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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
   Creekmur Asset Management LLC 2 - 2024-03-31 815,780 $19,244,000 -134,987
   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
   Advisor Group Holdings Inc. 483 - 2024-03-31 684,716 $16,152,000 -659,432
   Santori & Peters Inc. 4 - 2024-03-31 396,773 $9,360,000 -4,004
   Financial Advocates Investment Management 57 - 2024-03-31 297,402 $7,016,000 -97,135
   Walkner Condon Financial Advisors LLC 15 - 2024-03-31 283,035 $6,677,000 -158,559
   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
   ADVISORY SERVICES NETWORK, LLC 273 - 2024-03-31 158,524 $3,740,000 -3,082
   Kestra Advisory Services LLC 653 - 2024-03-31 146,134 $3,447,000 -129,794
   CENTAURUS FINANCIAL INC. 141 - 2024-03-31 95,892 $2,262,000 -164
   Catalyst Wealth Management LLC 8 - 2023-03-31 94,632 $1,933,000 -8,821
   Kingsview Wealth Management LLC 348 - 2024-03-31 81,422 $1,921,000 -5,347
   AE Wealth Management LLC 542 - 2024-03-31 68,397 $1,613,000 -3,072,320
   Foundations Investment Advisors LLC 258 - 2024-03-31 64,574 $1,523,000 -37,023
   Strategic Blueprint LLC 199 - 2024-03-31 55,936 $1,320,000 -1,584
   Sowell Financial Services LLC 303 - 2024-03-31 55,258 $1,304,000 -18,558
   IAMS WEALTH MANAGEMENT LLC 53 - 2024-03-31 45,171 $1,054,000 -9,662
   Financial Strategies Group Inc. 40 - 2024-03-31 40,763 $963,000 -319
   FIRST HEARTLAND CONSULTANTS INC 172 - 2024-03-31 40,186 $948,000 -25,576
   Apollon Wealth Management LLC 512 - 2024-03-31 36,744 $867,000 -45,640
   Householder Group Estate & Retirement Specialist L 91 - 2024-03-31 33,064 $780,000 -9,429
   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
   CITADEL ADVISORS LLC 3719 - 2024-03-31 21,635 $510,000 -9,890
   KESTRA PRIVATE WEALTH SERVICES LLC 823 - 2024-03-31 19,729 $465,000 -2,802
   PROEQUITIES INC. 470 - 2024-03-31 18,498 $436,000 -4,836
   Onyx Bridge Wealth Group LLC 157 - 2024-03-31 18,130 $427,000 -1,655
   IFP Advisors Inc 618 - 2023-12-31 18,656 $423,000 -5,936
   Schulz Wealth LTD. 37 - 2024-03-31 15,759 $372,000 -13,948
   Clear Creek Financial Management LLC 331 - 2024-03-31 12,500 $295,000 -106,269
   Pallas Capital Advisors LLC 365 - 2024-03-31 11,823 $279,000 -1,578
   N.E.W. Advisory Services LLC 148 - 2024-03-31 10,720 $253,000 -11,678
   DHJJ Financial Advisors Ltd. 131 - 2024-03-31 10,005 $236,000 -490
   PRIVATE TRUST CO NA 756 - 2024-03-31 5,938 $140,000 -446
  37 Records found
  1    
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