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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf September (DSEP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    2
Total shares held : 
 1,829,131  
% of shares held : 
 20.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 177,249  
% of shares held change : 
   1.97%  
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 :
6
 120,999
 6.62%
 
Increased Positions :
26
 368,488
 20.15%
 
Unchanged Positions :
16
 135,342
 7.4%
 
Decreased Positions :
16
-60,991
-3.33%
 
Closed Positions :
8
-251,247
-13.74%
 
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
   OGOREK ANTHONY JOSEPH /NY/ /ADV 23 - 2024-03-31 67,722 $2,585,000 0
   Ignite Planners LLC 65 - 2024-03-31 39,816 $1,519,000 0
   Mutual Advisors LLC 412 - 2024-03-31 32,258 $1,232,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 329 - 2024-03-31 28,296 $1,080,000 0
   PROSPERA FINANCIAL SERVICES 482 - 2023-12-31 25,983 $947,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 190 - 2024-03-31 16,934 $647,000 0
   Apollon Wealth Management LLC 612 - 2024-03-31 16,500 $630,000 0
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 193 - 2024-03-31 15,601 $596,000 0
   Stratos Wealth Partners LTD. 869 - 2024-03-31 13,339 $509,000 0
   Sloy Dahl & Holst LLC 50 - 2024-03-31 12,805 $489,000 0
   FinTrust Capital Advisors LLC 187 - 2024-03-31 10,975 $419,000 0
   Financial Guidance Group Inc. 42 - 2024-03-31 9,900 $378,000 0
   HBW Advisory Services LLC 201 - 2024-03-31 10,265 $374,000 0
   Wealth Group Ltd 44 - 2024-03-31 8,640 $332,000 0
   BEACON FINANCIAL GROUP 289 - 2024-03-31 7,011 $268,000 0
   HIGHTOWER ADVISORS, LLC 2735 - 2024-03-31 6,855 $261,000 0
   Advance Capital Management Inc. 123 - 2024-03-31 6,831 $261,000 0
   Goss Wealth Management LLC 1797 - 2024-03-31 5,585 $213,000 0
   Tanglewood Legacy Advisors LLC 103 - 2024-03-31 3,441 $131,000 0
   Castleview Partners LLC 330 - 2024-03-31 1,548 $59,000 0
   IFP Advisors Inc 1652 - 2023-12-31 965 $35,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 830 - 2024-03-31 894 $34,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1409 - 2024-03-31 810 $31,000 0
   AdvisorNet Financial Inc 1328 - 2024-03-31 200 $8,000 0
  24 Records found
  1    
  Page 1 of 1
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