Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ft Cboe Vest Buffered Allocation Defensive Etf (BUFT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Centennial Wealth Advisory LLC 4 - 2024-03-31 656,616 $14,019,000 -10,207
   ENVESTNET ASSET MANAGEMENT INC 1537 - 2023-12-31 411,502 $8,570,000 -127,135
   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
   Advisor Group Holdings Inc. 1484 - 2024-03-31 125,198 $2,673,000 -275,353
   MULTIFINANCIAL SECURITIES CORP 491 - 2023-12-31 100,009 $2,083,000 -21,631
   COMMONWEALTH EQUITY SERVICES LLC. 1764 - 2024-03-31 94,731 $2,023,000 -19,809
   Marshall Financial Group LLC 46 - 2024-03-31 92,014 $1,964,000 -5,270
   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
   Integrated Wealth Concepts LLC 728 - 2023-12-31 47,099 $981,000 -8,661
   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
   Atria Wealth Solutions Inc. 1009 - 2023-12-31 34,417 $717,000 -10,978
   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
   Nelson Van Denburg & Campbell Wealth Management Gr 457 - 2024-03-31 23,129 $494,000 -7,829
   Kestra Advisory Services LLC 1535 - 2023-12-31 23,352 $486,000 -1,254
   IFP Advisors Inc 593 - 2023-12-31 21,507 $448,000 -6,337
   CENTAURUS FINANCIAL INC. 466 - 2023-12-31 15,289 $318,000 -197
   Kingsview Wealth Management LLC 882 - 2024-03-31 11,723 $250,000 -4,852
   JANNEY MONTGOMERY SCOTT LLC 2444 - 2024-03-31 11,437 $244,000 -20
   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
   KFG WEALTH MANAGEMENT LLC 141 - 2024-03-31 10,677 $228,000 -587
   Sound View Wealth Advisors Group LLC 354 - 2024-03-31 9,667 $206,000 -13,291
   SILVER OAK SECURITIES Inc 388 - 2024-03-31 8,379 $179,000 -6,990
   UBS Group AG 6351 - 2023-12-31 222 $5,000 -584

  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results