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Get Institutions for : 
Ft Cboe Vest Buffered Allocation Growth Etf (BUFG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    1
Total shares held : 
6,409,263  
% of shares held : 
16.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
1,418  
% of shares held change : 
  0%  
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 :
5
 159,320
 2.49%
 
Increased Positions :
27
 530,155
 8.27%
 
Unchanged Positions :
4
 61,324
 0.96%
 
Decreased Positions :
25
-289,063
-4.51%
 
Closed Positions :
6
-398,994
-6.23%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1242 - 2024-03-31 697,032 $15,697,000 -76,047
   Advisor Group Holdings Inc. 952 - 2024-03-31 252,028 $5,674,000 -63,918
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 670 - 2024-03-31 211,076 $4,753,000 -3,071
   ADVISORY SERVICES NETWORK, LLC 345 - 2024-03-31 132,643 $2,987,000 -13,314
   Authentikos Wealth Advisory LLC 13 - 2024-03-31 96,906 $2,182,000 -1,536
   STEPHENS INC /AR/ 443 - 2024-03-31 81,559 $1,837,000 -521,452
   JAFFETILCHIN INVESTMENT PARTNERS LLC 167 - 2024-03-31 32,951 $742,000 -8,119
   GUARDIAN WEALTH ADVISORS LLC / NC 130 - 2024-03-31 28,802 $649,000 -13,540
   Onyx Bridge Wealth Group LLC 128 - 2024-03-31 28,010 $622,000 -1,985
   Wealthcare Advisory Partners LLC 503 - 2024-03-31 26,001 $586,000 -3,235
   DHJJ Financial Advisors Ltd. 76 - 2024-03-31 23,461 $528,000 -150
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3393 - 2024-03-31 22,810 $514,000 -21,478
   CITADEL ADVISORS LLC 3850 - 2024-03-31 19,790 $446,000 -2,991
   Nelson Van Denburg & Campbell Wealth Management Gr 534 - 2024-03-31 16,046 $361,000 -8,265
   KFG WEALTH MANAGEMENT LLC 120 - 2024-03-31 12,893 $290,000 -561
   Sowell Financial Services LLC 514 - 2024-03-31 11,694 $263,000 -711
   Sound View Wealth Advisors Group LLC 318 - 2024-03-31 11,653 $262,000 -13,533
   SILVER OAK SECURITIES Inc 373 - 2024-03-31 8,752 $197,000 -17,462
   Goss Wealth Management LLC 2126 - 2024-03-31 3,500 $79,000 -1,500
   IFP Advisors Inc 1528 - 2023-12-31 2,269 $48,000 -4,851
   UBS Group AG 6558 - 2024-03-31 129 $3,000 -1,076
   ROYAL BANK OF CANADA 6685 - 2024-03-31 15 $0 -38

  22 Records found
  1    
  Page 1 of 1
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