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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 100    13
Total shares held : 
 4,118,063  
% of shares held : 
 58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -62  
Amount of shares held : 
 -2,065,399  
% of shares held change : 
   -29.09%  
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
 40,683
 0.99%
 
Increased Positions :
9
 445,750
 10.82%
 
Unchanged Positions :
27
 440,161
 10.69%
 
Decreased Positions :
58
-1,786,015
-43.37%
 
Closed Positions :
19
-765,817
-18.6%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 338 - 2024-03-31 779,564 $35,294,000 736,843
   Fiduciary Planning LLC 3 - 2024-03-31 573,252 $25,953,000 -3,632
   COMMONWEALTH EQUITY SERVICES LLC. 432 - 2024-03-31 530,774 $24,031,000 173,628
   Stratos Wealth Advisors LLC 11 - 2024-03-31 497,489 $22,524,000 -37,246
   Advisor Group Holdings Inc. 588 - 2024-03-31 269,263 $12,190,000 91,531
   ENVESTNET ASSET MANAGEMENT INC 1491 - 2024-03-31 235,422 $10,659,000 204,477
   MULTIFINANCIAL SECURITIES CORP 275 - 2024-03-31 203,808 $9,227,000 160,898
   Wealthcare Advisory Partners LLC 63 *New 2024-03-31 193,778 $8,773,000 193,778
   Change Path LLC 58 - 2024-03-31 191,724 $8,680,000 191,724
   Kestra Advisory Services LLC 349 - 2024-03-31 189,948 $8,600,000 67,856
   CWM LLC 346 - 2024-03-31 159,200 $7,208,000 138,436
   Great Diamond Partners LLC 16 - 2024-03-31 126,527 $5,728,000 2,885
   FINANCIAL NETWORK 584 - 2024-03-31 123,664 $5,599,000 51,634
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 12 *New 2024-03-31 122,962 $5,567,000 122,962
   HARBOUR INVESTMENTS INC. 84 - 2023-12-31 124,618 $5,317,000 -100
   Onyx Bridge Wealth Group LLC 24 - 2024-03-31 114,996 $5,133,000 -1,883
   RAYMOND JAMES & ASSOCIATES 1562 - 2024-03-31 112,340 $5,086,000 78,605
   STEPHENS INC /AR/ 260 - 2024-03-31 112,145 $5,077,000 46,994
   McCarthy & Cox 21 - 2024-03-31 102,291 $4,631,000 0
   Cetera Investment Advisers 368 - 2024-03-31 97,562 $4,417,000 -60,574
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 827 - 2024-03-31 95,988 $4,346,000 24,034
   LM Advisors LLC 29 - 2024-03-31 87,281 $3,952,000 21,261
   Keystone Wealth Services LLC 17 - 2024-03-31 79,678 $3,607,000 11,406
   LPL FINANCIAL CORP 2025 - 2024-03-31 78,738 $3,565,000 31,624
   InterOcean Capital Group LLC 124 - 2024-03-31 73,660 $3,335,000 0
   Main Street Financial Solutions LLC 60 - 2024-03-31 71,219 $3,224,000 -715
   JANNEY MONTGOMERY SCOTT LLC 955 - 2024-03-31 66,972 $3,032,000 25,932
   Apollon Wealth Management LLC 227 - 2024-03-31 57,149 $2,587,000 50,742
   MARINER WEALTH ADVISORS, LLC 1001 - 2024-03-31 55,341 $2,506,000 1,477
   TRUSTCORE FINANCIAL SERVICES LLC 55 - 2022-12-31 67,865 $2,414,000 -101,001
   Sigma Planning Corp 290 - 2024-03-31 47,083 $2,132,000 47,083
   Rockefeller Capital Management L.P. 979 - 2024-03-31 46,982 $2,127,000 16,219
   CAPTRUST FINANCIAL ADVISORS 787 - 2024-03-31 45,362 $2,054,000 -1,591
   Valtinson Bruner Financial Planning LLC 34 - 2024-03-31 45,008 $2,038,000 -133,183
   ATRIA INVESTMENTS LLC 617 - 2023-12-31 44,749 $1,909,000 -76,759
   Outlook Wealth Advisors LLC 39 - 2024-03-31 40,975 $1,855,000 35,762
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1969 - 2024-03-31 36,706 $1,662,000 25,657
   Goss Wealth Management LLC 756 - 2024-03-31 36,629 $1,658,000 14,935
   FSB PREMIER WEALTH MANAGEMENT INC. 29 - 2024-03-31 36,192 $1,639,000 9,581
   Harvest Investment Services LLC 46 - 2024-03-31 35,557 $1,610,000 35,557
   Steward Partners Investment Advisory LLC 641 - 2024-03-31 35,271 $1,597,000 31,244
   Semus Wealth Partners LLC 18 *New 2024-03-31 32,828 $1,486,000 32,828
   Marshall Financial Group LLC 62 - 2024-03-31 32,767 $1,484,000 -1,556
   H D Vest Advisory Services 646 - 2024-03-31 30,362 $1,375,000 16,045
   Foundations Investment Advisors LLC 274 *New 2024-03-31 29,521 $1,337,000 29,521
