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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    3
Total shares held : 
 4,939,434  
% of shares held : 
 21.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 757,885  
% of shares held change : 
   3.31%  
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 :
4
 754,057
 15.27%
 
Increased Positions :
12
 741,206
 15.01%
 
Unchanged Positions :
10
 139,948
 2.83%
 
Decreased Positions :
25
-717,010
-14.52%
 
Closed Positions :
1
-20,368
-0.41%
 
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
   Centennial Wealth Advisory LLC 4 - 2024-03-31 656,616 $14,019,000 -10,207
   ENVESTNET ASSET MANAGEMENT INC 1573 - 2024-03-31 429,994 $9,180,000 18,492
   CWM LLC 348 - 2024-03-31 336,379 $7,182,000 -8,054
   Cetera Investment Advisers 1064 - 2024-03-31 201,190 $4,295,000 176,687
   SYNOVUS FINANCIAL CORP 234 - 2024-03-31 173,373 $3,702,000 14,958
   Advisor Group Holdings Inc. 1484 - 2024-03-31 125,198 $2,673,000 -275,353
   COMMONWEALTH EQUITY SERVICES LLC. 1764 - 2024-03-31 94,731 $2,023,000 -19,809
   Marshall Financial Group LLC 46 - 2024-03-31 92,014 $1,964,000 -5,270
   Geneos Wealth Management Inc. 264 - 2024-03-31 89,708 $1,915,000 44,407
   FINANCIAL NETWORK 1048 - 2024-03-31 88,968 $1,899,000 1,269
   MULTIFINANCIAL SECURITIES CORP 852 - 2024-03-31 86,343 $1,843,000 -13,666
   Lunt Capital Management Inc. 28 - 2024-03-31 85,575 $1,827,000 1,703
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 623 - 2024-03-31 77,105 $1,646,000 13,322
   S.C. Financial Services Inc. 10 - 2022-12-31 72,788 $1,343,000 18,383
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2220 - 2024-03-31 61,622 $1,316,000 33,969
   Aptus Capital Advisors LLC 348 - 2024-03-31 57,774 $1,233,000 45,908
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1592 - 2024-03-31 56,667 $1,210,000 -1,150
   TOWNSQUARE CAPITAL LLC 611 - 2024-03-31 55,786 $1,191,000 5,145
   Financial Network Wealth Advisors LLC 18 - 2024-03-31 55,786 $1,191,000 5,145
   Integrated Wealth Concepts LLC 711 - 2024-03-31 51,283 $1,095,000 4,184
   Financial Guidance Group Inc. 27 - 2024-03-31 50,125 $1,070,000 5,200
   Sweet Financial Partners LLC 85 - 2024-03-31 43,512 $929,000 -455,730
   CITADEL ADVISORS LLC 3246 - 2024-03-31 39,119 $835,000 8,743
   Valtinson Bruner Financial Planning LLC 61 - 2024-03-31 36,362 $776,000 957
   FINANCIAL ADVISORY CORP /UT/ /ADV 60 - 2024-03-31 34,924 $746,000 -782
   Gateway Wealth Partners LLC 90 *New 2024-03-31 34,062 $727,000 34,062
   H D Vest Advisory Services 923 *New 2024-03-31 30,229 $645,000 30,229
   Atria Wealth Solutions Inc. 1179 - 2024-03-31 27,578 $589,000 -6,839
   LPL FINANCIAL CORP 3617 *New 2024-03-31 26,056 $556,000 26,056
   OLD MISSION CAPITAL LLC 552 - 2024-03-31 23,603 $504,000 7,238
   Nelson Van Denburg & Campbell Wealth Management Gr 457 - 2024-03-31 23,129 $494,000 -7,829
   Kestra Advisory Services LLC 1687 - 2024-03-31 22,132 $473,000 -1,220
   IFP Advisors Inc 593 - 2023-12-31 21,507 $448,000 -6,337
   Ameritas Advisory Services LLC 587 - 2024-03-31 20,668 $440,000 20,668
   Quad-Cities Investment Group LLC 110 - 2024-03-31 16,951 $362,000 0
   JAFFETILCHIN INVESTMENT PARTNERS LLC 271 - 2024-03-31 15,859 $339,000 -9,411
   CENTAURUS FINANCIAL INC. 472 - 2024-03-31 15,715 $336,000 426
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1890 - 2024-03-31 14,324 $306,000 0
   Envestnet Portfolio Solutions Inc. 1384 - 2024-03-31 13,461 $287,000 947
   Kingsview Wealth Management LLC 882 - 2024-03-31 11,723 $250,000 -4,852
   BB&T CORP 2356 - 2024-03-31 11,612 $248,000 55
   JANNEY MONTGOMERY SCOTT LLC 2444 - 2024-03-31 11,437 $244,000 -20
   Goss Wealth Management LLC 1729 - 2024-03-31 11,400 $243,000 0
   BARRETT & COMPANY INC. 119 - 2024-03-31 11,098 $237,000 -303
   KFG WEALTH MANAGEMENT LLC 141 - 2024-03-31 10,677 $228,000 -587
   Sound View Wealth Advisors Group LLC 354 - 2024-03-31 9,667 $206,000 -13,291
   SILVER OAK SECURITIES Inc 388 - 2024-03-31 8,379 $179,000 -6,990
   GUARDIAN WEALTH ADVISORS LLC / NC 269 - 2024-03-31 7,649 $163,000 -4,217
   HARBOUR INVESTMENTS INC. 961 - 2023-12-31 7,448 $155,000 548
   DHJJ Financial Advisors Ltd. 201 - 2024-03-31 4,605 $98,000 0
   ICA Group Wealth Management LLC 583 *New 2024-03-31 2,050 $44,000 2,050
   Trust Co 207 *New 2024-03-31 1,584 $34,000 1,584
   Capital Analysts Inc. 918 - 2024-03-31 399 $9,000 -150
   Raleigh Capital Management Inc. 604 *New 2024-03-31 315 $7,000 315
   PRINCIPAL SECURITIES INC. 2535 *New 2024-03-31 300 $6,000 300
   Caitlin John LLC 516 - 2023-12-31 302 $6,000 0
   Clear Point Advisors Inc. 424 - 2024-03-31 100 $2,000 0
   PROEQUITIES INC. 2808 - 2024-03-31 0 $0 0
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -449,946
   Meridian Wealth Management LLC 331 *Closed 2024-03-31 0 $0 -19,317
   ADVISORY SERVICES NETWORK, LLC 3427 *Closed 2024-03-31 0 $0 -11,098
   UBS Group AG 8293 *Closed 2024-03-31 0 $0 -222
   AE Wealth Management LLC 1953 *Closed 2024-03-31 0 $0 -672,062
  63 Records found
  1    
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