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Get Institutions for : 
Ft Cboe Vest Buffered Allocation Growth Etf (BUFG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    1
Total shares held : 
 6,409,263  
% of shares held : 
 16.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 1,418  
% of shares held change : 
   0%  
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
 159,320
 2.49%
 
Increased Positions :
27
 530,155
 8.27%
 
Unchanged Positions :
4
 61,324
 0.96%
 
Decreased Positions :
25
-289,063
-4.51%
 
Closed Positions :
6
-398,994
-6.23%
 
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  
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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. 505 - 2024-03-31 853,697 $19,225,000 121,352
   CWM LLC 213 - 2024-03-31 767,117 $17,275,000 29,063
   ENVESTNET ASSET MANAGEMENT INC 1242 - 2024-03-31 697,032 $15,697,000 -76,047
   LPL FINANCIAL CORP 1373 - 2024-03-31 416,847 $9,387,000 357,944
   MULTIFINANCIAL SECURITIES CORP 393 - 2024-03-31 267,692 $6,028,000 93,395
   SYNOVUS FINANCIAL CORP 155 - 2024-03-31 252,672 $5,690,000 40,891
   Advisor Group Holdings Inc. 952 - 2024-03-31 252,028 $5,674,000 -63,918
   Pitti Group Wealth Management LLC 4 - 2024-03-31 219,303 $4,904,000 455
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 670 - 2024-03-31 211,076 $4,753,000 -3,071
   Integrated Wealth Concepts LLC 353 - 2024-03-31 149,469 $3,366,000 20,278
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 497 - 2024-03-31 142,785 $3,216,000 33,875
   ICA Group Wealth Management LLC 36 - 2024-03-31 134,174 $3,022,000 19,642
   ADVISORY SERVICES NETWORK, LLC 345 - 2024-03-31 132,643 $2,987,000 -13,314
   HARBOUR INVESTMENTS INC. 171 - 2023-12-31 128,539 $2,735,000 107,314
   FINANCIAL NETWORK 888 - 2024-03-31 117,994 $2,657,000 2,307
   Valtinson Bruner Financial Planning LLC 25 - 2024-03-31 107,736 $2,426,000 248
   Ellsworth Advisors LLC 53 - 2024-03-31 108,796 $2,419,000 2,012
   Aptus Capital Advisors LLC 267 - 2024-03-31 105,317 $2,372,000 35,959
   Authentikos Wealth Advisory LLC 13 - 2024-03-31 96,906 $2,182,000 -1,536
   Lunt Capital Management Inc. 24 - 2024-03-31 92,944 $2,093,000 4,085
   Geneos Wealth Management Inc. 253 - 2024-03-31 88,455 $1,992,000 42,330
   STEPHENS INC /AR/ 443 - 2024-03-31 81,559 $1,837,000 -521,452
   PERSONAL CFO SOLUTIONS LLC 78 - 2024-03-31 72,778 $1,639,000 15,547
   Centennial Wealth Advisory LLC 26 - 2024-03-31 62,339 $1,404,000 21,675
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1507 - 2024-03-31 60,758 $1,368,000 34,587
   KINGSWOOD WEALTH ADVISORS LLC 155 - 2024-03-31 59,467 $1,339,000 421
   Kestra Advisory Services LLC 1114 - 2024-03-31 54,529 $1,228,000 8,333
   ATRIA INVESTMENTS LLC 838 - 2023-12-31 54,243 $1,154,000 -686
   Financial Guidance Group Inc. 25 - 2024-03-31 50,024 $1,127,000 1,645
   FSB PREMIER WEALTH MANAGEMENT INC. 44 - 2024-03-31 48,240 $1,086,000 6
   S.C. Financial Services Inc. 22 - 2022-12-31 47,068 $845,000 15,894
