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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 102    11
Total shares held : 
5,181,401  
% of shares held : 
57.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  31  
Amount of shares held : 
1,034,917  
% of shares held change : 
  11.5%  
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 :
17
 426,637
 8.23%
 
Increased Positions :
45
 1,033,129
 19.94%
 
Unchanged Positions :
15
 315,223
 6.08%
 
Decreased Positions :
25
-400,630
-7.73%
 
Closed Positions :
6
-24,219
-0.47%
 
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. 446 - 2024-03-31 509,053 $22,774,000 -12,835
   MBL Wealth LLC 21 - 2024-03-31 229,598 $10,272,000 -846
   Advisor Group Holdings Inc. 754 - 2024-03-31 193,254 $8,644,000 -30,699
   CWM LLC 358 - 2024-03-31 153,106 $6,850,000 -32,936
   ERn Financial LLC 39 - 2024-03-31 87,853 $3,930,000 -594
   RAYMOND JAMES & ASSOCIATES 1770 - 2024-03-31 84,147 $3,765,000 -2,554
   DHJJ Financial Advisors Ltd. 13 - 2024-03-31 70,836 $3,169,000 -2,037
   Fragasso Group Inc. 67 - 2024-03-31 65,489 $2,930,000 -1,519
   MARINER WEALTH ADVISORS, LLC 929 - 2024-03-31 65,172 $2,916,000 -1,469
   Aurora Private Wealth Inc. 9 - 2024-03-31 55,314 $2,468,000 -475
   STEPHENS INC /AR/ 389 - 2024-03-31 52,949 $2,369,000 -154
   Keystone Wealth Services LLC 30 - 2024-03-31 52,634 $2,355,000 -471
   H D Vest Advisory Services 503 - 2024-03-31 51,118 $2,287,000 -7,650
   FINANCIAL NETWORK 980 - 2024-03-31 48,468 $2,168,000 -33,351
   Integrated Wealth Concepts LLC 496 - 2024-03-31 47,848 $2,141,000 -6,271
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1212 - 2024-03-31 47,783 $2,138,000 -2,925
   Integrity Financial Corp /WA 14 - 2024-03-31 46,517 $2,081,000 -1,044
   ENVESTNET ASSET MANAGEMENT INC 2746 - 2024-03-31 33,504 $1,499,000 -127,230
   Cedar Brook Financial Partners LLC 92 - 2024-03-31 29,103 $1,302,000 -2,183
   ATRIA INVESTMENTS LLC 847 - 2024-03-31 28,089 $1,257,000 -1,731
   Atria Wealth Solutions Inc. 816 - 2024-03-31 27,495 $1,230,000 -1,988
   JANNEY MONTGOMERY SCOTT LLC 1429 - 2024-03-31 25,685 $1,149,000 -4,324
   AE Wealth Management LLC 622 - 2024-03-31 25,284 $1,131,000 -24,211
   Integrated Advisors Network LLC 294 - 2024-03-31 23,856 $1,067,000 -162
   Goss Wealth Management LLC 969 - 2024-03-31 23,320 $1,043,000 -21,576
   Pitti Group Wealth Management LLC 28 - 2024-03-31 18,681 $832,000 -300
   NBC SECURITIES INC. 295 - 2024-03-31 17,897 $811,000 -942
   1ST SOURCE BANK 150 - 2024-03-31 18,000 $805,000 -29,200
   J P MORGAN CHASE & CO 3490 - 2024-03-31 17,643 $789,000 -94,009
   Bouchey Financial Group Ltd 52 - 2024-03-31 17,347 $776,000 -243
   Sunbelt Securities Inc. 225 - 2024-03-31 16,283 $728,000 -1,319
   BB&T CORP 1748 - 2024-03-31 15,941 $713,000 -5,560
   ADVISORY SERVICES NETWORK, LLC 836 - 2024-03-31 14,813 $663,000 -627
   CENTAURUS FINANCIAL INC. 334 - 2024-03-31 14,285 $639,000 -100
   Harvest Investment Services LLC 92 - 2024-03-31 14,038 $628,000 -468
   TOWNSQUARE CAPITAL LLC 784 - 2024-03-31 14,017 $627,000 -693
   True Link Financial Advisors LLC 34 - 2024-03-31 13,725 $614,000 -6,700
   ARBOR CAPITAL MANAGEMENT INC /ADV 58 - 2024-03-31 11,271 $506,000 -350
   BEACON FINANCIAL GROUP 213 - 2024-03-31 11,260 $504,000 -2,665
   PROEQUITIES INC. 441 - 2024-03-31 11,179 $500,000 -154
   ASSET MANAGEMENT CORP /IL/ /ADV 63 - 2023-03-31 12,635 $475,000 -500
   Valtinson Bruner Financial Planning LLC 79 - 2024-03-31 10,298 $461,000 -6,819
   SCOTIA CAPITAL INC. 616 - 2024-03-31 10,052 $450,000 -3,339
   IFRAH FINANCIAL SERVICES INC 124 - 2024-03-31 10,031 $449,000 -5,237
   ROYAL BANK OF CANADA 3571 - 2024-03-31 9,465 $423,000 -25,189
   Spire Wealth Management 578 - 2024-03-31 8,950 $400,000 -114
   Change Path LLC 720 - 2024-03-31 6,757 $302,000 -159,869
   Truadvice LLC 170 - 2023-09-30 7,499 $300,000 -29
   Envestnet Portfolio Solutions Inc. 1395 - 2024-03-31 6,231 $279,000 -1,366
   Naviter Wealth LLC 212 - 2024-03-31 4,714 $211,000 -119,822
   CoreCap Advisors LLC 546 - 2023-12-31 4,788 $204,000 -78,919

  51 Records found
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