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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    3
Total shares held : 
 2,064,826  
% of shares held : 
 22.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -29  
Amount of shares held : 
 -115,599  
% of shares held change : 
   -1.28%  
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
 10,964
 0.53%
 
Increased Positions :
10
 22,424
 1.09%
 
Unchanged Positions :
16
 144,949
 7.02%
 
Decreased Positions :
36
-106,180
-5.14%
 
Closed Positions :
5
-42,807
-2.07%
 
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 & ASSOCIATES 874 - 2024-03-31 412,096 $16,171,000 397,922
   ENVESTNET ASSET MANAGEMENT INC 1315 - 2024-03-31 355,713 $13,958,000 335,094
   Advisor Group Holdings Inc. 567 - 2024-03-31 325,083 $12,756,000 167,629
   Outlook Wealth Advisors LLC 4 *New 2024-03-31 316,389 $12,415,000 316,389
   COMMONWEALTH EQUITY SERVICES LLC. 755 - 2024-03-31 272,538 $10,694,000 31,672
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 515 - 2024-03-31 213,661 $8,384,000 75,389
   EWG Elevate Inc. 8 *New 2024-03-31 200,644 $7,873,000 200,644
   HARBOUR INVESTMENTS INC. 59 - 2023-12-31 185,663 $7,009,000 -18,027
   Change Path LLC 77 *New 2024-03-31 170,959 $6,708,000 170,959
   CWM LLC 366 - 2024-03-31 168,777 $6,623,000 89,261
   Sterling Manor Financial LLC 10 *New 2024-03-31 163,212 $6,404,000 163,212
   NovaPoint Capital LLC 11 *New 2024-03-31 122,888 $4,822,000 122,888
   Goss Wealth Management LLC 416 - 2024-03-31 113,244 $4,444,000 5,167
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16 - 2024-03-31 105,707 $4,148,000 -1,965
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1237 - 2024-03-31 104,553 $4,103,000 39,567
   FINANCIAL NETWORK 726 - 2024-03-31 99,012 $3,885,000 77,267
   RiverTree Advisors LLC 15 - 2024-03-31 97,789 $3,837,000 -3,931
   Cetera Investment Advisers 470 *New 2024-03-31 80,205 $3,147,000 80,205
   Kestra Advisory Services LLC 686 - 2024-03-31 79,927 $3,136,000 55,030
   ROYAL BANK OF CANADA 2245 - 2024-03-31 76,053 $2,984,000 2,795
   MULTIFINANCIAL SECURITIES CORP 729 - 2024-03-31 61,201 $2,402,000 48,275
   Main Street Financial Solutions LLC 87 - 2024-03-31 56,546 $2,219,000 2,428
   FSB PREMIER WEALTH MANAGEMENT INC. 25 - 2024-03-31 54,904 $2,154,000 41,965
   LPL FINANCIAL CORP 2490 - 2024-03-31 52,050 $2,042,000 8,452
   STEPHENS INC /AR/ 421 *New 2024-03-31 50,856 $1,996,000 50,856
   BB&T CORP 1309 - 2024-03-31 46,713 $1,833,000 36,486
   Integrity Financial Corp /WA 23 - 2024-03-31 39,152 $1,536,000 2,226
   MML INVESTORS SERVICES LLC 1183 - 2024-03-31 38,782 $1,522,000 -41,096
   Schulz Wealth LTD. 15 - 2024-03-31 38,105 $1,495,000 0
   1ST SOURCE BANK 113 *New 2024-03-31 34,919 $1,370,000 34,919
   Sloy Dahl & Holst LLC 23 - 2024-03-31 33,675 $1,321,000 0
   Atria Wealth Solutions Inc. 819 - 2024-03-31 31,134 $1,222,000 14,315
   1776 WEALTH LLC 34 - 2024-03-31 28,847 $1,132,000 0
   Paragon Private Wealth Management LLC 50 - 2024-03-31 28,286 $1,110,000 0
   PROEQUITIES INC. 269 - 2024-03-31 28,149 $1,105,000 19,242
   Keystone Wealth Services LLC 70 - 2024-03-31 27,681 $1,086,000 6,527
   JANNEY MONTGOMERY SCOTT LLC 1485 - 2024-03-31 26,700 $1,048,000 19,922
   Rockefeller Capital Management L.P. 1256 - 2024-03-31 25,197 $989,000 4,760
   MCKINLEY CARTER WEALTH SERVICES, INC. 164 - 2024-03-31 21,721 $852,000 0
   AE Wealth Management LLC 730 - 2024-03-31 18,015 $707,000 -3,540
   OPPENHEIMER & CO INC 879 - 2024-03-31 17,935 $704,000 -81
   KESTRA PRIVATE WEALTH SERVICES LLC 681 - 2024-03-31 17,368 $682,000 4,153
   H D Vest Advisory Services 908 *New 2024-03-31 17,189 $674,000 17,189
