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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf October (DOCT)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    10
Total shares held : 
 1,737,058  
% of shares held : 
 19.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 541,963  
% of shares held change : 
   6.02%  
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 :
20
 304,289
 17.52%
 
Increased Positions :
21
 448,893
 25.84%
 
Unchanged Positions :
10
 57,087
 3.29%
 
Decreased Positions :
11
-101,252
-5.83%
 
Closed Positions :
10
-109,967
-6.33%
 
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
   Per Stirling Capital Management LLC. 19 - 2024-03-31 215,202 $8,096,000 1,211
   Mutual Advisors LLC 91 - 2024-03-31 182,957 $6,883,000 -1,430
   ENVESTNET ASSET MANAGEMENT INC 2094 - 2024-03-31 111,647 $4,200,000 -22,251
   HARBOUR INVESTMENTS INC. 118 - 2023-12-31 105,616 $3,840,000 12,079
   COMMONWEALTH EQUITY SERVICES LLC. 1530 - 2024-03-31 74,163 $2,790,000 -5,209
   Advisor Group Holdings Inc. 1474 - 2024-03-31 71,756 $2,699,000 -21,221
   Kestra Advisory Services LLC 862 - 2024-03-31 54,589 $2,054,000 13,897
   BB&T CORP 1271 - 2024-03-31 51,557 $1,940,000 -20,681
   NewEdge Wealth LLC 329 - 2024-03-31 50,819 $1,910,000 -1,065
   MULTIFINANCIAL SECURITIES CORP 971 - 2024-03-31 38,747 $1,458,000 14,967
   BEACON FINANCIAL GROUP 132 - 2024-03-31 38,087 $1,433,000 -6,971
   Cetera Investment Advisers 791 - 2024-03-31 34,592 $1,301,000 -12,277
   AE Wealth Management LLC 590 - 2024-03-31 34,470 $1,297,000 -25,112
   Brookstone Capital Management 463 - 2024-03-31 29,547 $1,112,000 -7
   FINANCIAL NETWORK 1483 - 2024-03-31 25,675 $966,000 4,326
   Change Path LLC 392 - 2024-03-31 25,230 $949,000 -2,443
   MCKINLEY CARTER WEALTH SERVICES, INC. 160 - 2024-03-31 23,866 $898,000 2,000
   Icon Wealth Advisors LLC 149 - 2024-03-31 22,235 $836,000 0
   Icon Wealth Partners LLC 134 - 2023-09-30 23,617 $817,000 -28
   Spire Wealth Management 419 - 2024-03-31 21,501 $809,000 -2,418
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2212 - 2024-03-31 20,141 $758,000 5,305
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1964 - 2024-03-31 18,904 $711,000 -14,844
   Clear Creek Financial Management LLC 203 - 2024-03-31 17,947 $675,000 -9,412
   CWM LLC 1031 - 2024-03-31 16,693 $628,000 -2,368
   RAYMOND JAMES & ASSOCIATES 2880 - 2024-03-31 16,654 $627,000 -55,097
   Signal Advisors Wealth LLC 134 *New 2024-03-31 16,529 $622,000 16,529
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1465 - 2024-03-31 15,922 $599,000 6,672
   Ignite Planners LLC 136 - 2024-03-31 15,896 $598,000 0
   Sage Capital Advisorsllc 84 - 2024-03-31 15,251 $574,000 -2,725
   Tanglewood Legacy Advisors LLC 55 - 2024-03-31 12,907 $486,000 0
   IFP Advisors Inc 586 - 2023-12-31 12,516 $455,000 4,077
   BCJ Capital Management LLC 242 - 2024-03-31 12,104 $455,000 0
   1776 WEALTH LLC 94 - 2024-03-31 10,658 $401,000 0
   LPL FINANCIAL CORP 3891 - 2024-03-31 10,624 $400,000 799
   TOWNSQUARE CAPITAL LLC 908 - 2024-03-31 10,601 $399,000 -1,766
   Marshall Financial Group LLC 141 - 2024-03-31 8,980 $338,000 6
   Envestnet Portfolio Solutions Inc. 1300 - 2024-03-31 8,878 $334,000 -484
   JANE STREET GROUP LLC 4261 - 2024-03-31 8,867 $334,000 8,867
   Prosperity Consulting Group LLC 264 - 2024-03-31 8,747 $329,000 -10
   Integrity Financial Corp /WA 84 - 2024-03-31 8,620 $324,000 -3,600
   MML INVESTORS SERVICES LLC 2097 - 2024-03-31 8,034 $302,000 -1,827
   CITADEL ADVISORS LLC 4259 - 2024-03-31 7,499 $282,000 7,499
   ARBOR CAPITAL MANAGEMENT INC /ADV 85 - 2024-03-31 7,335 $278,000 -54
   Strategic Blueprint LLC 506 - 2024-03-31 7,297 $275,000 -1,052
   WealthTrust Asset Management LLC 68 - 2024-03-31 7,296 $274,000 0
   OLD MISSION CAPITAL LLC 707 - 2024-03-31 7,245 $273,000 7,245
   FSB PREMIER WEALTH MANAGEMENT INC. 158 - 2024-03-31 6,293 $237,000 0
   Presidio Capital Management LLC 45 - 2024-03-31 5,931 $223,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 174 - 2024-03-31 5,925 $223,000 -307
   Naviter Wealth LLC 211 - 2024-03-31 5,750 $216,000 0
   Orion Portfolio Solutions LLC 1577 - 2024-03-31 5,742 $216,000 -428
   Sequent Planning LLC 134 - 2024-03-31 5,513 $207,000 0
   SOA Wealth Advisors LLC. 185 - 2024-03-31 5,288 $199,000 0
   ROYAL BANK OF CANADA 4185 - 2024-03-31 4,930 $186,000 -4,570
   NBC SECURITIES INC. 818 - 2024-03-31 4,214 $158,000 0
   DHJJ Financial Advisors Ltd. 172 - 2024-03-31 3,690 $139,000 0
   Sunbelt Securities Inc. 635 - 2024-03-31 3,515 $132,000 0
   WETZEL INVESTMENT ADVISORS INC. 160 - 2024-03-31 3,254 $121,000 0
   Capital Investment Advisory Services LLC 572 - 2024-03-31 2,450 $92,000 0
   PROEQUITIES INC. 1079 - 2024-03-31 1,701 $64,000 0
   UBS Group AG 5379 *New 2024-03-31 1,119 $42,000 1,119
   MTM Investment Management LLC 224 - 2024-03-31 1,100 $41,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 820 - 2024-03-31 943 $35,000 0
   ALPHAMARK ADVISORS LLC 449 - 2024-03-31 470 $18,000 0
   Sound Income Strategies LLC 838 - 2024-03-31 180 $7,000 0
   AXXCESS WEALTH MANAGEMENT LLC 882 *Closed 2024-03-31 0 $0 -5,931
   Schulz Wealth LTD. 57 *Closed 2024-03-31 0 $0 -6,118
   Goss Wealth Management LLC 3825 *Closed 2024-03-31 0 $0 -3,000
   Benchmark Investment Advisors LLC 192 *Closed 2024-03-31 0 $0 -12,104
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6492 *Closed 2024-03-31 0 $0 -38,880
  70 Records found
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