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Get Institutions for : 
Ft Cboe Vest Fund Of Nasdaq-100 Buffer Etfs (BUFQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    26
Total shares held : 
 10,747,538  
% of shares held : 
 11.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   52  
Amount of shares held : 
 5,069,935  
% of shares held change : 
   5.63%  
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 :
28
 2,124,077
 19.76%
 
Increased Positions :
30
 3,228,288
 30.04%
 
Unchanged Positions :
5
 80,532
 0.75%
 
Decreased Positions :
4
-43,376
-0.4%
 
Closed Positions :
2
-239,054
-2.22%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   LPL FINANCIAL CORP 330 - 2023-12-31 3,131,223 $84,543,000 1,119,102
   AE Wealth Management LLC 165 - 2023-12-31 959,759 $26,451,000 301,637
   Good Life Advisors LLC - 2024-03-31 772,168 $21,876,000 -5,454
   Creekmur Asset Management LLC - 2023-12-31 763,214 $20,607,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 517 - 2024-03-31 655,918 $18,582,000 109,739
   Gladstone Institutional Advisory LLC 28 - 2023-12-31 428,441 $11,568,000 104,673
   Advisor Group Holdings Inc. 771 - 2023-12-31 392,165 $10,588,000 227,692
   CoreCap Advisors LLC 31 *New 2023-12-31 385,232 $10,401,000 385,232
   ROYAL BANK OF CANADA 1483 *New 2023-12-31 349,812 $9,445,000 349,812
   RiverTree Advisors LLC 7 - 2024-03-31 296,500 $8,400,000 -27,009
   Stratos Wealth Partners LTD. 151 - 2024-03-31 286,295 $8,111,000 16,336
   PROSPERA FINANCIAL SERVICES 81 *New 2023-12-31 295,108 $7,968,000 295,108
   MARINER WEALTH ADVISORS, LLC 555 - 2023-12-31 282,376 $7,624,000 266,523
   Cetera Investment Advisers 358 - 2023-12-31 239,987 $6,480,000 18,870
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 640 - 2024-03-31 216,563 $6,135,000 50,193
   MML INVESTORS SERVICES LLC 545 - 2023-12-31 211,784 $5,718,000 66,439
   Change Path LLC 66 - 2023-12-31 202,840 $5,477,000 118,850
   Valtinson Bruner Financial Planning LLC - 2024-03-31 175,166 $4,962,000 60,570
   FOCUS Wealth Advisors LLC 14 - 2024-03-31 159,616 $4,522,000 28,951
   Pitti Group Wealth Management LLC 6 *New 2024-03-31 135,806 $3,858,000 135,806
   Mach-1 Financial Group Inc. 17 *New 2023-12-31 140,095 $3,783,000 140,095
   Goss Wealth Management LLC 439 - 2023-12-31 132,543 $3,630,000 27,019
   Capital CS Group LLC 4 - 2024-03-31 125,833 $3,565,000 42,446
   Private Advisor Group LLC - 2024-03-31 109,710 $3,108,000 27,585
   Kestra Advisory Services LLC 732 *New 2023-12-31 86,058 $2,324,000 86,058
   ENVESTNET ASSET MANAGEMENT INC 2415 - 2023-12-31 79,747 $2,153,000 70,306
   Twin Peaks Wealth Advisors LLC 23 - 2024-03-31 69,346 $1,965,000 16,797
   Midwest Financial Group LLC 25 *New 2024-03-31 59,489 $1,685,000 59,489
   Sigma Planning Corp - 2024-03-31 57,875 $1,640,000 33,474
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 56,476 $1,600,000 9,207
   FLAGSHIP HARBOR ADVISORS LLC 213 - 2024-03-31 46,530 $1,318,000 13,980
   Integrated Wealth Concepts LLC 626 *New 2023-12-31 47,059 $1,271,000 47,059
   Wealthcare Advisory Partners LLC 315 - 2024-03-31 44,787 $1,269,000 330
   VitalStone Financial LLC 24 - 2023-12-31 41,115 $1,110,000 1,589
