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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    12
Total shares held : 
 3,979,822  
% of shares held : 
 44.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 2,101,335  
% of shares held change : 
   23.35%  
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 :
17
 1,351,481
 33.96%
 
Increased Positions :
36
 929,401
 23.35%
 
Unchanged Positions :
17
 105,950
 2.66%
 
Decreased Positions :
19
-123,057
-3.09%
 
Closed Positions :
5
-56,490
-1.42%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   Financial Designs Corp 4 - 2024-03-31 300,994 $12,211,000 -1,344
   COMMONWEALTH EQUITY SERVICES LLC. 701 - 2024-03-31 293,232 $11,896,000 -2,017
   CWM LLC 285 - 2024-03-31 250,996 $10,183,000 -55,651
   Advisor Group Holdings Inc. 736 - 2024-03-31 224,273 $9,099,000 -16,634
   Cetera Investment Advisers 876 - 2024-03-31 152,355 $6,181,000 143,456
   ENVESTNET ASSET MANAGEMENT INC 1880 - 2024-03-31 140,659 $5,707,000 35,973
   McCarthy & Cox 18 - 2024-03-31 137,225 $5,567,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1086 - 2024-03-31 132,278 $5,367,000 9,924
   PROSPERA FINANCIAL SERVICES 146 *New 2023-12-31 122,434 $4,761,000 122,434
   ERn Financial LLC 36 - 2024-03-31 102,469 $4,157,000 2,109
   STEPHENS INC /AR/ 293 - 2024-03-31 98,752 $4,006,000 -165
   SOA Wealth Advisors LLC. 32 - 2024-03-31 90,208 $3,660,000 -1,333
   RAYMOND JAMES & ASSOCIATES 1806 - 2024-03-31 85,374 $3,464,000 -13,267
   Valtinson Bruner Financial Planning LLC 20 - 2024-03-31 81,417 $3,303,000 -42
   ROYAL BANK OF CANADA 2218 - 2024-03-31 77,461 $3,143,000 -25,868
   Kestra Advisory Services LLC 714 - 2024-03-31 72,077 $2,924,000 28,649
   MULTIFINANCIAL SECURITIES CORP 692 - 2024-03-31 64,814 $2,630,000 -9,948
   FINANCIAL NETWORK 943 - 2024-03-31 57,709 $2,341,000 19,050
   LPL FINANCIAL CORP 2407 - 2024-03-31 55,505 $2,252,000 10,751
   AE Wealth Management LLC 497 - 2024-03-31 46,755 $1,897,000 -17,987
   Resources Investment Advisors Inc. 353 - 2024-03-31 45,548 $1,848,000 495
   Fragasso Group Inc. 91 - 2024-03-31 39,187 $1,590,000 0
   HARBOUR INVESTMENTS INC. 274 - 2023-12-31 40,749 $1,585,000 2,296
   MCKINLEY CARTER WEALTH SERVICES, INC. 133 - 2024-03-31 37,135 $1,507,000 1,900
   WOLFF WIESE MAGANA LLC 28 - 2024-03-31 36,862 $1,495,000 -505
   BB&T CORP 1402 - 2024-03-31 36,838 $1,495,000 -13,825
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1469 - 2024-03-31 35,483 $1,440,000 -2,431
   PRW Wealth Management LLC 29 - 2023-09-30 39,816 $1,421,000 -529,407
   FSB PREMIER WEALTH MANAGEMENT INC. 39 - 2024-03-31 30,694 $1,245,000 329
   Brookstone Capital Management 450 - 2024-03-31 28,864 $1,171,000 53
   MML INVESTORS SERVICES LLC 1398 - 2024-03-31 25,937 $1,052,000 110
   ATRIA INVESTMENTS LLC 952 *New 2024-03-31 25,036 $1,016,000 25,036
   KESTRA PRIVATE WEALTH SERVICES LLC 569 - 2024-03-31 23,213 $942,000 -1,355
   Capital Analysts Inc. 253 - 2024-03-31 22,652 $919,000 -513
   J P MORGAN CHASE & CO 3454 - 2024-03-31 21,219 $861,000 518
   Change Path LLC 415 *New 2024-03-31 20,976 $851,000 20,976
   CAPTRUST FINANCIAL ADVISORS 1210 - 2024-03-31 20,866 $847,000 -1,224
   Strategic Blueprint LLC 274 - 2024-03-31 20,441 $829,000 -1,429
   Tanglewood Legacy Advisors LLC 40 - 2024-03-31 18,426 $748,000 0
   Rockefeller Capital Management L.P. 1350 - 2024-03-31 18,184 $738,000 -4,687
   SeaCrest Wealth Management LLC 239 - 2024-03-31 17,383 $705,000 0
   Integrity Financial Corp /WA 50 - 2024-03-31 17,241 $699,000 -228
   Ameritas Advisory Services LLC 476 - 2024-03-31 16,562 $669,000 16,562
   Goss Wealth Management LLC 1181 - 2024-03-31 16,188 $657,000 -3,672
   We Are One Seven LLC 451 - 2024-03-31 16,102 $653,000 -563