   Ameritas Advisory Services LLC 422 - 2024-03-31 37,430 $833,000 37,430
   Harvest Investment Services LLC 78 - 2024-03-31 34,978 $788,000 323
   JAFFETILCHIN INVESTMENT PARTNERS LLC 167 - 2024-03-31 32,951 $742,000 -8,119
   Gateway Wealth Partners LLC 92 *New 2024-03-31 31,851 $717,000 31,851
   FINANCIAL ADVISORY CORP /UT/ /ADV 67 - 2024-03-31 31,162 $702,000 5,995
   Atria Wealth Solutions Inc. 1094 - 2024-03-31 30,240 $681,000 1,546
   GUARDIAN WEALTH ADVISORS LLC / NC 130 - 2024-03-31 28,802 $649,000 -13,540
   REGAL INVESTMENT ADVISORS, LLC 316 - 2024-03-31 27,940 $629,000 9,980
   Onyx Bridge Wealth Group LLC 128 - 2024-03-31 28,010 $622,000 -1,985
   Wealthcare Advisory Partners LLC 503 - 2024-03-31 26,001 $586,000 -3,235
   IAMS WEALTH MANAGEMENT LLC 78 - 2024-03-31 25,776 $568,000 0
   Envestnet Portfolio Solutions Inc. 1065 - 2024-03-31 25,212 $568,000 1,546
   Sigma Planning Corp 714 - 2024-03-31 24,830 $559,000 14,900
   Clear Creek Financial Management LLC 234 - 2024-03-31 24,200 $545,000 600
   DHJJ Financial Advisors Ltd. 76 - 2024-03-31 23,461 $528,000 -150
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3393 - 2024-03-31 22,810 $514,000 -21,478
   TOWNSQUARE CAPITAL LLC 875 - 2024-03-31 20,245 $456,000 2,241
   Financial Network Wealth Advisors LLC 60 - 2024-03-31 20,245 $456,000 2,241
   CITADEL ADVISORS LLC 3850 - 2024-03-31 19,790 $446,000 -2,991
   Tradition Wealth Management LLC 256 - 2024-03-31 17,695 $398,000 700
   Nelson Van Denburg & Campbell Wealth Management Gr 534 - 2024-03-31 16,046 $361,000 -8,265
   KFG WEALTH MANAGEMENT LLC 120 - 2024-03-31 12,893 $290,000 -561
   Brookstone Capital Management 777 - 2024-03-31 12,296 $277,000 38
   American Trust 220 *New 2023-12-31 12,989 $276,000 12,989
   CENTAURUS FINANCIAL INC. 534 - 2024-03-31 11,938 $269,000 196
   Sowell Financial Services LLC 514 - 2024-03-31 11,694 $263,000 -711
   Sound View Wealth Advisors Group LLC 318 - 2024-03-31 11,653 $262,000 -13,533
   HBW Advisory Services LLC 261 - 2024-03-31 11,590 $247,000 0
   WEDBUSH MORGAN SECURITIES INC 1039 - 2024-03-31 9,765 $220,000 9,765
   Merit Financial Group LLC 792 - 2024-03-31 9,808 $219,000 0
   Raleigh Capital Management Inc. 190 *New 2024-03-31 9,698 $218,000 9,698
   JANNEY MONTGOMERY SCOTT LLC 2521 *New 2024-03-31 9,376 $211,000 9,376
   Cetera Investment Advisers 1648 - 2024-03-31 9,074 $204,000 -86,258
   SILVER OAK SECURITIES Inc 373 - 2024-03-31 8,752 $197,000 -17,462
   PROEQUITIES INC. 945 - 2024-03-31 4,090 $92,000 0
   Goss Wealth Management LLC 2126 - 2024-03-31 3,500 $79,000 -1,500
   IFP Advisors Inc 1528 - 2023-12-31 2,269 $48,000 -4,851
   UBS Group AG 6558 - 2024-03-31 129 $3,000 -1,076
   Clear Point Advisors Inc. 426 - 2024-03-31 100 $2,000 0
   US BANCORP 3761 *New 2024-03-31 57 $1,000 57
   ROYAL BANK OF CANADA 6685 - 2024-03-31 15 $0 -38
   Sargent Bickham Lagudis LLC 1090 *Closed 2022-12-31 0 $0 -285
   AE Wealth Management LLC 1870 *Closed 2024-03-31 0 $0 -149,566
  74 Records found
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