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Ft Cboe Vest Us Equity Deep Buffer Etf (DAUG)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 88    3
Total shares held : 
 5,733,824  
% of shares held : 
 12.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 -974,278  
% of shares held change : 
   -2.05%  
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
 171,788
 3%
 
Increased Positions :
15
 313,864
 5.47%
 
Unchanged Positions :
19
 311,949
 5.44%
 
Decreased Positions :
49
-1,272,306
-22.19%
 
Closed Positions :
8
-187,624
-3.27%
 
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. 428 - 2023-12-31 614,913 $21,786,000 -581,224
   OPPENHEIMER & CO INC 50 - 2023-12-31 551,492 $19,539,000 -10,739
   FINANCIAL NETWORK 282 - 2023-12-31 368,405 $13,053,000 -24,909
   HARTFORD FINANCIAL MANAGEMENT INC. 4 - 2024-03-31 307,399 $11,374,000 -6,424
   ENVESTNET ASSET MANAGEMENT INC 1516 - 2023-12-31 252,330 $8,940,000 -10,683
   Advisor Group Holdings Inc. 876 - 2023-12-31 243,728 $8,635,000 -27,425
   HIGHTOWER ADVISORS, LLC 821 - 2023-12-31 195,525 $6,929,000 -93,176
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 600 - 2024-03-31 183,085 $6,774,000 -16,350
   JANNEY MONTGOMERY SCOTT LLC 636 - 2023-12-31 186,763 $6,617,000 -220
   IFP Advisors Inc 71 - 2023-12-31 182,728 $6,474,000 -6,960
   AE Wealth Management LLC 515 - 2023-12-31 178,513 $6,412,000 -132,669
   MinichMacGregor Wealth Management LLC 33 - 2024-03-31 157,571 $5,827,000 7,254
   Prosperity Consulting Group LLC 12 - 2023-12-31 160,020 $5,670,000 -522
   BB&T CORP 831 - 2023-12-31 155,217 $5,499,000 -46,534
   Foguth Wealth Management LLC. 13 - 2024-03-31 113,558 $4,202,000 0
   Signal Advisors Wealth LLC 23 - 2024-03-31 113,558 $4,202,000 10,562
   Cetera Investment Advisers 526 - 2023-12-31 110,199 $3,904,000 -20,535
   Truadvice LLC 14 - 2023-09-30 115,740 $3,899,000 -1,846
   LPL FINANCIAL CORP 1965 - 2023-12-31 94,673 $3,354,000 2,109
   MARINER WEALTH ADVISORS, LLC 849 - 2023-12-31 91,121 $3,228,000 -777
   RAYMOND JAMES & ASSOCIATES 1917 - 2024-03-31 79,239 $2,932,000 4,605
   ATRIA INVESTMENTS LLC 506 - 2023-12-31 72,497 $2,569,000 -13,087
   Kestra Advisory Services LLC 694 - 2023-12-31 70,390 $2,494,000 15,677
   CWM LLC 573 - 2024-03-31 64,168 $2,374,000 -20,426
   HARBOUR INVESTMENTS INC. 221 - 2023-12-31 59,378 $2,104,000 71
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 47,601 $1,687,000 6,956
   Ignite Planners LLC 64 - 2024-03-31 41,632 $1,540,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1775 - 2024-03-31 41,334 $1,529,000 -30,463
   OLD MISSION CAPITAL LLC 327 - 2023-12-31 42,653 $1,511,000 -7,624
   Goss Wealth Management LLC 790 - 2023-12-31 39,094 $1,388,000 -10,870
   Mutual Advisors LLC 358 - 2023-12-31 38,673 $1,370,000 -8,453
   MULTIFINANCIAL SECURITIES CORP 647 - 2023-12-31 38,416 $1,361,000 -2,422
   Sage Capital Advisorsllc 54 - 2024-03-31 35,600 $1,317,000 13,100
   Pinnacle Wealth Planning Services Inc. 79 - 2023-12-31 35,481 $1,257,000 0
   Spire Wealth Management 351 - 2024-03-31 30,170 $1,116,000 -2,986
   PROEQUITIES INC. 286 - 2023-12-31 28,833 $1,022,000 -4,806
   INTL FCSTONE INC. 145 - 2023-12-31 26,896 $953,000 -794
   ROYAL BANK OF CANADA 3134 - 2023-12-31 26,483 $938,000 -26,441
   KESTRA PRIVATE WEALTH SERVICES LLC 586 - 2023-12-31 22,086 $783,000 49
   MML INVESTORS SERVICES LLC 1528 - 2023-12-31 20,935 $742,000 6,430
   H D Vest Advisory Services 843 - 2023-12-31 19,905 $705,000 -4,564
   Integrated Advisors Network LLC 366 - 2023-12-31 18,459 $654,000 -1,757
   IFRAH FINANCIAL SERVICES INC 91 - 2023-12-31 17,643 $625,000 3,590
   Atria Wealth Solutions Inc. 1087 - 2023-12-31 17,489 $620,000 -6,443
   Commonwealth Financial Services LLC 81 - 2023-12-31 15,945 $565,000 -18,546
