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Get Institutions for : 
Ft Cboe Vest Us Equity Enh & Mod Buffer Etf - Sept (XSEP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    6
Total shares held : 
 2,101,480  
% of shares held : 
 23.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 420,344  
% of shares held change : 
   4.67%  
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 :
12
 271,164
 12.9%
 
Increased Positions :
19
 355,884
 16.93%
 
Unchanged Positions :
7
 72,243
 3.44%
 
Decreased Positions :
11
-132,001
-6.28%
 
Closed Positions :
6
-74,703
-3.55%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 470 - 2024-03-31 571,768 $21,181,000 -14,986
   Advisor Group Holdings Inc. 808 - 2024-03-31 209,023 $7,744,000 -14,058
   Kestra Advisory Services LLC 533 - 2024-03-31 132,045 $4,892,000 -14,527
   Cetera Investment Advisers 1024 - 2024-03-31 124,711 $4,620,000 63,358
   LINCOLN NATIONAL CORP 183 - 2024-03-31 111,057 $4,114,000 -500
   Millington Financial Advisors LLC 11 - 2024-03-31 95,376 $3,533,000 -3,309
   MARINER WEALTH ADVISORS, LLC 965 - 2024-03-31 72,836 $2,698,000 1,305
   ENVESTNET ASSET MANAGEMENT INC 2454 - 2024-03-31 64,433 $2,387,000 -7,966
   KRAEMATON INVESTMENT ADVISORS INC 13 - 2024-03-31 60,481 $2,241,000 -619
   MML INVESTORS SERVICES LLC 1025 - 2024-03-31 56,535 $2,094,000 2,321
   MULTIFINANCIAL SECURITIES CORP 862 - 2024-03-31 48,819 $1,809,000 -36,133
   FIRST HEARTLAND CONSULTANTS INC 134 - 2024-03-31 41,341 $1,531,000 -4,672
   JANE STREET GROUP LLC 2652 *New 2024-03-31 38,470 $1,425,000 38,470
   Holistic Planning LLC 36 - 2024-03-31 32,418 $1,201,000 0
   Mutual Advisors LLC 492 - 2024-03-31 24,849 $921,000 -721
   Sequent Planning LLC 57 - 2024-03-31 23,618 $875,000 0
   GOLDMAN SACHS GROUP INC/ 3664 *New 2024-03-31 22,868 $847,000 22,868
   Clear Point Advisors Inc. 38 - 2024-03-31 21,855 $810,000 56
   Diligent Investors LLC 143 - 2024-03-31 20,481 $759,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2962 - 2024-03-31 19,221 $712,000 -11,399
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2001 - 2024-03-31 18,363 $680,000 -23,896
   Cambridge Advisors Inc. 94 - 2024-03-31 17,970 $666,000 -500
   AE Wealth Management LLC 762 - 2024-03-31 16,439 $609,000 -4,718
   FINANCIAL NETWORK 1791 - 2024-03-31 16,313 $604,000 2,076
   HARBOUR INVESTMENTS INC. 497 - 2023-12-31 15,899 $571,000 13,299
   WEALTHSOURCE PARTNERS LLC 331 - 2023-12-31 13,124 $471,000 0
   LPL FINANCIAL CORP 3831 - 2024-03-31 11,489 $426,000 4,676
   Crown Wealth Group LLC 58 - 2024-03-31 10,900 $404,000 0
   Integrity Financial Corp /WA 77 - 2024-03-31 10,054 $372,000 0
   Lakeview Capital Partners LLC 294 - 2024-03-31 9,684 $359,000 420
   OLD MISSION CAPITAL LLC 662 - 2024-03-31 9,385 $348,000 -16,160
   Grant Street Asset Management Inc. 45 - 2024-03-31 8,990 $333,000 -2,685
   Aptus Capital Advisors LLC 597 *New 2024-03-31 8,600 $319,000 8,600
   Financial Guidance Group Inc. 47 - 2024-03-31 8,600 $319,000 0
   Change Path LLC 714 - 2024-03-31 8,213 $304,000 0
   PROEQUITIES INC. 580 - 2024-03-31 7,446 $276,000 0
   SILVER OAK SECURITIES Inc 313 - 2024-03-31 7,191 $266,000 -448
   KESTRA PRIVATE WEALTH SERVICES LLC 1074 - 2024-03-31 6,844 $254,000 -4,348
   Echo Wealth Management LLC 42 - 2024-03-31 6,284 $233,000 -7,405
   IFP Advisors Inc 854 - 2023-12-31 6,497 $233,000 4,266
   CI Private Wealth LLC 2013 - 2024-03-31 6,200 $230,000 0
   ADVISORY SERVICES NETWORK, LLC 1268 - 2024-03-31 6,146 $228,000 0
   Arlington Capital Management Inc. 79 - 2024-03-31 5,763 $213,000 -32
   JANNEY MONTGOMERY SCOTT LLC 2541 - 2024-03-31 5,600 $207,000 -1,500
   CITADEL ADVISORS LLC 4558 *New 2024-03-31 5,492 $203,000 5,492
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 271 - 2024-03-31 2,400 $89,000 0
   Financial Gravity Wealth Inc. 180 *New 2024-03-31 2,165 $80,000 2,165
   DHJJ Financial Advisors Ltd. 223 - 2024-03-31 1,985 $74,000 0
   Steward Partners Investment Advisory LLC 2050 - 2024-03-31 1,481 $55,000 0
   UBS Group AG 5423 - 2024-03-31 1,055 $39,000 -1,798
   ROYAL BANK OF CANADA 5520 - 2024-03-31 291 $11,000 -4,694
   MORGAN STANLEY 6879 - 2024-03-31 40 $1,000 0
   WealthPlan Investment Management LLC 182 *Closed 2024-03-31 0 $0 -50,688
   SECURED RETIREMENT ADVISORS LLC 112 *Closed 2024-03-31 0 $0 -7,316
   PFS Partners LLC 454 *Closed 2024-03-31 0 $0 -3,412
   Cape Investment Advisory Inc. 1077 *Closed 2023-12-31 0 $0 -4,558
   LexAurum Advisors LLC 305 *Closed 2024-03-31 0 $0 -11,106
  57 Records found
  1    
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