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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    2
Total shares held : 
 4,873,716  
% of shares held : 
 54.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -24  
Amount of shares held : 
 -1,557,186  
% of shares held change : 
   -17.3%  
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 :
6
 168,991
 3.47%
 
Increased Positions :
14
 145,489
 2.99%
 
Unchanged Positions :
15
 312,119
 6.4%
 
Decreased Positions :
36
-1,828,941
-37.53%
 
Closed Positions :
8
-42,725
-0.88%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cetera Investment Advisers 437 - 2024-03-31 472,411 $17,106,000 376,480
   Advisor Group Holdings Inc. 507 - 2024-03-31 417,914 $15,132,000 -129,481
   Bullseye Investment Management LLC 2 - 2024-03-31 365,212 $13,224,000 -23,368
   COMMONWEALTH EQUITY SERVICES LLC. 673 - 2024-03-31 350,086 $12,677,000 -82,395
   MULTIFINANCIAL SECURITIES CORP 229 - 2024-03-31 293,623 $10,632,000 -18,137
   JANNEY MONTGOMERY SCOTT LLC 520 - 2024-03-31 282,511 $10,230,000 -88,383
   Kestra Advisory Services LLC 311 - 2024-03-31 269,880 $9,772,000 -93,772
   HARBOUR INVESTMENTS INC. 70 - 2023-12-31 166,638 $5,854,000 34,787
   Mutual Advisors LLC 146 - 2024-03-31 115,615 $4,186,000 -19,034
   FINANCIAL NETWORK 714 - 2024-03-31 110,434 $3,999,000 -11,519
   LM Advisors LLC 30 - 2024-03-31 112,880 $3,841,000 -22,454
   Bouchey Financial Group Ltd 33 - 2024-03-31 71,560 $2,591,000 -371
   FIRST HEARTLAND CONSULTANTS INC 113 - 2024-03-31 52,398 $1,897,000 -2,611
   WEALTHSOURCE PARTNERS LLC 134 - 2023-12-31 51,818 $1,820,000 -2,250
   ENVESTNET ASSET MANAGEMENT INC 2619 - 2024-03-31 49,876 $1,806,000 -89,170
   MML INVESTORS SERVICES LLC 1101 - 2024-03-31 48,496 $1,756,000 13,690
   TRUSTCORE FINANCIAL SERVICES LLC 84 - 2022-12-31 53,630 $1,644,000 455
   Laidlaw Wealth Management LLC 30 - 2024-03-31 43,689 $1,582,000 3,903
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2115 - 2024-03-31 40,450 $1,465,000 -41,639
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1549 - 2024-03-31 35,931 $1,301,000 -76,641
   OLD MISSION CAPITAL LLC 344 - 2024-03-31 32,831 $1,189,000 -104,793
   LINCOLN NATIONAL CORP 521 - 2024-03-31 27,219 $986,000 -100
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 71 - 2024-03-31 26,971 $977,000 -457
   MARINER WEALTH ADVISORS, LLC 1531 - 2024-03-31 26,257 $951,000 -272
   Steward Partners Investment Advisory LLC 828 - 2024-03-31 24,780 $897,000 -1,001
   CROSSPOINT FINANCIAL LLC 5 - 2024-03-31 23,050 $835,000 0
   Lakeview Capital Partners LLC 161 - 2024-03-31 22,777 $825,000 794
   Chicago Partners Investment Group LLC 348 - 2024-03-31 22,321 $809,000 0
   H D Vest Advisory Services 852 - 2024-03-31 21,250 $769,000 241
   FSB PREMIER WEALTH MANAGEMENT INC. 64 - 2024-03-31 20,962 $759,000 0
   Cambridge Advisors Inc. 88 - 2024-03-31 20,898 $757,000 -4,500
   CITADEL ADVISORS LLC 3366 - 2024-03-31 20,241 $733,000 3,986
   1776 WEALTH LLC 61 - 2024-03-31 18,181 $658,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 398 - 2024-03-31 18,079 $655,000 -21,686
   INTL FCSTONE INC. 196 - 2024-03-31 17,418 $631,000 3,715
