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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    1
Total shares held : 
 6,935,003  
% of shares held : 
 77.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -35  
Amount of shares held : 
 982,152  
% of shares held change : 
   10.91%  
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 :
8
 1,547,015
 22.31%
 
Increased Positions :
15
 309,401
 4.46%
 
Unchanged Positions :
24
 406,678
 5.86%
 
Decreased Positions :
49
-789,574
-11.39%
 
Closed Positions :
9
-84,690
-1.22%
 
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. 433 - 2024-03-31 511,014 $24,028,000 -30,346
   Advisor Group Holdings Inc. 587 - 2024-03-31 259,452 $12,199,000 -191,391
   CWM LLC 276 - 2024-03-31 229,898 $10,810,000 -98,261
   LPL FINANCIAL CORP 1335 - 2024-03-31 209,323 $9,842,000 -26,942
   HARBOUR INVESTMENTS INC. 54 - 2023-12-31 170,137 $7,512,000 -14,814
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 985 - 2024-03-31 139,168 $6,544,000 -53,516
   MARINER WEALTH ADVISORS, LLC 643 - 2024-03-31 137,792 $6,479,000 -1,842
   Change Path LLC 88 - 2024-03-31 123,337 $5,800,000 -35,301
   Financial Guidance Group Inc. 9 - 2024-03-31 118,308 $5,563,000 -304
   STEPHENS INC /AR/ 245 - 2024-03-31 117,244 $5,513,000 -19,828
   MML INVESTORS SERVICES LLC 671 - 2024-03-31 97,487 $4,584,000 -162,580
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 878 - 2024-03-31 83,899 $3,945,000 -26,246
   Valtinson Bruner Financial Planning LLC 17 - 2024-03-31 74,826 $3,518,000 -39,958
   CAPTRUST FINANCIAL ADVISORS 661 - 2024-03-31 62,660 $2,946,000 -19,938
   RAYMOND JAMES & ASSOCIATES 2110 - 2024-03-31 45,452 $2,137,000 -6,137
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 45 - 2024-03-31 39,367 $1,851,000 -1,415
   Fragasso Group Inc. 87 - 2024-03-31 38,365 $1,804,000 -844
   TRUSTCORE FINANCIAL SERVICES LLC 74 - 2022-12-31 49,824 $1,799,000 -266,720
   H D Vest Advisory Services 567 - 2024-03-31 37,203 $1,749,000 -1,655
   KESTRA PRIVATE WEALTH SERVICES LLC 417 - 2024-03-31 35,850 $1,686,000 -28,283
   BB&T CORP 1342 - 2024-03-31 35,685 $1,678,000 -4,011
   Goss Wealth Management LLC 959 - 2024-03-31 22,692 $1,067,000 -6,034
   Integrity Financial Corp /WA 35 - 2024-03-31 21,984 $1,034,000 -1,856
   CAMELOT PORTFOLIOS, LLC 36 - 2024-03-31 20,526 $965,000 -6,086
   Rockefeller Capital Management L.P. 1277 - 2024-03-31 20,073 $944,000 -289
   Strategic Blueprint LLC 264 - 2024-03-31 18,399 $865,000 -1,462
   Sigma Planning Corp 582 - 2024-03-31 16,557 $779,000 -3,479
   Steward Partners Investment Advisory LLC 933 - 2024-03-31 14,392 $677,000 -1,393
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 105 - 2024-03-31 14,047 $660,000 -1,425
   SOA Wealth Advisors LLC. 90 - 2024-03-31 12,655 $595,000 -16
   SIGNATURE SECURITIES GROUP CORPORATION 112 - 2024-03-31 12,386 $582,000 -1,315
   Resources Investment Advisors Inc. 707 - 2024-03-31 11,698 $550,000 -502
   JANNEY MONTGOMERY SCOTT LLC 1920 - 2024-03-31 11,670 $549,000 -2,135
   Sunbelt Securities Inc. 317 - 2024-03-31 10,698 $503,000 -1,954
   Archer Investment Corp 143 - 2024-03-31 10,027 $471,000 -50
   Icon Wealth Partners LLC 196 - 2023-09-30 9,669 $392,000 -55
   FSB PREMIER WEALTH MANAGEMENT INC. 119 - 2024-03-31 7,894 $371,000 -5,026
   Icon Wealth Advisors LLC 256 - 2024-03-31 7,364 $346,000 -2,305
   IFP Advisors Inc 694 - 2023-12-31 7,809 $345,000 -1,213
   DHJJ Financial Advisors Ltd. 102 - 2024-03-31 7,260 $341,000 -310
   We Are One Seven LLC 737 - 2024-03-31 6,192 $291,000 -1,969
   AE Wealth Management LLC 1048 - 2024-03-31 4,768 $224,000 -16,556
   WEDBUSH MORGAN SECURITIES INC 1055 - 2024-03-31 4,552 $214,000 -5,732
   NBC SECURITIES INC. 836 - 2024-03-31 3,188 $149,000 -145
   GeoWealth Management LLC 741 - 2024-03-31 2,900 $136,000 -1,017
   AdvisorNet Financial Inc 736 - 2024-03-31 1,400 $66,000 -700
   MORGAN STANLEY 6349 - 2024-03-31 292 $14,000 -242
   OGOREK ANTHONY JOSEPH /NY/ /ADV 230 - 2024-03-31 148 $6,000 -1,121
  48 Records found
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