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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    1
Total shares held : 
 3,755,344  
% of shares held : 
 41.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 -35,595  
% of shares held change : 
   -0.4%  
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 :
4
 44,346
 1.18%
 
Increased Positions :
16
 211,116
 5.62%
 
Unchanged Positions :
29
 340,404
 9.06%
 
Decreased Positions :
31
-254,927
-6.79%
 
Closed Positions :
5
-36,130
-0.96%
 
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
   Advisor Group Holdings Inc. 278 - 2024-03-31 766,542 $32,179,000 107,692
   EQIS CAPITAL MANAGEMENT, INC. 5 *New 2024-03-31 710,908 $29,844,000 710,908
   COMMONWEALTH EQUITY SERVICES LLC. 475 - 2024-03-31 498,997 $20,948,000 78,693
   Brookstone Capital Management 71 - 2024-03-31 441,180 $18,521,000 -34,152
   ENVESTNET ASSET MANAGEMENT INC 1160 - 2024-03-31 440,566 $18,495,000 286,765
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 612 - 2024-03-31 367,127 $15,412,000 299,779
   CWM LLC 319 - 2024-03-31 201,769 $8,470,000 190,078
   MML INVESTORS SERVICES LLC 469 - 2024-03-31 197,738 $8,301,000 34,484
   LPL FINANCIAL CORP 1540 - 2024-03-31 169,710 $7,124,000 52,712
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 585 - 2024-03-31 167,901 $7,048,000 75,577
   FINANCIAL NETWORK 560 - 2024-03-31 143,326 $6,017,000 110,650
   Prosperity Consulting Group LLC 30 - 2024-03-31 141,907 $5,957,000 120,508
   Change Path LLC 89 - 2024-03-31 137,332 $5,766,000 132,257
   McCarthy & Cox 17 - 2024-03-31 136,172 $5,717,000 0
   WealthPlan Investment Management LLC 45 *New 2024-03-31 133,979 $5,624,000 133,979
   Gallagher Fiduciary Advisors LLC 28 - 2024-03-31 110,738 $4,649,000 10,521
   EisnerAmper Wealth Management Corporate Benefits L 16 - 2023-12-31 109,521 $4,362,000 -7,375
   Foguth Wealth Management LLC. 12 - 2024-03-31 103,123 $4,329,000 0
   Signal Advisors Wealth LLC 21 - 2024-03-31 103,123 $4,329,000 11,212
   ADVISORY SERVICES NETWORK, LLC 249 *New 2024-03-31 98,654 $4,141,000 98,654
   Cetera Investment Advisers 392 - 2024-03-31 97,631 $4,099,000 87,181
   MULTIFINANCIAL SECURITIES CORP 522 - 2024-03-31 96,942 $4,070,000 42,574
   Truadvice LLC 12 - 2023-09-30 106,719 $3,997,000 -4,490
   JANNEY MONTGOMERY SCOTT LLC 841 - 2024-03-31 94,040 $3,948,000 72,651
   RAYMOND JAMES & ASSOCIATES 1757 - 2024-03-31 92,079 $3,865,000 80,732
   Americana Partners LLC 89 *New 2024-03-31 88,790 $3,727,000 88,790
   Feltz Wealth PLAN Inc. 82 *New 2024-03-31 86,243 $3,620,000 86,243
   Kestra Advisory Services LLC 662 - 2024-03-31 79,976 $3,357,000 39,660
   ROYAL BANK OF CANADA 2290 - 2024-03-31 66,384 $2,786,000 22,485
   Sunbelt Securities Inc. 73 - 2024-03-31 61,272 $2,572,000 36,022
   Resources Investment Advisors Inc. 291 - 2024-03-31 58,398 $2,452,000 9,551
   1776 WEALTH LLC 22 - 2024-03-31 55,603 $2,334,000 36,363
   Goss Wealth Management LLC 648 - 2024-03-31 52,024 $2,184,000 5,179
   Keystone Wealth Services LLC 36 - 2024-03-31 50,096 $2,103,000 9,649
   Main Street Financial Solutions LLC 103 - 2024-03-31 45,906 $1,927,000 14,050
   Integrity Financial Corp /WA 18 - 2024-03-31 43,025 $1,806,000 557
   Atria Wealth Solutions Inc. 723 - 2024-03-31 36,087 $1,515,000 6,693
   STEPHENS INC /AR/ 482 *New 2024-03-31 35,433 $1,487,000 35,433
   AE Wealth Management LLC 581 - 2024-03-31 33,001 $1,385,000 -203,464
   Ameritas Advisory Services LLC 336 - 2024-03-31 28,773 $1,201,000 28,773
   HARBOUR INVESTMENTS INC. 319 - 2023-12-31 30,072 $1,198,000 -928
   BB&T CORP 1535 - 2024-03-31 26,428 $1,109,000 11,272
   Fragasso Group Inc. 110 - 2024-03-31 24,918 $1,046,000 -1,781
   PROEQUITIES INC. 286 - 2024-03-31 24,133 $1,013,000 14,677
   Marshall Financial Group LLC 95 - 2024-03-31 24,136 $1,013,000 317
   Rockefeller Capital Management L.P. 1251 - 2024-03-31 23,915 $1,004,000 -296
