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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 74    5
Total shares held : 
2,240,642  
% of shares held : 
14.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -30  
Amount of shares held : 
-305,369  
% of shares held change : 
  -1.91%  
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 :
6
 54,891
 2.45%
 
Increased Positions :
11
 97,038
 4.33%
 
Unchanged Positions :
21
 193,497
 8.64%
 
Decreased Positions :
36
-233,810
-10.43%
 
Closed Positions :
11
-223,488
-9.97%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1794 - 2024-03-31 167,031 $6,533,000 -29,710
   BEACON FINANCIAL GROUP 44 - 2024-03-31 128,175 $5,013,000 -4,488
   HARBOUR INVESTMENTS INC. 105 - 2023-12-31 113,392 $4,251,000 -5,320
   CAMELOT PORTFOLIOS, LLC 4 - 2024-03-31 56,905 $2,226,000 -17,445
   H D Vest Advisory Services 525 - 2024-03-31 54,603 $2,136,000 -400
   FINANCIAL NETWORK 1236 - 2024-03-31 35,498 $1,388,000 -1,048
   Mutual Advisors LLC 378 - 2024-03-31 34,550 $1,351,000 -1,230
   Cetera Investment Advisers 974 - 2024-03-31 21,156 $827,000 -76,928
   WEDBUSH MORGAN SECURITIES INC 455 - 2024-03-31 21,121 $826,000 -20
   OGOREK ANTHONY JOSEPH /NY/ /ADV 41 - 2024-03-31 20,328 $795,000 -5,234
   MML INVESTORS SERVICES LLC 1568 - 2024-03-31 19,392 $758,000 -11,238
   Clear Creek Financial Management LLC 205 - 2024-03-31 16,805 $657,000 -31,287
   Onyx Bridge Wealth Group LLC 122 - 2024-03-31 16,859 $650,000 -5,298
   Resources Investment Advisors Inc. 663 - 2024-03-31 15,850 $620,000 -1,816
   Sovereign Financial Group Inc. 129 - 2024-03-31 14,876 $582,000 -145
   Lakeridge Wealth Management LLC 57 - 2024-03-31 14,241 $557,000 -540
   Columbus Macro LLC 136 - 2024-03-31 13,526 $529,000 -88
   WealthPlan Investment Management LLC 125 - 2024-03-31 11,226 $439,000 -112
   PROEQUITIES INC. 538 - 2024-03-31 8,220 $321,000 -22,214
   Goss Wealth Management LLC 1643 - 2024-03-31 7,484 $293,000 -2,690
   HIGHTOWER ADVISORS, LLC 2726 - 2024-03-31 6,766 $265,000 -2,212
   Change Path LLC 808 - 2024-03-31 5,687 $222,000 -16,233
   MORGAN STANLEY 5521 - 2024-03-31 5,265 $206,000 -800
   NBC SECURITIES INC. 788 - 2024-03-31 4,566 $178,000 -2,669
   DHJJ Financial Advisors Ltd. 155 - 2024-03-31 4,155 $163,000 -500
   ROYAL BANK OF CANADA 4575 - 2024-03-31 2,658 $104,000 -2,649
   UBS Group AG 5303 - 2024-03-31 1,272 $50,000 -349
   Larson Financial Group LLC 1191 - 2024-03-31 138 $5,000 -506

  28 Records found
  1    
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