   Beacon Pointe Advisors LLC 827 - 2024-03-31 15,777 $619,000 -1,553
   Fragasso Group Inc. 147 - 2024-03-31 15,464 $607,000 2,415
   Envestnet Portfolio Solutions Inc. 1073 - 2024-03-31 14,310 $562,000 2,991
   GTS SECURITIES LLC 749 *New 2024-03-31 14,266 $560,000 14,266
   Ameritas Advisory Services LLC 528 - 2024-03-31 14,379 $556,000 14,379
   LEGACY PRIVATE TRUST CO. 178 - 2024-03-31 12,116 $475,000 2,402
   Castleview Partners LLC 103 *New 2024-03-31 10,610 $416,000 10,610
   MARINER WEALTH ADVISORS, LLC 2232 - 2024-03-31 9,727 $382,000 -2,600
   CAMELOT PORTFOLIOS, LLC 84 - 2024-03-31 9,413 $369,000 -1,334
   Cresset Asset Management LLC 1494 *New 2024-03-31 8,776 $344,000 8,776
   LINCOLN NATIONAL CORP 891 - 2024-03-31 8,571 $336,000 8,571
   DHJJ Financial Advisors Ltd. 105 - 2024-03-31 8,566 $336,000 2,722
   CITADEL ADVISORS LLC 4125 - 2024-03-31 8,283 $325,000 8,283
   We Are One Seven LLC 710 - 2024-03-31 7,998 $314,000 171
   Resources Investment Advisors Inc. 904 - 2024-03-31 7,783 $305,000 1,935
   PARK AVENUE SECURITIES LLC 1166 *New 2024-03-31 7,700 $302,000 7,700
   MBL Wealth LLC 155 *New 2024-03-31 7,347 $288,000 7,347
   Lion Street Advisors LLC 184 - 2024-03-31 7,594 $287,000 0
   Mutual Advisors LLC 896 *New 2024-03-31 6,914 $271,000 6,914
   ARBOR CAPITAL MANAGEMENT INC /ADV 87 - 2024-03-31 6,904 $270,000 541
   Concurrent Investment Advisors LLC 715 *New 2024-03-31 6,481 $254,000 6,481
   Catalina Capital Group LLC 209 *New 2024-03-31 6,426 $252,000 6,426
   WEDBUSH MORGAN SECURITIES INC 1003 - 2024-03-31 5,985 $235,000 -4,278
   SeaCrest Wealth Management LLC 543 *New 2024-03-31 5,720 $224,000 5,720
   Savvy Advisors Inc. 200 *New 2024-03-31 5,529 $217,000 5,529
   Steward Partners Investment Advisory LLC 1393 - 2024-03-31 5,511 $216,000 -5,904
   Truadvice LLC 219 - 2023-09-30 5,969 $216,000 -20
   CENTAURUS FINANCIAL INC. 604 *New 2024-03-31 5,295 $208,000 5,295
   CoreCap Advisors LLC 557 *New 2023-12-31 5,329 $201,000 5,329
   PRINCIPAL SECURITIES INC. 1017 *New 2024-03-31 4,951 $194,000 4,951
   GeoWealth Management LLC 711 *New 2024-03-31 4,270 $168,000 4,270
   Sunbelt Securities Inc. 610 - 2024-03-31 3,710 $146,000 -730
   NBC SECURITIES INC. 928 - 2024-03-31 2,639 $113,000 984
   IFP Advisors Inc 1267 - 2023-12-31 2,393 $90,000 -491
   AdvisorNet Financial Inc 666 - 2024-03-31 2,200 $86,000 -500
   SUMMIT INVESTMENT ADVISORS INC 1848 - 2024-03-31 2,110 $83,000 0
   SOA Wealth Advisors LLC. 268 - 2024-03-31 1,859 $73,000 1,651
   J P MORGAN CHASE & CO 4627 *New 2024-03-31 1,583 $62,000 1,583
   Tanglewood Legacy Advisors LLC 152 *New 2024-03-31 1,440 $57,000 1,440
   Geneos Wealth Management Inc. 1040 - 2024-03-31 1,354 $53,000 465
   Capital Analysts Inc. 653 *New 2024-03-31 1,359 $53,000 1,359
   BANK OF AMERICA CORP /DE/ 5496 - 2024-03-31 1,173 $46,000 0
   MORGAN STANLEY 6193 *New 2024-03-31 636 $25,000 636
   COMERICA BANK 2981 *New 2024-03-31 562 $22,000 562
   Larson Financial Group LLC 1090 - 2024-03-31 200 $8,000 0
   SALEM INVESTMENT COUNSELORS INC 1104 *New 2024-03-31 30 $1,000 30
   LM Advisors LLC 366 *Closed 2024-03-31 0 $0 -1,600
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5953 *Closed 2024-03-31 0 $0 -9,489
   OLD MISSION CAPITAL LLC 991 *Closed 2024-03-31 0 $0 -5,635
   BAKER TILLY FINANCIAL LLC 447 *Closed 2024-03-31 0 $0 -18,164
   Key Client Fiduciary Advisors LLC 190 *Closed 2024-03-31 0 $0 -10,356
   OGOREK ANTHONY JOSEPH /NY/ /ADV 293 *Closed 2024-03-31 0 $0 -1,050
   UBS Group AG 8514 *Closed 2024-03-31 0 $0 -749
  96 Records found
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