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Get Institutions for : 
Ft Cboe Vest U.S. Equity Buffer ETF - July (FJUL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 110    5
Total shares held : 
 6,584,209  
% of shares held : 
 73.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 71,069  
% of shares held change : 
   0.79%  
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 :
11
 411,387
 6.25%
 
Increased Positions :
34
 1,148,432
 17.44%
 
Unchanged Positions :
32
 288,901
 4.39%
 
Decreased Positions :
33
-942,049
-14.31%
 
Closed Positions :
16
-546,701
-8.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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
   Lion Street Advisors LLC 26 - 2024-03-31 44,322 $1,845,000 0
   1776 WEALTH LLC 29 - 2024-03-31 31,851 $1,416,000 0
   SIGNATURE SECURITIES GROUP CORPORATION 88 - 2024-03-31 19,832 $882,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 665 - 2024-03-31 15,835 $704,000 0
   Tanglewood Legacy Advisors LLC 45 - 2024-03-31 14,632 $650,000 0
   Cypress Wealth Services LLC 115 - 2024-03-31 14,214 $632,000 0
   LM Advisors LLC 125 - 2024-03-31 12,000 $533,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 209 - 2024-03-31 10,888 $484,000 0
   EPG Wealth Management LLC 173 - 2024-03-31 10,725 $477,000 0
   Beacon Financial Advisory LLC 140 - 2024-03-31 9,150 $407,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1719 - 2024-03-31 8,763 $390,000 0
   HPM Partners LLC 1765 - 2024-03-31 8,110 $360,000 0
   BAKER TILLY FINANCIAL LLC 339 - 2024-03-31 6,860 $305,000 0
   Mutual Advisors LLC 885 - 2024-03-31 6,198 $276,000 0
   ACT Advisors LLC. 35 - 2024-03-31 5,860 $260,000 0
   Fragasso Group Inc. 230 - 2024-03-31 5,666 $252,000 0
   Castleview Partners LLC 225 - 2024-03-31 2,950 $131,000 0
   WOLFF WIESE MAGANA LLC 109 - 2024-03-31 2,492 $111,000 0
   MORGAN STANLEY 5856 - 2024-03-31 1,800 $80,000 0
   Archer Investment Corp 350 - 2024-03-31 1,656 $74,000 0
   PRINCIPAL SECURITIES INC. 1379 - 2024-03-31 1,674 $74,000 0
   BANK OF AMERICA CORP /DE/ 5372 - 2024-03-31 1,540 $68,000 0
   Turtle Creek Wealth Advisors LLC 167 - 2024-03-31 1,228 $55,000 0
   Geneos Wealth Management Inc. 1165 - 2024-03-31 850 $38,000 0
   Larson Financial Group LLC 830 - 2024-03-31 586 $26,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1085 - 2024-03-31 272 $12,000 0
   HAZLETT BURT & WATSON INC. 575 - 2024-03-31 107 $5,000 0
  27 Records found
  1    
  Page 1 of 1
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