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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    5
Total shares held : 
6,679,693  
% of shares held : 
61.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -14  
Amount of shares held : 
-1,747,754  
% of shares held change : 
  -15.99%  
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 :
8
 305,055
 4.57%
 
Increased Positions :
17
 187,937
 2.81%
 
Unchanged Positions :
24
 283,438
 4.24%
 
Decreased Positions :
26
-2,063,195
-30.89%
 
Closed Positions :
13
-177,551
-2.66%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 633 - 2024-03-31 431,189 $14,384,000 -181,091
   InterOcean Capital Group LLC 73 - 2024-03-31 383,831 $12,805,000 -77,870
   MARINER WEALTH ADVISORS, LLC 476 - 2024-03-31 339,702 $11,332,000 138
   ATRIA INVESTMENTS LLC 145 - 2023-12-31 333,130 $10,591,000 -3,426
   COMMONWEALTH EQUITY SERVICES LLC. 1032 - 2024-03-31 187,743 $6,263,000 -37,993
   ALTFEST L J & CO INC 30 - 2024-03-31 146,486 $4,887,000 -56,992
   Cetera Investment Advisers 375 - 2024-03-31 128,885 $4,300,000 -50,109
   Americana Partners LLC 91 - 2024-03-31 107,740 $3,594,000 -43,294
   Pitti Group Wealth Management LLC 7 - 2024-03-31 104,035 $3,468,000 650
   ENVESTNET ASSET MANAGEMENT INC 2258 - 2024-03-31 97,650 $3,258,000 56,635
   NATIONAL ASSET MANAGEMENT, INC. 225 - 2024-03-31 108,297 $3,209,000 -10,150
   Prosperity Financial Group Inc. 16 - 2024-03-31 85,343 $2,847,000 3,076
   Kestra Advisory Services LLC 758 - 2024-03-31 79,959 $2,667,000 44,415
   JANE STREET GROUP LLC 2182 - 2024-03-31 63,950 $2,133,000 63,950
   LPL FINANCIAL CORP 2696 - 2024-03-31 48,039 $1,603,000 12,355
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2006 - 2024-03-31 47,998 $1,601,000 29,701
   CAPTRUST FINANCIAL ADVISORS 924 - 2024-03-31 44,536 $1,486,000 0
   Keystone Wealth Services LLC 54 - 2024-03-31 41,036 $1,369,000 -34
   STEPHENS INC /AR/ 503 - 2024-03-31 40,910 $1,365,000 0
   MULTIFINANCIAL SECURITIES CORP 1046 - 2024-03-31 37,282 $1,244,000 7,114
   Advisor Group Holdings Inc. 2126 - 2024-03-31 37,009 $1,235,000 -71,146
   FINANCIAL NETWORK 1320 - 2024-03-31 36,767 $1,227,000 11,413
   Foundations Investment Advisors LLC 306 - 2024-03-31 33,311 $1,111,000 -129
   BB&T CORP 1541 - 2024-03-31 33,035 $1,102,000 -166
   Steward Partners Investment Advisory LLC 795 - 2024-03-31 29,450 $982,000 150
   LM Advisors LLC 88 - 2024-03-31 29,050 $969,000 13,266
   Integrated Wealth Concepts LLC 767 - 2024-03-31 28,462 $949,000 0
   Schulz Wealth LTD. 22 - 2024-03-31 27,586 $920,000 0
   CITY HOLDING CO 158 - 2024-03-31 26,000 $867,000 0
   Tanglewood Legacy Advisors LLC 37 - 2024-03-31 25,190 $840,000 0
   Atria Wealth Solutions Inc. 1010 - 2024-03-31 23,795 $794,000 6,138
   Change Path LLC 459 *New 2024-03-31 21,713 $724,000 21,713
   H D Vest Advisory Services 880 - 2024-03-31 21,645 $722,000 -5,389
   RAYMOND JAMES & ASSOCIATES 2826 - 2024-03-31 20,616 $688,000 -50
   Crown Wealth Group LLC 41 - 2024-03-31 19,855 $662,000 -6,613
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2171 - 2024-03-31 16,868 $563,000 -8,960
   LINCOLN NATIONAL CORP 699 - 2024-03-31 16,735 $558,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1511 - 2024-03-31 16,504 $551,000 0
   Icon Wealth Advisors LLC 214 - 2024-03-31 15,031 $501,000 -501
