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Get Institutions for : 
Ft Cboe Vest Rising Dividend Achievers Target Inc (RDVI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 126    20
Total shares held : 
 17,913,617  
% of shares held : 
 19.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   51  
Amount of shares held : 
 2,187,351  
% of shares held change : 
   2.43%  
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 :
23
 360,448
 2.01%
 
Increased Positions :
58
 2,640,975
 14.74%
 
Unchanged Positions :
18
 1,263,022
 7.05%
 
Decreased Positions :
27
-770,629
-4.3%
 
Closed Positions :
3
-43,443
-0.24%
 
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
   LPL FINANCIAL CORP 329 - 2024-03-31 3,903,148 $95,549,000 833,732
   ENVESTNET ASSET MANAGEMENT INC 796 - 2024-03-31 1,489,238 $36,457,000 190,553
   Advisor Group Holdings Inc. 256 - 2024-03-31 1,406,462 $34,234,000 432,454
   COMMONWEALTH EQUITY SERVICES LLC. 396 - 2024-03-31 1,089,023 $26,659,000 285,214
   BB&T CORP 364 - 2024-03-31 1,037,818 $25,406,000 203,378
   STIFEL FINANCIAL CORP 469 - 2024-03-31 1,021,820 $25,014,000 256,877
   ROYAL BANK OF CANADA 1053 - 2024-03-31 958,873 $23,473,000 176,208
   Spectrum Wealth Counsel LLC 5 - 2024-03-31 906,672 $22,195,000 97,900
   PARK NATIONAL CORP /OH/ 57 - 2024-03-31 538,862 $13,191,000 59,796
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 368 - 2024-03-31 521,036 $12,755,000 41,735
   PINNACLE ASSOCIATES LTD 128 - 2024-03-31 502,710 $12,306,000 268,217
   FINANCIAL NETWORK 360 - 2024-03-31 440,844 $10,792,000 -5,547
   PROSPERA FINANCIAL SERVICES 62 - 2023-12-31 424,410 $9,795,000 180,911
   Echo Wealth Management LLC 3 - 2024-03-31 351,343 $8,601,000 8,485
   JANNEY MONTGOMERY SCOTT LLC 581 - 2024-03-31 348,291 $8,526,000 171,392
   MULTIFINANCIAL SECURITIES CORP 308 - 2024-03-31 329,488 $8,066,000 124,673
   Cedrus LLC 4 - 2024-03-31 329,309 $8,062,000 58,776
   Ergawealth Advisors Inc. 9 - 2024-03-31 328,273 $8,036,000 169,988
   Kestra Advisory Services LLC 378 - 2024-03-31 317,784 $7,779,000 13,591
   Baird Financial Group Inc. 592 - 2024-03-31 270,921 $6,632,000 4,781
   Second Half Financial Partners LLC 7 *New 2024-03-31 267,470 $6,548,000 267,470
   Midwest Financial Group LLC 5 - 2024-03-31 256,832 $6,287,000 -18,903
   HIGHTOWER ADVISORS, LLC 898 - 2024-03-31 230,063 $5,632,000 23,632
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1087 *New 2024-03-31 218,980 $5,361,000 218,980
   Integrated Wealth Concepts LLC 274 - 2024-03-31 189,715 $4,644,000 74,651
   Pinnacle Wealth Management Advisory Group LLC 50 - 2024-03-31 186,348 $4,562,000 135,312
   H D Vest Advisory Services 345 - 2024-03-31 172,948 $4,234,000 56,543
   HARBOUR INVESTMENTS INC. 113 - 2023-12-31 174,068 $4,017,000 17,769
   MARINER WEALTH ADVISORS, LLC 817 - 2024-03-31 159,872 $3,914,000 100,873
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 76 - 2024-03-31 146,157 $3,578,000 21,570
   Maxwell Wealth Strategies Inc. 9 - 2023-12-31 144,792 $3,342,000 0
   Kingsview Wealth Management LLC 259 - 2024-03-31 110,912 $2,715,000 33,028
   Rehmann Capital Advisory Group 97 - 2024-03-31 103,307 $2,529,000 -915
   STEPHENS INC /AR/ 377 - 2024-03-31 102,190 $2,502,000 650
   G&S Capital LLC 33 - 2024-03-31 101,901 $2,495,000 3,661
   MILESTONE ASSET MANAGEMENT LLC 38 *New 2024-03-31 95,109 $2,328,000 95,109
   Goss Wealth Management LLC 634 - 2024-03-31 93,708 $2,294,000 12,938
   MN Wealth Advisors LLC 18 - 2024-03-31 92,973 $2,276,000 46,300
   Sigma Planning Corp 301 - 2024-03-31 85,303 $2,088,000 53,191
   J P MORGAN CHASE & CO 2985 - 2024-03-31 82,028 $2,008,000 39,334
   SILVER OAK SECURITIES Inc 77 - 2024-03-31 80,576 $1,972,000 13,412
   Trueblood Wealth Management LLC 13 - 2024-03-31 80,179 $1,963,000 730
   Foundations Investment Advisors LLC 240 - 2024-03-31 73,322 $1,795,000 45,167
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 986 - 2024-03-31 72,692 $1,780,000 32,525
   KPP Advisory Services LLC 52 - 2024-03-31 71,419 $1,748,000 71,419
