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Ft Cboe Vest Us Equity Deep Buffer Etf May (DMAY)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    12
Total shares held : 
 1,638,030  
% of shares held : 
 18.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -19  
Amount of shares held : 
 -126,742  
% of shares held change : 
   -1.41%  
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 :
2
 37,437
 2.29%
 
Increased Positions :
10
 139,771
 8.53%
 
Unchanged Positions :
18
 215,506
 13.16%
 
Decreased Positions :
17
-119,204
-7.28%
 
Closed Positions :
14
-184,746
-11.28%
 
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
   Tanglewood Legacy Advisors LLC 3 - 2024-03-31 183,293 $6,832,000 -1,060
   Kestra Advisory Services LLC 517 - 2024-03-31 135,816 $5,063,000 31,567
   COMMONWEALTH EQUITY SERVICES LLC. 1361 - 2024-03-31 98,534 $3,673,000 -13,766
   Per Stirling Capital Management LLC. 54 - 2024-03-31 69,851 $2,604,000 5,241
   MULTIFINANCIAL SECURITIES CORP 710 - 2024-03-31 67,783 $2,527,000 47,047
   HARBOUR INVESTMENTS INC. 209 - 2023-12-31 60,531 $2,186,000 0
   JANE STREET GROUP LLC 2195 *New 2024-03-31 56,362 $2,101,000 56,362
   Advisor Group Holdings Inc. 1690 - 2024-03-31 53,588 $1,998,000 -25,420
   Mutual Advisors LLC 384 - 2024-03-31 35,364 $1,318,000 -4,840
   FINANCIAL NETWORK 1393 - 2024-03-31 29,588 $1,103,000 -16,779
   OLD MISSION CAPITAL LLC 372 - 2024-03-31 28,783 $1,073,000 28,783
   BB&T CORP 1596 - 2024-03-31 26,724 $996,000 -15,159
   Sloy Dahl & Holst LLC 28 - 2024-03-31 24,530 $914,000 0
   RETIREMENT GUYS FORMULA LLC 67 - 2024-03-31 22,434 $836,000 673
   Ignite Planners LLC 94 - 2024-03-31 22,402 $835,000 -1,277
   WETZEL INVESTMENT ADVISORS INC. 43 - 2024-03-31 19,213 $716,000 679
   ENVESTNET ASSET MANAGEMENT INC 3246 - 2024-03-31 17,797 $663,000 -121,663
   OGOREK ANTHONY JOSEPH /NY/ /ADV 44 - 2024-03-31 15,002 $559,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2185 - 2024-03-31 14,830 $553,000 -2,695
   Integrity Financial Corp /WA 61 - 2024-03-31 14,234 $531,000 -3,168
   AlphaStar Capital Management LLC 178 - 2024-03-31 13,308 $496,000 0
   Cambridge Advisors Inc. 121 - 2024-03-31 12,525 $467,000 0
   LPL FINANCIAL CORP 3775 - 2024-03-31 12,417 $463,000 3,078
   Advance Capital Management Inc. 93 - 2024-03-31 11,676 $435,000 -6,997
   Atria Wealth Solutions Inc. 1338 - 2024-03-31 11,320 $422,000 -101
   TOWNSQUARE CAPITAL LLC 945 - 2024-03-31 9,500 $354,000 -3
   Ameritas Advisory Services LLC 676 - 2024-03-31 8,785 $329,000 8,785
   Spire Wealth Management 644 - 2024-03-31 8,581 $320,000 -1,871
   Main Street Financial Solutions LLC 410 - 2024-03-31 8,136 $303,000 -1,100
   Rehmann Capital Advisory Group 487 - 2024-03-31 7,042 $262,000 0
   AE Wealth Management LLC 995 - 2024-03-31 7,007 $261,000 -304
   Core Wealth Partners LLC 119 - 2024-03-31 6,250 $233,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 102 - 2024-03-31 5,756 $216,000 153
   ROYAL BANK OF CANADA 4226 - 2024-03-31 4,805 $179,000 1,343
   Sunbelt Securities Inc. 618 - 2024-03-31 3,832 $143,000 0
   SOA Wealth Advisors LLC. 220 - 2024-03-31 3,541 $132,000 0
   PROEQUITIES INC. 901 - 2024-03-31 2,737 $102,000 -26,461
   PRIVATE TRUST CO NA 883 - 2024-03-31 2,613 $97,000 0
   DHJJ Financial Advisors Ltd. 249 - 2024-03-31 1,585 $59,000 -150
   UBS Group AG 5610 - 2024-03-31 652 $24,000 652
   Goss Wealth Management LLC 2554 - 2024-03-31 635 $24,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1344 *New 2024-03-31 339 $13,000 339
   Luken Investment Analytics LLC 116 - 2024-03-31 95 $4,000 -233,069
   NBC SECURITIES INC. 1941 - 2024-03-31 77 $2,000 -407
   Tradition Wealth Management LLC 787 *Closed 2024-03-31 0 $0 -3,037
   CWM LLC 4330 *Closed 2024-03-31 0 $0 -7,970
   FSB PREMIER WEALTH MANAGEMENT INC. 187 *Closed 2024-03-31 0 $0 -10,855
   KESTRA PRIVATE WEALTH SERVICES LLC 1316 *Closed 2024-03-31 0 $0 -7,500
   Change Path LLC 882 *Closed 2024-03-31 0 $0 -29,807
   EQIS CAPITAL MANAGEMENT, INC. 799 *Closed 2024-03-31 0 $0 -28,098
   Sage Capital Advisorsllc 134 *Closed 2024-03-31 0 $0 -23,424
   3D/L Capital Management LLC 70 *Closed 2023-12-31 0 $0 -27,188
   Ten Capital Wealth Advisors LLC 596 *Closed 2023-06-30 0 $0 -32
   Cetera Investment Advisers 2149 *Closed 2024-03-31 0 $0 -95,878
  54 Records found
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