Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Buffer Etf January (FJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    1
Total shares held : 
3,755,344  
% of shares held : 
41.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -16  
Amount of shares held : 
-35,595  
% of shares held change : 
  -0.4%  
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
 44,346
 1.18%
 
Increased Positions :
16
 211,116
 5.62%
 
Unchanged Positions :
29
 340,404
 9.06%
 
Decreased Positions :
31
-254,927
-6.79%
 
Closed Positions :
5
-36,130
-0.96%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Advisor Group Holdings Inc. 278 - 2024-03-31 766,542 $32,179,000 107,692
   COMMONWEALTH EQUITY SERVICES LLC. 475 - 2024-03-31 498,997 $20,948,000 78,693
   ENVESTNET ASSET MANAGEMENT INC 1160 - 2024-03-31 440,566 $18,495,000 286,765
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 612 - 2024-03-31 367,127 $15,412,000 299,779
   Cetera Investment Advisers 518 - 2024-03-31 337,899 $14,185,000 327,449
   CWM LLC 319 - 2024-03-31 201,769 $8,470,000 190,078
   MML INVESTORS SERVICES LLC 469 - 2024-03-31 197,738 $8,301,000 34,484
   LPL FINANCIAL CORP 1540 - 2024-03-31 169,710 $7,124,000 52,712
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 585 - 2024-03-31 167,901 $7,048,000 75,577
   FINANCIAL NETWORK 560 - 2024-03-31 143,326 $6,017,000 110,650
   Prosperity Consulting Group LLC 30 - 2024-03-31 141,907 $5,957,000 120,508
   Change Path LLC 89 - 2024-03-31 137,332 $5,766,000 132,257
   Gallagher Fiduciary Advisors LLC 28 - 2024-03-31 110,738 $4,649,000 10,521
   Signal Advisors Wealth LLC 21 - 2024-03-31 103,123 $4,329,000 11,212
   MULTIFINANCIAL SECURITIES CORP 522 - 2024-03-31 96,942 $4,070,000 42,574
   JANNEY MONTGOMERY SCOTT LLC 841 - 2024-03-31 94,040 $3,948,000 72,651
   RAYMOND JAMES & ASSOCIATES 1757 - 2024-03-31 92,079 $3,865,000 80,732
   Kestra Advisory Services LLC 662 - 2024-03-31 79,976 $3,357,000 39,660
   ROYAL BANK OF CANADA 2290 - 2024-03-31 66,384 $2,786,000 22,485
   Sunbelt Securities Inc. 73 - 2024-03-31 61,272 $2,572,000 36,022
   Resources Investment Advisors Inc. 291 - 2024-03-31 58,398 $2,452,000 9,551
   1776 WEALTH LLC 22 - 2024-03-31 55,603 $2,334,000 36,363
   Goss Wealth Management LLC 648 - 2024-03-31 52,024 $2,184,000 5,179
   Keystone Wealth Services LLC 36 - 2024-03-31 50,096 $2,103,000 9,649
   Main Street Financial Solutions LLC 103 - 2024-03-31 45,906 $1,927,000 14,050
   Integrity Financial Corp /WA 18 - 2024-03-31 43,025 $1,806,000 557
   Atria Wealth Solutions Inc. 723 - 2024-03-31 36,087 $1,515,000 6,693
   Ameritas Advisory Services LLC 336 - 2024-03-31 28,773 $1,201,000 28,773
   BB&T CORP 1535 - 2024-03-31 26,428 $1,109,000 11,272
   PROEQUITIES INC. 286 - 2024-03-31 24,133 $1,013,000 14,677
   Marshall Financial Group LLC 95 - 2024-03-31 24,136 $1,013,000 317
   Tanglewood Legacy Advisors LLC 34 - 2024-03-31 22,522 $945,000 21,588
   OPPENHEIMER & CO INC 773 - 2024-03-31 21,553 $905,000 953
   FSB PREMIER WEALTH MANAGEMENT INC. 57 - 2024-03-31 21,415 $899,000 7,239
   Steward Partners Investment Advisory LLC 937 - 2024-03-31 15,905 $668,000 15,405
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3225 - 2024-03-31 14,008 $588,000 3,589
   KESTRA PRIVATE WEALTH SERVICES LLC 739 - 2024-03-31 13,685 $574,000 5,470
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 111 - 2024-03-31 11,930 $501,000 500
   DHJJ Financial Advisors Ltd. 84 - 2024-03-31 11,392 $478,000 1,995
   MCKINLEY CARTER WEALTH SERVICES, INC. 249 - 2024-03-31 7,908 $332,000 2,438
   CITADEL ADVISORS LLC 4141 - 2024-03-31 7,631 $320,000 7,631
   Savvy Advisors Inc. 158 - 2024-03-31 7,149 $300,000 1,958
   NBC SECURITIES INC. 633 - 2024-03-31 6,468 $271,000 3,591
   SOA Wealth Advisors LLC. 192 - 2024-03-31 4,186 $176,000 3,462

  44 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results