   Maltin Wealth Management Inc. 43 - 2024-03-31 29,368 $1,330,000 728
   Truadvice LLC 57 - 2023-09-30 32,781 $1,308,000 -3,885
   Integrity Financial Corp /WA 30 - 2024-03-31 28,039 $1,269,000 2,750
   Integrated Advisors Network LLC 272 - 2024-03-31 27,214 $1,232,000 6,774
   KESTRA PRIVATE WEALTH SERVICES LLC 497 - 2024-03-31 27,100 $1,227,000 1,125
   ROYAL BANK OF CANADA 2893 - 2024-03-31 25,017 $1,133,000 19,575
   OPPENHEIMER & CO INC 724 *New 2024-03-31 23,363 $1,058,000 23,363
   JANE STREET GROUP LLC 3064 *New 2024-03-31 22,115 $1,001,000 22,115
   WEDBUSH MORGAN SECURITIES INC 386 - 2024-03-31 21,951 $994,000 -18,444
   Grant Street Asset Management Inc. 29 - 2024-03-31 21,661 $981,000 -388
   Fundamentun LLC 107 *New 2024-03-31 21,393 $969,000 21,393
   Fragasso Group Inc. 121 - 2024-03-31 21,367 $967,000 2,390
   Laidlaw Wealth Management LLC 57 *New 2024-03-31 21,263 $963,000 21,263
   CITADEL ADVISORS LLC 3157 *New 2024-03-31 20,322 $920,000 20,322
   DHJJ Financial Advisors Ltd. 48 - 2024-03-31 19,580 $886,000 48
   AE Wealth Management LLC 691 - 2024-03-31 18,129 $821,000 -181
   Oder Investment Management LLC 45 - 2024-03-31 17,925 $812,000 586
   Integrated Wealth Concepts LLC 863 - 2024-03-31 16,849 $763,000 0
   Opes Wealth Management LLC 67 - 2024-03-31 16,447 $745,000 -3
   Ameritas Advisory Services LLC 458 - 2024-03-31 16,376 $738,000 16,376
   MML INVESTORS SERVICES LLC 1585 - 2024-03-31 16,086 $728,000 9,588
   1776 WEALTH LLC 54 - 2024-03-31 15,423 $698,000 5,723
   OGOREK ANTHONY JOSEPH /NY/ /ADV 42 - 2024-03-31 15,381 $696,000 -8,199
   Focus Financial Network Inc. 316 - 2024-03-31 15,171 $668,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 399 - 2023-12-31 15,314 $653,000 0
   INTL FCSTONE INC. 199 - 2024-03-31 13,764 $623,000 2,250
   JOURNEY STRATEGIC WEALTH LLC 113 *New 2024-03-31 13,507 $612,000 13,507
   PROEQUITIES INC. 401 - 2024-03-31 13,451 $609,000 1,701
   REGAL INVESTMENT ADVISORS, LLC 327 - 2024-03-31 12,955 $587,000 0
   Sovereign Financial Group Inc. 136 - 2024-03-31 12,565 $569,000 -305
   Accel Wealth Management 100 *New 2024-03-31 12,516 $567,000 12,516
   Bouchey Financial Group Ltd 70 - 2024-03-31 12,450 $564,000 1,957
   LVZ Advisors Inc. 62 - 2024-03-31 12,095 $548,000 2,620
   Sunbelt Securities Inc. 302 - 2024-03-31 11,996 $543,000 3,407
   Savvy Advisors Inc. 88 *New 2024-03-31 11,408 $516,000 11,408
   Cypress Wealth Services LLC 145 - 2024-03-31 11,043 $500,000 0
   Atria Wealth Solutions Inc. 1294 - 2024-03-31 10,286 $466,000 2,241
   Resources Investment Advisors Inc. 794 - 2024-03-31 9,387 $425,000 -5,648
   Echo Wealth Management LLC 30 - 2024-03-31 8,985 $407,000 -1,675
   Tanglewood Legacy Advisors LLC 63 - 2024-03-31 8,298 $376,000 6,973
   EPG Wealth Management LLC 199 - 2024-03-31 7,900 $358,000 2,500
   BB&T CORP 2179 *New 2024-03-31 7,763 $351,000 7,763
   KINGSWOOD WEALTH ADVISORS LLC 448 *New 2024-03-31 7,246 $328,000 7,246
   We Are One Seven LLC 703 - 2024-03-31 7,025 $318,000 -300
   LEGACY PRIVATE TRUST CO. 196 *New 2024-03-31 6,877 $311,000 6,877
   Redhawk Wealth Advisors Inc. 245 *New 2024-03-31 6,717 $304,000 6,717
   Envestnet Portfolio Solutions Inc. 1355 - 2024-03-31 6,624 $300,000 6,624
   Key Client Fiduciary Advisors LLC 137 - 2024-03-31 6,600 $299,000 -375
   MCKINLEY CARTER WEALTH SERVICES, INC. 261 - 2024-03-31 6,292 $285,000 342
   LINCOLN NATIONAL CORP 972 - 2024-03-31 6,265 $284,000 -4,080
   LEVEL FOUR ADVISORY SERVICES LLC 631 - 2024-03-31 6,541 $279,000 0
   Strategic Blueprint LLC 509 - 2024-03-31 5,905 $267,000 5,905
   Cedar Brook Financial Partners LLC 342 - 2024-03-31 5,800 $263,000 0
   FINANCIAL ADVISORY CORP /UT/ /ADV 134 *New 2024-03-31 5,695 $258,000 5,695
   Anfield Capital Management LLC 62 - 2024-03-31 5,606 $254,000 0
  100 Records found
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