Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Buffer Etf October (FOCT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    12
Total shares held : 
 3,979,822  
% of shares held : 
 44.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 2,101,335  
% of shares held change : 
   23.35%  
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 :
17
 1,351,481
 33.96%
 
Increased Positions :
36
 929,401
 23.35%
 
Unchanged Positions :
17
 105,950
 2.66%
 
Decreased Positions :
19
-123,057
-3.09%
 
Closed Positions :
5
-56,490
-1.42%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cetera Investment Advisers 876 - 2024-03-31 152,355 $6,181,000 143,456
   ENVESTNET ASSET MANAGEMENT INC 1880 - 2024-03-31 140,659 $5,707,000 35,973
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1086 - 2024-03-31 132,278 $5,367,000 9,924
   ERn Financial LLC 36 - 2024-03-31 102,469 $4,157,000 2,109
   Kestra Advisory Services LLC 714 - 2024-03-31 72,077 $2,924,000 28,649
   FINANCIAL NETWORK 943 - 2024-03-31 57,709 $2,341,000 19,050
   LPL FINANCIAL CORP 2407 - 2024-03-31 55,505 $2,252,000 10,751
   Resources Investment Advisors Inc. 353 - 2024-03-31 45,548 $1,848,000 495
   HARBOUR INVESTMENTS INC. 274 - 2023-12-31 40,749 $1,585,000 2,296
   MCKINLEY CARTER WEALTH SERVICES, INC. 133 - 2024-03-31 37,135 $1,507,000 1,900
   FSB PREMIER WEALTH MANAGEMENT INC. 39 - 2024-03-31 30,694 $1,245,000 329
   Brookstone Capital Management 450 - 2024-03-31 28,864 $1,171,000 53
   MML INVESTORS SERVICES LLC 1398 - 2024-03-31 25,937 $1,052,000 110
   J P MORGAN CHASE & CO 3454 - 2024-03-31 21,219 $861,000 518
   Ameritas Advisory Services LLC 476 - 2024-03-31 16,562 $669,000 16,562
   FIRST HEARTLAND CONSULTANTS INC 261 - 2024-03-31 11,093 $450,000 3,532
   KINGSWOOD WEALTH ADVISORS LLC 541 - 2024-03-31 5,843 $237,000 150
   MORGAN STANLEY 6598 - 2024-03-31 146 $6,000 146
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us