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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    3
Total shares held : 
2,064,826  
% of shares held : 
22.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -29  
Amount of shares held : 
-115,599  
% of shares held change : 
  -1.28%  
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 :
2
 10,964
 0.53%
 
Increased Positions :
10
 22,424
 1.09%
 
Unchanged Positions :
16
 144,949
 7.02%
 
Decreased Positions :
36
-106,180
-5.14%
 
Closed Positions :
5
-42,807
-2.07%
 
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
   RAYMOND JAMES & ASSOCIATES 874 - 2024-03-31 412,096 $16,171,000 397,922
   ENVESTNET ASSET MANAGEMENT INC 1315 - 2024-03-31 355,713 $13,958,000 335,094
   Advisor Group Holdings Inc. 567 - 2024-03-31 325,083 $12,756,000 167,629
   COMMONWEALTH EQUITY SERVICES LLC. 755 - 2024-03-31 272,538 $10,694,000 31,672
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 515 - 2024-03-31 213,661 $8,384,000 75,389
   CWM LLC 366 - 2024-03-31 168,777 $6,623,000 89,261
   Goss Wealth Management LLC 416 - 2024-03-31 113,244 $4,444,000 5,167
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1237 - 2024-03-31 104,553 $4,103,000 39,567
   FINANCIAL NETWORK 726 - 2024-03-31 99,012 $3,885,000 77,267
   Kestra Advisory Services LLC 686 - 2024-03-31 79,927 $3,136,000 55,030
   ROYAL BANK OF CANADA 2245 - 2024-03-31 76,053 $2,984,000 2,795
   MULTIFINANCIAL SECURITIES CORP 729 - 2024-03-31 61,201 $2,402,000 48,275
   Main Street Financial Solutions LLC 87 - 2024-03-31 56,546 $2,219,000 2,428
   FSB PREMIER WEALTH MANAGEMENT INC. 25 - 2024-03-31 54,904 $2,154,000 41,965
   LPL FINANCIAL CORP 2490 - 2024-03-31 52,050 $2,042,000 8,452
   BB&T CORP 1309 - 2024-03-31 46,713 $1,833,000 36,486
   Integrity Financial Corp /WA 23 - 2024-03-31 39,152 $1,536,000 2,226
   Atria Wealth Solutions Inc. 819 - 2024-03-31 31,134 $1,222,000 14,315
   PROEQUITIES INC. 269 - 2024-03-31 28,149 $1,105,000 19,242
   Keystone Wealth Services LLC 70 - 2024-03-31 27,681 $1,086,000 6,527
   JANNEY MONTGOMERY SCOTT LLC 1485 - 2024-03-31 26,700 $1,048,000 19,922
   Rockefeller Capital Management L.P. 1256 - 2024-03-31 25,197 $989,000 4,760
   KESTRA PRIVATE WEALTH SERVICES LLC 681 - 2024-03-31 17,368 $682,000 4,153
   Fragasso Group Inc. 147 - 2024-03-31 15,464 $607,000 2,415
   Envestnet Portfolio Solutions Inc. 1073 - 2024-03-31 14,310 $562,000 2,991
   Ameritas Advisory Services LLC 528 - 2024-03-31 14,379 $556,000 14,379
   LEGACY PRIVATE TRUST CO. 178 - 2024-03-31 12,116 $475,000 2,402
   LINCOLN NATIONAL CORP 891 - 2024-03-31 8,571 $336,000 8,571
   DHJJ Financial Advisors Ltd. 105 - 2024-03-31 8,566 $336,000 2,722
   CITADEL ADVISORS LLC 4125 - 2024-03-31 8,283 $325,000 8,283
   We Are One Seven LLC 710 - 2024-03-31 7,998 $314,000 171
   Resources Investment Advisors Inc. 904 - 2024-03-31 7,783 $305,000 1,935
   ARBOR CAPITAL MANAGEMENT INC /ADV 87 - 2024-03-31 6,904 $270,000 541
   NBC SECURITIES INC. 928 - 2024-03-31 2,639 $113,000 984
   SOA Wealth Advisors LLC. 268 - 2024-03-31 1,859 $73,000 1,651
   Geneos Wealth Management Inc. 1040 - 2024-03-31 1,354 $53,000 465

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