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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf March (DMAR)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    4
Total shares held : 
 1,399,823  
% of shares held : 
 15.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -202,471  
% of shares held change : 
   -2.25%  
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 :
5
 63,356
 4.53%
 
Increased Positions :
14
 187,801
 13.42%
 
Unchanged Positions :
14
 308,546
 22.04%
 
Decreased Positions :
24
-160,158
-11.44%
 
Closed Positions :
9
-293,470
-20.96%
 
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
   Lifestyle Asset Management Inc. 1 *New 2024-03-31 814,682 $28,432,000 814,682
   Spectrum Asset Management Inc. (NB/CA) 3 *New 2024-03-31 284,732 $9,937,000 284,732
   Scissortail Wealth Management LLC 26 *New 2024-03-31 130,745 $4,563,000 130,745
   1ST SOURCE BANK 110 *New 2024-03-31 42,360 $1,478,000 42,360
   FSB PREMIER WEALTH MANAGEMENT INC. 49 *New 2024-03-31 29,087 $1,015,000 29,087
   Mayfair Advisory Group LLC 52 *New 2024-03-31 15,284 $533,000 15,284
   Acorn Wealth Advisors LLC 96 *New 2024-03-31 12,148 $424,000 12,148
   RAYMOND JAMES & ASSOCIATES 3324 *New 2024-03-31 8,651 $302,000 8,651
   Cresset Asset Management LLC 1571 *New 2024-03-31 8,515 $297,000 8,515
   Maltin Wealth Management Inc. 104 *New 2024-03-31 7,146 $249,000 7,146
   GeoWealth Management LLC 742 *New 2024-03-31 3,852 $134,000 3,852
   Spire Wealth Management 1146 *New 2024-03-31 1,751 $61,000 1,751
   Tanglewood Legacy Advisors LLC 183 *New 2024-03-31 1,010 $35,000 1,010
   ALPHAMARK ADVISORS LLC 529 *New 2024-03-31 300 $10,000 300
   SOA Wealth Advisors LLC. 539 *New 2024-03-31 288 $10,000 288
  15 Records found
  1    
  Page 1 of 1
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