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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    5
Total shares held : 
 4,147,696  
% of shares held : 
 46.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 -774,037  
% of shares held change : 
   -8.77%  
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
 12,568
 0.3%
 
Increased Positions :
5
 171,713
 4.14%
 
Unchanged Positions :
15
 176,967
 4.27%
 
Decreased Positions :
37
-748,615
-18.05%
 
Closed Positions :
7
-209,703
-5.06%
 
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
   Cetera Investment Advisers 569 - 2024-03-31 382,578 $12,862,000 241,545
   PFS Partners LLC 4 - 2024-03-31 362,294 $12,180,000 56,624
   HARBOUR INVESTMENTS INC. 45 - 2023-12-31 278,440 $9,155,000 -22,918
   Aptus Capital Advisors LLC 101 - 2024-03-31 272,228 $9,152,000 272,133
   Financial Guidance Group Inc. 5 *New 2024-03-31 272,133 $9,149,000 272,133
   MULTIFINANCIAL SECURITIES CORP 293 - 2024-03-31 257,882 $8,670,000 -220,971
   COMMONWEALTH EQUITY SERVICES LLC. 1028 - 2024-03-31 187,560 $6,306,000 -744,268
   AIFG Consultants Ltd. 13 - 2024-03-31 155,401 $5,225,000 -7,386
   Advisor Group Holdings Inc. 1079 - 2024-03-31 138,329 $4,651,000 -126,234
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 23 - 2024-03-31 106,753 $3,589,000 -555
   KESTRA PRIVATE WEALTH SERVICES LLC 258 - 2024-03-31 106,027 $3,565,000 -140,249
   LPL FINANCIAL CORP 2099 - 2024-03-31 96,825 $3,255,000 -43,563
   Foundations Investment Advisors LLC 194 - 2024-03-31 87,275 $2,934,000 6,301
   Kestra Advisory Services LLC 721 - 2024-03-31 85,551 $2,876,000 6,751
   WEALTHSOURCE PARTNERS LLC 90 - 2023-12-31 85,199 $2,801,000 -664
   BENJAMIN F. EDWARDS & COMPANY INC. 365 - 2024-03-31 57,834 $1,944,000 -8,380
   Arkadios Wealth Advisors 172 - 2024-03-31 47,037 $1,581,000 -4,310
   INSIGNEO ADVISORY SERVICES LLC 115 - 2024-03-31 43,455 $1,461,000 -838
   HBK SORCE ADVISORY LLC 176 - 2024-03-31 40,822 $1,372,000 4,512
   MML INVESTORS SERVICES LLC 1243 - 2024-03-31 40,029 $1,346,000 -30,271
   FINANCIAL NETWORK 1272 - 2024-03-31 39,479 $1,327,000 23,872
   ENVESTNET ASSET MANAGEMENT INC 2818 - 2024-03-31 39,191 $1,318,000 2,210
   Triumph Capital Management 46 *New 2024-03-31 36,000 $1,209,000 36,000
   Brookstone Capital Management 443 - 2024-03-31 35,414 $1,191,000 0
   Change Path LLC 368 *New 2024-03-31 31,018 $1,043,000 31,018
   JANNEY MONTGOMERY SCOTT LLC 1582 - 2024-03-31 26,100 $877,000 18,000
   Octavia Wealth Advisors LLC 81 - 2024-03-31 26,002 $874,000 -1,007
   Mutual Advisors LLC 523 - 2024-03-31 25,101 $844,000 -3,500
   Strategic Blueprint LLC 285 - 2024-03-31 23,411 $787,000 -3,834
   Virtue Capital Management LLC 178 - 2024-03-31 17,810 $595,000 538
   Lakeview Capital Partners LLC 216 - 2024-03-31 17,480 $588,000 4,276
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2148 - 2024-03-31 17,186 $578,000 -3,960
