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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    2
Total shares held : 
 1,596,569  
% of shares held : 
 1.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -19  
Amount of shares held : 
 66,161  
% of shares held change : 
   0.07%  
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 :
1
 2,384
 0.15%
 
Increased Positions :
13
 189,406
 11.86%
 
Unchanged Positions :
22
 297,844
 18.66%
 
Decreased Positions :
30
-111,823
-7%
 
Closed Positions :
3
-13,806
-0.86%
 
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
   Kestra Advisory Services LLC 492 - 2024-03-31 136,232 $5,453,000 5,886
   Advisor Group Holdings Inc. 1193 - 2024-03-31 100,208 $4,011,000 -21,608
   COMMONWEALTH EQUITY SERVICES LLC. 1430 - 2024-03-31 81,739 $3,272,000 -24,350
   ENVESTNET ASSET MANAGEMENT INC 2331 - 2024-03-31 72,538 $2,903,000 -29,663
   HARBOUR INVESTMENTS INC. 166 - 2023-12-31 74,285 $2,822,000 -4,222
   Per Stirling Capital Management LLC. 53 - 2024-03-31 66,155 $2,648,000 4,325
   SPINNAKER TRUST 107 - 2024-03-31 57,579 $2,305,000 -684
   Tanglewood Legacy Advisors LLC 18 - 2024-03-31 53,074 $2,124,000 0
   MULTIFINANCIAL SECURITIES CORP 958 - 2024-03-31 37,204 $1,489,000 11,463
   Clear Creek Financial Management LLC 113 - 2024-03-31 34,155 $1,367,000 -24,788
   Cetera Investment Advisers 834 - 2024-03-31 29,318 $1,173,000 19,568
   Ignite Planners LLC 79 - 2024-03-31 27,860 $1,115,000 0
   LPL FINANCIAL CORP 3035 - 2024-03-31 27,446 $1,099,000 13,777
   AE Wealth Management LLC 631 - 2024-03-31 26,860 $1,075,000 -22,911
   EPG Wealth Management LLC 109 - 2024-03-31 24,100 $965,000 0
   OLD MISSION CAPITAL LLC 394 - 2024-03-31 23,960 $959,000 17,925
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1769 - 2024-03-31 23,323 $933,000 -1,349
   Apollon Wealth Management LLC 509 - 2024-03-31 22,245 $890,000 0
   Strategic Blueprint LLC 265 - 2024-03-31 21,517 $861,000 -5,995
   JANE STREET GROUP LLC 3259 *New 2024-03-31 21,183 $848,000 21,183
   Maltin Wealth Management Inc. 58 - 2024-03-31 20,722 $829,000 -4,794
   Change Path LLC 427 *New 2024-03-31 20,307 $813,000 20,307
   Rockefeller Capital Management L.P. 1320 - 2024-03-31 20,158 $807,000 0
   AlphaStar Capital Management LLC 139 - 2024-03-31 20,054 $803,000 2,230
   Ameritas Advisory Services LLC 441 - 2024-03-31 19,638 $783,000 7,346
   FINANCIAL NETWORK 1635 *New 2024-03-31 19,071 $763,000 19,071
   Sunbelt Securities Inc. 230 - 2024-03-31 17,865 $715,000 -3,921
   BB&T CORP 1752 - 2024-03-31 17,654 $707,000 -385
   CITADEL ADVISORS LLC 3399 *New 2024-03-31 17,659 $707,000 17,659
   FIRST HEARTLAND CONSULTANTS INC 209 - 2024-03-31 17,010 $681,000 0
   Sage Capital Advisorsllc 78 *New 2024-03-31 16,967 $679,000 16,967
   WEALTHSOURCE PARTNERS LLC 265 - 2023-12-31 17,000 $646,000 0
   Stratos Wealth Partners LTD. 784 - 2024-03-31 15,873 $635,000 -880
   Envestnet Portfolio Solutions Inc. 1030 - 2024-03-31 15,400 $616,000 1,764
