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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf December (DDEC)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    13
Total shares held : 
4,968,788  
% of shares held : 
55.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  24  
Amount of shares held : 
764,797  
% of shares held change : 
  8.5%  
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 :
16
 373,225
 7.51%
 
Increased Positions :
29
 901,813
 18.15%
 
Unchanged Positions :
12
 234,786
 4.73%
 
Decreased Positions :
18
-219,507
-4.42%
 
Closed Positions :
3
-290,734
-5.85%
 
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
   SPINNAKER TRUST 4 - 2024-03-31 1,868,470 $70,019,000 6,584
   Kestra Advisory Services LLC 518 - 2024-03-31 134,807 $5,052,000 37,721
   JANNEY MONTGOMERY SCOTT LLC 801 - 2024-03-31 119,418 $4,475,000 103,555
   HARTFORD FINANCIAL MANAGEMENT INC. 35 - 2024-03-31 114,763 $4,301,000 56,064
   Donald L. Hagan LLC 9 - 2024-03-31 80,201 $3,005,000 1,031
   HARBOUR INVESTMENTS INC. 161 - 2023-12-31 81,753 $2,923,000 19,242
   LPL FINANCIAL CORP 2363 - 2024-03-31 63,567 $2,382,000 11,457
   MinichMacGregor Wealth Management LLC 46 - 2024-03-31 55,478 $2,075,000 593
   Ignite Planners LLC 55 - 2024-03-31 50,144 $1,875,000 32,369
   Atria Wealth Solutions Inc. 660 - 2024-03-31 49,632 $1,860,000 6,438
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1329 - 2024-03-31 48,109 $1,803,000 4,525
   MULTIFINANCIAL SECURITIES CORP 923 - 2024-03-31 42,691 $1,600,000 2,943
   MML INVESTORS SERVICES LLC 1280 - 2024-03-31 33,325 $1,249,000 19,264
   RAYMOND JAMES & ASSOCIATES 2462 - 2024-03-31 32,138 $1,204,000 15,625
   Encompass More Asset Management 21 - 2024-03-31 31,019 $1,162,000 9,659
   IFP Advisors Inc 353 - 2023-12-31 31,350 $1,121,000 666
   Integrity Financial Corp /WA 33 - 2024-03-31 28,893 $1,083,000 4,259
   Spire Wealth Management 374 - 2024-03-31 27,034 $1,013,000 822
   OGOREK ANTHONY JOSEPH /NY/ /ADV 37 - 2024-03-31 26,196 $981,000 1,050
   Ameritas Advisory Services LLC 455 - 2024-03-31 20,133 $745,000 13,258
   JANE STREET GROUP LLC 3456 - 2024-03-31 19,250 $721,000 10,396
   Alpha Financial Partners LLC 26 - 2024-03-31 17,646 $661,000 2,721
   BB&T CORP 1870 - 2024-03-31 15,136 $567,000 580
   SOA Wealth Advisors LLC. 95 - 2024-03-31 15,059 $564,000 4,291
   ARBOR CAPITAL MANAGEMENT INC /ADV 63 - 2024-03-31 12,615 $473,000 293
   ROYAL BANK OF CANADA 3611 - 2024-03-31 10,636 $398,000 7,578
   ALPHAMARK ADVISORS LLC 121 - 2024-03-31 9,255 $347,000 4,703
   Smart Money Group LLC 80 - 2024-03-31 9,140 $338,000 3,128
   Capital Investment Advisory Services LLC 472 - 2024-03-31 5,613 $210,000 700
   Mutual Advisors LLC 1033 - 2024-03-31 5,374 $201,000 5,374
   MORGAN STANLEY 5956 - 2024-03-31 1,461 $55,000 639
   J P MORGAN CHASE & CO 5014 - 2024-03-31 298 $11,000 192

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