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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    6
Total shares held : 
2,101,480  
% of shares held : 
23.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
420,344  
% of shares held change : 
  4.67%  
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 :
12
 271,164
 12.9%
 
Increased Positions :
19
 355,884
 16.93%
 
Unchanged Positions :
7
 72,243
 3.44%
 
Decreased Positions :
11
-132,001
-6.28%
 
Closed Positions :
6
-74,703
-3.55%
 
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 1024 - 2024-03-31 124,711 $4,620,000 63,358
   MARINER WEALTH ADVISORS, LLC 965 - 2024-03-31 72,836 $2,698,000 1,305
   MML INVESTORS SERVICES LLC 1025 - 2024-03-31 56,535 $2,094,000 2,321
   Clear Point Advisors Inc. 38 - 2024-03-31 21,855 $810,000 56
   FINANCIAL NETWORK 1791 - 2024-03-31 16,313 $604,000 2,076
   HARBOUR INVESTMENTS INC. 497 - 2023-12-31 15,899 $571,000 13,299
   LPL FINANCIAL CORP 3831 - 2024-03-31 11,489 $426,000 4,676
   Lakeview Capital Partners LLC 294 - 2024-03-31 9,684 $359,000 420
   IFP Advisors Inc 854 - 2023-12-31 6,497 $233,000 4,266

  9 Records found
  1    
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