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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf - November (DNOV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    0
Total shares held : 
 3,446,520  
% of shares held : 
 9.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 173,505  
% of shares held change : 
   0.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 112,846
 3.27%
 
Increased Positions :
25
 655,875
 19.03%
 
Unchanged Positions :
19
 317,974
 9.23%
 
Decreased Positions :
28
-516,218
-14.98%
 
Closed Positions :
10
-78,998
-2.29%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 749 - 2024-03-31 268,602 $10,850,000 -1,768
   Mutual Advisors LLC 61 - 2024-03-31 229,047 $9,252,000 -1,468
   Concurrent Investment Advisors LLC 64 - 2024-03-31 216,766 $8,756,000 7,381
   Advisor Group Holdings Inc. 760 - 2024-03-31 210,751 $8,513,000 -210,493
   OGOREK ANTHONY JOSEPH /NY/ /ADV 13 - 2024-03-31 163,123 $6,589,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1077 - 2024-03-31 136,308 $5,506,000 -561
   MULTIFINANCIAL SECURITIES CORP 454 - 2024-03-31 125,396 $5,065,000 76,754
   IFP Advisors Inc 91 - 2023-12-31 125,189 $4,847,000 3,987
   ENVESTNET ASSET MANAGEMENT INC 2003 - 2024-03-31 117,951 $4,765,000 -158,676
   CWM LLC 502 - 2024-03-31 82,081 $3,316,000 -15,783
   HARBOUR INVESTMENTS INC. 144 - 2023-12-31 81,712 $3,164,000 51,347
   Kestra Advisory Services LLC 694 - 2024-03-31 76,745 $3,100,000 8,512
   ADVISORY SERVICES NETWORK, LLC 372 - 2024-03-31 65,776 $2,657,000 0
   Tanglewood Legacy Advisors LLC 13 - 2024-03-31 64,546 $2,607,000 -2,765
   MARINER WEALTH ADVISORS, LLC 1034 - 2024-03-31 57,742 $2,332,000 358
   LPL FINANCIAL CORP 2463 - 2024-03-31 51,925 $2,097,000 7,110
   ATRIA INVESTMENTS LLC 598 - 2023-12-31 51,294 $1,986,000 -7,013
   BB&T CORP 1268 - 2024-03-31 48,383 $1,954,000 -1,071
   Rockefeller Capital Management L.P. 1011 - 2024-03-31 47,881 $1,934,000 -6,559
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1320 - 2024-03-31 45,504 $1,838,000 -4,244
   Sunbelt Securities Inc. 111 - 2024-03-31 42,363 $1,711,000 -4,361
   Keystone Wealth Services LLC 45 - 2024-03-31 42,325 $1,710,000 -4
   Echo Wealth Management LLC 19 - 2024-03-31 40,955 $1,654,000 -448
   Spire Wealth Management 287 - 2024-03-31 38,137 $1,540,000 -2,540
   FINANCIAL NETWORK 1156 - 2024-03-31 38,088 $1,539,000 -10,471
   Clear Creek Financial Management LLC 106 - 2024-03-31 37,353 $1,509,000 3,277
   Atria Wealth Solutions Inc. 726 - 2024-03-31 37,255 $1,505,000 -1,535
   TOWNSQUARE CAPITAL LLC 589 - 2024-03-31 31,772 $1,283,000 -27
   JANE STREET GROUP LLC 2910 - 2024-03-31 28,280 $1,142,000 -10,705
   H D Vest Advisory Services 698 - 2024-03-31 28,068 $1,134,000 -3,913
   BEACON FINANCIAL GROUP 147 - 2024-03-31 27,975 $1,130,000 -133,031
   AE Wealth Management LLC 646 - 2024-03-31 24,506 $990,000 -22,900
   Ignite Planners LLC 85 - 2024-03-31 23,636 $954,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 156 - 2024-03-31 23,485 $949,000 0
   Goss Wealth Management LLC 1042 - 2024-03-31 22,043 $890,000 -3,760
   Sage Capital Advisorsllc 67 - 2024-03-31 21,607 $873,000 0
   JANNEY MONTGOMERY SCOTT LLC 1616 - 2024-03-31 20,596 $832,000 -13,615
   JOURNEY STRATEGIC WEALTH LLC 95 *New 2024-03-31 18,988 $767,000 18,988
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1367 - 2024-03-31 18,077 $730,000 6,127
   Virtue Capital Management LLC 153 - 2024-03-31 17,481 $702,000 101
   Lakeridge Wealth Management LLC 45 - 2024-03-31 17,007 $687,000 0
