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Get Institutions for : 
Ft Cboe Vest Us Equity Buffer Etf December (FDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    36
Total shares held : 
 5,760,158  
% of shares held : 
 64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   70  
Amount of shares held : 
 3,489,260  
% of shares held change : 
   38.77%  
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 :
38
 1,144,326
 19.87%
 
Increased Positions :
47
 2,394,560
 41.57%
 
Unchanged Positions :
16
 366,221
 6.36%
 
Decreased Positions :
13
-24,474
-0.42%
 
Closed Positions :
2
-25,152
-0.44%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Mason & Associates Inc 1 *New 2024-03-31 1,714,085 $70,637,000 1,714,085
   Sigma Planning Corp 18 - 2024-03-31 539,937 $22,251,000 175,126
   Advisor Group Holdings Inc. 439 - 2024-03-31 439,156 $18,095,000 -40,405
   COMMONWEALTH EQUITY SERVICES LLC. 550 - 2024-03-31 415,373 $17,118,000 43,652
   ENVESTNET ASSET MANAGEMENT INC 1269 - 2024-03-31 365,511 $15,063,000 18,423
   CWM LLC 234 - 2024-03-31 364,857 $15,036,000 -19,239
   Cetera Investment Advisers 595 - 2024-03-31 294,951 $12,155,000 184,666
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 730 - 2024-03-31 281,777 $11,612,000 184,961
   MML INVESTORS SERVICES LLC 464 - 2024-03-31 207,267 $8,541,000 186,829
   BB&T CORP 702 - 2024-03-31 195,456 $8,055,000 -4,178
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 569 - 2024-03-31 176,801 $7,286,000 10,410
   Schulz Wealth LTD. 6 - 2024-03-31 160,529 $6,615,000 -2,061
   JANNEY MONTGOMERY SCOTT LLC 667 - 2024-03-31 153,057 $6,307,000 76,244
   Change Path LLC 82 - 2024-03-31 149,507 $6,162,000 -85,948
   CENTRAL VALLEY ADVISORS LLC 9 - 2024-03-31 114,337 $4,712,000 7,741
   FINANCIAL NETWORK 655 - 2024-03-31 113,546 $4,679,000 13,792
   Global Retirement Partners LLC 127 - 2024-03-31 112,892 $4,652,000 -806
   RAYMOND JAMES & ASSOCIATES 1695 - 2024-03-31 102,820 $4,237,000 -8,538
   Sowell Financial Services LLC 129 - 2024-03-31 94,119 $3,875,000 4,985
   LPL FINANCIAL CORP 1981 - 2024-03-31 91,374 $3,766,000 50,327
   Keystone Wealth Services LLC 20 - 2024-03-31 83,040 $3,422,000 1,186
   Kestra Advisory Services LLC 658 - 2024-03-31 82,382 $3,395,000 16,403
   MULTIFINANCIAL SECURITIES CORP 601 - 2024-03-31 80,041 $3,298,000 9,799
   WEALTHSOURCE PARTNERS LLC 86 *New 2023-12-31 77,336 $3,015,000 77,336
   Goss Wealth Management LLC 538 - 2024-03-31 73,127 $3,014,000 -970
   STEPHENS INC /AR/ 349 - 2024-03-31 67,530 $2,783,000 2,392
   AE Wealth Management LLC 451 - 2024-03-31 58,207 $2,399,000 -464,853
   Capital Analysts Inc. 161 - 2024-03-31 51,031 $2,103,000 11,664
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1708 - 2024-03-31 50,573 $2,084,000 50,573
   ADVISORY SERVICES NETWORK, LLC 454 - 2024-03-31 47,823 $1,971,000 46,923
   ROYAL BANK OF CANADA 2597 - 2024-03-31 43,027 $1,773,000 19,325
   HARBOUR INVESTMENTS INC. 272 - 2023-12-31 40,917 $1,595,000 23,161
   ATRIA INVESTMENTS LLC 800 - 2024-03-31 33,713 $1,389,000 3,654
   We Are One Seven LLC 283 - 2024-03-31 32,834 $1,353,000 18,286
   Rockefeller Capital Management L.P. 1167 - 2024-03-31 30,982 $1,277,000 1,681
   Ameritas Advisory Services LLC 326 - 2024-03-31 30,923 $1,268,000 16,598
   Steward Partners Investment Advisory LLC 720 - 2024-03-31 29,910 $1,233,000 -2,934
   MCKINLEY CARTER WEALTH SERVICES, INC. 147 - 2024-03-31 29,546 $1,218,000 0
   Bullseye Investment Management LLC 28 - 2024-03-31 35,119 $1,209,000 -94,512
   McCarthy & Cox 25 - 2024-03-31 28,368 $1,169,000 0
   Harvest Investment Services LLC 61 - 2024-03-31 27,412 $1,130,000 9,189
   Strategic Blueprint LLC 241 - 2024-03-31 24,701 $1,018,000 7,921
   Integrity Financial Corp /WA 36 - 2024-03-31 23,823 $982,000 1,143
   Kingsview Wealth Management LLC 508 - 2024-03-31 22,858 $942,000 562
