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Get Institutions for : 
Ft Cboe Vest Fund Of Nasdaq-100 Buffer Etfs (BUFQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    26
Total shares held : 
 10,747,538  
% of shares held : 
 11.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   52  
Amount of shares held : 
 5,069,935  
% of shares held change : 
   5.63%  
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 :
28
 2,124,077
 19.76%
 
Increased Positions :
30
 3,228,288
 30.04%
 
Unchanged Positions :
5
 80,532
 0.75%
 
Decreased Positions :
4
-43,376
-0.4%
 
Closed Positions :
2
-239,054
-2.22%
 
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
   LPL FINANCIAL CORP 239 - 2024-03-31 4,841,238 $137,152,000 1,710,015
   COMMONWEALTH EQUITY SERVICES LLC. 517 - 2024-03-31 655,918 $18,582,000 109,739
   ROYAL BANK OF CANADA 1242 - 2024-03-31 556,369 $15,761,000 206,557
   Advisor Group Holdings Inc. 544 - 2024-03-31 490,744 $13,903,000 98,579
   Cetera Investment Advisers 554 - 2024-03-31 468,648 $13,277,000 228,661
   MARINER WEALTH ADVISORS, LLC 504 - 2024-03-31 367,289 $10,405,000 84,913
   Stratos Wealth Partners LTD. 151 - 2024-03-31 286,295 $8,111,000 16,336
   MML INVESTORS SERVICES LLC 533 - 2024-03-31 231,189 $6,550,000 19,405
   ENVESTNET ASSET MANAGEMENT INC 1790 - 2024-03-31 231,179 $6,549,000 151,432
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 640 - 2024-03-31 216,563 $6,135,000 50,193
   Valtinson Bruner Financial Planning LLC 12 - 2024-03-31 175,166 $4,962,000 60,570
   Kestra Advisory Services LLC 523 - 2024-03-31 174,969 $4,957,000 88,911
   Goss Wealth Management LLC 408 - 2024-03-31 159,940 $4,531,000 27,397
   FOCUS Wealth Advisors LLC 14 - 2024-03-31 159,616 $4,522,000 28,951
   Mach-1 Financial Group Inc. 12 - 2024-03-31 151,445 $4,290,000 11,350
   Integrated Wealth Concepts LLC 310 - 2024-03-31 138,779 $3,932,000 91,720
   Capital CS Group LLC 4 - 2024-03-31 125,833 $3,565,000 42,446
   Private Advisor Group LLC 630 - 2024-03-31 109,710 $3,108,000 27,585
   Equitable Holdings Inc. 367 - 2024-03-31 95,494 $2,705,000 85,903
   FINANCIAL NETWORK 994 - 2024-03-31 74,518 $2,111,000 43,241
   Twin Peaks Wealth Advisors LLC 23 - 2024-03-31 69,346 $1,965,000 16,797
   Sigma Planning Corp 355 - 2024-03-31 57,875 $1,640,000 33,474
   VitalStone Financial LLC 20 - 2024-03-31 57,649 $1,633,000 16,534
   KESTRA PRIVATE WEALTH SERVICES LLC 433 - 2024-03-31 56,476 $1,600,000 9,207
   Atria Wealth Solutions Inc. 731 - 2024-03-31 52,851 $1,497,000 26,944
   FLAGSHIP HARBOR ADVISORS LLC 213 - 2024-03-31 46,530 $1,318,000 13,980
   Wealthcare Advisory Partners LLC 315 - 2024-03-31 44,787 $1,269,000 330
   BB&T CORP 1491 - 2024-03-31 43,475 $1,232,000 27,644
   Financial Guidance Group Inc. 28 - 2024-03-31 29,010 $822,000 1,700
   Tradition Wealth Management LLC 167 - 2024-03-31 26,307 $745,000 1,160
   Kingsview Wealth Management LLC 582 - 2024-03-31 25,117 $712,000 7,722
   IFG Advisory LLC 293 - 2024-03-31 22,202 $629,000 12,931
   AXXCESS WEALTH MANAGEMENT LLC 498 - 2024-03-31 20,786 $589,000 815
   Envestnet Portfolio Solutions Inc. 1055 - 2024-03-31 20,431 $579,000 8,763
   Orion Portfolio Solutions LLC 1202 - 2024-03-31 20,367 $577,000 11,820
   SIGNATURE SECURITIES GROUP CORPORATION 113 - 2024-03-31 20,331 $576,000 4,446
   NATIONAL ASSET MANAGEMENT, INC. 780 - 2024-03-31 20,270 $510,000 788
   Prosperity Wealth Management Inc. 71 - 2024-03-31 17,809 $505,000 6,159
   Capital Investment Advisory Services LLC 340 - 2024-03-31 14,366 $407,000 7,774
   HARBOUR INVESTMENTS INC. 659 - 2023-12-31 13,024 $352,000 10,348
   Stratos Wealth Advisors LLC 539 - 2024-03-31 11,585 $328,000 3,132
   PROEQUITIES INC. 883 - 2024-03-31 3,854 $109,000 202
   PRIVATE TRUST CO NA 1219 - 2024-03-31 1,242 $35,000 993
   UBS Group AG 5575 - 2024-03-31 925 $26,000 925
  44 Records found
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