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Get Institutions for : 
Ft Cboe Vest U.S. Equity Buffer ETF - July (FJUL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 110    5
Total shares held : 
 6,584,209  
% of shares held : 
 73.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 71,069  
% of shares held change : 
   0.79%  
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 :
11
 411,387
 6.25%
 
Increased Positions :
34
 1,148,432
 17.44%
 
Unchanged Positions :
32
 288,901
 4.39%
 
Decreased Positions :
33
-942,049
-14.31%
 
Closed Positions :
16
-546,701
-8.3%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 436 - 2024-03-31 535,741 $23,814,000 -8,951
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 606 - 2024-03-31 351,771 $15,636,000 -638,863
   RAYMOND JAMES & ASSOCIATES 951 - 2024-03-31 321,658 $14,298,000 -3,927
   CWM LLC 248 - 2024-03-31 300,680 $13,365,000 -33,333
   Change Path LLC 69 - 2024-03-31 170,771 $7,590,000 -36,572
   AIFG Consultants Ltd. 9 - 2024-03-31 152,400 $6,774,000 -12,861
   Goss Wealth Management LLC 356 - 2024-03-31 126,337 $5,616,000 -1,957
   CAPTRUST FINANCIAL ADVISORS 465 - 2024-03-31 124,122 $5,517,000 -1,860
   FINANCIAL NETWORK 653 - 2024-03-31 105,459 $4,688,000 -1,847
   MULTIFINANCIAL SECURITIES CORP 518 - 2024-03-31 92,899 $4,129,000 -90,975
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 869 - 2024-03-31 90,087 $4,004,000 -25,498
   STEPHENS INC /AR/ 300 - 2024-03-31 82,718 $3,677,000 -2,396
   Main Street Financial Solutions LLC 55 - 2024-03-31 76,366 $3,394,000 -1,310
   BECK CAPITAL MANAGEMENT LLC 50 - 2024-03-31 61,052 $2,714,000 -2,317
   H D Vest Advisory Services 460 - 2024-03-31 60,103 $2,672,000 -5,768
   AE Wealth Management LLC 440 - 2024-03-31 56,873 $2,528,000 -83,893
   JANNEY MONTGOMERY SCOTT LLC 1139 - 2024-03-31 46,378 $2,062,000 -1,408
   Schulz Wealth LTD. 14 - 2024-03-31 42,333 $1,882,000 -1,895
   MML INVESTORS SERVICES LLC 1099 - 2024-03-31 39,548 $1,758,000 -3,321
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 66 - 2024-03-31 27,081 $1,204,000 -168
   Aurora Private Wealth Inc. 33 - 2024-03-31 21,991 $977,000 -45
   Sage Capital Advisorsllc 71 - 2024-03-31 18,869 $839,000 -551
   Sunbelt Securities Inc. 244 - 2024-03-31 15,012 $667,000 -1,148
   DHJJ Financial Advisors Ltd. 66 - 2024-03-31 14,235 $633,000 -590
   Sigma Planning Corp 709 - 2024-03-31 12,754 $567,000 -1,819
   Integrity Financial Corp /WA 62 - 2024-03-31 11,880 $528,000 -418
   NBC SECURITIES INC. 448 - 2024-03-31 10,735 $477,000 -1,733
   SOA Wealth Advisors LLC. 115 - 2024-03-31 10,050 $447,000 -715
   Advisor Resource Council 130 - 2024-03-31 10,383 $432,000 -44,905
   IFP Advisors Inc 692 - 2023-12-31 8,288 $345,000 -1,329
   CENTAURUS FINANCIAL INC. 467 - 2024-03-31 7,699 $342,000 -123
   LINCOLN NATIONAL CORP 889 - 2024-03-31 7,600 $338,000 -500
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 531 - 2024-03-31 6,554 $291,000 -5
   TRUSTCORE FINANCIAL SERVICES LLC 240 - 2022-12-31 7,900 $271,000 -7,050
   WEDBUSH MORGAN SECURITIES INC 930 - 2024-03-31 6,036 $268,000 -8,350
   RFG Advisory Group LLC 640 - 2024-03-31 5,720 $254,000 -7,430
   ARBOR CAPITAL MANAGEMENT INC /ADV 90 - 2024-03-31 5,709 $254,000 -14
   FIRST HEARTLAND CONSULTANTS INC 377 - 2024-03-31 5,321 $237,000 -11,622
   Valtinson Bruner Financial Planning LLC 105 - 2024-03-31 5,310 $236,000 -6,401
   TRANSCEND WEALTH COLLECTIVE LLC 490 - 2024-03-31 4,700 $209,000 -1,050
   OGOREK ANTHONY JOSEPH /NY/ /ADV 60 - 2024-03-31 4,201 $186,000 -2,506
   PROEQUITIES INC. 846 - 2024-03-31 2,764 $123,000 -201
   UBS Group AG 5182 - 2024-03-31 1,533 $68,000 -605
  43 Records found
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