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Get Institutions for : 
Ft Cboe Vest International Equity Buffer Etf - Sep (YSEP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    11
Total shares held : 
1,129,035  
% of shares held : 
12.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  22  
Amount of shares held : 
287,875  
% of shares held change : 
  3.2%  
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 :
13
 218,100
 19.32%
 
Increased Positions :
13
 109,768
 9.72%
 
Unchanged Positions :
4
 212,519
 18.82%
 
Decreased Positions :
2
-2,936
-0.26%
 
Closed Positions :
2
-37,057
-3.28%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LM Advisors LLC 25 - 2024-03-31 206,966 $4,469,000 662
   Brookstone Capital Management 306 - 2024-03-31 127,226 $2,747,000 598
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1586 - 2024-03-31 100,297 $2,166,000 31,550
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1514 - 2024-03-31 62,581 $1,351,000 3
   Cetera Investment Advisers 2124 - 2024-03-31 42,891 $926,000 19,855
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2773 - 2024-03-31 38,824 $838,000 11,450
   RAYMOND JAMES & ASSOCIATES 3004 - 2024-03-31 24,171 $522,000 1,456
   PROSPERA FINANCIAL SERVICES 733 - 2023-12-31 18,988 $394,000 1,640
   Envestnet Portfolio Solutions Inc. 1225 - 2024-03-31 17,759 $384,000 278
   Atria Wealth Solutions Inc. 1742 - 2024-03-31 10,246 $221,000 33
   SUMMIT INVESTMENT ADVISORS INC 1482 - 2024-03-31 6,965 $150,000 3,495
   DHJJ Financial Advisors Ltd. 180 - 2024-03-31 5,600 $121,000 795
   UBS Group AG 5273 - 2024-03-31 2,493 $54,000 2,138
   IFP Advisors Inc 1604 - 2023-12-31 1,935 $40,000 500

  14 Records found
  1    
  Page 1 of 1
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