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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf April (DAPR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    2
Total shares held : 
 2,301,037  
% of shares held : 
 25.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -21  
Amount of shares held : 
 -993,588  
% of shares held change : 
   -11.04%  
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
 20,422
 0.89%
 
Increased Positions :
13
 90,985
 3.95%
 
Unchanged Positions :
15
 242,831
 10.55%
 
Decreased Positions :
32
-934,423
-40.61%
 
Closed Positions :
6
-170,572
-7.41%
 
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
   Advisor Group Holdings Inc. 930 - 2023-12-31 242,002 $7,831,000 -134,970
   HARTFORD FINANCIAL MANAGEMENT INC. 13 - 2024-03-31 221,367 $7,367,000 -17,492
   COMMONWEALTH EQUITY SERVICES LLC. 921 - 2023-12-31 207,235 $6,706,000 -234,992
   Mutual Advisors LLC 105 - 2023-12-31 183,143 $5,927,000 -95,811
   ENVESTNET ASSET MANAGEMENT INC 1807 - 2023-12-31 174,637 $5,651,000 14,503
   Atria Wealth Solutions Inc. 352 - 2023-12-31 132,543 $4,289,000 7,515
   Tanglewood Legacy Advisors LLC 9 - 2024-03-31 120,875 $4,023,000 -8,841
   Rockefeller Capital Management L.P. 834 - 2023-12-31 77,641 $2,512,000 -183
   Comprehensive Financial Consultants Institutional - 2023-12-31 71,594 $2,317,000 -1,311
   OGOREK ANTHONY JOSEPH /NY/ /ADV 25 - 2023-12-31 69,662 $2,254,000 -53,062
   HARBOUR INVESTMENTS INC. 222 - 2023-12-31 62,591 $2,025,000 -758
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1955 - 2023-12-31 58,143 $1,882,000 28,801
   Cetera Investment Advisers 946 - 2023-12-31 41,963 $1,358,000 5,715
   PROEQUITIES INC. 218 - 2023-12-31 40,075 $1,297,000 -6,029
   FINANCIAL NETWORK 1239 - 2023-12-31 38,438 $1,244,000 -8,865
   Stratos Wealth Partners LTD. 604 - 2024-03-31 32,901 $1,095,000 -100
   AE Wealth Management LLC 1150 - 2023-12-31 30,281 $991,000 -151,409
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1742 - 2024-03-31 28,997 $965,000 -5,689
   LPL FINANCIAL CORP 3078 - 2023-12-31 28,220 $913,000 -1,760
   Change Path LLC 266 - 2023-12-31 27,873 $902,000 -51,673
   CENTAURUS FINANCIAL INC. 273 - 2023-12-31 25,086 $812,000 -1,704
   MML INVESTORS SERVICES LLC 1535 - 2023-12-31 22,688 $734,000 2,443
   Kestra Advisory Services LLC 1417 - 2023-12-31 18,006 $583,000 -1,631
   Truadvice LLC 113 - 2023-09-30 18,332 $568,000 -13
   Delta Investment Management LLC 99 - 2023-12-31 16,878 $546,000 0
   MULTIFINANCIAL SECURITIES CORP 1142 - 2023-12-31 15,007 $486,000 18
   SageView Advisory Group LLC 361 *New 2023-12-31 13,348 $438,000 13,348
   TrueWealth Advisors LLC 101 - 2024-03-31 13,148 $438,000 0
   CITADEL ADVISORS LLC 3744 - 2023-12-31 13,340 $432,000 13,340
   OLD MISSION CAPITAL LLC 660 - 2023-12-31 12,884 $417,000 -46,239
   MARINER WEALTH ADVISORS, LLC 2100 - 2023-12-31 12,392 $401,000 -603
   Donald L. Hagan LLC 81 - 2024-03-31 10,925 $364,000 -336
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2725 - 2024-03-31 10,551 $351,000 -1,062
   FSB PREMIER WEALTH MANAGEMENT INC. 112 - 2023-12-31 10,599 $343,000 0
   FIRST HEARTLAND CONSULTANTS INC 281 - 2023-12-31 9,595 $310,000 -3,859
   IFP Advisors Inc 736 - 2023-12-31 9,550 $309,000 -203
   S.C. Financial Services Inc. 72 - 2022-12-31 10,247 $302,000 2,735
   Keystone Wealth Services LLC 174 - 2024-03-31 8,614 $287,000 -218
   BB&T CORP 2304 - 2023-12-31 8,537 $276,000 -215
   H D Vest Advisory Services 1294 - 2023-12-31 8,228 $266,000 0
   Lion Street Advisors LLC 199 - 2024-03-31 8,119 $263,000 0
   LVZ Advisors Inc. 120 - 2024-03-31 7,542 $251,000 -6,070
   Nelson Van Denburg & Campbell Wealth Management Gr 486 - 2023-12-31 7,512 $243,000 0
   TWO SIGMA SECURITIES LLC 771 - 2023-12-31 7,286 $236,000 7,286
   Ameritas Advisory Services LLC 630 - 2023-12-31 7,021 $231,000 -12,235
   BAKER TILLY FINANCIAL LLC 427 - 2023-12-31 7,000 $227,000 0
   Ergawealth Advisors Inc. 48 *New 2023-12-31 7,001 $227,000 7,001
   RAYMOND JAMES & ASSOCIATES 3515 - 2024-03-31 6,573 $219,000 -21,852
   1ST SOURCE BANK 240 - 2023-12-31 6,726 $218,000 0
   Integrity Financial Corp /WA 93 - 2023-12-31 6,681 $216,000 -1,699
   Goss Wealth Management LLC 1692 - 2023-12-31 6,305 $204,000 -8,275
   COMERICA BANK 2395 - 2023-12-31 4,106 $133,000 0
   EPG Wealth Management LLC 266 - 2023-12-31 3,000 $99,000 0
   UBS Group AG 5086 - 2023-12-31 2,315 $75,000 121
   Sunbelt Securities Inc. 897 - 2024-03-31 1,260 $42,000 -5,000
   ROYAL BANK OF CANADA 5374 - 2023-12-31 1,268 $41,000 -7,123
   DHJJ Financial Advisors Ltd. 291 - 2024-03-31 1,205 $40,000 -185
   PRINCIPAL SECURITIES INC. 1584 - 2023-12-31 1,185 $38,000 0
   Steward Partners Investment Advisory LLC 2258 - 2023-12-31 796 $26,000 -2,963
   NBC SECURITIES INC. 1373 - 2024-03-31 733 $24,000 -82
   Larson Financial Group LLC 920 - 2023-12-31 447 $14,000 -10
   CWM LLC 3388 - 2024-03-31 285 $9,000 -5
   Impact Partnership Wealth LLC 684 *New 2023-12-31 73 $2,000 73
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 684 - 2023-12-31 7 $0 0
   Sage Capital Advisorsllc 133 *Closed 2024-03-31 0 $0 -17,877
   JANNEY MONTGOMERY SCOTT LLC 2634 *Closed 2023-12-31 0 $0 -8,370
   GeoWealth Management LLC 677 *Closed 2023-12-31 0 $0 -23
   AdvisorNet Financial Inc 2210 *Closed 2024-03-31 0 $0 0
   JANE STREET GROUP LLC 5830 *Closed 2023-12-31 0 $0 -24,297
   Cypress Wealth Services LLC 266 *Closed 2024-03-31 0 $0 -17,311
   Authentikos Wealth Advisory LLC 638 *Closed 2023-12-31 0 $0 -17
  71 Records found
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