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Get Institutions for : 
Ft Cboe Vest Us Equity Enh & Mod Buffer Etf - Dec (XDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    2
Total shares held : 
 6,071,779  
% of shares held : 
 44.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -877,866  
% of shares held change : 
   -6.49%  
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
 101,682
 1.67%
 
Increased Positions :
20
 426,556
 7.03%
 
Unchanged Positions :
11
 166,008
 2.73%
 
Decreased Positions :
28
-1,339,291
-22.06%
 
Closed Positions :
6
-66,813
-1.1%
 
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
   Advisor Group Holdings Inc. 157 - 2024-03-31 1,644,965 $57,999,000 -65,818
   ENVESTNET ASSET MANAGEMENT INC 942 - 2024-03-31 762,689 $26,892,000 264,470
   FINANCIAL ADVISORY CORP /UT/ /ADV 2 - 2024-03-31 493,686 $17,407,000 12,125
   COMMONWEALTH EQUITY SERVICES LLC. 594 - 2024-03-31 438,552 $15,463,000 26,618
   Bouchey Financial Group Ltd 20 - 2024-03-31 425,860 $15,016,000 -493
   BB&T CORP 550 - 2024-03-31 347,559 $12,255,000 6,250
   Cetera Investment Advisers 605 - 2024-03-31 335,557 $11,832,000 202,020
   JANNEY MONTGOMERY SCOTT LLC 476 - 2024-03-31 334,650 $11,800,000 -5,714
   BEACON FINANCIAL GROUP 23 - 2024-03-31 243,368 $8,581,000 -12,353
   MML INVESTORS SERVICES LLC 496 - 2024-03-31 213,046 $7,512,000 17,168
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 595 - 2024-03-31 195,123 $6,880,000 16,932
   MULTIFINANCIAL SECURITIES CORP 380 - 2024-03-31 179,149 $6,317,000 -2,106
   Sequent Planning LLC 10 - 2024-03-31 141,881 $5,003,000 0
   Prostatis Group LLC 12 - 2023-03-31 154,196 $4,815,000 -5,523
   Global Retirement Partners LLC 134 - 2024-03-31 126,215 $4,450,000 375
   Kestra Advisory Services LLC 597 - 2024-03-31 113,946 $4,018,000 1,106
   Arkadios Wealth Advisors 90 - 2024-03-31 93,223 $3,287,000 1,805
   LINCOLN NATIONAL CORP 255 - 2024-03-31 81,609 $2,878,000 -3,056
   HARBOUR INVESTMENTS INC. 176 - 2023-12-31 79,365 $2,701,000 -2,466
   Private Advisor Group LLC 689 - 2024-03-31 73,103 $2,578,000 -506
   Main Street Financial Solutions LLC 78 - 2024-03-31 68,116 $2,402,000 -802
   JANE STREET GROUP LLC 2376 *New 2024-03-31 50,584 $1,784,000 50,584
   WEALTHSOURCE PARTNERS LLC 139 - 2023-12-31 52,200 $1,776,000 0
   Grant Street Asset Management Inc. 20 - 2024-03-31 49,672 $1,751,000 -12,611
   Orion Portfolio Solutions LLC 731 - 2024-03-31 48,371 $1,706,000 -7,809
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2068 - 2024-03-31 43,140 $1,521,000 13,518
   TOWNSQUARE CAPITAL LLC 564 *New 2024-03-31 40,410 $1,425,000 40,410
   Cambridge Advisors Inc. 52 - 2024-03-31 39,268 $1,385,000 0
   InterOcean Capital Group LLC 184 - 2024-03-31 34,435 $1,214,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 506 - 2024-03-31 34,315 $1,210,000 -6,376
   FIRST HEARTLAND CONSULTANTS INC 153 - 2024-03-31 31,231 $1,101,000 -10,223
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 69 - 2024-03-31 30,258 $1,067,000 -10
   LexAurum Advisors LLC 100 *New 2024-03-31 25,049 $883,000 25,049
   FINANCIAL NETWORK 1559 - 2024-03-31 24,520 $865,000 2,857
   Onyx Bridge Wealth Group LLC 107 - 2024-03-31 23,194 $816,000 -3,916
   Foguth Wealth Management LLC. 53 - 2024-03-31 22,465 $792,000 0
   Signal Advisors Wealth LLC 113 - 2024-03-31 22,465 $792,000 3,742
