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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    1
Total shares held : 
 7,449,275  
% of shares held : 
 8.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 -2,750,526  
% of shares held change : 
   -3.06%  
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 :
9
 105,513
 1.42%
 
Increased Positions :
18
 339,759
 4.56%
 
Unchanged Positions :
15
 259,643
 3.49%
 
Decreased Positions :
37
-2,615,988
-35.12%
 
Closed Positions :
8
-579,810
-7.78%
 
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  
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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. 486 - 2024-03-31 628,135 $16,024,000 -137,775
   Cetera Investment Advisers 467 - 2024-03-31 622,208 $15,873,000 417,766
   HARBOUR INVESTMENTS INC. 34 - 2023-12-31 435,608 $10,494,000 -74,654
   FINANCIAL NETWORK 433 - 2024-03-31 318,197 $8,117,000 -43,147
   COMMONWEALTH EQUITY SERVICES LLC. 982 - 2024-03-31 260,309 $6,640,000 -26,517
   Aptus Capital Advisors LLC 142 - 2024-03-31 256,472 $6,543,000 252,624
   Financial Guidance Group Inc. 8 - 2024-03-31 252,624 $6,444,000 -252
   Steward Partners Investment Advisory LLC 290 - 2024-03-31 235,742 $6,014,000 3,584
   MULTIFINANCIAL SECURITIES CORP 399 - 2024-03-31 233,604 $5,959,000 818
   LPL FINANCIAL CORP 1663 - 2024-03-31 227,738 $5,810,000 -48,337
   Sequent Planning LLC 8 - 2024-03-31 217,556 $5,550,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1107 - 2024-03-31 204,418 $5,215,000 -294,432
   Prosperity Financial Group Inc. 5 - 2024-03-31 188,967 $4,821,000 83,338
   Kestra Advisory Services LLC 545 - 2024-03-31 185,437 $4,730,000 -424,271
   BB&T CORP 902 - 2024-03-31 179,835 $4,588,000 -5,736
   MML INVESTORS SERVICES LLC 752 - 2024-03-31 151,424 $3,863,000 -32,387
   IFP Advisors Inc 116 - 2023-12-31 151,814 $3,657,000 -3,790
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 963 - 2024-03-31 132,184 $3,372,000 -116,882
   Valtinson Bruner Financial Planning LLC 21 - 2024-03-31 119,639 $3,052,000 0
   ENVESTNET ASSET MANAGEMENT INC 2308 - 2024-03-31 117,569 $2,999,000 -80,412
   Ignite Planners LLC 29 - 2024-03-31 116,238 $2,959,000 -1,713
   Keystone Wealth Services LLC 34 - 2024-03-31 85,894 $2,191,000 1,278
   STEPHENS INC /AR/ 406 - 2024-03-31 85,575 $2,183,000 -3,677
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 916 - 2024-03-31 83,389 $2,127,000 0
   JANE STREET GROUP LLC 2447 - 2024-03-31 66,128 $1,687,000 -21,051
   Bullseye Investment Management LLC 26 - 2024-03-31 56,718 $1,454,000 26,167
   LINCOLN NATIONAL CORP 433 - 2024-03-31 52,311 $1,334,000 -1,400
   Goss Wealth Management LLC 926 - 2024-03-31 45,312 $1,156,000 -612
   FIRST HEARTLAND CONSULTANTS INC 170 - 2024-03-31 37,636 $960,000 -128,432
   WEALTHSOURCE PARTNERS LLC 227 - 2023-12-31 35,388 $852,000 -15
   Cypress Wealth Services LLC 118 - 2024-03-31 24,290 $620,000 0
   Main Street Financial Solutions LLC 267 - 2024-03-31 24,088 $614,000 -162
   MARINER WEALTH ADVISORS, LLC 1908 - 2024-03-31 22,766 $581,000 -155
   Atria Wealth Solutions Inc. 1187 - 2024-03-31 22,640 $578,000 -450
   Davies Financial Advisors Inc. 37 - 2024-03-31 21,826 $557,000 0
   Rockefeller Capital Management L.P. 1433 - 2024-03-31 21,765 $555,000 0
   HIGHTOWER ADVISORS, LLC 2192 - 2024-03-31 21,100 $537,000 0
   PROSPERA FINANCIAL SERVICES 659 - 2023-12-31 20,896 $503,000 0
   Chicago Partners Investment Group LLC 459 - 2024-03-31 19,333 $483,000 0
   Spire Wealth Management 532 - 2024-03-31 18,477 $471,000 -1,130
   H D Vest Advisory Services 1076 - 2024-03-31 18,134 $463,000 -5,388
   CITADEL ADVISORS LLC 3837 - 2024-03-31 17,800 $454,000 8,917
   Golden State Equity Partners 221 - 2023-12-31 16,774 $404,000 -331
