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Get Institutions for : 
Ft Cboe Vest Fund Of Deep Buffer Etfs (BUFD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    4
Total shares held : 
 30,511,743  
% of shares held : 
 42.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 6,510,507  
% of shares held change : 
   9.17%  
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
 391,778
 1.28%
 
Increased Positions :
45
 7,778,862
 25.49%
 
Unchanged Positions :
18
 584,395
 1.92%
 
Decreased Positions :
34
-1,462,943
-4.79%
 
Closed Positions :
8
-197,190
-0.65%
 
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
   GW HENSSLER & ASSOCIATES LTD - 2023-12-31 3,951,559 $89,700,000 10,178
   LPL FINANCIAL CORP 364 - 2023-12-31 3,373,115 $76,570,000 466,929
   AE Wealth Management LLC 44 - 2023-12-31 3,140,717 $72,048,000 2,234,809
   ENVESTNET ASSET MANAGEMENT INC 532 - 2023-12-31 2,743,720 $62,282,000 58,932
   Centennial Wealth Advisory LLC 1 - 2024-03-31 2,057,525 $48,537,000 15,821
   Advisor Group Holdings Inc. 340 - 2023-12-31 1,344,148 $30,512,000 -780,707
   Creekmur Asset Management LLC - 2023-12-31 950,767 $21,582,000 0
   Capital Asset Advisory Services LLC 21 - 2024-03-31 888,860 $20,959,000 173,340
   BB&T CORP 425 - 2023-12-31 816,201 $18,528,000 11,289
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 297 - 2024-03-31 707,732 $16,695,000 -337,459
   COMMONWEALTH EQUITY SERVICES LLC. 571 - 2024-03-31 691,462 $16,312,000 -117,120
   AXXCESS WEALTH MANAGEMENT LLC 42 - 2023-12-31 683,720 $15,520,000 106,873
   Private Advisor Group LLC 166 - 2023-12-31 662,864 $15,047,000 616,341
   Kure Advisory LLC 3 - 2023-12-31 613,005 $13,915,000 -21,723
   Cetera Investment Advisers 227 - 2023-12-31 438,415 $9,952,000 -84,750
   MML INVESTORS SERVICES LLC 371 - 2023-12-31 437,670 $9,935,000 13,240
   Santori & Peters Inc. 4 - 2024-03-31 396,773 $9,360,000 -4,004
   Stratos Wealth Partners LTD. 141 - 2024-03-31 385,449 $9,093,000 168,321
   Financial Advocates Investment Management 33 - 2023-12-31 394,537 $8,956,000 10,603
   MULTIFINANCIAL SECURITIES CORP 189 - 2023-12-31 342,580 $7,777,000 15,002
   Goss Wealth Management LLC 260 - 2023-12-31 327,074 $7,468,000 251,267
   Walkner Condon Financial Advisors LLC 15 - 2024-03-31 283,035 $6,677,000 -158,559
   PROSPERA FINANCIAL SERVICES 109 *New 2023-12-31 281,422 $6,388,000 281,422
   Kestra Advisory Services LLC 382 - 2023-12-31 275,928 $6,264,000 140,985
   CWM LLC 379 - 2024-03-31 260,876 $6,154,000 -462,963
   Integrity Financial Corp /WA 4 - 2024-03-31 252,431 $5,955,000 -39,795
   Andina Capital Management LLC 5 - 2024-03-31 240,292 $5,668,000 -29,668
   HARBOUR INVESTMENTS INC. 81 - 2023-12-31 236,852 $5,377,000 19,333
   Change Path LLC 73 - 2023-12-31 222,511 $5,051,000 81,518
   Atria Wealth Solutions Inc. 355 - 2023-12-31 185,592 $4,213,000 5,598
   ROYAL BANK OF CANADA 2013 - 2023-12-31 185,532 $4,211,000 56,269
   ADVISORY SERVICES NETWORK, LLC 256 - 2023-12-31 161,606 $3,668,000 -557
   FINANCIAL NETWORK 764 - 2023-12-31 142,563 $3,236,000 -32,921
   MARINER WEALTH ADVISORS, LLC 850 - 2023-12-31 142,123 $3,226,000 95,580
   Maia Wealth LLC 17 - 2023-12-31 126,090 $2,862,000 0
   Envestnet Portfolio Solutions Inc. 500 - 2023-12-31 124,076 $2,817,000 16,119
   Foundations Investment Advisors LLC 209 - 2023-12-31 101,597 $2,339,000 -6,150
   CENTAURUS FINANCIAL INC. 132 - 2023-12-31 96,056 $2,180,000 -1,964
   Kingsview Wealth Management LLC 287 - 2023-12-31 86,769 $1,970,000 3,455
   Catalyst Wealth Management LLC 8 - 2023-03-31 94,632 $1,933,000 -8,821
   Resources Investment Advisors Inc. 324 - 2023-12-31 83,825 $1,903,000 6,122
   Apollon Wealth Management LLC 279 - 2023-12-31 82,384 $1,870,000 -8,337
   Brookstone Capital Management 359 - 2024-03-31 79,275 $1,870,000 5,781
   Arkadios Wealth Advisors - 2023-12-31 78,831 $1,789,000 8,425
