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Get Institutions for : 
Ft Cboe Vest Nasdaq-100 Buffer Etf - September (QSPT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    10
Total shares held : 
 3,163,473  
% of shares held : 
 21.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 909,278  
% of shares held change : 
   6.27%  
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 :
17
 617,131
 19.51%
 
Increased Positions :
29
 661,612
 20.91%
 
Unchanged Positions :
9
 197,017
 6.23%
 
Decreased Positions :
6
-250,214
-7.91%
 
Closed Positions :
7
-119,251
-3.77%
 
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
   MULTIFINANCIAL SECURITIES CORP 173 - 2024-03-31 551,947 $13,777,000 381,066
   CREATIVE FINANCIAL DESIGNS INC /ADV 27 - 2024-03-31 379,185 $9,464,000 3,322
   COMMONWEALTH EQUITY SERVICES LLC. 840 - 2024-03-31 353,548 $8,825,000 -66,389
   Advisor Group Holdings Inc. 888 - 2024-03-31 259,242 $6,470,000 -68,402
   JANE STREET GROUP LLC 1351 - 2024-03-31 183,130 $4,571,000 155,647
   RAYMOND JAMES & ASSOCIATES 1814 - 2024-03-31 137,529 $3,433,000 1,599
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 996 - 2024-03-31 127,332 $3,178,000 -39,795
   STEPHENS INC /AR/ 364 - 2024-03-31 105,465 $2,632,000 -277
   Keystone Wealth Services LLC 35 - 2024-03-31 87,727 $2,190,000 -603
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1790 *New 2024-03-31 78,131 $1,950,000 78,131
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1639 - 2024-03-31 77,222 $1,927,000 -268
   Kestra Advisory Services LLC 962 - 2024-03-31 66,615 $1,663,000 20,329
   Global Assets Advisory LLC 12 *New 2023-12-31 68,158 $1,607,000 68,158
   ENVESTNET ASSET MANAGEMENT INC 2706 - 2024-03-31 63,422 $1,583,000 -16,973
   Cetera Investment Advisers 719 - 2024-03-31 62,876 $1,569,000 -35,774
   Steward Partners Investment Advisory LLC 659 - 2024-03-31 60,951 $1,521,000 -4,014
   LPL FINANCIAL CORP 2873 - 2024-03-31 54,322 $1,356,000 4,214
   BB&T CORP 1465 - 2024-03-31 52,208 $1,303,000 16,810
   PROSPERA FINANCIAL SERVICES 422 - 2023-12-31 50,285 $1,198,000 4,866
   JANNEY MONTGOMERY SCOTT LLC 1442 - 2024-03-31 45,000 $1,123,000 -4,600
   Valtinson Bruner Financial Planning LLC 51 - 2024-03-31 39,284 $981,000 -22
   MARINER WEALTH ADVISORS, LLC 1556 - 2024-03-31 36,783 $918,000 515
   Clear Creek Financial Management LLC 168 - 2024-03-31 34,825 $869,000 0
   OPPENHEIMER & CO INC 797 - 2024-03-31 34,090 $851,000 -184
   THOROUGHBRED FINANCIAL SERVICES LLC 226 - 2024-03-31 33,124 $826,000 -3,826
   HARBOUR INVESTMENTS INC. 422 - 2023-12-31 32,673 $778,000 10,013
   FINANCIAL NETWORK 1669 - 2024-03-31 28,858 $720,000 -1,000
   Ignite Planners LLC 118 - 2024-03-31 28,179 $703,000 1,075
   Ameritas Advisory Services LLC 496 - 2024-03-31 24,625 $607,000 24,625
   Sloy Dahl & Holst LLC 41 - 2024-03-31 22,925 $572,000 0
   1776 WEALTH LLC 74 - 2024-03-31 22,835 $570,000 0
   Resources Investment Advisors Inc. 717 - 2024-03-31 21,226 $530,000 12,584
