Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ft Cboe Vest Gold Strategy Quarterly Buffer Etf (BGLD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    5
Total shares held : 
1,217,866  
% of shares held : 
13.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
612,357  
% of shares held change : 
  6.8%  
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 :
5
 133,906
 11%
 
Increased Positions :
8
 490,070
 40.24%
 
Unchanged Positions :
6
 33,516
 2.75%
 
Decreased Positions :
3
-11,619
-0.95%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 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
   Advisor Group Holdings Inc. 1289 - 2024-03-31 178,224 $3,513,000 -53,836
   ALTFEST L J & CO INC 46 - 2024-03-31 141,390 $2,787,000 1,316
   Arlington Capital Management Inc. 24 - 2024-03-31 79,926 $1,575,000 -167
   ENVESTNET ASSET MANAGEMENT INC 2977 - 2024-03-31 52,984 $1,044,000 -35,597
   Csenge Advisory Group 352 - 2024-03-31 34,017 $670,000 -1,756
   Capital Investment Advisory Services LLC 284 - 2024-03-31 26,901 $530,000 0
   ADVISORY SERVICES NETWORK, LLC 962 *New 2024-03-31 25,270 $498,000 25,270
   MULTIFINANCIAL SECURITIES CORP 1612 - 2024-03-31 24,815 $489,000 1,922
   FINANCIAL NETWORK 1945 - 2024-03-31 24,778 $488,000 -10,079
   SECURED RETIREMENT ADVISORS LLC 72 - 2024-03-31 23,878 $471,000 4,058
   Cetera Investment Advisers 1356 - 2024-03-31 18,409 $363,000 -2,045
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2765 - 2024-03-31 13,728 $271,000 -7,193
   JANE STREET GROUP LLC 4647 - 2024-03-31 11,341 $224,000 13
   BB&T CORP 2458 - 2024-03-31 10,046 $198,000 0
   UBS Group AG 4941 *New 2024-03-31 6,339 $125,000 6,339
   J P MORGAN CHASE & CO 4552 *New 2024-03-31 4,077 $80,000 4,077
   HARBOUR INVESTMENTS INC. 1405 - 2023-12-31 3,032 $57,000 0
   Capital Analysts Inc. 909 - 2024-03-31 508 $10,000 0
   Steward Partners Investment Advisory LLC 3242 - 2024-03-31 110 $2,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5321 *Closed 2024-03-31 0 $0 -17,068
   PROEQUITIES INC. 2897 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7264 *New 2024-03-31 1 $0 1
   AE Wealth Management LLC 1863 *Closed 2024-03-31 0 $0 -357,192
   3EDGE Asset Management LP 71 *Closed 2024-03-31 0 $0 -84,562
   JAFFETILCHIN INVESTMENT PARTNERS LLC 397 *Closed 2024-03-31 0 $0 -11,566
   Impact Partnership Wealth LLC 749 *Closed 2024-03-31 0 $0 -27

  26 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results