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 436 - 2024-03-31 16,695 $561,000 -40
   LM Advisors LLC 128 - 2024-03-31 15,380 $517,000 0
   FIRST HEARTLAND CONSULTANTS INC 274 - 2024-03-31 12,827 $431,000 12,827
   Signal Advisors Wealth LLC 191 *New 2024-03-31 12,172 $409,000 12,172
   Foguth Wealth Management LLC. 81 - 2024-03-31 12,172 $409,000 0
   LINCOLN NATIONAL CORP 854 - 2024-03-31 10,877 $366,000 3,767
   GTS SECURITIES LLC 938 *New 2024-03-31 10,342 $348,000 10,342
   JANE STREET GROUP LLC 4271 - 2024-03-31 9,784 $329,000 3,634
   Bouchey Financial Group Ltd 102 *New 2024-03-31 9,468 $318,000 9,468
   FSB PREMIER WEALTH MANAGEMENT INC. 136 - 2024-03-31 9,243 $311,000 0
   Quad-Cities Investment Group LLC 130 - 2024-03-31 8,511 $286,000 -3,272
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4143 - 2024-03-31 8,172 $275,000 -14,898
   H D Vest Advisory Services 1377 *New 2024-03-31 7,721 $260,000 7,721
   Sequent Planning LLC 122 - 2024-03-31 7,431 $250,000 0
   SILVER OAK SECURITIES Inc 333 - 2024-03-31 7,383 $248,000 -1,505
   Cresset Asset Management LLC 1698 *New 2024-03-31 6,744 $227,000 6,744
   Stonebridge Financial Planning Group LLC 147 - 2024-03-31 6,450 $217,000 -1,255
   Key Client Fiduciary Advisors LLC 172 *New 2024-03-31 6,153 $207,000 6,153
   Arlington Capital Management Inc. 86 - 2024-03-31 6,121 $206,000 -48
   PFG Advisors 629 *New 2024-03-31 6,000 $202,000 6,000
   Family Wealth Group LLC 97 - 2023-12-31 6,114 $201,000 0
   IFP Advisors Inc 1030 - 2023-12-31 4,908 $161,000 0
   COMERICA BANK 2464 - 2024-03-31 3,643 $122,000 -495
   Steward Partners Investment Advisory LLC 1669 - 2024-03-31 3,532 $119,000 -65,886
   Tanglewood Legacy Advisors LLC 115 *New 2024-03-31 3,300 $111,000 3,300
   PROEQUITIES INC. 929 - 2024-03-31 2,818 $95,000 0
   DHJJ Financial Advisors Ltd. 243 - 2024-03-31 1,805 $61,000 1,800
   NBC SECURITIES INC. 1316 - 2024-03-31 840 $28,000 0
   PRINCIPAL SECURITIES INC. 1880 - 2024-03-31 732 $25,000 -11,875
   Global Retirement Partners LLC 1775 - 2024-03-31 614 $21,000 -8,541
   Raleigh Capital Management Inc. 626 *New 2024-03-31 180 $6,000 180
   GUARDIAN WEALTH ADVISORS LLC / NC 423 - 2024-03-31 95 $3,000 0
   Atria Wealth Solutions Inc. 1941 *Closed 2024-03-31 0 $0 -7,277
   OLD MISSION CAPITAL LLC 868 *Closed 2024-03-31 0 $0 -11,456
   J P MORGAN CHASE & CO 5821 *New 2024-03-31 196 $0 196
   Crown Wealth Group LLC 110 *Closed 2024-03-31 0 $0 -8,516
   Independent Wealth Network Inc. 238 *Closed 2024-03-31 0 $0 -22,675
   UBS Group AG 7872 *Closed 2024-03-31 0 $0 -4,720
   AE Wealth Management LLC 1582 *Closed 2024-03-31 0 $0 -16,060
   WOLVERINE TRADING LLC 1295 *Closed 2024-03-31 0 $0 -6,399
   SECURED RETIREMENT ADVISORS LLC 121 *Closed 2024-03-31 0 $0 -9,357
   ROYAL BANK OF CANADA 6905 *Closed 2024-03-31 0 $0 -20,318
   Resources Investment Advisors Inc. 1166 *Closed 2024-03-31 0 $0 -17,330
  75 Records found
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