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Get Institutions for : 
Ft Cboe Vest Nasdaq-100 Buffer Etf - September (QSPT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    10
Total shares held : 
 3,163,473  
% of shares held : 
 21.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 909,278  
% of shares held change : 
   6.27%  
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
 617,131
 19.51%
 
Increased Positions :
29
 661,612
 20.91%
 
Unchanged Positions :
9
 197,017
 6.23%
 
Decreased Positions :
6
-250,214
-7.91%
 
Closed Positions :
7
-119,251
-3.77%
 
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. 840 - 2024-03-31 353,548 $8,825,000 -66,389
   Advisor Group Holdings Inc. 888 - 2024-03-31 259,242 $6,470,000 -68,402
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 996 - 2024-03-31 127,332 $3,178,000 -39,795
   STEPHENS INC /AR/ 364 - 2024-03-31 105,465 $2,632,000 -277
   Keystone Wealth Services LLC 35 - 2024-03-31 87,727 $2,190,000 -603
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1639 - 2024-03-31 77,222 $1,927,000 -268
   ENVESTNET ASSET MANAGEMENT INC 2706 - 2024-03-31 63,422 $1,583,000 -16,973
   Steward Partners Investment Advisory LLC 659 - 2024-03-31 60,951 $1,521,000 -4,014
   JANNEY MONTGOMERY SCOTT LLC 1442 - 2024-03-31 45,000 $1,123,000 -4,600
   Valtinson Bruner Financial Planning LLC 51 - 2024-03-31 39,284 $981,000 -22
   OPPENHEIMER & CO INC 797 - 2024-03-31 34,090 $851,000 -184
   THOROUGHBRED FINANCIAL SERVICES LLC 226 - 2024-03-31 33,124 $826,000 -3,826
   FINANCIAL NETWORK 1669 - 2024-03-31 28,858 $720,000 -1,000
   MML INVESTORS SERVICES LLC 1853 - 2024-03-31 17,795 $444,000 -1,201
   Goss Wealth Management LLC 1507 - 2024-03-31 14,816 $370,000 -5,885
   PROEQUITIES INC. 532 - 2024-03-31 13,041 $326,000 -31,239
   Rockefeller Capital Management L.P. 1619 - 2024-03-31 10,000 $250,000 -3,693
   H D Vest Advisory Services 1407 - 2024-03-31 9,863 $246,000 -120
   Mutual Advisors LLC 1026 - 2024-03-31 8,224 $205,000 -1,510
  19 Records found
  1    
  Page 1 of 1
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