   Truadvice LLC 111 - 2023-09-30 15,743 $584,000 0
   Steward Partners Investment Advisory LLC 1012 - 2024-03-31 13,627 $553,000 -3,534
   H D Vest Advisory Services 983 - 2024-03-31 13,626 $553,000 -1,449
   Schulz Wealth LTD. 29 - 2024-03-31 12,838 $521,000 -669
   Pitti Group Wealth Management LLC 39 - 2024-03-31 12,841 $520,000 0
   IFP Advisors Inc 571 - 2023-12-31 12,445 $484,000 -356
   Sage Capital Advisorsllc 92 *New 2024-03-31 11,690 $474,000 11,690
   TOWNSQUARE CAPITAL LLC 864 - 2024-03-31 11,571 $469,000 -174
   FIRST HEARTLAND CONSULTANTS INC 261 - 2024-03-31 11,093 $450,000 3,532
   Octavia Wealth Advisors LLC 122 - 2024-03-31 11,049 $448,000 0
   Keystone Wealth Services LLC 143 - 2024-03-31 10,127 $411,000 0
   Archer Investment Corp 158 - 2024-03-31 9,785 $397,000 0
   BEACON FINANCIAL GROUP 233 - 2024-03-31 9,789 $397,000 -4,688
   NBC SECURITIES INC. 512 - 2024-03-31 9,760 $395,000 -231
   MARINER WEALTH ADVISORS, LLC 2230 - 2024-03-31 9,462 $384,000 0
   Beacon Pointe Advisors LLC 1008 *New 2024-03-31 9,261 $376,000 9,261
   Gallagher Fiduciary Advisors LLC 134 - 2024-03-31 8,717 $354,000 0
   TWO SIGMA SECURITIES LLC 581 *New 2024-03-31 8,182 $332,000 8,182
   Family Wealth Group LLC 58 - 2023-12-31 8,411 $327,000 0
   J.W. COLE ADVISORS INC. 660 - 2024-03-31 8,033 $326,000 -200
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 148 - 2024-03-31 7,721 $313,000 0
   Sequent Planning LLC 112 - 2024-03-31 7,681 $312,000 0
   Gerber Kawasaki Wealth & Investment Management 222 - 2024-03-31 7,645 $310,000 -725
   JANNEY MONTGOMERY SCOTT LLC 2325 - 2024-03-31 7,441 $302,000 -82,077
   Cedar Brook Financial Partners LLC 316 - 2024-03-31 7,352 $298,000 -3,020
   Gallagher Benefit Services Inc. 140 - 2022-12-31 8,717 $288,000 0
   F3Logic LLC 140 *New 2022-12-31 8,717 $288,000 8,717
   DHJJ Financial Advisors Ltd. 115 - 2024-03-31 7,032 $285,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 84 - 2024-03-31 6,947 $284,000 -56
   WealthTrust Asset Management LLC 65 - 2024-03-31 6,907 $280,000 0
   JANE STREET GROUP LLC 4437 *New 2024-03-31 6,818 $277,000 6,818
   Share Andrew L. 11 - 2024-03-31 6,229 $253,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 399 - 2024-03-31 6,228 $252,000 0
   KINGSWOOD WEALTH ADVISORS LLC 541 - 2024-03-31 5,843 $237,000 150
   TRUSTCORE FINANCIAL SERVICES LLC 251 - 2022-12-31 7,090 $234,000 -14,130
   Beacon Financial Advisory LLC 216 - 2024-03-31 5,500 $223,000 0
   Financial Network Wealth Advisors LLC 117 - 2024-03-31 5,268 $214,000 0
   Orion Portfolio Solutions LLC 1599 - 2024-03-31 5,176 $210,000 0
   CoreCap Advisors LLC 556 *New 2023-12-31 5,181 $201,000 5,181
   Sunbelt Securities Inc. 676 - 2024-03-31 2,742 $111,000 -1,575
   PROEQUITIES INC. 881 - 2024-03-31 2,712 $110,000 0
   Clear Point Advisors Inc. 151 - 2024-03-31 2,187 $89,000 0
   SUMMIT INVESTMENT ADVISORS INC 1877 - 2024-03-31 1,950 $79,000 0
   Larson Financial Group LLC 720 - 2024-03-31 1,060 $43,000 -791
   BANK OF AMERICA CORP /DE/ 5605 - 2024-03-31 746 $30,000 0
   Capital Investment Advisory Services LLC 732 - 2024-03-31 630 $26,000 0
   Federation des caisses Desjardins du Quebec 1598 - 2024-03-31 555 $23,000 0
   Caitlin John LLC 361 - 2023-12-31 404 $16,000 0
   UBS Group AG 5896 - 2024-03-31 307 $12,000 -2,126
   TUCKER ASSET MANAGEMENT LLC 476 - 2023-12-31 237 $9,000 0
   EPG Wealth Management LLC 403 - 2024-03-31 137 $6,000 0
   MORGAN STANLEY 6598 - 2024-03-31 146 $6,000 146
   Coppell Advisory Solutions LLC 1148 *New 2023-12-31 100 $4,000 100
   Meridian Wealth Management LLC 214 *Closed 2024-03-31 0 $0 -14,966
   NATIONAL ASSET MANAGEMENT, INC. 1445 *Closed 2024-03-31 0 $0 -6,500
  100 Records found
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