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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    11
Total shares held : 
1,129,035  
% of shares held : 
12.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  22  
Amount of shares held : 
287,875  
% of shares held change : 
  3.2%  
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 :
13
 218,100
 19.32%
 
Increased Positions :
13
 109,768
 9.72%
 
Unchanged Positions :
4
 212,519
 18.82%
 
Decreased Positions :
2
-2,936
-0.26%
 
Closed Positions :
2
-37,057
-3.28%
 
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
   LM Advisors LLC 25 - 2024-03-31 206,966 $4,469,000 662
   COMMONWEALTH EQUITY SERVICES LLC. 1305 - 2024-03-31 186,958 $4,037,000 -3,877
   Brookstone Capital Management 306 - 2024-03-31 127,226 $2,747,000 598
   Advisor Group Holdings Inc. 1577 - 2024-03-31 107,444 $2,320,000 -3,325
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1586 - 2024-03-31 100,297 $2,166,000 31,550
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1514 - 2024-03-31 62,581 $1,351,000 3
   VIMA LLC 7 *New 2024-03-31 57,637 $1,109,000 57,637
   ENVESTNET ASSET MANAGEMENT INC 3067 - 2024-03-31 42,496 $918,000 -1,174
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2773 - 2024-03-31 38,824 $838,000 11,450
   VALMARK ADVISERS INC 300 - 2024-03-31 37,281 $805,000 -328
   RAYMOND JAMES & ASSOCIATES 3004 - 2024-03-31 24,171 $522,000 1,456
   CI Private Wealth LLC 1616 - 2024-03-31 23,234 $502,000 0
   SILVER OAK SECURITIES Inc 232 - 2024-03-31 23,201 $501,000 0
   PROEQUITIES INC. 459 - 2024-03-31 21,708 $469,000 -596
   MULTIFINANCIAL SECURITIES CORP 1649 *New 2024-03-31 21,300 $460,000 21,300
   PROSPERA FINANCIAL SERVICES 733 - 2023-12-31 18,988 $394,000 1,640
   Envestnet Portfolio Solutions Inc. 1225 - 2024-03-31 17,759 $384,000 278
   J P MORGAN CHASE & CO 3895 *New 2024-03-31 17,114 $370,000 17,114
   FINANCIAL NETWORK 2276 - 2024-03-31 13,937 $301,000 -2,244
   1776 WEALTH LLC 105 - 2024-03-31 13,763 $297,000 0
   Atria Wealth Solutions Inc. 1742 - 2024-03-31 10,246 $221,000 33
   SUMMIT INVESTMENT ADVISORS INC 1482 - 2024-03-31 6,965 $150,000 3,495
   FinTrust Capital Advisors LLC 336 - 2024-03-31 6,385 $138,000 0
   DHJJ Financial Advisors Ltd. 180 - 2024-03-31 5,600 $121,000 795
   HARBOUR INVESTMENTS INC. 1257 - 2023-12-31 3,649 $76,000 0
   UBS Group AG 5273 - 2024-03-31 2,493 $54,000 2,138
   Nelson Van Denburg & Campbell Wealth Management Gr 1299 - 2024-03-31 1,932 $42,000 0
   IFP Advisors Inc 1604 - 2023-12-31 1,935 $40,000 500
   SOA Wealth Advisors LLC. 432 - 2024-03-31 1,026 $22,000 0
   Capital Analysts Inc. 867 - 2024-03-31 634 $14,000 0
   CWM LLC 3265 - 2024-03-31 520 $11,000 0
   Steward Partners Investment Advisory LLC 2958 - 2024-03-31 300 $6,000 0
   ALPHAMARK ADVISORS LLC 802 *Closed 2024-03-31 0 $0 -19,190
   OLD MISSION CAPITAL LLC 1164 *Closed 2024-03-31 0 $0 -19,204
   Cetera Investment Advisers 2150 *Closed 2024-03-31 0 $0 -23,036

  35 Records found
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