   TRUSTCORE FINANCIAL SERVICES LLC 122 - 2022-12-31 29,503 $937,000 11,873
   Ambassador Advisors LLC 110 - 2024-03-31 22,650 $933,000 0
   Tanglewood Legacy Advisors LLC 36 - 2024-03-31 21,451 $884,000 -1,264
   Truadvice LLC 81 - 2023-09-30 24,320 $879,000 0
   MARINER WEALTH ADVISORS, LLC 1605 - 2024-03-31 21,144 $871,000 1,109
   Valtinson Bruner Financial Planning LLC 59 - 2024-03-31 19,739 $813,000 -6,247
   Catalina Capital Group LLC 60 - 2024-03-31 19,657 $810,000 -378
   OPPENHEIMER & CO INC 828 - 2024-03-31 19,278 $794,000 -104
   BlueChip Wealth Advisors LLC 43 - 2024-03-31 19,200 $791,000 0
   PARAGON CAPITAL MANAGEMENT LTD 46 - 2024-03-31 18,727 $772,000 -3,742
   BCJ Capital Management LLC 184 - 2024-03-31 18,455 $761,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 85 - 2024-03-31 18,431 $760,000 6,879
   CAPTRUST FINANCIAL ADVISORS 1274 - 2024-03-31 18,327 $755,000 -4,519
   1776 WEALTH LLC 51 - 2024-03-31 18,224 $751,000 0
   DHJJ Financial Advisors Ltd. 57 - 2024-03-31 17,628 $726,000 3,864
   MBL Wealth LLC 107 *New 2024-03-31 16,695 $688,000 16,695
   Family Wealth Group LLC 27 - 2023-12-31 16,994 $663,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 692 - 2024-03-31 15,870 $654,000 0
   Atria Wealth Solutions Inc. 1133 - 2024-03-31 15,221 $627,000 -2,209
   H D Vest Advisory Services 984 - 2024-03-31 13,430 $553,000 -2,821
   Mutual Advisors LLC 668 - 2024-03-31 13,030 $537,000 -20
   LINCOLN NATIONAL CORP 729 - 2024-03-31 12,525 $516,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 62 - 2024-03-31 11,592 $479,000 259
   Pitti Group Wealth Management LLC 41 - 2024-03-31 10,526 $433,000 800
   J P MORGAN CHASE & CO 3842 - 2024-03-31 9,987 $412,000 9,941
   PROEQUITIES INC. 483 - 2024-03-31 9,959 $410,000 5,562
   GOLDMAN SACHS GROUP INC/ 4019 *New 2024-03-31 9,244 $381,000 9,244
   HIGHTOWER ADVISORS, LLC 2452 - 2024-03-31 9,226 $380,000 0
   PROSPERA FINANCIAL SERVICES 750 - 2023-12-31 9,655 $376,000 9,655
   TOWNSQUARE CAPITAL LLC 928 - 2024-03-31 9,096 $375,000 0
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 132 - 2024-03-31 8,924 $368,000 -153
   WEDBUSH MORGAN SECURITIES INC 782 - 2024-03-31 8,711 $359,000 -88
   BANK OF THE WEST 192 *New 2022-12-31 11,000 $349,000 11,000
   Financial Network Wealth Advisors LLC 73 - 2024-03-31 8,264 $341,000 0
   Semus Wealth Partners LLC 78 - 2024-03-31 8,249 $340,000 0
   SIGNATURE SECURITIES GROUP CORPORATION 149 - 2024-03-31 8,231 $339,000 0
   Sunbelt Securities Inc. 399 - 2024-03-31 8,219 $339,000 -3,259
   SWMG LLC 75 *New 2024-03-31 8,113 $334,000 8,113
   Share Andrew L. 6 - 2024-03-31 7,650 $315,000 0
   KINGSWOOD WEALTH ADVISORS LLC 464 *New 2024-03-31 7,416 $306,000 7,416
   IFP Advisors Inc 744 - 2023-12-31 7,777 $303,000 3,040
   CENTAURUS FINANCIAL INC. 503 - 2024-03-31 7,262 $299,000 643
   Cedar Brook Financial Partners LLC 323 - 2024-03-31 7,015 $289,000 0
   Streettalk Advisors LLC 371 - 2024-03-31 6,598 $272,000 0
   Prosperity Consulting Group LLC 287 - 2024-03-31 6,428 $265,000 0
   Simplicity WealthLLC 969 *New 2024-03-31 6,282 $259,000 6,282
   Bleakley Financial Group LLC 804 - 2024-03-31 6,282 $259,000 0
   Snowden Capital Advisors LLC 1009 - 2024-03-31 6,235 $257,000 0
   Fragasso Group Inc. 231 - 2024-03-31 6,114 $252,000 -5,775
   SOA Wealth Advisors LLC. 161 - 2024-03-31 6,022 $248,000 0
   Apollon Wealth Management LLC 942 - 2024-03-31 5,997 $247,000 0
   Sawtooth Asset Management Inc. 896 - 2023-12-31 6,282 $245,000 0
   Pinnacle Wealth Planning Services Inc. 363 *New 2024-03-31 5,944 $245,000 5,944
   Integrated Wealth Concepts LLC 1413 - 2024-03-31 5,875 $242,000 0
   Aurora Private Wealth Inc. 126 - 2024-03-31 5,863 $241,000 47
   FSB PREMIER WEALTH MANAGEMENT INC. 160 - 2024-03-31 5,681 $234,000 -631
  100 Records found
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