   CITADEL ADVISORS LLC 3438 - 2024-03-31 16,704 $675,000 3,496
   CENTAURUS FINANCIAL INC. 322 - 2024-03-31 16,635 $672,000 0
   Integrity Financial Corp /WA 58 - 2024-03-31 13,995 $565,000 -930
   Icon Wealth Advisors LLC 197 - 2024-03-31 13,064 $528,000 0
   SNS Financial Group LLC 113 - 2024-03-31 12,658 $511,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 59 - 2024-03-31 12,288 $498,000 -526
   Financial Network Wealth Advisors LLC 57 - 2024-03-31 11,923 $482,000 0
   Icon Wealth Partners LLC 178 - 2023-09-30 13,064 $464,000 0
   Ameritas Advisory Services LLC 584 - 2024-03-31 11,007 $442,000 4,900
   Donald L. Hagan LLC 78 - 2024-03-31 10,190 $412,000 0
   NBC SECURITIES INC. 521 - 2024-03-31 9,310 $376,000 -3,776
   RAYMOND JAMES & ASSOCIATES 3217 - 2024-03-31 9,087 $367,000 -759
   MML INVESTORS SERVICES LLC 1971 - 2024-03-31 9,071 $366,000 -3,495
   Beacon Pointe Advisors LLC 1015 - 2024-03-31 9,040 $365,000 -400
   Mayfair Advisory Group LLC 79 - 2024-03-31 8,797 $355,000 -22,366
   WEDBUSH MORGAN SECURITIES INC 794 - 2024-03-31 8,700 $351,000 0
   Vivaldi Capital Management LLC 172 - 2024-03-31 7,315 $297,000 0
   ROYAL BANK OF CANADA 3845 - 2024-03-31 7,211 $291,000 4,307
   Commonwealth Financial Services LLC 140 - 2024-03-31 7,191 $278,000 0
   BCJ Capital Management LLC 328 - 2024-03-31 6,578 $266,000 0
   American Planning Services Inc. 40 - 2024-03-31 6,561 $265,000 -1,008
   Integrated Wealth Concepts LLC 1367 - 2024-03-31 6,573 $265,000 -2,041
   Cetera Investment Advisers 1520 - 2024-03-31 6,432 $260,000 -58,246
   Signal Advisors Wealth LLC 251 *New 2024-03-31 6,320 $255,000 6,320
   AXXCESS WEALTH MANAGEMENT LLC 772 - 2024-03-31 5,554 $224,000 0
   Capital Asset Advisory Services LLC 295 - 2024-03-31 5,554 $223,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1138 - 2024-03-31 5,400 $218,000 0
   UBS Group AG 4792 - 2024-03-31 4,168 $168,000 4,168
   Nelson Van Denburg & Campbell Wealth Management Gr 874 - 2024-03-31 3,076 $124,000 0
   Steward Partners Investment Advisory LLC 1696 - 2024-03-31 2,795 $113,000 0
   PROEQUITIES INC. 888 - 2024-03-31 2,661 $107,000 -29,216
   MTM Investment Management LLC 207 - 2024-03-31 2,095 $85,000 0
   HANSON MCCLAIN, INC. 1135 *New 2024-03-31 1,765 $71,000 1,765
   DHJJ Financial Advisors Ltd. 238 - 2024-03-31 1,525 $62,000 0
   VIMA LLC 100 - 2024-03-31 1,434 $49,000 -28
   ALPHAMARK ADVISORS LLC 344 - 2024-03-31 1,180 $48,000 -800
   Creekmur Asset Management LLC 259 - 2024-03-31 1,186 $48,000 0
   SOA Wealth Advisors LLC. 317 - 2024-03-31 1,151 $46,000 0
   PRINCIPAL SECURITIES INC. 1591 - 2024-03-31 1,150 $46,000 0
   MORGAN STANLEY 6169 - 2024-03-31 690 $28,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 998 *Closed 2022-12-31 0 $0 -4,272
   Schwallier Wealth Management LLC 34 *Closed 2024-03-31 0 $0 -14,300
   Benchmark Investment Advisors LLC 135 *Closed 2024-03-31 0 $0 -6,578
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 189 *Closed 2024-03-31 0 $0 -6,507
   OLD MISSION CAPITAL LLC 1079 *Closed 2024-03-31 0 $0 -11,959
   Delta Investment Management LLC 221 *Closed 2024-03-31 0 $0 -6,079
   1ST SOURCE BANK 254 *Closed 2024-03-31 0 $0 -19,637
   Sowell Financial Services LLC 565 *Closed 2024-03-31 0 $0 -47,370
   Larson Financial Group LLC 1899 *Closed 2024-03-31 0 $0 -233
   SageView Advisory Group LLC 835 *Closed 2024-03-31 0 $0 -8,000
   Impact Partnership Wealth LLC 772 *Closed 2024-03-31 0 $0 -46
  92 Records found
  1    
  Page 1 of 1
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