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 Deep Buffer Etf September (DSEP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    2
Total shares held : 
 1,829,131  
% of shares held : 
 20.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 177,249  
% of shares held change : 
   1.97%  
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
 120,999
 6.62%
 
Increased Positions :
26
 368,488
 20.15%
 
Unchanged Positions :
16
 135,342
 7.4%
 
Decreased Positions :
16
-60,991
-3.33%
 
Closed Positions :
8
-251,247
-13.74%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1931 - 2024-03-31 137,868 $5,264,000 -29,249
   AE Wealth Management LLC 367 - 2024-03-31 93,259 $3,561,000 -48,471
   CWM LLC 506 - 2024-03-31 85,716 $3,273,000 -5,102
   BB&T CORP 1102 - 2024-03-31 75,964 $2,901,000 -3,007
   Advisor Group Holdings Inc. 1500 - 2024-03-31 68,005 $2,597,000 -43,429
   COMMONWEALTH EQUITY SERVICES LLC. 1594 - 2024-03-31 67,330 $2,571,000 -23,595
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1394 - 2024-03-31 42,620 $1,627,000 -24,872
   Rockefeller Capital Management L.P. 1159 - 2024-03-31 33,992 $1,298,000 -412
   Prosperity Consulting Group LLC 127 - 2024-03-31 31,906 $1,218,000 -1,008
   RAYMOND JAMES & ASSOCIATES 2581 - 2024-03-31 25,888 $989,000 -31,911
   Integrity Financial Corp /WA 40 - 2024-03-31 23,541 $899,000 -4,279
   Onyx Bridge Wealth Group LLC 110 - 2024-03-31 20,486 $778,000 -765
   FSB PREMIER WEALTH MANAGEMENT INC. 68 - 2024-03-31 19,345 $739,000 -150
   INTL FCSTONE INC. 214 - 2024-03-31 13,124 $501,000 -3,437
   OLD MISSION CAPITAL LLC 576 - 2024-03-31 12,117 $463,000 -12,230
   Spire Wealth Management 541 - 2024-03-31 12,069 $461,000 -1
   Schulz Wealth LTD. 34 - 2024-03-31 11,483 $438,000 -12,786
   ARBOR CAPITAL MANAGEMENT INC /ADV 81 - 2024-03-31 8,610 $330,000 -212
   MULTIFINANCIAL SECURITIES CORP 1968 - 2024-03-31 7,363 $281,000 -2,079
   DHJJ Financial Advisors Ltd. 133 - 2024-03-31 5,925 $226,000 -260
   MML INVESTORS SERVICES LLC 2301 - 2024-03-31 5,705 $218,000 -3,323
   Sunbelt Securities Inc. 623 - 2024-03-31 3,682 $141,000 -6,220
   PROEQUITIES INC. 828 - 2024-03-31 3,366 $129,000 -18,962
   PRINCIPAL SECURITIES INC. 1555 - 2024-03-31 1,300 $50,000 -800
   UBS Group AG 5424 - 2024-03-31 1,021 $39,000 -888
   HARTFORD FINANCIAL MANAGEMENT INC. 249 - 2024-03-31 937 $36,000 -53,883
   NBC SECURITIES INC. 1351 - 2024-03-31 729 $27,000 -816
  27 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