Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf (DAUG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HHM Wealth Advisors LLC 707 *Closed 2023-12-31 0 $0 -230
   CITADEL ADVISORS LLC 5551 *Closed 2023-12-31 0 $0 -8,690
   WELLS FARGO & CO/MN 5663 *Closed 2024-03-31 0 $0 -500
   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
   ADVISORY SERVICES NETWORK, LLC 2883 *Closed 2024-03-31 0 $0 -250
   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
   IFRAH FINANCIAL SERVICES INC 218 *Closed 2024-03-31 0 $0 -17,643
   Meridian Wealth Management LLC 586 *Closed 2024-03-31 0 $0 -9,295
   SageView Advisory Group LLC 838 *Closed 2024-03-31 0 $0 -275,553

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