   SECURED RETIREMENT ADVISORS LLC 64 - 2024-03-31 16,252 $588,000 2,689
   JANE STREET GROUP LLC 3775 - 2024-03-31 14,897 $539,000 -11,931
   Icon Wealth Advisors LLC 200 - 2024-03-31 14,408 $522,000 -477
   Icon Wealth Partners LLC 172 - 2023-09-30 14,992 $497,000 -280
   TWO SIGMA SECURITIES LLC 490 *New 2024-03-31 11,892 $431,000 11,892
   CAPTRUST FINANCIAL ADVISORS 1564 - 2024-03-31 11,758 $426,000 0
   LPL FINANCIAL CORP 3861 - 2024-03-31 11,276 $408,000 -2,101
   SILVER OAK SECURITIES Inc 258 - 2024-03-31 10,880 $394,000 -602
   Private Advisory Group LLC 150 - 2024-03-31 10,188 $369,000 316
   Virtue Capital Management LLC 260 - 2024-03-31 10,160 $367,000 185
   Truadvice LLC 160 - 2023-09-30 9,961 $337,000 1,981
   Millington Financial Advisors LLC 66 - 2024-03-31 8,620 $312,000 -100
   AE Wealth Management LLC 940 - 2024-03-31 8,610 $312,000 -28,044
   UBS Group AG 4430 - 2024-03-31 8,172 $296,000 7,653
   Lakeridge Wealth Management LLC 103 - 2024-03-31 7,705 $279,000 0
   Main Street Financial Solutions LLC 434 - 2024-03-31 7,350 $266,000 -1,450
   HBK SORCE ADVISORY LLC 485 - 2024-03-31 7,273 $263,000 -6,398
   Grant Street Asset Management Inc. 54 - 2024-03-31 7,131 $258,000 -1,426
   Arkadios Wealth Advisors 599 - 2024-03-31 6,648 $241,000 -148
   Sigma Planning Corp 1068 - 2024-03-31 6,323 $229,000 6,323
   Crown Wealth Group LLC 95 - 2024-03-31 6,325 $229,000 -3,401
   Atria Wealth Solutions Inc. 1748 - 2024-03-31 6,076 $220,000 -4,670
   Wealth Enhancement & Preservation of GA LLC 43 *New 2023-06-30 6,390 $214,000 6,390
   Kingsview Wealth Management LLC 941 - 2024-03-31 5,890 $213,000 0
   Continuum Advisory LLC 393 *New 2024-03-31 4,567 $167,000 4,567
   DHJJ Financial Advisors Ltd. 165 - 2024-03-31 4,071 $147,000 0
   PROEQUITIES INC. 794 - 2024-03-31 4,032 $146,000 0
   Integrity Financial Corp /WA 124 - 2024-03-31 3,546 $128,000 0
   ROYAL BANK OF CANADA 5088 - 2024-03-31 905 $33,000 -4,937
   PRINCIPAL SECURITIES INC. 1848 - 2024-03-31 750 $27,000 0
   Financial Gravity Wealth Inc. 639 *New 2024-03-31 100 $4,000 100
   City State Bank 711 *Closed 2024-03-31 0 $0 -5,640
   ADVISORY SERVICES NETWORK, LLC 2214 *Closed 2024-03-31 0 $0 -212
   PFS Partners LLC 456 *Closed 2024-03-31 0 $0 -16,575
   Advance Capital Management Inc. 150 *Closed 2024-03-31 0 $0 -7,058
   Wealthcare Advisory Partners LLC 813 *Closed 2024-03-31 0 $0 -8,293
   Cape Investment Advisory Inc. 1074 *Closed 2023-12-31 0 $0 -100
   BAKER TILLY FINANCIAL LLC 455 *Closed 2024-03-31 0 $0 -8,500
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 137 *Closed 2024-03-31 0 $0 -12,023
   Stratos Wealth Advisors LLC 736 *Closed 2024-03-31 0 $0 -17,150
   WOLVERINE TRADING LLC 1362 *Closed 2024-03-31 0 $0 -10,025
   LexAurum Advisors LLC 325 *Closed 2024-03-31 0 $0 -106,060
   Arlington Capital Management Inc. 130 *Closed 2024-03-31 0 $0 -5,923
   Financial Guidance Group Inc. 56 *Closed 2024-03-31 0 $0 -253,288
   KRAEMATON INVESTMENT ADVISORS INC 93 *Closed 2024-03-31 0 $0 -73,571
   Truvestments Capital LLC 677 *Closed 2024-03-31 0 $0 -322
  81 Records found
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