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Get Institutions for : 
Ft Cboe Vest Growth100 Buffer Etf December (QDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    12
Total shares held : 
 6,313,639  
% of shares held : 
 70.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 3,148,924  
% of shares held change : 
   34.99%  
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 :
19
 647,896
 10.26%
 
Increased Positions :
31
 2,690,387
 42.61%
 
Unchanged Positions :
6
 58,261
 0.92%
 
Decreased Positions :
8
-60,653
-0.96%
 
Closed Positions :
7
-128,706
-2.04%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Kestra Advisory Services LLC 99 - 2024-03-31 1,213,755 $30,156,000 521,226
   MULTIFINANCIAL SECURITIES CORP 106 - 2024-03-31 975,535 $24,237,000 511,580
   Advisor Group Holdings Inc. 464 - 2024-03-31 686,041 $17,046,000 -31,197
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 423 - 2024-03-31 443,625 $11,022,000 336,755
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 937 - 2024-03-31 293,557 $7,293,000 159,544
   BB&T CORP 785 - 2024-03-31 257,392 $6,395,000 -1,507
   COMMONWEALTH EQUITY SERVICES LLC. 1063 - 2024-03-31 237,078 $5,890,000 -14,746
   LINCOLN NATIONAL CORP 170 - 2024-03-31 180,578 $4,486,000 36,150
   JANE STREET GROUP LLC 1378 - 2024-03-31 180,121 $4,475,000 156,330
   LexAurum Advisors LLC 23 *New 2024-03-31 178,528 $4,436,000 178,528
   HARBOUR INVESTMENTS INC. 108 - 2023-12-31 172,155 $4,073,000 72,238
   Sequent Planning LLC 17 - 2024-03-31 150,848 $3,748,000 0
   Global Retirement Partners LLC 159 - 2024-03-31 148,120 $3,680,000 -1,801
   Kaye Capital Management 16 - 2024-03-31 129,203 $3,210,000 -6,066
   Ameritas Advisory Services LLC 164 - 2024-03-31 129,978 $3,204,000 92,372
   JANNEY MONTGOMERY SCOTT LLC 941 - 2024-03-31 125,999 $3,130,000 101,109
   Cetera Investment Advisers 484 - 2024-03-31 122,677 $3,048,000 -557,463
   ENVESTNET ASSET MANAGEMENT INC 2311 - 2024-03-31 120,458 $2,993,000 -21,596
   LPL FINANCIAL CORP 2208 - 2024-03-31 113,244 $2,814,000 21,093
   Outlook Wealth Advisors LLC 26 *New 2024-03-31 113,010 $2,808,000 113,010
   EWG Elevate Inc. 33 *New 2024-03-31 110,690 $2,750,000 110,690
   Purus Wealth Management LLC 24 - 2024-03-31 93,941 $2,334,000 -221
   ADVISORY SERVICES NETWORK, LLC 442 *New 2024-03-31 85,091 $2,114,000 85,091
   STEPHENS INC /AR/ 416 - 2024-03-31 83,957 $2,086,000 213
   Steward Partners Investment Advisory LLC 613 - 2024-03-31 70,980 $1,764,000 5,380
   MML INVESTORS SERVICES LLC 1105 - 2024-03-31 70,214 $1,744,000 50,210
   Creekmur Asset Management LLC 32 - 2024-03-31 57,534 $1,429,000 -4,058
   FINANCIAL NETWORK 1235 - 2024-03-31 55,994 $1,391,000 21,869
   FIRST HEARTLAND CONSULTANTS INC 140 - 2024-03-31 54,201 $1,347,000 -432
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 307 - 2024-03-31 52,252 $1,298,000 32,603
   Keystone Wealth Services LLC 68 - 2024-03-31 44,338 $1,102,000 16,898
   Atria Wealth Solutions Inc. 867 - 2024-03-31 43,311 $1,076,000 10,711
   Goss Wealth Management LLC 979 - 2024-03-31 41,098 $1,021,000 -5,711
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2552 - 2024-03-31 40,718 $1,012,000 40,718
   Strategic Blueprint LLC 277 - 2024-03-31 32,859 $816,000 5,383
   Ignite Planners LLC 97 - 2024-03-31 32,726 $812,000 19,181
   CITADEL ADVISORS LLC 3307 - 2024-03-31 31,458 $782,000 31,458
   Arkadios Wealth Advisors 314 - 2024-03-31 27,552 $685,000 15,820
   SILVER OAK SECURITIES Inc 191 *New 2024-03-31 26,276 $653,000 26,276