   Sowell Financial Services LLC - 2023-12-31 73,816 $1,676,000 -251,946
   SYNOVUS FINANCIAL CORP 354 - 2023-12-31 70,703 $1,605,000 33,995
   FIRST HEARTLAND CONSULTANTS INC 113 - 2023-12-31 65,762 $1,493,000 -3,962
   H D Vest Advisory Services 600 - 2023-12-31 63,723 $1,447,000 -1,828
   Strategic Blueprint LLC 199 - 2024-03-31 55,936 $1,320,000 -1,584
   Coppell Advisory Solutions LLC 98 *New 2023-12-31 51,148 $1,161,000 51,148
   IAMS WEALTH MANAGEMENT LLC 53 - 2024-03-31 45,171 $1,054,000 -9,662
   Householder Group Estate & Retirement Specialist L - 2023-12-31 42,493 $964,000 31,050
   Financial Strategies Group Inc. 40 - 2024-03-31 40,763 $963,000 -319
   Integrated Wealth Concepts LLC 737 - 2023-12-31 41,850 $950,000 24,644
   Legacy Financial Group LLC 47 - 2024-03-31 39,404 $930,000 39,404
   Davies Financial Advisors Inc. 27 - 2024-03-31 38,845 $916,000 0
   TFB Advisors LLC 55 - 2023-12-31 38,372 $871,000 -1,266
   IFG Advisory LLC 280 - 2023-12-31 37,015 $840,000 20,979
   Dynamic Advisors Solutions LLC 489 - 2024-03-31 33,258 $785,000 3,562
   Castleview Partners LLC 36 - 2023-12-31 33,009 $749,000 -140
   Concurrent Investment Advisors LLC 394 - 2023-12-31 32,532 $738,000 0
   Mutual Advisors LLC 537 - 2023-12-31 32,028 $727,000 9,125
   CITADEL ADVISORS LLC 3239 - 2023-12-31 31,525 $716,000 17,588
   L.M. KOHN & COMPANY 115 *New 2024-03-31 28,918 $682,000 28,918
   NBC SECURITIES INC. 351 - 2024-03-31 28,426 $671,000 4,638
   Cooper Financial Group 174 - 2024-03-31 27,572 $650,000 101
   EdgeRock Capital LLC 25 - 2023-12-31 28,024 $647,000 28,024
   Capital Analysts Inc. 283 - 2023-12-31 28,017 $636,000 0
   WOLVERINE TRADING LLC 621 *New 2023-12-31 25,913 $588,000 25,913
   Lion Street Advisors LLC 95 - 2024-03-31 25,788 $585,000 0
   Claro Advisors LLC 212 - 2024-03-31 24,304 $573,000 150
   Cambridge Advisors Inc. 110 - 2024-03-31 23,905 $564,000 -11
   JANNEY MONTGOMERY SCOTT LLC 1915 - 2024-03-31 23,388 $552,000 -196
   BENJAMIN F. EDWARDS & COMPANY INC. 640 - 2024-03-31 22,771 $537,000 2,496
   PROEQUITIES INC. 423 - 2023-12-31 23,334 $530,000 -7,848
   KESTRA PRIVATE WEALTH SERVICES LLC 713 - 2023-12-31 22,531 $511,000 98
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3759 - 2023-12-31 22,138 $503,000 -10,233
   Simplicity WealthLLC 748 *New 2024-03-31 20,543 $485,000 20,543
   Paul Damon & Associates Inc. 45 - 2024-03-31 20,241 $477,000 3,139
   Onyx Bridge Wealth Group LLC 140 - 2023-12-31 19,785 $449,000 -235
   IFP Advisors Inc 618 - 2023-12-31 18,656 $423,000 -5,936
   Jacobi Capital Management LLC 336 *New 2023-12-31 16,729 $380,000 16,729
   Schulz Wealth LTD. 37 - 2024-03-31 15,759 $372,000 -13,948
   Strategic Financial Concepts LLC 198 - 2024-03-31 15,599 $368,000 15,599
   Focus Financial Network Inc. 460 - 2024-03-31 15,024 $350,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 542 - 2023-12-31 15,024 $341,000 0
   Clear Creek Financial Management LLC 331 - 2024-03-31 12,500 $295,000 -106,269
   Sanctuary Wealth Management L.L.C. 28 - 2023-12-31 12,854 $292,000 0
   Integrated Advisors Network LLC 558 - 2023-12-31 12,783 $290,000 1,770
   Echo Wealth Management LLC 36 - 2024-03-31 12,269 $289,000 427
   VIMA LLC 35 - 2023-12-31 12,706 $288,000 0
   Pallas Capital Advisors LLC 365 - 2024-03-31 11,823 $279,000 -1,578
   MCKINLEY CARTER WEALTH SERVICES, INC. 267 - 2024-03-31 11,712 $276,000 880
   Alliance Wealth Advisors LLC 116 - 2024-03-31 11,550 $272,000 0
   REGAL INVESTMENT ADVISORS, LLC 448 *New 2023-12-31 11,349 $258,000 11,349
   N.E.W. Advisory Services LLC 148 - 2024-03-31 10,720 $253,000 -11,678
   JANE STREET GROUP LLC 4579 - 2023-12-31 10,956 $249,000 -15,057
   Sigma Planning Corp 693 - 2023-12-31 10,643 $242,000 -18,174
   DHJJ Financial Advisors Ltd. 131 - 2024-03-31 10,005 $236,000 -490
   EPG Wealth Management LLC 226 - 2023-12-31 10,000 $231,000 0
  100 Records found
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