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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    3
Total shares held : 
 4,939,434  
% of shares held : 
 21.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 757,885  
% of shares held change : 
   3.31%  
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 :
4
 754,057
 15.27%
 
Increased Positions :
12
 741,206
 15.01%
 
Unchanged Positions :
10
 139,948
 2.83%
 
Decreased Positions :
25
-717,010
-14.52%
 
Closed Positions :
1
-20,368
-0.41%
 
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
   AE Wealth Management LLC 312 - 2023-12-31 672,062 $14,160,000 640,919
   Centennial Wealth Advisory LLC 4 - 2024-03-31 656,616 $14,019,000 -10,207
   FDX ADVISORS, INC. 24 - 2023-12-31 449,946 $9,371,000 -18,579
   ENVESTNET ASSET MANAGEMENT INC 1537 - 2023-12-31 411,502 $8,570,000 -127,135
   Advisor Group Holdings Inc. 892 - 2023-12-31 400,551 $8,342,000 -204,507
   CWM LLC 348 - 2024-03-31 336,379 $7,182,000 -8,054
   SYNOVUS FINANCIAL CORP 237 - 2023-12-31 158,415 $3,299,000 -98,377
   COMMONWEALTH EQUITY SERVICES LLC. 1539 - 2023-12-31 114,540 $2,385,000 -36,122
   MULTIFINANCIAL SECURITIES CORP 491 - 2023-12-31 100,009 $2,083,000 -21,631
   Marshall Financial Group LLC 46 - 2024-03-31 92,014 $1,964,000 -5,270
   Lunt Capital Management Inc. 28 - 2024-03-31 85,575 $1,827,000 1,703
   FINANCIAL NETWORK 1003 - 2023-12-31 87,699 $1,826,000 4,726
   S.C. Financial Services Inc. 10 - 2022-12-31 72,788 $1,343,000 18,383
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 609 - 2023-12-31 63,783 $1,328,000 22,516
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1592 - 2024-03-31 56,667 $1,210,000 -1,150
   TOWNSQUARE CAPITAL LLC 575 - 2023-12-31 50,641 $1,055,000 -1,087
   Financial Network Wealth Advisors LLC 21 - 2023-12-31 50,641 $1,055,000 0
   Integrated Wealth Concepts LLC 728 - 2023-12-31 47,099 $981,000 -8,661
   Geneos Wealth Management Inc. *New 2023-12-31 45,301 $944,000 45,301
   Financial Guidance Group Inc. - 2023-12-31 44,925 $936,000 24,275
   Sweet Financial Partners LLC 85 - 2024-03-31 43,512 $929,000 -455,730
   FINANCIAL ADVISORY CORP /UT/ /ADV 60 - 2024-03-31 34,924 $746,000 -782
   Valtinson Bruner Financial Planning LLC 62 - 2023-12-31 35,405 $737,000 0
   Atria Wealth Solutions Inc. 1009 - 2023-12-31 34,417 $717,000 -10,978
   Nelson Van Denburg & Campbell Wealth Management Gr 289 - 2023-12-31 30,958 $645,000 -39,186
   CITADEL ADVISORS LLC 3369 *New 2023-12-31 30,376 $633,000 30,376
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3555 - 2023-12-31 27,653 $576,000 -8,612
   JAFFETILCHIN INVESTMENT PARTNERS LLC 209 - 2023-12-31 25,270 $526,000 -26,268
   Cetera Investment Advisers 1476 - 2023-12-31 24,503 $510,000 -64,954
   Kestra Advisory Services LLC 1535 - 2023-12-31 23,352 $486,000 -1,254
   Sound View Wealth Advisors Group LLC 232 - 2023-12-31 22,958 $478,000 -3,745
   IFP Advisors Inc 593 - 2023-12-31 21,507 $448,000 -6,337
   Quad-Cities Investment Group LLC 110 - 2024-03-31 16,951 $362,000 0
   Kingsview Wealth Management LLC 724 - 2023-12-31 16,575 $345,000 -7,100
   OLD MISSION CAPITAL LLC 718 - 2023-12-31 16,365 $341,000 5,742
   SILVER OAK SECURITIES Inc 359 - 2023-12-31 15,369 $320,000 4,902
   CENTAURUS FINANCIAL INC. 466 - 2023-12-31 15,289 $318,000 -197
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1890 - 2024-03-31 14,324 $306,000 0
   Envestnet Portfolio Solutions Inc. 1368 - 2023-12-31 12,514 $261,000 -236
   Aptus Capital Advisors LLC 492 - 2023-12-31 11,866 $247,000 713
   GUARDIAN WEALTH ADVISORS LLC / NC 214 - 2023-12-31 11,866 $247,000 713
   BB&T CORP 2372 *New 2023-12-31 11,557 $241,000 11,557
   JANNEY MONTGOMERY SCOTT LLC 2347 - 2023-12-31 11,457 $239,000 0
   BARRETT & COMPANY INC. 119 - 2024-03-31 11,098 $237,000 -303
   Goss Wealth Management LLC 1633 - 2023-12-31 11,400 $237,000 -9,250
   ADVISORY SERVICES NETWORK, LLC 1193 - 2023-12-31 11,098 $231,000 -500
   KFG WEALTH MANAGEMENT LLC 141 - 2024-03-31 10,677 $228,000 -587
   HARBOUR INVESTMENTS INC. 961 - 2023-12-31 7,448 $155,000 548
   DHJJ Financial Advisors Ltd. 201 - 2024-03-31 4,605 $98,000 0
   Trust Co 207 *New 2024-03-31 1,584 $34,000 1,584
   Capital Analysts Inc. 876 - 2023-12-31 549 $11,000 0
   Caitlin John LLC 516 - 2023-12-31 302 $6,000 0
   UBS Group AG 6351 - 2023-12-31 222 $5,000 -584
   PROEQUITIES INC. 2777 - 2023-12-31 0 $0 0
   Meridian Wealth Management LLC 331 *Closed 2024-03-31 0 $0 -19,317
   Ameritas Advisory Services LLC 746 *Closed 2023-12-31 0 $0 -20,368
  56 Records found
  1    
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