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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    3
Total shares held : 
3,137,039  
% of shares held : 
47.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -17  
Amount of shares held : 
-2,360,608  
% of shares held change : 
  -35.6%  
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 :
2
 11,061
 0.35%
 
Increased Positions :
4
 80,408
 2.56%
 
Unchanged Positions :
14
 158,992
 5.07%
 
Decreased Positions :
18
-2,381,216
-75.91%
 
Closed Positions :
5
-70,861
-2.26%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 226 - 2024-03-31 1,645,622 $56,675,000 660,903
   Summit Financial Wealth Advisors LLC 1 *New 2024-03-31 1,513,047 $52,109,000 1,513,047
   Advisor Group Holdings Inc. 410 - 2024-03-31 573,213 $19,738,000 471,805
   Americana Partners LLC 12 *New 2024-03-31 506,488 $17,443,000 506,488
   Cetera Investment Advisers 486 - 2024-03-31 443,616 $15,278,000 358,348
   ODonnell Financial Services LLC 6 - 2024-03-31 389,919 $13,429,000 -31,267
   MULTIFINANCIAL SECURITIES CORP 259 - 2024-03-31 281,105 $9,681,000 -182,441
   AIFG Consultants Ltd. 5 *New 2024-03-31 268,808 $9,258,000 268,808
   COMMONWEALTH EQUITY SERVICES LLC. 847 - 2024-03-31 253,198 $8,720,000 61,844
   MARINER WEALTH ADVISORS, LLC 644 - 2024-03-31 187,790 $6,467,000 3,613
   ATRIA INVESTMENTS LLC 273 - 2024-03-31 186,694 $6,430,000 11,177
   Sunbelt Securities Inc. 28 - 2024-03-31 177,216 $6,103,000 173,840
   RAYMOND JAMES & ASSOCIATES 1521 *New 2024-03-31 156,895 $5,403,000 156,895
   Comprehensive Financial Consultants Institutional 8 *New 2024-03-31 129,753 $4,469,000 129,753
   BB&T CORP 929 - 2024-03-31 126,309 $4,350,000 102,970
   Kestra Advisory Services LLC 592 - 2024-03-31 118,981 $4,098,000 64,645
   ENVESTNET ASSET MANAGEMENT INC 2180 - 2024-03-31 106,828 $3,679,000 69,352
   MILESTONE ASSET MANAGEMENT LLC 23 *New 2024-03-31 102,116 $3,517,000 102,116
   Foundations Investment Advisors LLC 196 *New 2024-03-31 84,135 $2,898,000 84,135
   JANNEY MONTGOMERY SCOTT LLC 1103 *New 2024-03-31 65,002 $2,239,000 65,002
   We Are One Seven LLC 218 *New 2024-03-31 59,581 $2,052,000 59,581
   Tanglewood Legacy Advisors LLC 19 - 2024-03-31 57,658 $1,986,000 44,713
   CITY HOLDING CO 88 - 2024-03-31 57,457 $1,978,000 11,657
   STEPHENS INC /AR/ 423 *New 2024-03-31 57,322 $1,974,000 57,322
   HARBOUR INVESTMENTS INC. 251 - 2023-12-31 53,613 $1,771,000 -716
   FINANCIAL NETWORK 1107 *New 2024-03-31 49,916 $1,719,000 49,916
   Donald L. Hagan LLC 29 *New 2024-03-31 43,407 $1,495,000 43,407
   Atria Wealth Solutions Inc. 759 *New 2024-03-31 40,758 $1,404,000 40,758
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1497 - 2024-03-31 40,372 $1,390,000 32,619
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2206 - 2024-03-31 38,805 $1,336,000 26,857
   Arete Wealth Advisors LLC 180 - 2024-03-31 36,775 $1,267,000 0
   Mayfair Advisory Group LLC 26 *New 2024-03-31 33,707 $1,161,000 33,707
   MCCORMACK ADVISORS INTERNATIONAL 473 *New 2024-03-31 33,421 $1,151,000 33,421
   ABSOLUTE INVESTMENT MANAGEMENT LLC 24 *New 2024-03-31 32,197 $1,109,000 32,197
   Keystone Wealth Services LLC 86 - 2024-03-31 26,912 $927,000 1,300
   Triumph Capital Management 61 *New 2024-03-31 26,081 $896,000 26,081
   LPL FINANCIAL CORP 3260 *New 2024-03-31 25,170 $867,000 25,170
   Cedrus LLC 40 *New 2024-03-31 25,170 $867,000 25,170
   Change Path LLC 412 *New 2024-03-31 24,848 $856,000 24,848