   FIRST HEARTLAND CONSULTANTS INC 243 - 2024-03-31 21,059 $526,000 0
   MML INVESTORS SERVICES LLC 1853 - 2024-03-31 17,795 $444,000 -1,201
   Octavia Wealth Advisors LLC 134 - 2024-03-31 16,610 $415,000 0
   CITADEL ADVISORS LLC 3985 - 2024-03-31 15,307 $382,000 15,307
   Goss Wealth Management LLC 1507 - 2024-03-31 14,816 $370,000 -5,885
   Envestnet Portfolio Solutions Inc. 1289 - 2024-03-31 13,648 $341,000 4,202
   HRT FINANCIAL LLC 1402 *New 2024-03-31 13,521 $337,000 13,521
   PROEQUITIES INC. 532 - 2024-03-31 13,041 $326,000 -31,239
   Atria Wealth Solutions Inc. 1538 - 2024-03-31 12,239 $305,000 3,747
   Harvest Investment Services LLC 145 *New 2024-03-31 10,812 $270,000 10,812
   IFP Advisors Inc 816 - 2023-12-31 10,996 $262,000 7,363
   Rockefeller Capital Management L.P. 1619 - 2024-03-31 10,000 $250,000 -3,693
   Cypress Wealth Services LLC 220 - 2024-03-31 9,873 $246,000 0
   H D Vest Advisory Services 1407 - 2024-03-31 9,863 $246,000 -120
   JAFFETILCHIN INVESTMENT PARTNERS LLC 322 *New 2024-03-31 9,296 $232,000 9,296
   PARK AVENUE SECURITIES LLC 1263 - 2024-03-31 9,217 $230,000 621
   Capital Analysts Inc. 417 - 2024-03-31 9,176 $229,000 0
   DHJJ Financial Advisors Ltd. 138 - 2024-03-31 8,557 $214,000 0
   PFG Investments LLC 872 *New 2024-03-31 8,488 $212,000 8,488
   Consolidated Portfolio Review Corp 253 *New 2024-03-31 8,488 $212,000 8,488
   Mutual Advisors LLC 1026 - 2024-03-31 8,224 $205,000 -1,510
   Focus Financial Network Inc. 600 - 2024-03-31 8,359 $204,000 0
   LINCOLN NATIONAL CORP 1133 *New 2024-03-31 8,056 $201,000 8,056
   Sunbelt Securities Inc. 619 - 2024-03-31 5,727 $143,000 0
   Clear Point Advisors Inc. 130 - 2024-03-31 5,049 $126,000 0
   SUMMIT INVESTMENT ADVISORS INC 1730 - 2024-03-31 4,025 $100,000 0
   BANK OF AMERICA CORP /DE/ 5278 - 2024-03-31 3,454 $86,000 0
   Larson Financial Group LLC 619 - 2024-03-31 2,731 $68,000 0
   Turtle Creek Wealth Advisors LLC 166 - 2024-03-31 2,355 $59,000 0
   Financial Gravity Wealth Inc. 247 *New 2024-03-31 1,500 $37,000 1,500
   UBS Group AG 5601 *New 2024-03-31 996 $25,000 996
   ALPHAMARK ADVISORS LLC 492 - 2024-03-31 535 $13,000 0
   CWM LLC 3266 - 2024-03-31 443 $11,000 0
   AE Wealth Management LLC 1301 *Closed 2024-03-31 0 $0 -13,046
   SECURED RETIREMENT ADVISORS LLC 109 *Closed 2024-03-31 0 $0 -8,434
   Security National Bank 303 *Closed 2024-03-31 0 $0 -17,617
   TBH Global Asset Management LLC 241 *Closed 2024-03-31 0 $0 -57,200
   Cape Investment Advisory Inc. 1071 *Closed 2023-12-31 0 $0 -2,968
   OLD MISSION CAPITAL LLC 990 *Closed 2024-03-31 0 $0 -9,187
   BAKER TILLY FINANCIAL LLC 454 *Closed 2024-03-31 0 $0 -30,340
   Kovack Advisors Inc. 559 *Closed 2024-03-31 0 $0 -12,606
   CoreCap Advisors LLC 633 *Closed 2023-12-31 0 $0 -39,753
   NATIONAL ASSET MANAGEMENT, INC. 1486 *Closed 2024-03-31 0 $0 -14,142
   SILVER OAK SECURITIES Inc 545 *Closed 2024-03-31 0 $0 -9,594
   Impact Partnership Wealth LLC 716 *Closed 2024-03-31 0 $0 -55
  77 Records found
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