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Get Institutions for : 
Ft Cboe Vest Us Equity Buffer Etf January (FJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    1
Total shares held : 
3,755,344  
% of shares held : 
41.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -16  
Amount of shares held : 
-35,595  
% of shares held change : 
  -0.4%  
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 :
4
 44,346
 1.18%
 
Increased Positions :
16
 211,116
 5.62%
 
Unchanged Positions :
29
 340,404
 9.06%
 
Decreased Positions :
31
-254,927
-6.79%
 
Closed Positions :
5
-36,130
-0.96%
 
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
   EQIS CAPITAL MANAGEMENT, INC. 5 *New 2024-03-31 710,908 $29,844,000 710,908
   WealthPlan Investment Management LLC 45 *New 2024-03-31 133,979 $5,624,000 133,979
   ATRIA INVESTMENTS LLC 388 *New 2024-03-31 100,483 $4,218,000 100,483
   ADVISORY SERVICES NETWORK, LLC 249 *New 2024-03-31 98,654 $4,141,000 98,654
   Americana Partners LLC 89 *New 2024-03-31 88,790 $3,727,000 88,790
   Feltz Wealth PLAN Inc. 82 *New 2024-03-31 86,243 $3,620,000 86,243
   Independent Wealth Network Inc. 23 *New 2024-03-31 49,390 $2,073,000 49,390
   STEPHENS INC /AR/ 482 *New 2024-03-31 35,433 $1,487,000 35,433
   H D Vest Advisory Services 749 *New 2024-03-31 23,654 $993,000 23,654
   LINCOLN NATIONAL CORP 638 *New 2024-03-31 15,801 $663,000 15,801
   Strategic Blueprint LLC 358 *New 2024-03-31 13,195 $554,000 13,195
   Semus Wealth Partners LLC 48 *New 2024-03-31 12,424 $522,000 12,424
   Mutual Advisors LLC 680 *New 2024-03-31 12,244 $514,000 12,244
   Envestnet Portfolio Solutions Inc. 1139 *New 2024-03-31 11,496 $483,000 11,496
   Ignite Planners LLC 160 *New 2024-03-31 11,163 $468,000 11,163
   CREATIVE FINANCIAL DESIGNS INC /ADV 278 *New 2024-03-31 10,696 $449,000 10,696
   Ambassador Advisors LLC 176 *New 2024-03-31 9,957 $418,000 9,957
   Harvest Investment Services LLC 127 *New 2024-03-31 9,354 $393,000 9,354
   AIFG Consultants Ltd. 31 *New 2024-03-31 7,667 $322,000 7,667
   CASCADE INVESTMENT GROUP INC. 115 *New 2024-03-31 6,570 $276,000 6,570
   ARBOR CAPITAL MANAGEMENT INC /ADV 88 *New 2024-03-31 6,167 $260,000 6,167
   FINANCIAL ADVISORY CORP /UT/ /ADV 135 *New 2024-03-31 6,145 $258,000 6,145
   Accel Wealth Management 179 *New 2024-03-31 6,125 $257,000 6,125
   MARINER WEALTH ADVISORS, LLC 2621 *New 2024-03-31 5,679 $238,000 5,679
   Orion Portfolio Solutions LLC 1581 *New 2024-03-31 5,132 $215,000 5,132
   CoreCap Advisors LLC 542 *New 2023-12-31 5,203 $207,000 5,203
   JANE STREET GROUP LLC 4707 *New 2024-03-31 4,904 $206,000 4,904
   FIRST TRUST ADVISORS LP 2278 *New 2024-03-31 4,768 $200,000 4,768
   GeoWealth Management LLC 738 *New 2024-03-31 3,365 $141,000 3,365
   UBS Group AG 5027 *New 2024-03-31 2,450 $103,000 2,450
   Global Retirement Partners LLC 1182 *New 2024-03-31 1,830 $77,000 1,830
   Capital Analysts Inc. 589 *New 2024-03-31 1,843 $77,000 1,843
   Laurel Wealth Advisors LLC 412 *New 2024-03-31 289 $12,000 289

  33 Records found
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