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Get Institutions for : 
Ft Cboe Vest Nasdaq-100 Buffer Etf - September (QSPT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    10
Total shares held : 
 3,163,473  
% of shares held : 
 21.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 909,278  
% of shares held change : 
   6.27%  
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
 617,131
 19.51%
 
Increased Positions :
29
 661,612
 20.91%
 
Unchanged Positions :
9
 197,017
 6.23%
 
Decreased Positions :
6
-250,214
-7.91%
 
Closed Positions :
7
-119,251
-3.77%
 
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
   Clear Creek Financial Management LLC 168 - 2024-03-31 34,825 $869,000 0
   Sloy Dahl & Holst LLC 41 - 2024-03-31 22,925 $572,000 0
   1776 WEALTH LLC 74 - 2024-03-31 22,835 $570,000 0
   FIRST HEARTLAND CONSULTANTS INC 243 - 2024-03-31 21,059 $526,000 0
   Octavia Wealth Advisors LLC 134 - 2024-03-31 16,610 $415,000 0
   Cypress Wealth Services LLC 220 - 2024-03-31 9,873 $246,000 0
   Capital Analysts Inc. 417 - 2024-03-31 9,176 $229,000 0
   DHJJ Financial Advisors Ltd. 138 - 2024-03-31 8,557 $214,000 0
   Sunbelt Securities Inc. 619 - 2024-03-31 5,727 $143,000 0
   Clear Point Advisors Inc. 130 - 2024-03-31 5,049 $126,000 0
   SUMMIT INVESTMENT ADVISORS INC 1730 - 2024-03-31 4,025 $100,000 0
   BANK OF AMERICA CORP /DE/ 5278 - 2024-03-31 3,454 $86,000 0
   Larson Financial Group LLC 619 - 2024-03-31 2,731 $68,000 0
   Turtle Creek Wealth Advisors LLC 166 - 2024-03-31 2,355 $59,000 0
   ALPHAMARK ADVISORS LLC 492 - 2024-03-31 535 $13,000 0
   CWM LLC 3266 - 2024-03-31 443 $11,000 0
  16 Records found
  1    
  Page 1 of 1
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