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Get Institutions for : 
Ft Cboe Vest Buffered Allocation Growth Etf (BUFG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    1
Total shares held : 
 6,409,263  
% of shares held : 
 16.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 1,418  
% of shares held change : 
   0%  
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 :
5
 159,320
 2.49%
 
Increased Positions :
27
 530,155
 8.27%
 
Unchanged Positions :
4
 61,324
 0.96%
 
Decreased Positions :
25
-289,063
-4.51%
 
Closed Positions :
6
-398,994
-6.23%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 505 - 2024-03-31 853,697 $19,225,000 121,352
   CWM LLC 213 - 2024-03-31 767,117 $17,275,000 29,063
   ENVESTNET ASSET MANAGEMENT INC 1149 - 2023-12-31 773,079 $16,451,000 25,375
   STEPHENS INC /AR/ 112 - 2023-12-31 603,011 $12,832,000 -54,365
   Advisor Group Holdings Inc. 1013 - 2023-12-31 315,946 $6,723,000 -19,607
   Pitti Group Wealth Management LLC 4 - 2024-03-31 219,303 $4,904,000 455
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 670 - 2024-03-31 211,076 $4,753,000 -3,071
   SYNOVUS FINANCIAL CORP 183 - 2023-12-31 211,781 $4,507,000 3,686
   MULTIFINANCIAL SECURITIES CORP 346 - 2023-12-31 174,297 $3,709,000 -45,345
   AE Wealth Management LLC 726 - 2023-12-31 149,566 $3,231,000 24,269
   ADVISORY SERVICES NETWORK, LLC 297 - 2023-12-31 145,957 $3,106,000 -809
   Integrated Wealth Concepts LLC 368 - 2023-12-31 129,191 $2,749,000 -10,432
   HARBOUR INVESTMENTS INC. 171 - 2023-12-31 128,539 $2,735,000 107,314
   FINANCIAL NETWORK 875 - 2023-12-31 115,687 $2,462,000 -7,075
   ICA Group Wealth Management LLC 36 *New 2023-12-31 114,532 $2,437,000 114,532
   Valtinson Bruner Financial Planning LLC - 2024-03-31 107,736 $2,426,000 248
   Ellsworth Advisors LLC 53 - 2024-03-31 108,796 $2,419,000 2,012
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 509 - 2023-12-31 108,910 $2,318,000 34,677
   Authentikos Wealth Advisory LLC 12 - 2023-12-31 98,442 $2,095,000 -2,973
   Lunt Capital Management Inc. 24 - 2024-03-31 92,944 $2,093,000 4,085
   Cetera Investment Advisers 789 - 2023-12-31 95,332 $2,029,000 82,876
   Geneos Wealth Management Inc. - 2024-03-31 88,455 $1,992,000 42,330
   Aptus Capital Advisors LLC 243 - 2023-12-31 69,358 $1,476,000 1,842
   Centennial Wealth Advisory LLC 26 - 2024-03-31 62,339 $1,404,000 21,675
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1507 - 2024-03-31 60,758 $1,368,000 34,587
   KINGSWOOD WEALTH ADVISORS LLC 155 - 2024-03-31 59,467 $1,339,000 421
   LPL FINANCIAL CORP 2814 - 2023-12-31 58,903 $1,253,000 45,179
   PERSONAL CFO SOLUTIONS LLC 92 - 2023-12-31 57,231 $1,218,000 2,800
   ATRIA INVESTMENTS LLC 838 - 2023-12-31 54,243 $1,154,000 -686
   Financial Guidance Group Inc. - 2024-03-31 50,024 $1,127,000 1,645
   FSB PREMIER WEALTH MANAGEMENT INC. 43 - 2023-12-31 48,234 $1,026,000 95