   H D Vest Advisory Services 749 *New 2024-03-31 23,654 $993,000 23,654
   Tanglewood Legacy Advisors LLC 34 - 2024-03-31 22,522 $945,000 21,588
   OPPENHEIMER & CO INC 773 - 2024-03-31 21,553 $905,000 953
   FSB PREMIER WEALTH MANAGEMENT INC. 57 - 2024-03-31 21,415 $899,000 7,239
   Steward Partners Investment Advisory LLC 937 - 2024-03-31 15,905 $668,000 15,405
   LINCOLN NATIONAL CORP 638 *New 2024-03-31 15,801 $663,000 15,801
   THOROUGHBRED FINANCIAL SERVICES LLC 260 - 2024-03-31 14,925 $626,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3225 - 2024-03-31 14,008 $588,000 3,589
   KESTRA PRIVATE WEALTH SERVICES LLC 739 - 2024-03-31 13,685 $574,000 5,470
   Strategic Blueprint LLC 358 *New 2024-03-31 13,195 $554,000 13,195
   BCGM Wealth Management LLC 88 - 2024-03-31 13,204 $554,000 0
   Semus Wealth Partners LLC 48 *New 2024-03-31 12,424 $522,000 12,424
   Mutual Advisors LLC 680 *New 2024-03-31 12,244 $514,000 12,244
   SCOTIA CAPITAL INC. 593 - 2024-03-31 12,170 $511,000 -230
   IFP Advisors Inc 560 - 2023-12-31 12,640 $503,000 -1,567
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 111 - 2024-03-31 11,930 $501,000 500
   CENTAURUS FINANCIAL INC. 383 - 2024-03-31 11,780 $495,000 -191
   Envestnet Portfolio Solutions Inc. 1139 *New 2024-03-31 11,496 $483,000 11,496
   DHJJ Financial Advisors Ltd. 84 - 2024-03-31 11,392 $478,000 1,995
   BEACON FINANCIAL GROUP 219 - 2024-03-31 11,312 $475,000 -2,594
   Ignite Planners LLC 160 *New 2024-03-31 11,163 $468,000 11,163
   CREATIVE FINANCIAL DESIGNS INC /ADV 278 *New 2024-03-31 10,696 $449,000 10,696
   Archer Investment Corp 149 - 2024-03-31 10,420 $437,000 0
   Ambassador Advisors LLC 176 *New 2024-03-31 9,957 $418,000 9,957
   Arkadios Wealth Advisors 452 - 2024-03-31 9,443 $396,000 -1,312
   Harvest Investment Services LLC 127 *New 2024-03-31 9,354 $393,000 9,354
   Luken Investment Analytics LLC 36 - 2024-03-31 8,800 $369,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 249 - 2024-03-31 7,908 $332,000 2,438
   AIFG Consultants Ltd. 31 *New 2024-03-31 7,667 $322,000 7,667
   CITADEL ADVISORS LLC 4141 - 2024-03-31 7,631 $320,000 7,631
   BCJ Capital Management LLC 301 - 2024-03-31 7,325 $308,000 0
   HBK SORCE ADVISORY LLC 449 - 2024-03-31 7,188 $302,000 -690
   Savvy Advisors Inc. 158 - 2024-03-31 7,149 $300,000 1,958
   Cedar Brook Financial Partners LLC 333 - 2024-03-31 6,598 $277,000 0
   CASCADE INVESTMENT GROUP INC. 115 *New 2024-03-31 6,570 $276,000 6,570
   NBC SECURITIES INC. 633 - 2024-03-31 6,468 $271,000 3,591
   ARBOR CAPITAL MANAGEMENT INC /ADV 88 *New 2024-03-31 6,167 $260,000 6,167
   FINANCIAL ADVISORY CORP /UT/ /ADV 135 *New 2024-03-31 6,145 $258,000 6,145
   Accel Wealth Management 179 *New 2024-03-31 6,125 $257,000 6,125
   Pitti Group Wealth Management LLC 56 - 2024-03-31 6,077 $254,000 -1,224
   1ST SOURCE BANK 237 - 2024-03-31 5,850 $246,000 0
   MARINER WEALTH ADVISORS, LLC 2621 *New 2024-03-31 5,679 $238,000 5,679
   Naviter Wealth LLC 210 - 2024-03-31 5,250 $220,000 -1,456
   Orion Portfolio Solutions LLC 1581 *New 2024-03-31 5,132 $215,000 5,132
   CoreCap Advisors LLC 542 *New 2023-12-31 5,203 $207,000 5,203
   JANE STREET GROUP LLC 4707 *New 2024-03-31 4,904 $206,000 4,904
   FIRST TRUST ADVISORS LP 2278 *New 2024-03-31 4,768 $200,000 4,768
   SOA Wealth Advisors LLC. 192 - 2024-03-31 4,186 $176,000 3,462
   GeoWealth Management LLC 738 *New 2024-03-31 3,365 $141,000 3,365
   NATIONAL BANK OF CANADA /FI/ 1328 - 2024-03-31 2,900 $122,000 0
   UBS Group AG 5027 *New 2024-03-31 2,450 $103,000 2,450
   J P MORGAN CHASE & CO 4482 - 2024-03-31 2,321 $97,000 -26,921
   Larson Financial Group LLC 556 - 2024-03-31 2,183 $92,000 -293
   Capital Investment Advisory Services LLC 595 - 2024-03-31 1,868 $78,000 0
  100 Records found
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