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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    2
Total shares held : 
2,095,312  
% of shares held : 
2.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -15  
Amount of shares held : 
-186,513  
% of shares held change : 
  -0.21%  
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 :
3
 255,547
 12.2%
 
Increased Positions :
7
 35,036
 1.67%
 
Unchanged Positions :
12
 155,457
 7.42%
 
Decreased Positions :
20
-159,949
-7.63%
 
Closed Positions :
5
-317,147
-15.14%
 
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
   We Are One Seven LLC 48 - 2024-03-31 367,508 $8,515,000 9,247
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 614 - 2024-03-31 282,231 $6,539,000 -5,490
   Rockefeller Capital Management L.P. 766 - 2024-03-31 167,507 $3,881,000 3,740
   Advisor Group Holdings Inc. 1295 - 2024-03-31 148,950 $3,451,000 18,339
   COMMONWEALTH EQUITY SERVICES LLC. 1458 - 2024-03-31 133,711 $3,098,000 24,471
   Grant Street Asset Management Inc. 13 - 2024-03-31 115,106 $2,667,000 -94,248
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1584 - 2024-03-31 94,000 $2,178,000 18,776
   Integrity Financial Corp /WA 16 *New 2024-03-31 79,399 $1,840,000 79,399
   Visionary Wealth Advisors 206 - 2024-03-31 58,503 $1,356,000 -227
   RAYMOND JAMES & ASSOCIATES 2409 - 2024-03-31 56,023 $1,298,000 42,250
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2590 *New 2024-03-31 42,245 $979,000 42,245
   Cetera Investment Advisers 933 - 2024-03-31 39,348 $912,000 4,678
   FINANCIAL NETWORK 1593 - 2024-03-31 34,854 $808,000 2,534
   Main Street Financial Solutions LLC 264 - 2024-03-31 26,950 $624,000 -5,400
   IFRAH FINANCIAL SERVICES INC 99 - 2024-03-31 25,243 $585,000 2,893
   Claro Advisors LLC 218 - 2024-03-31 24,172 $560,000 -3,600
   Clear Point Advisors Inc. 68 - 2024-03-31 20,197 $468,000 0
   MULTIFINANCIAL SECURITIES CORP 1643 - 2024-03-31 19,945 $462,000 -28,119
   Envestnet Portfolio Solutions Inc. 1180 - 2024-03-31 18,640 $432,000 855
   Atria Wealth Solutions Inc. 1328 - 2024-03-31 18,640 $432,000 855
   Cresset Asset Management LLC 1415 *New 2024-03-31 17,818 $413,000 17,818
   KESTRA PRIVATE WEALTH SERVICES LLC 909 - 2024-03-31 16,594 $384,000 -150
   LPL FINANCIAL CORP 3980 - 2024-03-31 15,270 $354,000 5,545
   IFP Advisors Inc 801 - 2023-12-31 12,351 $273,000 -1,845
   MARINER WEALTH ADVISORS, LLC 2526 - 2024-03-31 11,625 $269,000 -6,385
   Fragasso Group Inc. 228 - 2024-03-31 10,981 $254,000 -3,252
   HARBOUR INVESTMENTS INC. 775 - 2023-12-31 11,355 $251,000 300
   Spire Wealth Management 721 - 2024-03-31 10,615 $246,000 -2,381
   J P MORGAN CHASE & CO 4112 - 2024-03-31 10,512 $244,000 10,512
   JAFFETILCHIN INVESTMENT PARTNERS LLC 316 - 2024-03-31 10,450 $242,000 0
   Arkadios Wealth Advisors 631 - 2024-03-31 9,403 $218,000 -1,830
   ALPHAMARK ADVISORS LLC 222 - 2024-03-31 9,083 $210,000 -945
   Private Advisor Group LLC 2077 *New 2024-03-31 8,967 $208,000 8,967
   Goss Wealth Management LLC 1816 - 2024-03-31 8,857 $205,000 -804
   TOWNSQUARE CAPITAL LLC 1148 *New 2024-03-31 8,692 $201,000 8,692
   DHJJ Financial Advisors Ltd. 160 - 2024-03-31 6,743 $156,000 1,168
   Steward Partners Investment Advisory LLC 2157 - 2024-03-31 1,956 $45,000 0
   Sunbelt Securities Inc. 982 - 2024-03-31 1,300 $30,000 0
   SOA Wealth Advisors LLC. 459 *New 2024-03-31 778 $18,000 778
   Capital Analysts Inc. 877 - 2024-03-31 590 $14,000 0
   PRINCIPAL SECURITIES INC. 2434 - 2024-03-31 338 $8,000 -2,500
   BENJAMIN F. EDWARDS & COMPANY INC. 1834 - 2024-03-31 235 $5,000 0
   MORGAN STANLEY 6705 *New 2024-03-31 174 $4,000 174
   Financial Gravity Wealth Inc. 810 *New 2024-03-31 68 $2,000 68
   PROEQUITIES INC. 2839 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 5798 *Closed 2024-03-31 0 $0 -29,683
   WELLS FARGO & CO/MN 6015 *Closed 2024-03-31 0 $0 -749
   OLD MISSION CAPITAL LLC 900 *Closed 2024-03-31 0 $0 -23,061
   UBS Group AG 8192 *Closed 2024-03-31 0 $0 -544
   JANE STREET GROUP LLC 6142 *Closed 2024-03-31 0 $0 -19,935
   Legacy Capital Wealth Partners LLC 313 *Closed 2024-03-31 0 $0 -231,737
   Iron Horse Wealth Management LLC 488 *Closed 2024-03-31 0 $0 -546

  52 Records found
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