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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 39    10
Total shares held : 
 1,449,775  
% of shares held : 
 35.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -21  
Amount of shares held : 
 -793,473  
% of shares held change : 
   -19.69%  
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 :
1
 250
 0.02%
 
Increased Positions :
4
 9,118
 0.63%
 
Unchanged Positions :
19
 268,101
 18.49%
 
Decreased Positions :
15
-628,712
-43.37%
 
Closed Positions :
11
-174,129
-12.01%
 
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
   Advisor Group Holdings Inc. 165 - 2024-03-31 1,609,515 $55,399,000 1,557,220
   MCCORMACK ADVISORS INTERNATIONAL 94 *New 2024-03-31 640,207 $22,036,000 640,207
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 502 - 2024-03-31 587,000 $20,205,000 400,207
   Kestra Advisory Services LLC 213 - 2024-03-31 428,103 $14,735,000 -228,035
   RAYMOND JAMES & ASSOCIATES 1161 - 2024-03-31 286,164 $9,850,000 274,520
   Luken Investment Analytics LLC 11 *New 2024-03-31 227,985 $7,847,000 227,985
   Schubert & Co 4 *New 2024-03-31 120,862 $4,160,000 120,862
   ENVESTNET ASSET MANAGEMENT INC 2118 - 2024-03-31 117,250 $4,036,000 90,929
   PROEQUITIES INC. 90 - 2024-03-31 116,284 $4,002,000 110,938
   Americana Partners LLC 114 *New 2024-03-31 76,939 $2,648,000 76,939
   FINANCIAL NETWORK 907 *New 2024-03-31 75,251 $2,590,000 75,251
   WAYNE HUMMER INVESTMENTS L.L.C. 94 *New 2024-03-31 72,866 $2,508,000 72,866
   Sunbelt Securities Inc. 77 - 2024-03-31 71,458 $2,460,000 69,819
   CITY HOLDING CO 78 - 2024-03-31 70,550 $2,428,000 3,650
   HIGHTOWER ADVISORS, LLC 1355 *New 2024-03-31 64,646 $2,222,000 64,646
   Strategic Blueprint LLC 131 - 2024-03-31 64,165 $2,209,000 -10,006
   COMMONWEALTH EQUITY SERVICES LLC. 1747 - 2024-03-31 59,852 $2,060,000 43,532
   JANNEY MONTGOMERY SCOTT LLC 1218 *New 2024-03-31 49,888 $1,717,000 49,888
   EPG Wealth Management LLC 75 *New 2024-03-31 42,551 $1,465,000 42,551
   HARBOUR INVESTMENTS INC. 290 - 2023-12-31 43,485 $1,453,000 -600
   JANE STREET GROUP LLC 2663 - 2024-03-31 41,034 $1,412,000 41,034
   Schulz Wealth LTD. 18 - 2024-03-31 36,643 $1,261,000 3,147
   H D Vest Advisory Services 686 *New 2024-03-31 34,611 $1,191,000 34,611
   Goss Wealth Management LLC 928 - 2024-03-31 33,517 $1,154,000 33,517
   Keystone Wealth Services LLC 74 - 2024-03-31 30,164 $1,038,000 2,403
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1709 *New 2024-03-31 29,723 $1,023,000 29,723
   Cetera Investment Advisers 890 - 2024-03-31 29,661 $1,021,000 8,038
   MML INVESTORS SERVICES LLC 1542 - 2024-03-31 22,739 $783,000 14,439
   MULTIFINANCIAL SECURITIES CORP 1319 *New 2024-03-31 21,741 $748,000 21,741
   STEPHENS INC /AR/ 679 - 2024-03-31 20,478 $705,000 3,785
   BB&T CORP 1847 - 2024-03-31 17,304 $596,000 5,779
   Holistic Planning LLC 57 *New 2024-03-31 17,080 $588,000 17,080
   Gallagher Fiduciary Advisors LLC 105 - 2024-03-31 15,797 $544,000 8,640
   Envestnet Portfolio Solutions Inc. 1200 *New 2024-03-31 11,765 $405,000 11,765
   Tanglewood Legacy Advisors LLC 61 *New 2024-03-31 11,571 $398,000 11,571
   Lifeworks Advisors LLC 144 *New 2024-03-31 11,416 $393,000 11,416
   Diligent Investors LLC 228 *New 2024-03-31 10,655 $367,000 10,655
   Ignite Planners LLC 189 *New 2024-03-31 10,234 $352,000 10,234
   Cresset Asset Management LLC 1480 *New 2024-03-31 10,241 $352,000 10,241
   NorthCrest Asset Manangement LLC 439 - 2024-03-31 9,093 $313,000 0
   Orion Portfolio Solutions LLC 1445 - 2024-03-31 9,026 $311,000 -267
   LINCOLN NATIONAL CORP 934 *New 2024-03-31 8,869 $305,000 8,869
   PARSONS CAPITAL MANAGEMENT INC/RI 381 - 2024-03-31 8,000 $275,000 -1,100
   LM Advisors LLC 175 - 2024-03-31 8,001 $275,000 0
   SIGNATURE SECURITIES GROUP CORPORATION 166 *New 2024-03-31 7,582 $261,000 7,582
   Archer Investment Corp 202 - 2024-03-31 7,368 $254,000 4,658
   Foundations Investment Advisors LLC 634 - 2024-03-31 6,806 $234,000 -134
   Integrated Wealth Concepts LLC 1455 - 2024-03-31 6,434 $221,000 0
   J.W. COLE ADVISORS INC. 820 *New 2024-03-31 5,994 $206,000 5,994
   Sequent Planning LLC 137 - 2024-03-31 5,969 $205,000 0
   DHJJ Financial Advisors Ltd. 146 - 2024-03-31 5,482 $189,000 1,559
   Steward Partners Investment Advisory LLC 1787 - 2024-03-31 2,795 $96,000 1,200
   HAZLETT BURT & WATSON INC. 347 - 2024-03-31 1,250 $43,000 1,250
   Integrity Financial Corp /WA 163 *New 2024-03-31 764 $26,000 764
   Caitlin John LLC 422 - 2023-12-31 325 $11,000 0
   Retirement Group LLC 467 *New 2024-03-31 300 $10,000 300
   Capital Investment Advisory Services LLC 887 - 2024-03-31 95 $3,000 0
   CITADEL ADVISORS LLC 5727 *Closed 2024-03-31 0 $0 -11,696
   WELLS FARGO & CO/MN 6034 *Closed 2024-03-31 0 $0 -250
   Anfield Capital Management LLC 319 *Closed 2024-03-31 0 $0 -30,224
   J P MORGAN CHASE & CO 5840 - 2024-03-31 195 $0 -926
   CENTAURUS FINANCIAL INC. 778 *Closed 2024-03-31 0 $0 -3,039
   UBS Group AG 7873 *Closed 2024-03-31 0 $0 -1,389
   OLD MISSION CAPITAL LLC 1056 *Closed 2024-03-31 0 $0 -37,274
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6489 *Closed 2024-03-31 0 $0 -6,763
   AE Wealth Management LLC 1897 *Closed 2024-03-31 0 $0 -8,891
   Signature Wealth Management Group 96 *Closed 2024-03-31 0 $0 -17,527
   ROYAL BANK OF CANADA 6904 *Closed 2024-03-31 0 $0 -9,524
  68 Records found
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