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Get Institutions for : 
Ft Cboe Vest Us Equity Enh & Mod Buffer Etf - Mar (XMAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    5
Total shares held : 
4,147,696  
% of shares held : 
46.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -37  
Amount of shares held : 
-774,037  
% of shares held change : 
  -8.77%  
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
 12,568
 0.3%
 
Increased Positions :
5
 171,713
 4.14%
 
Unchanged Positions :
15
 176,967
 4.27%
 
Decreased Positions :
37
-748,615
-18.05%
 
Closed Positions :
7
-209,703
-5.06%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Cetera Investment Advisers 569 - 2024-03-31 382,578 $12,862,000 241,545
   PFS Partners LLC 4 - 2024-03-31 362,294 $12,180,000 56,624
   Aptus Capital Advisors LLC 101 - 2024-03-31 272,228 $9,152,000 272,133
   Foundations Investment Advisors LLC 194 - 2024-03-31 87,275 $2,934,000 6,301
   Kestra Advisory Services LLC 721 - 2024-03-31 85,551 $2,876,000 6,751
   HBK SORCE ADVISORY LLC 176 - 2024-03-31 40,822 $1,372,000 4,512
   FINANCIAL NETWORK 1272 - 2024-03-31 39,479 $1,327,000 23,872
   ENVESTNET ASSET MANAGEMENT INC 2818 - 2024-03-31 39,191 $1,318,000 2,210
   JANNEY MONTGOMERY SCOTT LLC 1582 - 2024-03-31 26,100 $877,000 18,000
   Virtue Capital Management LLC 178 - 2024-03-31 17,810 $595,000 538
   Lakeview Capital Partners LLC 216 - 2024-03-31 17,480 $588,000 4,276
   FIRST HEARTLAND CONSULTANTS INC 274 - 2024-03-31 12,827 $431,000 12,827
   LINCOLN NATIONAL CORP 854 - 2024-03-31 10,877 $366,000 3,767
   JANE STREET GROUP LLC 4271 - 2024-03-31 9,784 $329,000 3,634
   DHJJ Financial Advisors Ltd. 243 - 2024-03-31 1,805 $61,000 1,800

  15 Records found
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