   Sage Capital Advisorsllc 89 *New 2024-03-31 14,974 $500,000 14,974
   Archer Investment Corp 136 - 2024-03-31 14,932 $498,000 -67,747
   Strategic Blueprint LLC 380 - 2024-03-31 14,789 $493,000 -2,461
   FIRST HEARTLAND CONSULTANTS INC 255 - 2024-03-31 14,158 $472,000 -132,299
   Sequent Planning LLC 91 - 2024-03-31 14,087 $470,000 0
   Santori & Peters Inc. 34 - 2024-03-31 14,070 $469,000 0
   Icon Wealth Partners LLC 179 - 2023-09-30 15,652 $464,000 -293
   AIFG Consultants Ltd. 24 - 2024-03-31 13,700 $457,000 0
   GTS SECURITIES LLC 840 *New 2024-03-31 13,043 $435,000 13,043
   Summit Financial Wealth Advisors LLC 89 - 2024-03-31 12,737 $425,000 -1,496,471
   HRT FINANCIAL LLC 1288 *New 2024-03-31 12,323 $411,000 12,323
   JANNEY MONTGOMERY SCOTT LLC 2131 - 2024-03-31 12,000 $400,000 0
   Diligent Investors LLC 221 - 2024-03-31 11,500 $384,000 0
   Robertson Stephens Wealth Management LLC 388 - 2024-03-31 10,880 $363,000 0
   NorthCrest Asset Manangement LLC 432 - 2024-03-31 10,059 $336,000 0
   Sunbelt Securities Inc. 429 - 2024-03-31 8,964 $299,000 0
   Quad-Cities Investment Group LLC 128 - 2024-03-31 8,696 $290,000 0
   J P MORGAN CHASE & CO 4012 *New 2024-03-31 8,676 $289,000 8,676
   Integrity Financial Corp /WA 95 - 2024-03-31 7,850 $262,000 -929
   Orion Portfolio Solutions LLC 1510 - 2024-03-31 7,720 $258,000 1
   AE Wealth Management LLC 1023 - 2024-03-31 7,254 $242,000 -67,453
   Envestnet Portfolio Solutions Inc. 1495 *New 2024-03-31 6,875 $229,000 6,875
   MML INVESTORS SERVICES LLC 2304 - 2024-03-31 6,482 $216,000 -149,215
   Gallagher Fiduciary Advisors LLC 186 *New 2024-03-31 6,135 $205,000 6,135
   PROEQUITIES INC. 729 - 2024-03-31 5,046 $168,000 -12,064
   GoalVest Advisory LLC 127 - 2024-03-31 4,424 $148,000 0
   BENJAMIN EDWARDS INC 384 - 2024-03-31 3,865 $129,000 -690
   PRINCIPAL SECURITIES INC. 1221 - 2024-03-31 3,400 $113,000 -1,400
   DHJJ Financial Advisors Ltd. 204 - 2024-03-31 2,751 $92,000 0
   Capital Investment Advisory Services LLC 620 - 2024-03-31 2,004 $67,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 379 - 2024-03-31 1,204 $40,000 0
   UBS Group AG 5422 - 2024-03-31 1,160 $39,000 -1,080
   HAZLETT BURT & WATSON INC. 397 - 2024-03-31 815 $28,000 -4,255
   Caitlin John LLC 421 - 2023-12-31 340 $11,000 0
   HARBOUR INVESTMENTS INC. 2147 - 2023-12-31 300 $10,000 0
   TUCKER ASSET MANAGEMENT LLC 755 *New 2023-12-31 55 $2,000 55
   Sound Income Strategies LLC 1057 *New 2024-03-31 58 $2,000 58
   Element Wealth LLC 264 *Closed 2024-03-31 0 $0 -8,000
   TWO SIGMA SECURITIES LLC 1650 *Closed 2024-03-31 0 $0 -7,247
   ADVISORY SERVICES NETWORK, LLC 2562 *Closed 2024-03-31 0 $0 -3,528
   Legacy CG LLC 43 *Closed 2024-03-31 0 $0 -663,785
   Koshinski Asset Management Inc. 643 *Closed 2024-03-31 0 $0 -12,555
   SECURED RETIREMENT ADVISORS LLC 119 *Closed 2024-03-31 0 $0 -18,136
   We Are One Seven LLC 939 *Closed 2024-03-31 0 $0 -26,051
   OLD MISSION CAPITAL LLC 1117 *Closed 2024-03-31 0 $0 -155,498
   RFG Advisory Group LLC 738 *Closed 2024-03-31 0 $0 -13,952
   INTL FCSTONE INC. 301 *Closed 2024-03-31 0 $0 -12,252
   Schubert & Co 33 *Closed 2024-03-31 0 $0 -42,300
   Clear Creek Financial Management LLC 430 *Closed 2024-03-31 0 $0 -81,537

  88 Records found
  1    
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