   JANE STREET GROUP LLC 3831 - 2023-12-31 15,500 $549,000 -20,150
   NATIONAL ASSET MANAGEMENT, INC. 762 - 2023-12-31 15,450 $547,000 0
   Virtue Capital Management LLC 178 *New 2023-12-31 14,663 $515,000 14,663
   EPG Wealth Management LLC 157 - 2023-12-31 14,115 $510,000 0
   Integrity Financial Corp /WA 56 - 2023-12-31 13,309 $472,000 -990
   Lakeridge Wealth Management LLC 62 - 2023-12-31 13,045 $462,000 0
   Strategic Blueprint LLC 411 - 2024-03-31 11,212 $415,000 0
   Sunbelt Securities Inc. 370 - 2024-03-31 10,529 $390,000 -4,752
   ARBOR CAPITAL MANAGEMENT INC /ADV 81 - 2023-12-31 11,024 $387,000 -539
   Resources Investment Advisors Inc. 860 - 2023-12-31 9,805 $347,000 -189
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4405 - 2023-12-31 8,509 $301,000 -63,059
   WMG Financial Advisors LLC 80 - 2023-12-31 8,304 $294,000 0
   Delta Investment Management LLC 162 - 2023-12-31 8,236 $292,000 0
   Q3 Asset Management 41 - 2024-03-31 7,312 $270,000 0
   NBC SECURITIES INC. 638 - 2024-03-31 7,213 $266,000 -1,040
   Advance Capital Management Inc. 121 - 2024-03-31 7,181 $266,000 -26,025
   BEACON FINANCIAL GROUP 281 - 2023-12-31 7,281 $258,000 -123,953
   JAFFETILCHIN INVESTMENT PARTNERS LLC 300 - 2023-12-31 7,144 $253,000 -1,013
   SILVER OAK SECURITIES Inc 412 - 2023-12-31 7,012 $248,000 -269
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2034 - 2024-03-31 6,603 $244,000 0
   CASCADE INVESTMENT GROUP INC. 117 - 2023-12-31 6,735 $239,000 0
   WEDBUSH MORGAN SECURITIES INC 881 - 2023-12-31 6,650 $236,000 -375
   S.C. Financial Services Inc. 99 *New 2022-12-31 7,515 $234,000 7,515
   Benchmark Investment Advisors LLC 278 *New 2023-12-31 6,490 $230,000 6,490
   BCJ Capital Management LLC 268 - 2023-12-31 6,490 $230,000 -794
   MCKINLEY CARTER WEALTH SERVICES, INC. 281 - 2024-03-31 6,080 $225,000 0
   Octavia Wealth Advisors LLC 197 - 2024-03-31 6,080 $225,000 0
   Tanglewood Legacy Advisors LLC 81 - 2024-03-31 6,035 $223,000 0
   Old Port Advisors 191 - 2023-09-30 6,558 $217,000 -1,485
   FSB PREMIER WEALTH MANAGEMENT INC. 169 - 2023-12-31 5,706 $202,000 5,706
   COMERICA BANK 2384 - 2023-12-31 3,872 $137,000 0
   ALPHAMARK ADVISORS LLC 267 - 2024-03-31 2,900 $107,000 -1,180
   Larson Financial Group LLC 588 - 2023-12-31 1,787 $63,000 -9
   Capital Investment Advisory Services LLC 646 - 2024-03-31 1,425 $53,000 700
   MTM Investment Management LLC 228 - 2024-03-31 1,000 $37,000 0
   UBS Group AG 5521 - 2023-12-31 861 $31,000 -2,687
   AdvisorNet Financial Inc 1019 - 2024-03-31 650 $24,000 0
   WELLS FARGO & CO/MN 4992 - 2023-12-31 500 $18,000 500
   DHJJ Financial Advisors Ltd. 411 - 2024-03-31 350 $13,000 0
   J P MORGAN CHASE & CO 5073 - 2023-12-31 283 $10,000 183
   ADVISORY SERVICES NETWORK, LLC 2858 *New 2023-12-31 250 $9,000 250
   SageView Advisory Group LLC 567 - 2023-12-31 275,553 $8,000 264,276
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 542 - 2024-03-31 215 $8,000 0
   PRINCIPAL SECURITIES INC. 2351 - 2023-12-31 190 $7,000 0
   Impact Partnership Wealth LLC 683 *New 2023-12-31 68 $2,000 68
   HHM Wealth Advisors LLC 707 *Closed 2023-12-31 0 $0 -230
   CITADEL ADVISORS LLC 5551 *Closed 2023-12-31 0 $0 -8,690
   RFG Advisory Group LLC 717 *Closed 2024-03-31 0 $0 -8,390
   Foundations Investment Advisors LLC 716 *Closed 2023-12-31 0 $0 -10,301
   Ameritas Advisory Services LLC 722 *Closed 2023-12-31 0 $0 -32,051
   Cambridge Advisors Inc. 169 *Closed 2024-03-31 0 $0 -6,000
   Lifestyle Asset Management Inc. 118 *Closed 2024-03-31 0 $0 -5,757
   AXXCESS WEALTH MANAGEMENT LLC 936 *Closed 2023-12-31 0 $0 -16,637
   TriaGen Wealth Management LLC 169 *Closed 2024-03-31 0 $0 -30,290
   Creekmur Asset Management LLC - 2023-12-31 8 $0 0
  100 Records found
  1    
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