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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    3
Total shares held : 
1,339,402  
% of shares held : 
32.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -13  
Amount of shares held : 
-229,364  
% of shares held change : 
  -5.58%  
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
 23,657
 1.77%
 
Increased Positions :
7
 15,425
 1.15%
 
Unchanged Positions :
19
 227,823
 17.01%
 
Decreased Positions :
17
-121,637
-9.08%
 
Closed Positions :
5
-146,809
-10.96%
 
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 26 *New 2024-03-31 102,290 $3,478,000 102,290
   AIFG Consultants Ltd. 16 - 2024-03-31 76,824 $2,612,000 -389,160
   Cetera Investment Advisers 559 - 2024-03-31 74,724 $2,541,000 -3,494
   COMMONWEALTH EQUITY SERVICES LLC. 1611 - 2024-03-31 74,114 $2,520,000 -50,787
   Capital Investment Advisory Services LLC 96 - 2024-03-31 66,714 $2,268,000 -805
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1686 - 2024-03-31 62,673 $2,131,000 62,673
   CITY HOLDING CO 117 - 2024-03-31 40,100 $1,363,000 0
   Schulz Wealth LTD. 19 - 2024-03-31 35,731 $1,215,000 -225
   NATIONAL ASSET MANAGEMENT, INC. 503 - 2024-03-31 34,880 $1,076,000 2,330
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2063 - 2024-03-31 28,783 $979,000 1,229
   Advisor Group Holdings Inc. 2494 - 2024-03-31 24,650 $838,000 -6,658
   OLD MISSION CAPITAL LLC 465 - 2024-03-31 21,834 $742,000 15,235
   Kestra Advisory Services LLC 1438 - 2024-03-31 20,981 $713,000 -772
   Tanglewood Legacy Advisors LLC 44 - 2024-03-31 19,787 $673,000 0
   LPL FINANCIAL CORP 3506 - 2024-03-31 18,861 $641,000 7,365
   BB&T CORP 1864 - 2024-03-31 16,858 $573,000 -121
   JANE STREET GROUP LLC 3747 - 2024-03-31 16,237 $552,000 16,237
   UBS Group AG 4073 - 2024-03-31 14,953 $508,000 14,220
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2271 - 2024-03-31 14,570 $495,000 -15,606
   Steward Partners Investment Advisory LLC 1118 - 2024-03-31 12,485 $424,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 476 - 2024-03-31 11,780 $401,000 0
   LINCOLN NATIONAL CORP 850 - 2024-03-31 10,933 $372,000 0
   ENVESTNET ASSET MANAGEMENT INC 3603 - 2024-03-31 10,408 $354,000 -121
   JANNEY MONTGOMERY SCOTT LLC 2218 - 2024-03-31 10,350 $352,000 -136,456
   Sequent Planning LLC 106 - 2024-03-31 9,746 $331,000 0
   Orion Portfolio Solutions LLC 1444 - 2024-03-31 9,149 $311,000 33
   Keystone Wealth Services LLC 178 - 2024-03-31 8,129 $276,000 -73
   Cambridge Advisors Inc. 151 - 2024-03-31 7,855 $267,000 0
   Mutual Advisors LLC 964 - 2024-03-31 6,893 $234,000 0
   HARBOUR INVESTMENTS INC. 805 - 2023-12-31 7,121 $234,000 0
   FINANCIAL NETWORK 2500 - 2024-03-31 6,629 $225,000 -437
   Lion Street Advisors LLC 226 - 2024-03-31 6,619 $218,000 0
   PRINCIPAL SECURITIES INC. 974 - 2024-03-31 6,335 $215,000 0
   Sunbelt Securities Inc. 560 - 2024-03-31 5,131 $174,000 0
   Integrity Financial Corp /WA 116 - 2024-03-31 4,623 $157,000 -384
   PROEQUITIES INC. 836 - 2024-03-31 3,696 $126,000 0
   Clear Point Advisors Inc. 160 - 2024-03-31 2,185 $74,000 0
   DHJJ Financial Advisors Ltd. 293 - 2024-03-31 1,185 $40,000 0
   Capital Analysts Inc. 813 - 2024-03-31 602 $20,000 0
   Caitlin John LLC 423 - 2023-12-31 333 $11,000 0
   HAZLETT BURT & WATSON INC. 551 - 2024-03-31 214 $7,000 0
   Archer Investment Corp 929 - 2024-03-31 36 $1,000 0
   CITADEL ADVISORS LLC 5717 *Closed 2024-03-31 0 $0 -15,623
   Harvest Investment Services LLC 179 *Closed 2024-03-31 0 $0 -9,085
   RAYMOND JAMES & ASSOCIATES 3828 *Closed 2024-03-31 0 $0 -7,029
   GOLDMAN SACHS GROUP INC/ 4783 *Closed 2024-03-31 0 $0 -17,307
   MML INVESTORS SERVICES LLC 2537 *Closed 2024-03-31 0 $0 -16,396
   H D Vest Advisory Services 1721 *Closed 2024-03-31 0 $0 -6,350
   AE Wealth Management LLC 1896 *Closed 2024-03-31 0 $0 -7,374
   Quad-Cities Investment Group LLC 180 *Closed 2024-03-31 0 $0 -6,583
   Consolidated Portfolio Review Corp 327 *Closed 2024-03-31 0 $0 -6,648

  51 Records found
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