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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf April (DAPR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    2
Total shares held : 
2,301,037  
% of shares held : 
25.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -21  
Amount of shares held : 
-993,588  
% of shares held change : 
  -11.04%  
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
 20,422
 0.89%
 
Increased Positions :
13
 90,985
 3.95%
 
Unchanged Positions :
15
 242,831
 10.55%
 
Decreased Positions :
32
-934,423
-40.61%
 
Closed Positions :
6
-170,572
-7.41%
 
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
   HARTFORD FINANCIAL MANAGEMENT INC. 13 - 2024-03-31 221,367 $7,367,000 -17,492
   COMMONWEALTH EQUITY SERVICES LLC. 1002 - 2024-03-31 194,944 $6,488,000 -12,291
   Advisor Group Holdings Inc. 955 - 2024-03-31 169,148 $5,629,000 -72,854
   Mutual Advisors LLC 114 - 2024-03-31 167,043 $5,559,000 -16,100
   Atria Wealth Solutions Inc. 374 - 2024-03-31 130,725 $4,351,000 -1,818
   Tanglewood Legacy Advisors LLC 9 - 2024-03-31 120,875 $4,023,000 -8,841
   ENVESTNET ASSET MANAGEMENT INC 2499 - 2024-03-31 65,586 $2,183,000 -109,051
   HARBOUR INVESTMENTS INC. 222 - 2023-12-31 62,591 $2,025,000 -758
   OGOREK ANTHONY JOSEPH /NY/ /ADV 26 - 2024-03-31 59,751 $1,988,000 -9,911
   LPL FINANCIAL CORP 2762 - 2024-03-31 45,024 $1,498,000 16,804
   OLD MISSION CAPITAL LLC 304 - 2024-03-31 42,054 $1,400,000 29,170
   JANE STREET GROUP LLC 2720 - 2024-03-31 40,197 $1,338,000 40,197
   Rockefeller Capital Management L.P. 1221 - 2024-03-31 32,983 $1,098,000 -44,658
   Stratos Wealth Partners LTD. 604 - 2024-03-31 32,901 $1,095,000 -100
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1742 - 2024-03-31 28,997 $965,000 -5,689
   AE Wealth Management LLC 675 - 2024-03-31 26,019 $866,000 -4,262
   Kestra Advisory Services LLC 1376 - 2024-03-31 23,903 $795,000 5,897
   FINANCIAL NETWORK 1639 - 2024-03-31 22,879 $761,000 -15,559
   CENTAURUS FINANCIAL INC. 291 - 2024-03-31 22,776 $758,000 -2,310
   MML INVESTORS SERVICES LLC 1614 - 2024-03-31 20,877 $695,000 -1,811
   Ameritas Advisory Services LLC 493 - 2024-03-31 18,093 $610,000 11,072
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3217 - 2024-03-31 17,715 $590,000 -40,428
   CITADEL ADVISORS LLC 3599 - 2024-03-31 17,102 $569,000 3,762
   Truadvice LLC 113 - 2023-09-30 18,332 $568,000 -13
   Delta Investment Management LLC 108 - 2024-03-31 16,878 $562,000 0
   PROEQUITIES INC. 439 - 2024-03-31 15,133 $504,000 -24,942
   MULTIFINANCIAL SECURITIES CORP 1597 - 2024-03-31 14,916 $496,000 -91
   TrueWealth Advisors LLC 101 - 2024-03-31 13,148 $438,000 0
   Donald L. Hagan LLC 81 - 2024-03-31 10,925 $364,000 -336
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2725 - 2024-03-31 10,551 $351,000 -1,062
   FIRST HEARTLAND CONSULTANTS INC 327 - 2024-03-31 9,425 $314,000 -170
   IFP Advisors Inc 736 - 2023-12-31 9,550 $309,000 -203
   S.C. Financial Services Inc. 72 - 2022-12-31 10,247 $302,000 2,735
   Keystone Wealth Services LLC 174 - 2024-03-31 8,614 $287,000 -218
   BB&T CORP 2287 - 2024-03-31 8,385 $279,000 -152
   Lion Street Advisors LLC 199 - 2024-03-31 8,119 $263,000 0
   LVZ Advisors Inc. 120 - 2024-03-31 7,542 $251,000 -6,070
   Nelson Van Denburg & Campbell Wealth Management Gr 645 - 2024-03-31 7,512 $250,000 0
   Ergawealth Advisors Inc. 54 - 2024-03-31 7,001 $233,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 100 *New 2024-03-31 6,744 $231,000 6,744
   H D Vest Advisory Services 1462 - 2024-03-31 6,796 $226,000 -1,432
   1ST SOURCE BANK 245 - 2024-03-31 6,726 $224,000 0
   RAYMOND JAMES & ASSOCIATES 3515 - 2024-03-31 6,573 $219,000 -21,852
   COMERICA BANK 2330 - 2024-03-31 5,572 $185,000 1,466
   Integrity Financial Corp /WA 113 - 2024-03-31 5,000 $166,000 -1,681
   J P MORGAN CHASE & CO 4458 *New 2024-03-31 3,089 $103,000 3,089
   EPG Wealth Management LLC 279 - 2024-03-31 3,000 $100,000 0
   ROYAL BANK OF CANADA 4791 - 2024-03-31 2,065 $69,000 797
   UBS Group AG 5337 - 2024-03-31 1,403 $47,000 -912
   Sunbelt Securities Inc. 897 - 2024-03-31 1,260 $42,000 -5,000
   DHJJ Financial Advisors Ltd. 291 - 2024-03-31 1,205 $40,000 -185
   Steward Partners Investment Advisory LLC 2388 - 2024-03-31 796 $26,000 0
   NBC SECURITIES INC. 1373 - 2024-03-31 733 $24,000 -82
   PRINCIPAL SECURITIES INC. 2136 - 2024-03-31 450 $15,000 -735
   CWM LLC 3388 - 2024-03-31 285 $9,000 -5
   Larson Financial Group LLC 1186 - 2024-03-31 149 $5,000 -298
   Goss Wealth Management LLC 3619 *Closed 2024-03-31 0 $0 -6,305
   Sage Capital Advisorsllc 133 *Closed 2024-03-31 0 $0 -17,877
   FSB PREMIER WEALTH MANAGEMENT INC. 181 *Closed 2024-03-31 0 $0 -10,599
   Comprehensive Financial Consultants Institutional 158 *Closed 2024-03-31 0 $0 -71,594
   BAKER TILLY FINANCIAL LLC 453 *Closed 2024-03-31 0 $0 -7,000
   MARINER WEALTH ADVISORS, LLC 3230 *Closed 2024-03-31 0 $0 -12,392
   AdvisorNet Financial Inc 2210 *Closed 2024-03-31 0 $0 0
   Change Path LLC 889 *Closed 2024-03-31 0 $0 -27,873
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 835 - 2024-03-31 7 $0 0
   SageView Advisory Group LLC 743 *Closed 2024-03-31 0 $0 -13,348
   Cypress Wealth Services LLC 266 *Closed 2024-03-31 0 $0 -17,311
   TWO SIGMA SECURITIES LLC 2063 *Closed 2024-03-31 0 $0 -7,286
   Cetera Investment Advisers 2135 *Closed 2024-03-31 0 $0 -41,963
   Impact Partnership Wealth LLC 777 *Closed 2024-03-31 0 $0 -73

  70 Records found
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