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Get Institutions for : 
Ft Cboe Vest Us Equity Buffer Etf - November (FNOV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 102    11
Total shares held : 
5,181,401  
% of shares held : 
57.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  31  
Amount of shares held : 
1,034,917  
% of shares held change : 
  11.5%  
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 :
17
 426,637
 8.23%
 
Increased Positions :
45
 1,033,129
 19.94%
 
Unchanged Positions :
15
 315,223
 6.08%
 
Decreased Positions :
25
-400,630
-7.73%
 
Closed Positions :
6
-24,219
-0.47%
 
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
   OGOREK ANTHONY JOSEPH /NY/ /ADV 12 - 2024-03-31 158,342 $7,083,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 98 - 2024-03-31 60,465 $2,705,000 0
   Tanglewood Legacy Advisors LLC 30 - 2024-03-31 22,099 $989,000 0
   Oder Investment Management LLC 38 - 2024-03-31 19,960 $893,000 0
   Clear Point Advisors Inc. 43 - 2024-03-31 17,084 $764,000 0
   LINCOLN NATIONAL CORP 631 - 2024-03-31 15,110 $676,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1535 - 2024-03-31 11,863 $531,000 0
   Main Street Financial Solutions LLC 319 - 2024-03-31 10,210 $457,000 0
   Schulz Wealth LTD. 33 - 2024-03-31 10,110 $452,000 0
   ForthRight Wealth Management LLC 49 - 2024-03-31 7,385 $330,000 0
   SIGNATURE SECURITIES GROUP CORPORATION 156 - 2024-03-31 6,959 $311,000 0
   Catalina Capital Group LLC 190 - 2024-03-31 6,075 $272,000 0
   SECURED RETIREMENT ADVISORS LLC 98 - 2024-03-31 5,349 $239,000 0
   MCCORMACK ADVISORS INTERNATIONAL 974 - 2024-03-31 5,235 $234,000 0
   CAPTRUST FINANCIAL ADVISORS 1913 - 2024-03-31 5,200 $233,000 0
   LVZ Advisors Inc. 126 - 2024-03-31 5,123 $229,000 0
   Mutual Advisors LLC 994 - 2024-03-31 4,893 $219,000 0
   Brookstone Capital Management 845 - 2024-03-31 4,853 $217,000 0
   MORGAN STANLEY 5619 - 2024-03-31 3,425 $153,000 0
   Capital Analysts Inc. 529 - 2024-03-31 2,496 $112,000 0
   Archer Investment Corp 292 - 2024-03-31 2,325 $104,000 0
   Turtle Creek Wealth Advisors LLC 158 - 2024-03-31 2,238 $100,000 0
   SUMMIT INVESTMENT ADVISORS INC 1969 - 2024-03-31 1,490 $67,000 0
   Larson Financial Group LLC 651 - 2024-03-31 1,290 $58,000 0

  24 Records found
  1    
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