
10/8/2024 Sage Capital Advisors llc14,048$447K0.1%N/A5.108%
8/8/2024 Luken Investment Analytics LLC21,535$668K0.3%N/A7.831%
7/31/2024 Commonwealth Equity Services LLC42,988$1.33M0.0%N/A15.632%
7/30/2024 Integrity Financial Corp WA1,182$37K0.0%N/A0.430%
7/30/2024 International Assets Investment Management LLC7,250$225K0.0%N/A2.636%
(Data available from 1/1/2016 forward)

XAPR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XAPR shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Ft Vest Us Eqt Enh Md Apr. The most heavily invested institutionals were Envestnet Asset Management Inc. ($6.21M), Cetera Investment Advisers ($4.38M), CreativeOne Wealth LLC ($924K), Sage Capital Advisors llc ($703K), Atria Investments Inc ($559K), Luken Investment Analytics LLC ($421K), and Commonwealth Equity Services LLC ($411K).Learn more on XAPR's institutional investors.

Which institutional investors have been buying Ft Vest Us Eqt Enh Md Apr stock?

Of the 15 institutional investors that purchased Ft Vest Us Eqt Enh Md Apr stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($69.40K), Commonwealth Equity Services LLC ($42.99K), Cetera Investment Advisers ($39.83K), CreativeOne Wealth LLC ($28.55K), Sage Capital Advisors llc ($21.73K), Luken Investment Analytics LLC ($21.54K), and Atria Investments Inc ($17.27K).

How much institutional buying is happening at Ft Vest Us Eqt Enh Md Apr?

Institutional investors have bought a total of 286,926 shares in the last 24 months. This purchase volume represents approximately $9.16M in transactions.

Which Ft Vest Us Eqt Enh Md Apr major shareholders have been selling company stock?

The following institutional investors have sold Ft Vest Us Eqt Enh Md Apr stock in the last 24 months: Luken Investment Analytics LLC ($8.31K), and Commonwealth Equity Services LLC ($724.00).

How much institutional selling is happening at Ft Vest Us Eqt Enh Md Apr?

Institutional investors have sold a total of 9,036 shares in the last 24 months. This volume of shares sold represents approximately $287.93K in transactions.



This page (NYSEARCA:XAPR) was last updated on 2/22/2025 by MarketBeat.com Staff
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