   Strategic Blueprint LLC 272 - 2024-03-31 24,304 $837,000 -323
   JANE STREET GROUP LLC 3299 - 2024-03-31 23,651 $815,000 14,220
   EPG Wealth Management LLC 132 *New 2024-03-31 23,470 $808,000 23,470
   WEALTHSOURCE PARTNERS LLC 229 - 2023-12-31 24,100 $796,000 -2,500
   Archer Investment Corp 88 - 2024-03-31 22,825 $786,000 22,825
   Sequent Planning LLC 69 - 2024-03-31 21,806 $751,000 0
   Goss Wealth Management LLC 1160 *New 2024-03-31 20,323 $700,000 20,323
   FOUNDERS FINANCIAL SECURITIES LLC 216 *New 2024-03-31 19,953 $687,000 19,953
   RFG Advisory Group LLC 438 *New 2024-03-31 19,776 $681,000 19,776
   Steward Partners Investment Advisory LLC 967 - 2024-03-31 17,790 $613,000 5,540
   Commonwealth Financial Services LLC 79 - 2024-03-31 18,406 $608,000 0
   Encompass More Asset Management 45 *New 2024-03-31 16,596 $572,000 16,596
   Orion Portfolio Solutions LLC 1243 - 2024-03-31 15,043 $518,000 1,097
   Financial Gravity Wealth Inc. 74 *New 2024-03-31 15,000 $517,000 15,000
   IFRAH FINANCIAL SERVICES INC 126 *New 2024-03-31 12,799 $441,000 12,799
   H D Vest Advisory Services 1119 - 2024-03-31 12,316 $424,000 939
   BlueChip Wealth Advisors LLC 73 *New 2024-03-31 11,980 $413,000 11,980
   InterOcean Capital Group LLC 331 *New 2024-03-31 11,907 $410,000 11,907
   LINCOLN NATIONAL CORP 835 - 2024-03-31 11,243 $387,000 -4,200
   RAYMOND JAMES TRUST CO 838 *New 2024-03-31 11,200 $386,000 11,200
   AE Wealth Management LLC 884 - 2024-03-31 11,079 $382,000 463
   MML INVESTORS SERVICES LLC 1981 *New 2024-03-31 10,461 $360,000 10,461
   J P MORGAN CHASE & CO 3973 *New 2024-03-31 9,262 $319,000 9,262
   Cypress Wealth Services LLC 190 - 2024-03-31 9,175 $316,000 -843
   TOWNSQUARE CAPITAL LLC 998 *New 2024-03-31 8,910 $307,000 8,910
   Financial Network Wealth Advisors LLC 82 *New 2024-03-31 8,910 $307,000 8,910
   Resources Investment Advisors Inc. 944 - 2024-03-31 7,900 $272,000 -454
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 555 *New 2024-03-31 7,477 $258,000 7,477
   Visionary Wealth Advisors 423 *New 2024-03-31 7,444 $256,000 7,444
   Gallagher Fiduciary Advisors LLC 170 *New 2024-03-31 6,750 $232,000 6,750
   Main Street Financial Solutions LLC 462 *New 2024-03-31 6,588 $227,000 6,588
   KINGSWOOD WEALTH ADVISORS LLC 551 *New 2024-03-31 6,476 $223,000 6,476
   Beacon Financial Advisory LLC 218 *New 2024-03-31 6,455 $222,000 6,455
   KESTRA PRIVATE WEALTH SERVICES LLC 1128 *New 2024-03-31 6,430 $221,000 6,430
   DHJJ Financial Advisors Ltd. 136 - 2024-03-31 6,302 $217,000 725
   Bouchey Financial Group Ltd 140 *New 2024-03-31 6,106 $210,000 6,106
   CREATIVE FINANCIAL DESIGNS INC /ADV 449 - 2024-03-31 5,050 $174,000 0
   UBS Group AG 4800 - 2024-03-31 4,763 $164,000 4,068
   PRINCIPAL SECURITIES INC. 1147 - 2024-03-31 4,058 $140,000 440
   CENTAURUS FINANCIAL INC. 703 *New 2024-03-31 3,914 $135,000 3,914
   Turtle Creek Wealth Advisors LLC 157 *New 2024-03-31 2,985 $103,000 2,985
   CWM LLC 2164 *New 2024-03-31 1,729 $60,000 1,729
   Capital Investment Advisory Services LLC 637 - 2024-03-31 1,630 $56,000 0
   PROEQUITIES INC. 1186 - 2024-03-31 1,419 $49,000 1,419
   Integrity Financial Corp /WA 153 *New 2024-03-31 1,210 $42,000 1,210
   Capital Analysts Inc. 719 *New 2024-03-31 1,051 $36,000 1,051
   Caitlin John LLC 427 - 2023-12-31 333 $11,000 0
   OLD MISSION CAPITAL LLC 877 *Closed 2024-03-31 0 $0 -41,420
   Cape Investment Advisory Inc. 1138 *Closed 2023-12-31 0 $0 -19,800

  88 Records found
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