   RAYMOND JAMES & ASSOCIATES 2910 - 2024-03-31 15,082 $604,000 -2,097
   Signal Advisors Wealth LLC 141 *New 2024-03-31 14,904 $597,000 14,904
   Atria Wealth Solutions Inc. 1178 - 2024-03-31 14,802 $592,000 -3,563
   Mutual Advisors LLC 645 - 2024-03-31 14,281 $572,000 -3,638
   Virtue Capital Management LLC 238 - 2024-03-31 10,779 $431,000 220
   ROYAL BANK OF CANADA 3598 - 2024-03-31 10,168 $407,000 -6,021
   Integrity Financial Corp /WA 79 - 2024-03-31 8,699 $348,000 -962
   IFP Advisors Inc 712 - 2023-12-31 8,552 $325,000 -774
   JANNEY MONTGOMERY SCOTT LLC 2287 - 2024-03-31 7,910 $317,000 -96,063
   TOWNSQUARE CAPITAL LLC 994 - 2024-03-31 7,685 $308,000 2,289
   Nelson Van Denburg & Campbell Wealth Management Gr 600 *New 2024-03-31 7,153 $286,000 7,153
   MARINER WEALTH ADVISORS, LLC 2513 - 2024-03-31 6,815 $273,000 -2,945
   LVZ Advisors Inc. 115 - 2024-03-31 6,778 $271,000 0
   SOA Wealth Advisors LLC. 157 - 2024-03-31 6,550 $262,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2913 - 2024-03-31 6,442 $258,000 -5,333
   Ergawealth Advisors Inc. 55 - 2024-03-31 5,746 $230,000 -257
   Schwallier Wealth Management LLC 27 - 2024-03-31 5,725 $229,000 0
   Rehmann Capital Advisory Group 523 - 2024-03-31 5,618 $225,000 0
   H D Vest Advisory Services 1503 - 2024-03-31 5,278 $211,000 -1,627
   ARBOR CAPITAL MANAGEMENT INC /ADV 104 *New 2024-03-31 5,214 $210,000 5,214
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4485 - 2024-03-31 5,180 $207,000 -34,571
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2161 *New 2024-03-31 5,095 $204,000 5,095
   Spire Wealth Management 932 - 2024-03-31 3,009 $120,000 -1,905
   DHJJ Financial Advisors Ltd. 184 - 2024-03-31 2,960 $118,000 -150
   Archer Investment Corp 413 - 2024-03-31 1,047 $42,000 0
   PROEQUITIES INC. 1255 - 2024-03-31 1,046 $42,000 0
   CWM LLC 2592 - 2024-03-31 784 $31,000 -9,755
   WETZEL INVESTMENT ADVISORS INC. 323 - 2024-03-31 647 $26,000 -13
   NBC SECURITIES INC. 1386 - 2024-03-31 610 $24,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 453 - 2024-03-31 539 $22,000 0
   PRINCIPAL SECURITIES INC. 1977 - 2024-03-31 500 $20,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 229 - 2024-03-31 172 $6,000 -1,287
   HARTFORD FINANCIAL MANAGEMENT INC. 383 *Closed 2024-03-31 0 $0 -6,956
   FSB PREMIER WEALTH MANAGEMENT INC. 182 *Closed 2024-03-31 0 $0 -6,241
   Comprehensive Financial Consultants Institutional 159 *Closed 2024-03-31 0 $0 -42,297
   TRUSTCORE FINANCIAL SERVICES LLC 1109 *Closed 2022-12-31 0 $0 -9,541
   MML INVESTORS SERVICES LLC 2504 *Closed 2024-03-31 0 $0 -6,516
   ALPHAMARK ADVISORS LLC 794 *Closed 2024-03-31 0 $0 -1,750
   J P MORGAN CHASE & CO 6327 *Closed 2024-03-31 0 $0 -221
   Onyx Bridge Wealth Group LLC 278 *Closed 2024-03-31 0 $0 -5,977
   UBS Group AG 8510 *Closed 2024-03-31 0 $0 -2,384
   Vivaldi Capital Management LLC 225 *Closed 2024-03-31 0 $0 -14,929
  76 Records found
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