   RAYMOND JAMES & ASSOCIATES 2859 - 2024-03-31 26,052 $647,000 8,046
   MARINER WEALTH ADVISORS, LLC 1843 - 2024-03-31 25,716 $639,000 4,265
   Apollon Wealth Management LLC 611 *New 2024-03-31 25,416 $631,000 25,416
   DHJJ Financial Advisors Ltd. 69 - 2024-03-31 24,918 $619,000 4,296
   Foundations Investment Advisors LLC 443 *New 2024-03-31 22,091 $549,000 22,091
   1776 WEALTH LLC 77 - 2024-03-31 21,979 $546,000 0
   PFG Advisors 383 - 2024-03-31 20,927 $520,000 11,242
   Lion Street Advisors LLC 118 - 2024-03-31 19,662 $465,000 0
   Spire Wealth Management 540 - 2024-03-31 18,558 $461,000 620
   H D Vest Advisory Services 1080 - 2024-03-31 18,550 $461,000 9,227
   Harvest Investment Services LLC 114 - 2024-03-31 18,333 $456,000 4,041
   Rockefeller Capital Management L.P. 1499 - 2024-03-31 17,833 $443,000 3,733
   IFP Advisors Inc 614 - 2023-12-31 17,990 $426,000 8,715
   Resources Investment Advisors Inc. 799 *New 2024-03-31 16,783 $417,000 16,783
   Redhawk Wealth Advisors Inc. 211 *New 2024-03-31 16,405 $408,000 16,405
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 131 - 2024-03-31 15,293 $380,000 -263
   SIGNATURE SECURITIES GROUP CORPORATION 145 - 2024-03-31 14,897 $370,000 -89
   Mutual Advisors LLC 804 - 2024-03-31 14,236 $354,000 0
   INSIGNEO ADVISORY SERVICES LLC 349 *New 2024-03-31 14,050 $349,000 14,050
   Brookstone Capital Management 717 *New 2024-03-31 13,422 $333,000 13,422
   Lifeworks Advisors LLC 178 - 2024-03-31 12,231 $304,000 852
   SECURED RETIREMENT ADVISORS LLC 90 - 2024-03-31 11,924 $296,000 2,162
   Cresset Asset Management LLC 1585 - 2024-03-31 11,668 $290,000 0
   Sigma Planning Corp 994 *New 2024-03-31 10,914 $271,000 10,914
   UBS Group AG 4496 - 2024-03-31 10,925 $271,000 10,925
   Private Advisory Group LLC 163 - 2024-03-31 10,822 $269,000 85
   Aurora Private Wealth Inc. 117 - 2024-03-31 10,494 $260,000 0
   Key Client Fiduciary Advisors LLC 152 - 2024-03-31 9,555 $237,000 -12,185
   True Capital Management 118 - 2023-03-31 11,350 $235,000 0
   We Are One Seven LLC 816 - 2024-03-31 8,717 $217,000 -445
   PFG Investments LLC 874 *New 2024-03-31 8,530 $212,000 8,530
   Consolidated Portfolio Review Corp 254 *New 2024-03-31 8,530 $212,000 8,530
   SOA Wealth Advisors LLC. 179 - 2024-03-31 8,353 $208,000 0
   Prosperity Consulting Group LLC 312 *New 2024-03-31 8,309 $206,000 8,309
   CWM LLC 1556 - 2024-03-31 7,133 $177,000 0
   Sunbelt Securities Inc. 565 - 2024-03-31 6,865 $171,000 -1,122
   NBC SECURITIES INC. 829 - 2024-03-31 6,134 $152,000 0
   Clear Point Advisors Inc. 138 - 2024-03-31 4,686 $116,000 0
   Capital Analysts Inc. 545 - 2024-03-31 4,111 $102,000 614
   Capital Investment Advisory Services LLC 568 - 2024-03-31 3,883 $96,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 552 *New 2024-03-31 3,000 $75,000 3,000
   ALPHAMARK ADVISORS LLC 306 - 2024-03-31 2,710 $67,000 2,225
   PROEQUITIES INC. 1249 - 2024-03-31 1,692 $42,000 -48,063
   Geneos Wealth Management Inc. 1667 - 2024-03-31 250 $6,000 0
   Sargent Bickham Lagudis LLC 789 - 2022-12-31 247 $5,000 0
   PRINCIPAL SECURITIES INC. 2881 *New 2024-03-31 100 $2,000 100
   Impact Partnership Wealth LLC 609 - 2024-03-31 41 $1,000 0
   J P MORGAN CHASE & CO 5573 *Closed 2024-03-31 0 $0 -22,130
   CoreCap Advisors LLC 603 *Closed 2023-12-31 0 $0 -37,803
   BAKER TILLY FINANCIAL LLC 443 *Closed 2024-03-31 0 $0 -26,081
   AE Wealth Management LLC 1585 *Closed 2024-03-31 0 $0 -1,103,890
  90 Records found
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