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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    6
Total shares held : 
2,561,377  
% of shares held : 
28.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
-98,861  
% of shares held change : 
  -1.1%  
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 :
3
 40,727
 1.59%
 
Increased Positions :
11
 387,942
 15.15%
 
Unchanged Positions :
18
 85,744
 3.35%
 
Decreased Positions :
23
-411,085
-16.05%
 
Closed Positions :
9
-116,445
-4.55%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1356 - 2024-03-31 362,789 $13,071,000 155,941
   IFP Advisors Inc 28 - 2023-12-31 355,462 $12,288,000 4,350
   ADVISORY SERVICES NETWORK, LLC 133 - 2024-03-31 214,579 $7,731,000 190,229
   MML INVESTORS SERVICES LLC 509 - 2024-03-31 201,120 $7,246,000 35,367
   BB&T CORP 807 - 2024-03-31 169,107 $6,093,000 140,245
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 764 - 2024-03-31 133,997 $4,828,000 77,438
   CWM LLC 440 - 2024-03-31 123,138 $4,437,000 123,133
   F3Logic LLC 22 - 2022-12-31 139,873 $4,249,000 2,726
   Kestra Advisory Services LLC 584 - 2024-03-31 114,949 $4,142,000 41,483
   JANNEY MONTGOMERY SCOTT LLC 840 - 2024-03-31 109,708 $3,953,000 101,488
   Clear Creek Financial Management LLC 48 - 2024-03-31 96,529 $3,478,000 31,162
   COMMONWEALTH EQUITY SERVICES LLC. 1432 - 2024-03-31 90,373 $3,256,000 41,512
   Advisor Group Holdings Inc. 1385 - 2024-03-31 84,527 $3,045,000 21,096
   J P MORGAN CHASE & CO 2850 - 2024-03-31 69,354 $2,499,000 69,180
   LPL FINANCIAL CORP 2361 - 2024-03-31 66,192 $2,385,000 16,342
   TOWNSQUARE CAPITAL LLC 512 - 2024-03-31 46,467 $1,674,000 40,307
   Gallagher Fiduciary Advisors LLC 41 - 2024-03-31 42,008 $1,514,000 1,971
   FINANCIAL NETWORK 1322 - 2024-03-31 33,940 $1,223,000 20,719
   CITADEL ADVISORS LLC 3072 - 2024-03-31 27,649 $996,000 21,047
   MULTIFINANCIAL SECURITIES CORP 1184 - 2024-03-31 26,268 $946,000 26,268
   NATIONAL ASSET MANAGEMENT, INC. 572 - 2024-03-31 26,531 $860,000 26,531
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2812 - 2024-03-31 22,554 $813,000 9,802
   Ameritas Advisory Services LLC 434 - 2024-03-31 22,453 $801,000 16,699
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2185 - 2024-03-31 21,929 $790,000 13,182
   Spire Wealth Management 477 - 2024-03-31 16,865 $608,000 16,340
   H D Vest Advisory Services 953 - 2024-03-31 16,570 $597,000 3,028
   Integrity Financial Corp /WA 64 - 2024-03-31 13,706 $494,000 3,120
   OGOREK ANTHONY JOSEPH /NY/ /ADV 49 - 2024-03-31 11,560 $416,000 11,560
   Capital Investment Advisory Services LLC 380 - 2024-03-31 8,973 $323,000 315
   FSB PREMIER WEALTH MANAGEMENT INC. 141 - 2024-03-31 7,947 $286,000 717
   Sunbelt Securities Inc. 561 - 2024-03-31 4,803 $173,000 4,128
   ROYAL BANK OF CANADA 4461 - 2024-03-31 3,596 $130,000 3,596
   UBS Group AG 5056 - 2024-03-31 2,715 $98,000 1,467
   NBC SECURITIES INC. 1207 - 2024-03-31 1,062 $38,000 1,062
   PRINCIPAL SECURITIES INC. 1864 - 2024-03-31 735 $26,000 600

  35 Records found
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