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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf September (DSEP)  
$ 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 : 
 1,829,131  
% of shares held : 
 20.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 177,249  
% of shares held change : 
   1.97%  
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 :
6
 120,999
 6.62%
 
Increased Positions :
26
 368,488
 20.15%
 
Unchanged Positions :
16
 135,342
 7.4%
 
Decreased Positions :
16
-60,991
-3.33%
 
Closed Positions :
8
-251,247
-13.74%
 
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 429 - 2024-03-31 173,538 $6,627,000 47,432
   ENVESTNET ASSET MANAGEMENT INC 1931 - 2024-03-31 137,868 $5,264,000 -29,249
   AE Wealth Management LLC 367 - 2024-03-31 93,259 $3,561,000 -48,471
   CWM LLC 506 - 2024-03-31 85,716 $3,273,000 -5,102
   BB&T CORP 1102 - 2024-03-31 75,964 $2,901,000 -3,007
   Advisor Group Holdings Inc. 1500 - 2024-03-31 68,005 $2,597,000 -43,429
   OGOREK ANTHONY JOSEPH /NY/ /ADV 23 - 2024-03-31 67,722 $2,585,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1594 - 2024-03-31 67,330 $2,571,000 -23,595
   LPL FINANCIAL CORP 2467 - 2024-03-31 54,476 $2,080,000 19,935
   FINANCIAL NETWORK 1041 - 2024-03-31 50,138 $1,915,000 171
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1394 - 2024-03-31 42,620 $1,627,000 -24,872
   Ignite Planners LLC 65 - 2024-03-31 39,816 $1,519,000 0
   Rockefeller Capital Management L.P. 1159 - 2024-03-31 33,992 $1,298,000 -412
   Mutual Advisors LLC 412 - 2024-03-31 32,258 $1,232,000 0
   Prosperity Consulting Group LLC 127 - 2024-03-31 31,906 $1,218,000 -1,008
   Signal Advisors Wealth LLC 81 *New 2024-03-31 31,064 $1,186,000 31,064
   HARBOUR INVESTMENTS INC. 324 - 2023-12-31 32,496 $1,184,000 423
   JANE STREET GROUP LLC 2899 *New 2024-03-31 30,152 $1,151,000 30,152
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 329 - 2024-03-31 28,296 $1,080,000 0
   RAYMOND JAMES & ASSOCIATES 2581 - 2024-03-31 25,888 $989,000 -31,911
   PROSPERA FINANCIAL SERVICES 482 - 2023-12-31 25,983 $947,000 0
   Integrity Financial Corp /WA 40 - 2024-03-31 23,541 $899,000 -4,279
   Onyx Bridge Wealth Group LLC 110 - 2024-03-31 20,486 $778,000 -765
   FSB PREMIER WEALTH MANAGEMENT INC. 68 - 2024-03-31 19,345 $739,000 -150
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2303 - 2024-03-31 17,208 $657,000 552
   MCKINLEY CARTER WEALTH SERVICES, INC. 190 - 2024-03-31 16,934 $647,000 0
   Apollon Wealth Management LLC 612 - 2024-03-31 16,500 $630,000 0
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 193 - 2024-03-31 15,601 $596,000 0
   Ameritas Advisory Services LLC 506 - 2024-03-31 15,535 $592,000 15,535
   CITADEL ADVISORS LLC 3571 *New 2024-03-31 15,348 $586,000 15,348
   Stratos Wealth Partners LTD. 869 - 2024-03-31 13,339 $509,000 0
   INTL FCSTONE INC. 214 - 2024-03-31 13,124 $501,000 -3,437
   Sloy Dahl & Holst LLC 50 - 2024-03-31 12,805 $489,000 0
   TOWNSQUARE CAPITAL LLC 862 - 2024-03-31 12,305 $470,000 2,390
   OLD MISSION CAPITAL LLC 576 - 2024-03-31 12,117 $463,000 -12,230
   Spire Wealth Management 541 - 2024-03-31 12,069 $461,000 -1
   Schulz Wealth LTD. 34 - 2024-03-31 11,483 $438,000 -12,786
   FinTrust Capital Advisors LLC 187 - 2024-03-31 10,975 $419,000 0
   Financial Guidance Group Inc. 42 - 2024-03-31 9,900 $378,000 0
   Aptus Capital Advisors LLC 554 *New 2024-03-31 9,900 $378,000 9,900
   HBW Advisory Services LLC 201 - 2024-03-31 10,265 $374,000 0
   Wealth Group Ltd 44 - 2024-03-31 8,640 $332,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 81 - 2024-03-31 8,610 $330,000 -212
   MULTIFINANCIAL SECURITIES CORP 1968 - 2024-03-31 7,363 $281,000 -2,079
   BEACON FINANCIAL GROUP 289 - 2024-03-31 7,011 $268,000 0
   HIGHTOWER ADVISORS, LLC 2735 - 2024-03-31 6,855 $261,000 0
   Advance Capital Management Inc. 123 - 2024-03-31 6,831 $261,000 0
   Gerber Kawasaki Wealth & Investment Management 252 *New 2024-03-31 6,020 $230,000 6,020
   Private Advisory Group LLC 169 - 2024-03-31 6,015 $230,000 6,015
   DHJJ Financial Advisors Ltd. 133 - 2024-03-31 5,925 $226,000 -260
   MML INVESTORS SERVICES LLC 2301 - 2024-03-31 5,705 $218,000 -3,323
   WOLVERINE TRADING LLC 915 *New 2024-03-31 5,703 $218,000 5,703
   Goss Wealth Management LLC 1797 - 2024-03-31 5,585 $213,000 0
   Sunbelt Securities Inc. 623 - 2024-03-31 3,682 $141,000 -6,220
   Tanglewood Legacy Advisors LLC 103 - 2024-03-31 3,441 $131,000 0
   PROEQUITIES INC. 828 - 2024-03-31 3,366 $129,000 -18,962
   Castleview Partners LLC 330 - 2024-03-31 1,548 $59,000 0
   ROYAL BANK OF CANADA 4911 - 2024-03-31 1,412 $54,000 975
   PRINCIPAL SECURITIES INC. 1555 - 2024-03-31 1,300 $50,000 -800
   UBS Group AG 5424 - 2024-03-31 1,021 $39,000 -888
   HARTFORD FINANCIAL MANAGEMENT INC. 249 - 2024-03-31 937 $36,000 -53,883
   IFP Advisors Inc 1652 - 2023-12-31 965 $35,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 830 - 2024-03-31 894 $34,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1409 - 2024-03-31 810 $31,000 0
   NBC SECURITIES INC. 1351 - 2024-03-31 729 $27,000 -816
   AdvisorNet Financial Inc 1328 - 2024-03-31 200 $8,000 0
   J P MORGAN CHASE & CO 5146 - 2024-03-31 99 $4,000 99
   MARINER WEALTH ADVISORS, LLC 3149 *Closed 2024-03-31 0 $0 -5,975
   Lifestyle Asset Management Inc. 109 *Closed 2024-03-31 0 $0 -5,622
   LM Advisors LLC 497 *Closed 2024-03-31 0 $0 -1,630
   H D Vest Advisory Services 1687 *Closed 2024-03-31 0 $0 -5,499
   Meridian Wealth Management LLC 484 *Closed 2024-03-31 0 $0 -8,990
   Brookstone Capital Management 937 *Closed 2024-03-31 0 $0 -24,426
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6519 *Closed 2024-03-31 0 $0 -25,210
  74 Records found
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