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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    2
Total shares held : 
 1,099,995  
% of shares held : 
 24.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 -553,487  
% of shares held change : 
   -12.44%  
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
 15,415
 1.4%
 
Increased Positions :
6
 81,796
 7.44%
 
Unchanged Positions :
16
 161,537
 14.69%
 
Decreased Positions :
19
-592,557
-53.87%
 
Closed Positions :
2
-58,141
-5.29%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   MILESTONE ASSET MANAGEMENT LLC 3 *New 2024-03-31 452,332 $16,230,000 452,332
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 671 - 2024-03-31 374,330 $13,431,000 352,421
   Archer Investment Corp 3 - 2024-03-31 288,903 $10,366,000 288,080
   Advisor Group Holdings Inc. 752 - 2024-03-31 241,266 $8,656,000 198,075
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 522 *New 2024-03-31 229,449 $8,233,000 229,449
   Sequent Planning LLC 6 - 2024-03-31 227,016 $8,145,000 0
   RAYMOND JAMES & ASSOCIATES 1564 - 2024-03-31 141,324 $5,071,000 124,574
   Kestra Advisory Services LLC 531 - 2024-03-31 136,690 $4,904,000 128,590
   ENVESTNET ASSET MANAGEMENT INC 1990 - 2024-03-31 134,844 $4,838,000 55,441
   Commonwealth Financial Services LLC 24 - 2024-03-31 129,229 $4,456,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1240 - 2024-03-31 123,200 $4,420,000 81,945
   GRIES FINANCIAL LLC 26 *New 2024-03-31 120,672 $4,330,000 120,672
   JANNEY MONTGOMERY SCOTT LLC 816 *New 2024-03-31 119,857 $4,300,000 119,857
   Americana Partners LLC 77 *New 2024-03-31 110,623 $3,969,000 110,623
   Cetera Investment Advisers 401 - 2024-03-31 110,323 $3,958,000 15,546
   Schulz Wealth LTD. 8 - 2024-03-31 106,020 $3,804,000 81,990
   FINANCIAL NETWORK 804 - 2024-03-31 88,329 $3,169,000 79,934
   AE Wealth Management LLC 448 - 2024-03-31 67,802 $2,433,000 -156,868
   LM Advisors LLC 46 - 2024-03-31 64,865 $2,327,000 3,671
   LPL FINANCIAL CORP 2706 - 2024-03-31 44,383 $1,592,000 25,952
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 51 *New 2024-03-31 43,699 $1,568,000 43,699
   Sigma Planning Corp 396 *New 2024-03-31 38,839 $1,394,000 38,839
   Tanglewood Legacy Advisors LLC 24 - 2024-03-31 38,575 $1,384,000 21,915
   Strategic Blueprint LLC 207 - 2024-03-31 35,421 $1,271,000 16,227
   NorthCrest Asset Manangement LLC 259 - 2024-03-31 31,683 $1,137,000 851
   MML INVESTORS SERVICES LLC 1363 *New 2024-03-31 30,816 $1,106,000 30,816
   MARINER WEALTH ADVISORS, LLC 1437 - 2024-03-31 30,556 $1,096,000 4,460
   MULTIFINANCIAL SECURITIES CORP 1137 - 2024-03-31 28,654 $1,028,000 -953
   KESTRA PRIVATE WEALTH SERVICES LLC 553 *New 2024-03-31 27,948 $1,003,000 27,948
   ADVISORY SERVICES NETWORK, LLC 690 *New 2024-03-31 27,475 $986,000 27,475
   Goss Wealth Management LLC 1003 - 2024-03-31 26,828 $963,000 4,508
   Steward Partners Investment Advisory LLC 810 - 2024-03-31 26,225 $941,000 24,581
   Ferguson Shapiro LLC 22 *New 2024-03-31 26,211 $940,000 26,211
   JANE STREET GROUP LLC 3211 *New 2024-03-31 24,743 $888,000 24,743
   Signal Advisors Wealth LLC 102 *New 2024-03-31 24,716 $887,000 24,716
