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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    1
Total shares held : 
 6,935,003  
% of shares held : 
 77.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -35  
Amount of shares held : 
 982,152  
% of shares held change : 
   10.91%  
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 :
8
 1,547,015
 22.31%
 
Increased Positions :
15
 309,401
 4.46%
 
Unchanged Positions :
24
 406,678
 5.86%
 
Decreased Positions :
49
-789,574
-11.39%
 
Closed Positions :
9
-84,690
-1.22%
 
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. 433 - 2024-03-31 511,014 $24,028,000 -30,346
   Advisor Group Holdings Inc. 587 - 2024-03-31 259,452 $12,199,000 -191,391
   McCarthy & Cox 12 - 2024-03-31 243,255 $11,438,000 0
   ENVESTNET ASSET MANAGEMENT INC 1453 - 2024-03-31 239,050 $11,240,000 2,137
   Keystone Wealth Services LLC 3 - 2024-03-31 238,550 $11,217,000 41
   CWM LLC 276 - 2024-03-31 229,898 $10,810,000 -98,261
   Cetera Investment Advisers 650 - 2024-03-31 224,628 $10,562,000 129,250
   LPL FINANCIAL CORP 1335 - 2024-03-31 209,323 $9,842,000 -26,942
   HARBOUR INVESTMENTS INC. 54 - 2023-12-31 170,137 $7,512,000 -14,814
   ATRIA INVESTMENTS LLC 261 - 2024-03-31 143,455 $6,745,000 4,635
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 985 - 2024-03-31 139,168 $6,544,000 -53,516
   MARINER WEALTH ADVISORS, LLC 643 - 2024-03-31 137,792 $6,479,000 -1,842
   Change Path LLC 88 - 2024-03-31 123,337 $5,800,000 -35,301
   Aptus Capital Advisors LLC 155 - 2024-03-31 118,356 $5,565,000 118,308
   Financial Guidance Group Inc. 9 - 2024-03-31 118,308 $5,563,000 -304
   STEPHENS INC /AR/ 245 - 2024-03-31 117,244 $5,513,000 -19,828
   CENTRAL VALLEY ADVISORS LLC 8 - 2024-03-31 110,479 $5,195,000 7,803
   Kestra Advisory Services LLC 524 - 2024-03-31 105,321 $4,952,000 28,789
   MML INVESTORS SERVICES LLC 671 - 2024-03-31 97,487 $4,584,000 -162,580
   Sowell Financial Services LLC 118 - 2024-03-31 103,711 $4,437,000 60,238
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 878 - 2024-03-31 83,899 $3,945,000 -26,246
   MULTIFINANCIAL SECURITIES CORP 542 - 2024-03-31 83,375 $3,920,000 15,963
   FINANCIAL NETWORK 742 - 2024-03-31 79,631 $3,744,000 4,298
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 752 - 2024-03-31 76,930 $3,617,000 0
   Valtinson Bruner Financial Planning LLC 17 - 2024-03-31 74,826 $3,518,000 -39,958
   CAPTRUST FINANCIAL ADVISORS 661 - 2024-03-31 62,660 $2,946,000 -19,938
   JANE STREET GROUP LLC 1943 - 2024-03-31 55,006 $2,586,000 45,546
   Tanglewood Legacy Advisors LLC 16 - 2024-03-31 46,692 $2,195,000 0
   RAYMOND JAMES & ASSOCIATES 2110 - 2024-03-31 45,452 $2,137,000 -6,137
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 45 - 2024-03-31 39,367 $1,851,000 -1,415
   Fragasso Group Inc. 87 - 2024-03-31 38,365 $1,804,000 -844
   TRUSTCORE FINANCIAL SERVICES LLC 74 - 2022-12-31 49,824 $1,799,000 -266,720
   H D Vest Advisory Services 567 - 2024-03-31 37,203 $1,749,000 -1,655
   KESTRA PRIVATE WEALTH SERVICES LLC 417 - 2024-03-31 35,850 $1,686,000 -28,283
   BB&T CORP 1342 - 2024-03-31 35,685 $1,678,000 -4,011
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2158 - 2024-03-31 29,807 $1,402,000 29,807
   Apollon Wealth Management LLC 406 - 2024-03-31 26,749 $1,258,000 0
   Laidlaw Wealth Management LLC 45 - 2024-03-31 26,003 $1,223,000 1,900
   KMG FIDUCIARY PARTNERS LLC 135 - 2024-03-31 25,046 $1,178,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 148 - 2024-03-31 24,354 $1,145,000 0
   PROSPERA FINANCIAL SERVICES 446 *New 2023-12-31 24,552 $1,084,000 24,552
   Goss Wealth Management LLC 959 - 2024-03-31 22,692 $1,067,000 -6,034
   Integrity Financial Corp /WA 35 - 2024-03-31 21,984 $1,034,000 -1,856
   CAMELOT PORTFOLIOS, LLC 36 - 2024-03-31 20,526 $965,000 -6,086
