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Ft Cboe Vest Us Equity Buffer Etf March (FMAR)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    3
Total shares held : 
 2,064,826  
% of shares held : 
 22.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -29  
Amount of shares held : 
 -115,599  
% of shares held change : 
   -1.28%  
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
 10,964
 0.53%
 
Increased Positions :
10
 22,424
 1.09%
 
Unchanged Positions :
16
 144,949
 7.02%
 
Decreased Positions :
36
-106,180
-5.14%
 
Closed Positions :
5
-42,807
-2.07%
 
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
   Outlook Wealth Advisors LLC 4 *New 2024-03-31 316,389 $12,415,000 316,389
   Cetera Investment Advisers 685 *New 2024-03-31 240,418 $9,434,000 240,418
   EWG Elevate Inc. 8 *New 2024-03-31 200,644 $7,873,000 200,644
   Change Path LLC 77 *New 2024-03-31 170,959 $6,708,000 170,959
   Sterling Manor Financial LLC 10 *New 2024-03-31 163,212 $6,404,000 163,212
   NovaPoint Capital LLC 11 *New 2024-03-31 122,888 $4,822,000 122,888
   STEPHENS INC /AR/ 421 *New 2024-03-31 50,856 $1,996,000 50,856
   1ST SOURCE BANK 113 *New 2024-03-31 34,919 $1,370,000 34,919
   H D Vest Advisory Services 908 *New 2024-03-31 17,189 $674,000 17,189
   GTS SECURITIES LLC 749 *New 2024-03-31 14,266 $560,000 14,266
   Castleview Partners LLC 103 *New 2024-03-31 10,610 $416,000 10,610
   Cresset Asset Management LLC 1494 *New 2024-03-31 8,776 $344,000 8,776
   PARK AVENUE SECURITIES LLC 1166 *New 2024-03-31 7,700 $302,000 7,700
   MBL Wealth LLC 155 *New 2024-03-31 7,347 $288,000 7,347
   Mutual Advisors LLC 896 *New 2024-03-31 6,914 $271,000 6,914
   Concurrent Investment Advisors LLC 715 *New 2024-03-31 6,481 $254,000 6,481
   Catalina Capital Group LLC 209 *New 2024-03-31 6,426 $252,000 6,426
   SeaCrest Wealth Management LLC 543 *New 2024-03-31 5,720 $224,000 5,720
   Savvy Advisors Inc. 200 *New 2024-03-31 5,529 $217,000 5,529
   CENTAURUS FINANCIAL INC. 604 *New 2024-03-31 5,295 $208,000 5,295
   CoreCap Advisors LLC 557 *New 2023-12-31 5,329 $201,000 5,329
   PRINCIPAL SECURITIES INC. 1017 *New 2024-03-31 4,951 $194,000 4,951
   GeoWealth Management LLC 711 *New 2024-03-31 4,270 $168,000 4,270
   J P MORGAN CHASE & CO 4627 *New 2024-03-31 1,583 $62,000 1,583
   Tanglewood Legacy Advisors LLC 152 *New 2024-03-31 1,440 $57,000 1,440
   Capital Analysts Inc. 653 *New 2024-03-31 1,359 $53,000 1,359
   MORGAN STANLEY 6193 *New 2024-03-31 636 $25,000 636
   COMERICA BANK 2981 *New 2024-03-31 562 $22,000 562
   SALEM INVESTMENT COUNSELORS INC 1104 *New 2024-03-31 30 $1,000 30
  29 Records found
  1    
  Page 1 of 1
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