   Kestra Advisory Services LLC 1122 - 2023-12-31 46,196 $983,000 -1,032
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2877 *New 2023-12-31 44,288 $942,000 44,288
   GUARDIAN WEALTH ADVISORS LLC / NC 94 - 2023-12-31 42,342 $901,000 -10,882
   JAFFETILCHIN INVESTMENT PARTNERS LLC 148 - 2023-12-31 41,070 $874,000 -40,543
   S.C. Financial Services Inc. 22 - 2022-12-31 47,068 $845,000 15,894
   Harvest Investment Services LLC 82 - 2023-12-31 34,655 $737,000 3,555
   FINANCIAL ADVISORY CORP /UT/ /ADV 67 - 2024-03-31 31,162 $702,000 5,995
   Onyx Bridge Wealth Group LLC - 2024-03-31 28,010 $622,000 -1,985
   Atria Wealth Solutions Inc. 1095 - 2023-12-31 28,694 $611,000 1,436
   Wealthcare Advisory Partners LLC 503 - 2024-03-31 26,001 $586,000 -3,235
   IAMS WEALTH MANAGEMENT LLC 78 - 2024-03-31 25,776 $568,000 0
   Sigma Planning Corp - 2024-03-31 24,830 $559,000 14,900
   SILVER OAK SECURITIES Inc 254 - 2023-12-31 26,214 $558,000 13,474
   Clear Creek Financial Management LLC 234 - 2024-03-31 24,200 $545,000 600
   Sound View Wealth Advisors Group LLC 218 - 2023-12-31 25,186 $536,000 -2,001
   DHJJ Financial Advisors Ltd. 76 - 2024-03-31 23,461 $528,000 -150
   Envestnet Portfolio Solutions Inc. 1047 - 2023-12-31 23,666 $504,000 1,436
   CITADEL ADVISORS LLC 3638 - 2023-12-31 22,781 $485,000 11,962
   TOWNSQUARE CAPITAL LLC 849 - 2023-12-31 18,004 $383,000 182
   Financial Network Wealth Advisors LLC 64 - 2023-12-31 18,004 $383,000 0
   REGAL INVESTMENT ADVISORS, LLC 371 - 2023-12-31 17,960 $382,000 -1,000
   Tradition Wealth Management LLC 246 - 2023-12-31 16,995 $362,000 5,159
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 16,046 $361,000 -8,265
   KFG WEALTH MANAGEMENT LLC 120 - 2024-03-31 12,893 $290,000 -561
   Brookstone Capital Management 777 - 2024-03-31 12,296 $277,000 38
   American Trust 220 *New 2023-12-31 12,989 $276,000 12,989
   Sowell Financial Services LLC - 2024-03-31 11,694 $263,000 -711
   CENTAURUS FINANCIAL INC. 533 - 2023-12-31 11,742 $250,000 -209
   HBW Advisory Services LLC 261 - 2024-03-31 11,590 $247,000 0
   JANNEY MONTGOMERY SCOTT LLC 2521 *New 2024-03-31 9,376 $211,000 9,376
   Merit Financial Group LLC 717 *New 2023-12-31 9,808 $209,000 9,808
   Goss Wealth Management LLC 1917 - 2023-12-31 5,000 $106,000 -5,715
   PROEQUITIES INC. - 2024-03-31 4,090 $92,000 0
   IFP Advisors Inc 1528 - 2023-12-31 2,269 $48,000 -4,851
   UBS Group AG 5616 - 2023-12-31 1,205 $26,000 34
   ROYAL BANK OF CANADA 6180 *New 2023-12-31 53 $1,000 53
   Hibernia Wealth Partners LLC 119 *Closed 2023-12-31 0 $0 -10
   Sargent Bickham Lagudis LLC 1090 *Closed 2022-12-31 0 $0 -285
   WEDBUSH MORGAN SECURITIES INC 1103 *Closed 2023-12-31 0 $0 -12,162
   Ameritas Advisory Services LLC 835 *Closed 2023-12-31 0 $0 -25,081
  71 Records found
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