   Outlook Wealth Advisors LLC 163 - 2024-03-31 15,663 $400,000 -343,365
   Sloy Dahl & Holst LLC 57 - 2024-03-31 15,075 $385,000 0
   Ameritas Advisory Services LLC 628 - 2024-03-31 15,142 $381,000 15,142
   Kaye Capital Management 29 - 2024-03-31 13,642 $348,000 -4,658
   JAFFETILCHIN INVESTMENT PARTNERS LLC 269 *New 2024-03-31 13,345 $340,000 13,345
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 102 - 2024-03-31 13,064 $333,000 -2,204
   RAYMOND JAMES & ASSOCIATES 3283 - 2024-03-31 12,776 $326,000 -210
   JANNEY MONTGOMERY SCOTT LLC 2285 - 2024-03-31 12,478 $318,000 -7,200
   Aurora Private Wealth Inc. 99 - 2024-03-31 12,110 $308,000 0
   United Advisor Group LLC 156 *New 2024-03-31 12,083 $308,000 12,083
   AE Wealth Management LLC 965 - 2024-03-31 11,406 $291,000 -7,898
   HBW Advisory Services LLC 243 - 2024-03-31 11,558 $278,000 0
   DHJJ Financial Advisors Ltd. 117 - 2024-03-31 10,875 $277,000 -615
   OLD MISSION CAPITAL LLC 716 - 2024-03-31 10,511 $268,000 -26,505
   RFG Advisory Group LLC 633 *New 2024-03-31 10,329 $263,000 10,329
   Eudaimonia Partners LLC 212 - 2024-03-31 10,048 $256,000 0
   TWO SIGMA SECURITIES LLC 735 - 2024-03-31 9,928 $253,000 -5,976
   J P MORGAN CHASE & CO 4105 - 2024-03-31 9,659 $246,000 9,659
   Mutual Advisors LLC 945 - 2024-03-31 9,578 $244,000 -658
   Principle Wealth Partners LLC 318 - 2024-03-31 9,000 $230,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1235 - 2024-03-31 9,800 $214,000 -4,600
   REGAL INVESTMENT ADVISORS, LLC 538 - 2024-03-31 8,365 $213,000 -38,347
   PFG Investments LLC 899 *New 2024-03-31 8,013 $204,000 8,013
   Consolidated Portfolio Review Corp 264 *New 2024-03-31 8,013 $204,000 8,013
   SILVER OAK SECURITIES Inc 401 - 2024-03-31 6,151 $157,000 -23,211
   CENTAURUS FINANCIAL INC. 677 - 2024-03-31 5,870 $150,000 0
   PROEQUITIES INC. 861 - 2024-03-31 4,676 $119,000 -5,058
   Clear Point Advisors Inc. 148 - 2024-03-31 3,738 $95,000 0
   Capital Analysts Inc. 577 - 2024-03-31 3,319 $85,000 0
   WELLS FARGO & CO/MN 4436 *New 2024-03-31 3,220 $82,000 3,220
   AdvisorNet Financial Inc 816 - 2024-03-31 1,900 $48,000 -400
   Financial Gravity Wealth Inc. 268 *New 2024-03-31 1,200 $31,000 1,200
   CREATIVE FINANCIAL DESIGNS INC /ADV 1073 - 2024-03-31 500 $13,000 0
   Creekmur Asset Management LLC 452 - 2024-03-31 523 $13,000 -100
   PRINCIPAL SECURITIES INC. 2392 - 2024-03-31 317 $8,000 0
   COMERICA BANK 3176 - 2024-03-31 317 $8,000 2
   MORGAN STANLEY 6704 - 2024-03-31 156 $4,000 0
   Impact Partnership Wealth LLC 607 - 2024-03-31 41 $1,000 0
   SECURED RETIREMENT ADVISORS LLC 111 *Closed 2024-03-31 0 $0 -15,202
   CoreCap Advisors LLC 601 *Closed 2023-12-31 0 $0 -37,667
   Capital CS Group LLC 90 *Closed 2024-03-31 0 $0 -8,969
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5954 *Closed 2024-03-31 0 $0 -122,854
   WOLVERINE TRADING LLC 1196 *Closed 2024-03-31 0 $0 -8,460
   BAKER TILLY FINANCIAL LLC 448 *Closed 2024-03-31 0 $0 -17,703
   Pitti Group Wealth Management LLC 64 *Closed 2024-03-31 0 $0 -149,828
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 713 *Closed 2024-03-31 0 $0 -26,898
   Gladstone Institutional Advisory LLC 690 *Closed 2024-03-31 0 $0 -9,844
   Cape Investment Advisory Inc. 1142 *Closed 2023-12-31 0 $0 -1,200
   Kovack Advisors Inc. 581 *Closed 2024-03-31 0 $0 -9,211
   ROYAL BANK OF CANADA 6908 *Closed 2024-03-31 0 $0 -433
   HRT FINANCIAL LLC 2981 *Closed 2024-03-31 0 $0 -8,668
   Foundations Investment Advisors LLC 737 *Closed 2024-03-31 0 $0 -23,399
   Iron Horse Wealth Management LLC 501 *Closed 2024-03-31 0 $0 -522
   UBS Group AG 8513 *Closed 2024-03-31 0 $0 -2,458
  97 Records found
  1    
  Page 1 of 1
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