XSEP : Institutional Ownership for Ft Cboe Vest Us Equity Enh & Mod Buffer Etf - Sept

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Ft Cboe Vest Us Equity Enh & Mod Buffer Etf - Sept (XSEP)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

2,101,480

% of shares held :

23.35%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

420,344

% of shares held change :

4.67%

Quarter Price vs. Current Price:

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 :	12	271,164	12.9%
	Increased Positions :	19	355,884	16.93%
	Unchanged Positions :	7	72,243	3.44%
	Decreased Positions :	11	-132,001	-6.28%
	Closed Positions :	6	-74,703	-3.55%
	Guru Positions :	0		0%

Charting Not Avaliable

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
Holistic Planning LLC	36	-	2024-03-31	32,418	$1,201,000	0
Diligent Investors LLC	143	-	2024-03-31	20,481	$759,000	0
WEALTHSOURCE PARTNERS LLC	331	-	2023-12-31	13,124	$471,000	0
Crown Wealth Group LLC	58	-	2024-03-31	10,900	$404,000	0
Integrity Financial Corp /WA	77	-	2024-03-31	10,054	$372,000	0
Financial Guidance Group Inc.	47	-	2024-03-31	8,600	$319,000	0
Change Path LLC	714	-	2024-03-31	8,213	$304,000	0
PROEQUITIES INC.	580	-	2024-03-31	7,446	$276,000	0
CI Private Wealth LLC	2013	-	2024-03-31	6,200	$230,000	0
ADVISORY SERVICES NETWORK, LLC	1268	-	2024-03-31	6,146	$228,000	0
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	271	-	2024-03-31	2,400	$89,000	0
DHJJ Financial Advisors Ltd.	223	-	2024-03-31	1,985	$74,000	0
Steward Partners Investment Advisory LLC	2050	-	2024-03-31	1,481	$55,000	0
MORGAN STANLEY	6879	-	2024-03-31	40	$1,000	0

14 Records found

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