   Rockefeller Capital Management L.P. 1277 - 2024-03-31 20,073 $944,000 -289
   Strategic Blueprint LLC 264 - 2024-03-31 18,399 $865,000 -1,462
   ROYAL BANK OF CANADA 3109 - 2024-03-31 17,751 $835,000 5,297
   Maltin Wealth Management Inc. 59 - 2024-03-31 17,240 $811,000 394
   Sigma Planning Corp 582 - 2024-03-31 16,557 $779,000 -3,479
   J P MORGAN CHASE & CO 3499 - 2024-03-31 16,559 $779,000 15,755
   CITADEL ADVISORS LLC 3311 - 2024-03-31 16,546 $778,000 16,546
   Steward Partners Investment Advisory LLC 933 - 2024-03-31 14,392 $677,000 -1,393
   EPG Wealth Management LLC 149 - 2024-03-31 14,370 $676,000 0
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 105 - 2024-03-31 14,047 $660,000 -1,425
   Chicago Partners Investment Group LLC 399 - 2024-03-31 13,292 $617,000 0
   SOA Wealth Advisors LLC. 90 - 2024-03-31 12,655 $595,000 -16
   SIGNATURE SECURITIES GROUP CORPORATION 112 - 2024-03-31 12,386 $582,000 -1,315
   SWMG LLC 50 - 2024-03-31 12,178 $573,000 0
   Resources Investment Advisors Inc. 707 - 2024-03-31 11,698 $550,000 -502
   JANNEY MONTGOMERY SCOTT LLC 1920 - 2024-03-31 11,670 $549,000 -2,135
   Ameritas Advisory Services LLC 534 - 2024-03-31 11,726 $544,000 4,534
   Nelson Van Denburg & Campbell Wealth Management Gr 436 *New 2024-03-31 11,098 $522,000 11,098
   Sunbelt Securities Inc. 317 - 2024-03-31 10,698 $503,000 -1,954
   NATIONAL ASSET MANAGEMENT, INC. 794 - 2024-03-31 12,197 $494,000 2,514
   Archer Investment Corp 143 - 2024-03-31 10,027 $471,000 -50
   Family Wealth Group LLC 50 - 2023-12-31 9,354 $413,000 0
   HBW Advisory Services LLC 191 - 2024-03-31 9,268 $409,000 0
   Icon Wealth Partners LLC 196 - 2023-09-30 9,669 $392,000 -55
   FSB PREMIER WEALTH MANAGEMENT INC. 119 - 2024-03-31 7,894 $371,000 -5,026
   HRT FINANCIAL LLC 1345 *New 2024-03-31 7,863 $369,000 7,863
   Main Street Financial Solutions LLC 378 - 2024-03-31 7,655 $360,000 0
   Icon Wealth Advisors LLC 256 - 2024-03-31 7,364 $346,000 -2,305
   IFP Advisors Inc 694 - 2023-12-31 7,809 $345,000 -1,213
   DHJJ Financial Advisors Ltd. 102 - 2024-03-31 7,260 $341,000 -310
   Lifeworks Advisors LLC 177 *New 2024-03-31 6,480 $305,000 6,480
   We Are One Seven LLC 737 - 2024-03-31 6,192 $291,000 -1,969
   UBS Group AG 4442 - 2024-03-31 6,188 $291,000 4,607
   PROEQUITIES INC. 574 - 2024-03-31 6,047 $284,000 210
   Echo Wealth Management LLC 38 *New 2024-03-31 5,801 $273,000 5,801
   Atria Wealth Solutions Inc. 1631 - 2024-03-31 5,583 $263,000 0
   Cypress Wealth Services LLC 216 - 2024-03-31 5,505 $259,000 0
   Envestnet Portfolio Solutions Inc. 1493 - 2024-03-31 4,877 $229,000 77
   AE Wealth Management LLC 1048 - 2024-03-31 4,768 $224,000 -16,556
   WEDBUSH MORGAN SECURITIES INC 1055 - 2024-03-31 4,552 $214,000 -5,732
   ARBOR CAPITAL MANAGEMENT INC /ADV 103 *New 2024-03-31 4,532 $214,000 4,532
   Mutual Advisors LLC 1010 - 2024-03-31 4,514 $212,000 4,514
   CoreCap Advisors LLC 551 *New 2023-12-31 4,599 $203,000 4,599
   FIRST HEARTLAND CONSULTANTS INC 408 - 2024-03-31 4,287 $202,000 4,287
   NBC SECURITIES INC. 836 - 2024-03-31 3,188 $149,000 -145
   GeoWealth Management LLC 741 - 2024-03-31 2,900 $136,000 -1,017
   Clear Point Advisors Inc. 131 - 2024-03-31 2,665 $125,000 0
   CENTAURUS FINANCIAL INC. 744 - 2024-03-31 2,271 $107,000 0
   PRINCIPAL SECURITIES INC. 1336 - 2024-03-31 1,776 $84,000 12
   Turtle Creek Wealth Advisors LLC 163 - 2024-03-31 1,526 $72,000 0
   AdvisorNet Financial Inc 736 - 2024-03-31 1,400 $66,000 -700
   Key Financial Inc 447 *New 2024-03-31 1,000 $47,000 1,000
   SUMMIT INVESTMENT ADVISORS INC 2344 - 2024-03-31 700 $33,000 0
   WELLS FARGO & CO/MN 4866 *New 2024-03-31 612 $29,000 612
   COMERICA BANK 2992 *New 2024-03-31 457 $21,000 457
   MORGAN STANLEY 6349 - 2024-03-31 292 $14,000 -242
  100 Records found
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