   Prosperity Financial Group Inc. 28 - 2024-03-31 71,200 $1,743,000 -226,796
   KESTRA PRIVATE WEALTH SERVICES LLC 425 - 2024-03-31 67,736 $1,658,000 -159,103
   BlackDiamond Wealth Management Inc. 26 - 2024-03-31 66,794 $1,635,000 -9,506
   Semus Wealth Partners LLC 16 - 2024-03-31 65,432 $1,602,000 6,319
   Private Advisor Group LLC 957 - 2024-03-31 61,116 $1,496,000 7,854
   DAVIDSON D A & CO 609 - 2024-03-31 59,925 $1,467,000 26,034
   We Are One Seven LLC 276 - 2024-03-31 57,965 $1,419,000 -15,575
   Sequent Planning LLC 37 - 2024-03-31 53,940 $1,320,000 0
   Herold Advisors Inc. 91 - 2024-03-31 53,254 $1,304,000 185
   CWM LLC 768 - 2024-03-31 50,890 $1,246,000 7,377
   MML INVESTORS SERVICES LLC 1322 - 2024-03-31 47,705 $1,168,000 11,987
   Capital Analysts Inc. 226 - 2024-03-31 46,505 $1,138,000 19,131
   Cherry Creek Investment Advisors Inc. 35 - 2024-03-31 46,243 $1,132,000 -17,940
   Delta Investment Management LLC 62 - 2024-03-31 46,045 $1,127,000 -1,940
   Secure Asset Management LLC 100 - 2024-03-31 45,766 $1,120,000 -46,199
   NATIONAL ASSET MANAGEMENT, INC. 491 - 2024-03-31 52,940 $1,115,000 -34,575
   Garden State Investment Advisory Services LLC 52 - 2024-03-31 43,960 $1,070,000 -19,100
   MTM Investment Management LLC 64 - 2024-03-31 42,812 $1,048,000 4,685
   Ameritas Advisory Services LLC 378 - 2024-03-31 41,898 $997,000 32,460
   RFG Advisory Group LLC 360 - 2024-03-31 40,488 $991,000 30,041
   BEACON FINANCIAL GROUP 159 - 2024-03-31 39,341 $963,000 20,233
   Change Path LLC 394 *New 2024-03-31 38,595 $945,000 38,595
   Capital Investment Advisory Services LLC 199 - 2024-03-31 38,466 $942,000 14,829
   GPS Wealth Strategies Group LLC 105 - 2024-03-31 38,406 $940,000 6,390
   Stonebridge Financial Planning Group LLC 56 - 2024-03-31 38,074 $932,000 3,417
   SANDY SPRING BANK 227 - 2024-03-31 37,574 $920,000 177
   RAYMOND JAMES & ASSOCIATES 2649 *New 2024-03-31 36,003 $881,000 36,003
   Atlas Wealth LLC 36 - 2024-03-31 35,583 $871,000 -13,839
   Global Assets Advisory LLC 28 - 2023-12-31 36,450 $843,000 0
   LINCOLN NATIONAL CORP 576 - 2024-03-31 33,573 $822,000 5,221
   Gladstone Institutional Advisory LLC 320 - 2024-03-31 33,324 $816,000 11,398
   Virtue Capital Management LLC 133 - 2024-03-31 34,129 $806,000 3,539
   J.W. COLE ADVISORS INC. 391 - 2024-03-31 32,748 $802,000 4,691
   WEDBUSH MORGAN SECURITIES INC 479 - 2024-03-31 31,557 $773,000 1,440
   Atomi Financial Group Inc. 233 - 2024-03-31 31,218 $764,000 12,680
   Key Client Fiduciary Advisors LLC 58 - 2024-03-31 30,848 $755,000 -355
   Snowden Capital Advisors LLC 592 - 2024-03-31 29,542 $723,000 13,195
   Good Life Advisors LLC 197 *New 2024-03-31 28,654 $701,000 28,654
   Streettalk Advisors LLC 208 - 2024-03-31 28,531 $698,000 -45,635
   Moloney Securities Asset Management LLC 220 - 2024-03-31 27,398 $671,000 1,521
   Insight Advisors LLC/ PA 123 - 2024-03-31 26,629 $652,000 1,202
   Derbend Asset Management 62 - 2024-03-31 25,657 $628,000 4,821
   Main Street Financial Solutions LLC 291 - 2024-03-31 22,460 $550,000 4,602
   Patriot Financial Group Insurance Agency LLC 256 - 2024-03-31 22,376 $548,000 -7,964
   IHT Wealth Management LLC 606 *New 2024-03-31 21,863 $535,000 21,863
   Raab & Moskowitz Asset Management LLC 118 - 2024-03-31 20,500 $502,000 0
   FIRST HEARTLAND CONSULTANTS INC 257 - 2024-03-31 18,857 $462,000 -5,940
   TKG Advisors LLC 69 - 2024-03-31 18,545 $454,000 -274
   Marshall Financial Group LLC 131 - 2024-03-31 18,196 $445,000 1,548
   Western Wealth Management LLC 398 - 2024-03-31 17,899 $438,000 4,735
   Acorn Wealth Advisors LLC 102 *New 2024-03-31 16,421 $402,000 16,421
   INTL FCSTONE INC. 226 - 2024-03-31 16,435 $402,000 4,588
   Triumph Capital Management 135 *New 2024-03-31 16,368 $398,000 16,368
   Comprehensive Financial Consultants Institutional 126 - 2024-03-31 15,952 $391,000 0
   Equitable Holdings Inc. 902 - 2024-03-31 14,818 $363,000 -2,305
  100 Records found
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