Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Buffer Etf October (FOCT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    12
Total shares held : 
 3,979,822  
% of shares held : 
 44.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 2,101,335  
% of shares held change : 
   23.35%  
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
 1,351,481
 33.96%
 
Increased Positions :
36
 929,401
 23.35%
 
Unchanged Positions :
17
 105,950
 2.66%
 
Decreased Positions :
19
-123,057
-3.09%
 
Closed Positions :
5
-56,490
-1.42%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Fragasso Group Inc. 91 - 2024-03-31 39,187 $1,590,000 0
   Tanglewood Legacy Advisors LLC 40 - 2024-03-31 18,426 $748,000 0
   SeaCrest Wealth Management LLC 239 - 2024-03-31 17,383 $705,000 0
   Truadvice LLC 111 - 2023-09-30 15,743 $584,000 0
   Pitti Group Wealth Management LLC 39 - 2024-03-31 12,841 $520,000 0
   Octavia Wealth Advisors LLC 122 - 2024-03-31 11,049 $448,000 0
   Keystone Wealth Services LLC 143 - 2024-03-31 10,127 $411,000 0
   Archer Investment Corp 158 - 2024-03-31 9,785 $397,000 0
   MARINER WEALTH ADVISORS, LLC 2230 - 2024-03-31 9,462 $384,000 0
   Gallagher Fiduciary Advisors LLC 134 - 2024-03-31 8,717 $354,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 148 - 2024-03-31 7,721 $313,000 0
   DHJJ Financial Advisors Ltd. 115 - 2024-03-31 7,032 $285,000 0
   WealthTrust Asset Management LLC 65 - 2024-03-31 6,907 $280,000 0
   Share Andrew L. 11 - 2024-03-31 6,229 $253,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 399 - 2024-03-31 6,228 $252,000 0
   Beacon Financial Advisory LLC 216 - 2024-03-31 5,500 $223,000 0
   Financial Network Wealth Advisors LLC 117 - 2024-03-31 5,268 $214,000 0
   Orion Portfolio Solutions LLC 1599 - 2024-03-31 5,176 $210,000 0
   PROEQUITIES INC. 881 - 2024-03-31 2,712 $110,000 0
   Clear Point Advisors Inc. 151 - 2024-03-31 2,187 $89,000 0
   SUMMIT INVESTMENT ADVISORS INC 1877 - 2024-03-31 1,950 $79,000 0
   BANK OF AMERICA CORP /DE/ 5605 - 2024-03-31 746 $30,000 0
   Capital Investment Advisory Services LLC 732 - 2024-03-31 630 $26,000 0
   TUCKER ASSET MANAGEMENT LLC 476 - 2023-12-31 237 $9,000 0
   EPG Wealth Management LLC 403 - 2024-03-31 137 $6,000 0
  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us