   BB&T CORP 1681 - 2024-03-31 22,888 $821,000 11,044
   Ignite Planners LLC 109 *New 2024-03-31 20,304 $728,000 20,304
   Feltz Wealth PLAN Inc. 173 *New 2024-03-31 18,924 $679,000 18,924
   BCGM Wealth Management LLC 86 - 2024-03-31 16,100 $578,000 0
   Mutual Advisors LLC 647 - 2024-03-31 15,920 $571,000 2,445
   Cedar Brook Financial Partners LLC 191 - 2024-03-31 15,600 $560,000 7,355
   PRINCIPAL SECURITIES INC. 631 *New 2024-03-31 14,880 $534,000 14,880
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3439 - 2024-03-31 13,845 $497,000 2,752
   Capital Analysts Inc. 320 *New 2024-03-31 13,177 $473,000 13,177
   Catalina Capital Group LLC 108 *New 2024-03-31 13,115 $471,000 13,115
   Change Path LLC 594 *New 2024-03-31 12,540 $450,000 12,540
   CITADEL ADVISORS LLC 3849 *New 2024-03-31 12,468 $447,000 12,468
   OLD MISSION CAPITAL LLC 596 - 2024-03-31 12,253 $440,000 12,253
   H D Vest Advisory Services 1165 - 2024-03-31 10,632 $381,000 2,437
   Atria Wealth Solutions Inc. 1424 - 2024-03-31 10,004 $359,000 75
   Resources Investment Advisors Inc. 867 *New 2024-03-31 9,550 $343,000 9,550
   FSB PREMIER WEALTH MANAGEMENT INC. 134 *New 2024-03-31 8,930 $320,000 8,930
   Triumph Capital Management 161 *New 2024-03-31 8,909 $319,000 8,909
   LINCOLN NATIONAL CORP 919 *New 2024-03-31 8,849 $318,000 8,849
   Keystone Wealth Services LLC 169 - 2024-03-31 8,695 $312,000 1,050
   WEALTHSOURCE PARTNERS LLC 420 - 2023-12-31 8,216 $283,000 -400
   CWM LLC 1403 *New 2024-03-31 6,873 $247,000 6,873
   Integrity Financial Corp /WA 99 *New 2024-03-31 6,491 $233,000 6,491
   Quad-Cities Investment Group LLC 148 *New 2024-03-31 6,497 $233,000 6,497
   Streettalk Advisors LLC 392 - 2024-03-31 6,398 $230,000 578
   MCCORMACK ADVISORS INTERNATIONAL 985 *New 2024-03-31 6,344 $228,000 6,344
   Bouchey Financial Group Ltd 130 - 2024-03-31 6,123 $220,000 272
   SECURED RETIREMENT ADVISORS LLC 104 *New 2024-03-31 6,009 $216,000 6,009
   Capital Investment Advisory Services LLC 489 - 2024-03-31 5,567 $200,000 -905
   HARBOUR INVESTMENTS INC. 1097 - 2023-12-31 3,181 $110,000 -2,277
   PROEQUITIES INC. 909 - 2024-03-31 2,778 $100,000 6
   Sunbelt Securities Inc. 764 *New 2024-03-31 2,143 $77,000 2,143
   CREATIVE FINANCIAL DESIGNS INC /ADV 674 - 2024-03-31 1,740 $62,000 -116
   Clear Point Advisors Inc. 180 - 2024-03-31 1,617 $58,000 542
   MORGAN STANLEY 5977 - 2024-03-31 1,485 $53,000 1,320
   NBC SECURITIES INC. 1134 *New 2024-03-31 1,435 $51,000 1,435
   PRIVATE TRUST CO NA 1124 *New 2024-03-31 1,276 $46,000 1,276
   UBS Group AG 5395 - 2024-03-31 1,148 $41,000 -1,004
   DHJJ Financial Advisors Ltd. 296 - 2024-03-31 1,053 $38,000 288
   SUMMIT INVESTMENT ADVISORS INC 2400 - 2024-03-31 825 $30,000 0
   EPG Wealth Management LLC 345 - 2024-03-31 800 $29,000 0
   Pinnacle Bank 586 *New 2024-03-31 450 $16,000 450
   IFP Advisors Inc 2017 - 2023-12-31 404 $14,000 0
   Caitlin John LLC 419 - 2023-12-31 318 $11,000 0
   Future Financial Wealth Managment LLC 411 *New 2024-03-31 258 $9,000 258
   WELLS FARGO & CO/MN 5814 *Closed 2024-03-31 0 $0 -2,944
   J P MORGAN CHASE & CO 5681 *Closed 2024-03-31 0 $0 -52,418
  82 Records found
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