   FIRST HEARTLAND CONSULTANTS INC 150 *New 2023-12-31 33,288 $899,000 33,288
   FINANCIAL NETWORK 1483 - 2023-12-31 31,277 $844,000 9,063
   Financial Guidance Group Inc. - 2024-03-31 29,010 $822,000 1,700
   Arkadios Wealth Advisors - 2024-03-31 28,001 $793,000 -1,037
   GREAT VALLEY ADVISOR GROUP INC. 382 - 2023-12-31 28,042 $757,000 1,793
   Kraft Davis & Associates LLC 57 - 2023-12-31 27,158 $747,000 780
   Ergawealth Advisors Inc. *New 2024-03-31 25,173 $713,000 25,173
   Atria Wealth Solutions Inc. 1021 *New 2023-12-31 25,907 $699,000 25,907
   Tradition Wealth Management LLC 151 - 2023-12-31 25,147 $679,000 0
   CITADEL ADVISORS LLC 3359 - 2023-12-31 23,582 $637,000 3,193
   OLD MISSION CAPITAL LLC 546 *New 2023-12-31 22,679 $612,000 22,679
   Householder Group Estate & Retirement Specialist L - 2024-03-31 21,288 $603,000 -3,590
   SIGNATURE SECURITIES GROUP CORPORATION 113 - 2024-03-31 20,331 $576,000 4,446
   Ignite Planners LLC 141 - 2024-03-31 19,500 $553,000 0
   AXXCESS WEALTH MANAGEMENT LLC 493 *New 2023-12-31 19,971 $539,000 19,971
   NATIONAL ASSET MANAGEMENT, INC. 781 - 2023-12-31 19,482 $526,000 -788
   Kingsview Wealth Management LLC 645 *New 2023-12-31 17,395 $470,000 17,395
   CARY STREET PARTNER INVESTMENT ADVISORY LLC *New 2024-03-31 16,204 $459,000 16,204
   BB&T CORP 2049 *New 2023-12-31 15,831 $418,000 15,831
   Capital Investment Advisory Services LLC 340 - 2024-03-31 14,366 $407,000 7,774
   HARBOUR INVESTMENTS INC. 659 - 2023-12-31 13,024 $352,000 10,348
   Stratos Wealth Advisors LLC 539 - 2024-03-31 11,585 $328,000 3,132
   KINGSWOOD WEALTH ADVISORS LLC 457 *New 2024-03-31 11,133 $315,000 11,133
   Envestnet Portfolio Solutions Inc. 1270 *New 2023-12-31 11,668 $315,000 11,668
   Prosperity Wealth Management Inc. 77 *New 2023-12-31 11,650 $315,000 11,650
   Equitable Holdings Inc. 975 *New 2023-12-31 9,591 $259,000 9,591
   IFG Advisory LLC 507 *New 2023-12-31 9,271 $250,000 9,271
   Private Portfolio Partners LLC 231 - 2023-12-31 9,222 $249,000 -595
   Orion Portfolio Solutions LLC 1506 *New 2023-12-31 8,547 $230,000 8,547
   Worth Asset Management LLC 103 - 2024-03-31 8,065 $228,000 -5,525
   IAMS WEALTH MANAGEMENT LLC 109 *New 2024-03-31 8,099 $226,000 8,099
   GPS Wealth Strategies Group LLC *New 2024-03-31 5,880 $167,000 5,880
   Retirement Group LLC *New 2024-03-31 5,550 $157,000 5,550
   PROEQUITIES INC. - 2024-03-31 3,854 $109,000 202
   Capital Analysts Inc. 682 - 2023-12-31 1,524 $41,000 0
   PRIVATE TRUST CO NA 1219 - 2024-03-31 1,242 $35,000 993
   Steward Partners Investment Advisory LLC 2338 - 2023-12-31 812 $22,000 0
   Global Retirement Partners LLC 1913 *New 2024-03-31 540 $15,000 540
   COMERICA BANK 3036 - 2023-12-31 500 $14,000 0
   WELLS FARGO & CO/MN 5126 *New 2023-12-31 410 $11,000 410
   Covestor Ltd 1586 - 2023-12-31 374 $10,000 119
   PCG Wealth Advisors LLC 115 *Closed 2024-03-31 0 $0 -141,815
   J P MORGAN CHASE & CO 6137 *New 2023-12-31 0 $0 0
   Private Advisory Group LLC 218 *Closed 2023-12-31 0 $0 -238,609
   UBS Group AG 8341 *Closed 2023-12-31 0 $0 -445
   Beacon Financial Advisory LLC 280 *Closed 2024-03-31 0 $0 -8,724
  80 Records found
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