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Get Institutions for : 
Ft Cboe Vest Buffered Allocation Defensive Etf (BUFT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    3
Total shares held : 
4,939,434  
% of shares held : 
21.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
757,885  
% of shares held change : 
  3.31%  
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
 754,057
 15.27%
 
Increased Positions :
12
 741,206
 15.01%
 
Unchanged Positions :
10
 139,948
 2.83%
 
Decreased Positions :
25
-717,010
-14.52%
 
Closed Positions :
1
-20,368
-0.41%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1573 - 2024-03-31 429,994 $9,180,000 18,492
   Cetera Investment Advisers 1064 - 2024-03-31 201,190 $4,295,000 176,687
   SYNOVUS FINANCIAL CORP 234 - 2024-03-31 173,373 $3,702,000 14,958
   Geneos Wealth Management Inc. 264 - 2024-03-31 89,708 $1,915,000 44,407
   FINANCIAL NETWORK 1048 - 2024-03-31 88,968 $1,899,000 1,269
   Lunt Capital Management Inc. 28 - 2024-03-31 85,575 $1,827,000 1,703
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 623 - 2024-03-31 77,105 $1,646,000 13,322
   S.C. Financial Services Inc. 10 - 2022-12-31 72,788 $1,343,000 18,383
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2220 - 2024-03-31 61,622 $1,316,000 33,969
   Aptus Capital Advisors LLC 348 - 2024-03-31 57,774 $1,233,000 45,908
   TOWNSQUARE CAPITAL LLC 611 - 2024-03-31 55,786 $1,191,000 5,145
   Financial Network Wealth Advisors LLC 18 - 2024-03-31 55,786 $1,191,000 5,145
   Integrated Wealth Concepts LLC 711 - 2024-03-31 51,283 $1,095,000 4,184
   Financial Guidance Group Inc. 27 - 2024-03-31 50,125 $1,070,000 5,200
   CITADEL ADVISORS LLC 3246 - 2024-03-31 39,119 $835,000 8,743
   Valtinson Bruner Financial Planning LLC 61 - 2024-03-31 36,362 $776,000 957
   OLD MISSION CAPITAL LLC 552 - 2024-03-31 23,603 $504,000 7,238
   Ameritas Advisory Services LLC 587 - 2024-03-31 20,668 $440,000 20,668
   CENTAURUS FINANCIAL INC. 472 - 2024-03-31 15,715 $336,000 426
   Envestnet Portfolio Solutions Inc. 1384 - 2024-03-31 13,461 $287,000 947
   BB&T CORP 2356 - 2024-03-31 11,612 $248,000 55
   HARBOUR INVESTMENTS INC. 961 - 2023-12-31 7,448 $155,000 548

  22 Records found
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