   Stonebridge Financial Planning Group LLC 69 - 2024-03-31 22,211 $783,000 3,561
   AE Wealth Management LLC 703 - 2024-03-31 21,912 $773,000 -151,937
   ROYAL BANK OF CANADA 3193 - 2024-03-31 21,234 $749,000 16,829
   Feltz Wealth PLAN Inc. 174 *New 2024-03-31 19,169 $676,000 19,169
   LPL FINANCIAL CORP 3519 - 2024-03-31 17,985 $634,000 8,273
   JAFFETILCHIN INVESTMENT PARTNERS LLC 187 - 2024-03-31 17,404 $614,000 0
   SECURED RETIREMENT ADVISORS LLC 62 *New 2024-03-31 16,850 $594,000 16,850
   Lakeview Capital Partners LLC 225 - 2024-03-31 15,777 $556,000 0
   INTL FCSTONE INC. 207 - 2024-03-31 15,752 $555,000 -200
   MARINER WEALTH ADVISORS, LLC 1950 - 2024-03-31 15,522 $547,000 -2,857
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 80 - 2024-03-31 15,399 $543,000 -837
   Goss Wealth Management LLC 1326 - 2024-03-31 14,461 $510,000 -9,700
   SILVER OAK SECURITIES Inc 229 - 2024-03-31 14,384 $507,000 1,929
   Change Path LLC 583 *New 2024-03-31 13,153 $464,000 13,153
   Keystone Wealth Services LLC 135 - 2024-03-31 13,137 $463,000 1,505
   Wealthcare Advisory Partners LLC 557 - 2024-03-31 12,448 $439,000 3,395
   PROEQUITIES INC. 471 - 2024-03-31 12,331 $435,000 0
   CITADEL ADVISORS LLC 3887 - 2024-03-31 12,194 $430,000 12,194
   H D Vest Advisory Services 1178 - 2024-03-31 10,546 $372,000 463
   DHJJ Financial Advisors Ltd. 99 - 2024-03-31 10,026 $354,000 4,935
   Private Advisory Group LLC 151 - 2024-03-31 9,949 $351,000 417
   Outlook Wealth Advisors LLC 185 - 2024-03-31 9,831 $347,000 -8,257
   Cedar Brook Financial Partners LLC 294 - 2024-03-31 9,290 $328,000 -124
   Echo Wealth Management LLC 34 - 2024-03-31 9,113 $321,000 -510
   PFS Partners LLC 41 - 2024-03-31 8,502 $300,000 4,797
   CWM LLC 1355 - 2024-03-31 7,852 $277,000 0
   CENTAURUS FINANCIAL INC. 542 - 2024-03-31 7,431 $262,000 -138
   Sigma Planning Corp 1009 *New 2024-03-31 7,411 $261,000 7,411
   NATIONAL ASSET MANAGEMENT, INC. 1142 - 2024-03-31 7,635 $251,000 7,635
   Millington Financial Advisors LLC 75 - 2024-03-31 6,019 $212,000 0
   Wagner Wealth Management LLC 120 - 2024-03-31 5,901 $208,000 -9
   LVZ Advisors Inc. 132 - 2024-03-31 5,908 $208,000 0
   Capital Investment Advisory Services LLC 488 - 2024-03-31 5,683 $200,000 5,596
   IFP Advisors Inc 1063 - 2023-12-31 4,427 $151,000 -1,675
   Aptus Capital Advisors LLC 814 - 2024-03-31 2,650 $93,000 2,620
   Steward Partners Investment Advisory LLC 1810 - 2024-03-31 2,600 $92,000 0
   Integrity Financial Corp /WA 142 - 2024-03-31 2,001 $71,000 1,156
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1139 *New 2024-03-31 1,651 $58,000 1,651
   Spire Wealth Management 1278 - 2024-03-31 1,200 $42,000 0
   Tanglewood Legacy Advisors LLC 242 - 2024-03-31 340 $12,000 0
   NBC SECURITIES INC. 1825 *New 2024-03-31 145 $5,000 145
   Raleigh Capital Management Inc. 830 *New 2024-03-31 30 $1,000 30
   GUARDIAN WEALTH ADVISORS LLC / NC 448 *Closed 2024-03-31 0 $0 -30
   OLD MISSION CAPITAL LLC 898 *Closed 2024-03-31 0 $0 -14,652
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 768 *Closed 2024-03-31 0 $0 -42
   Key Client Fiduciary Advisors LLC 186 *Closed 2024-03-31 0 $0 -14,104
   Iron Horse Wealth Management LLC 442 *Closed 2024-03-31 0 $0 -367
   Kure Advisory LLC 99 *Closed 2024-03-31 0 $0 -73,459
  85 Records found
  1    
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