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Get Institutions for : 
Ft Cboe Vest International Equity Buffer Etf - Jun (YJUN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    0
Total shares held : 
5,984,934  
% of shares held : 
66.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
2,174,414  
% of shares held change : 
  24.16%  
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
 163,803
 2.74%
 
Increased Positions :
19
 2,361,741
 39.46%
 
Unchanged Positions :
14
 215,167
 3.6%
 
Decreased Positions :
14
-242,462
-4.05%
 
Closed Positions :
9
-108,668
-1.82%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 394 - 2024-03-31 1,294,865 $28,694,000 244,582
   Grant Street Asset Management Inc. 6 - 2024-03-31 1,055,541 $23,391,000 -197,112
   Maltin Wealth Management Inc. 1 - 2024-03-31 823,916 $18,258,000 111,105
   Advisor Group Holdings Inc. 599 - 2024-03-31 535,173 $11,859,000 -44,918
   PRW Wealth Management LLC 8 - 2023-09-30 433,275 $8,408,000 433,275
   STEPHENS INC /AR/ 227 - 2024-03-31 267,619 $5,930,000 -400
   HARBOUR INVESTMENTS INC. 89 - 2023-12-31 235,936 $5,011,000 994
   Steward Partners Investment Advisory LLC 427 - 2024-03-31 150,189 $3,328,000 3,299
   COMMONWEALTH EQUITY SERVICES LLC. 1467 - 2024-03-31 138,717 $3,074,000 -19,435
   RAYMOND JAMES & ASSOCIATES 1951 - 2024-03-31 124,637 $2,762,000 -7,394
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1078 - 2024-03-31 122,562 $2,716,000 -10,990
   Sawtooth Asset Management Inc. 347 - 2023-12-31 74,301 $1,578,000 -668
   Resources Investment Advisors Inc. 429 - 2024-03-31 58,890 $1,305,000 21,302
   IFP Advisors Inc 343 - 2023-12-31 55,788 $1,185,000 -989
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2485 - 2024-03-31 47,591 $1,055,000 38,098
   Goss Wealth Management LLC 973 - 2024-03-31 46,705 $1,035,000 -1,112
   Cypress Wealth Services LLC 79 - 2024-03-31 45,433 $1,007,000 0
   MULTIFINANCIAL SECURITIES CORP 1189 - 2024-03-31 42,423 $940,000 5,205
   Cetera Investment Advisers 1030 - 2024-03-31 32,966 $731,000 -1,981
   OPPENHEIMER & CO INC 902 - 2024-03-31 29,281 $649,000 -252
   Main Street Financial Solutions LLC 280 - 2024-03-31 26,314 $583,000 0
   Kestra Advisory Services LLC 1558 - 2024-03-31 26,237 $581,000 -3,700
   SECURED RETIREMENT ADVISORS LLC 68 - 2024-03-31 25,485 $565,000 1,805
   Orion Portfolio Solutions LLC 1215 *New 2024-03-31 25,161 $558,000 25,161
   FINANCIAL NETWORK 1902 - 2024-03-31 23,526 $521,000 -23,399
   Prosperity Consulting Group LLC 207 - 2024-03-31 22,642 $502,000 -13,066
   ALPHAMARK ADVISORS LLC 76 - 2024-03-31 22,345 $495,000 -5,625
   Visionary Wealth Advisors 339 - 2024-03-31 19,887 $441,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 513 - 2024-03-31 17,742 $393,000 -94
   Fragasso Group Inc. 185 - 2024-03-31 17,502 $388,000 0
   ENVESTNET ASSET MANAGEMENT INC 3585 - 2024-03-31 16,577 $367,000 604
   S.C. Financial Services Inc. 69 - 2022-12-31 17,836 $330,000 0
   Streettalk Advisors LLC 348 - 2024-03-31 14,045 $311,000 0
   KINGSWOOD WEALTH ADVISORS LLC 474 - 2024-03-31 13,578 $301,000 13,578
   LPL FINANCIAL CORP 4136 - 2024-03-31 13,068 $290,000 -8,776
   PROSPERA FINANCIAL SERVICES 866 - 2023-12-31 13,546 $288,000 0
   Clear Point Advisors Inc. 87 - 2024-03-31 12,834 $284,000 0
   AIFG Consultants Ltd. 37 - 2024-03-31 12,404 $275,000 1,909
   Arkadios Wealth Advisors 572 - 2024-03-31 12,115 $268,000 120
   PFG Advisors 574 - 2024-03-31 10,958 $243,000 -1,386
   H D Vest Advisory Services 1479 - 2024-03-31 9,943 $220,000 -1,979
   Envestnet Portfolio Solutions Inc. 1529 *New 2024-03-31 9,789 $217,000 9,789
   TOWNSQUARE CAPITAL LLC 1115 *New 2024-03-31 9,770 $217,000 9,770
   Atria Wealth Solutions Inc. 1800 *New 2024-03-31 9,274 $206,000 9,274
   DHJJ Financial Advisors Ltd. 153 - 2024-03-31 7,730 $171,000 825
   TRUSTCORE FINANCIAL SERVICES LLC 348 - 2022-12-31 5,676 $105,000 0
   SOA Wealth Advisors LLC. 242 - 2024-03-31 4,568 $101,000 0
   PROEQUITIES INC. 939 - 2024-03-31 4,253 $94,000 0
   Capital Investment Advisory Services LLC 670 - 2024-03-31 1,955 $43,000 0
   PRINCIPAL SECURITIES INC. 1764 - 2024-03-31 1,420 $31,000 0
   Fairman Group LLC 121 - 2024-03-31 1,091 $24,000 0
   SILVER OAK SECURITIES Inc 456 - 2024-03-31 1,049 $23,000 -21,961
   Sunbelt Securities Inc. 1102 - 2024-03-31 750 $17,000 0
   Capital Analysts Inc. 848 - 2024-03-31 743 $16,000 0
   UBS Group AG 5859 - 2024-03-31 567 $13,000 -3,775
   COMERICA BANK 3279 - 2024-03-31 238 $5,000 0
   CWM LLC 3672 - 2024-03-31 247 $5,000 0
   Financial Gravity Wealth Inc. 640 *New 2024-03-31 200 $4,000 200
   CITADEL ADVISORS LLC 5801 *Closed 2024-03-31 0 $0 -23,686
   OLD MISSION CAPITAL LLC 863 *Closed 2024-03-31 0 $0 -11,313
   LINCOLN NATIONAL CORP 1200 *Closed 2024-03-31 0 $0 -9,463
   Cape Investment Advisory Inc. 1070 *Closed 2023-12-31 0 $0 -200
   Capital CS Group LLC 93 *Closed 2024-03-31 0 $0 -104,429
   ADVISORY SERVICES NETWORK, LLC 3019 *Closed 2024-03-31 0 $0 -29,700
   Pinnacle Wealth Planning Services Inc. 525 *Closed 2024-03-31 0 $0 -9,634
   Spire Wealth Management 2378 *Closed 2024-03-31 0 $0 -44,830
   AE Wealth Management LLC 1871 *Closed 2024-03-31 0 $0 -302,812
   Truvestments Capital LLC 678 *Closed 2024-03-31 0 $0 -177

  68 Records found
  1    
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