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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    13
Total shares held : 
 4,968,788  
% of shares held : 
 55.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   24  
Amount of shares held : 
 764,797  
% of shares held change : 
   8.5%  
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 :
16
 373,225
 7.51%
 
Increased Positions :
29
 901,813
 18.15%
 
Unchanged Positions :
12
 234,786
 4.73%
 
Decreased Positions :
18
-219,507
-4.42%
 
Closed Positions :
3
-290,734
-5.85%
 
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
   SPINNAKER TRUST 4 - 2023-12-31 1,861,886 $66,576,000 15,748
   TOWNSQUARE CAPITAL LLC 109 - 2023-12-31 295,569 $10,569,000 48,359
   COMMONWEALTH EQUITY SERVICES LLC. 748 - 2023-12-31 268,347 $9,595,000 80,950
   Advisor Group Holdings Inc. 881 - 2023-12-31 238,567 $8,528,000 108,157
   ENVESTNET ASSET MANAGEMENT INC 1664 - 2023-12-31 194,514 $6,955,000 117,632
   Change Path LLC 55 - 2023-12-31 191,317 $6,841,000 104,574
   Sowell Financial Services LLC - 2023-12-31 102,094 $3,651,000 -1,785
   Kestra Advisory Services LLC 577 - 2023-12-31 97,086 $3,472,000 63,903
   BEACON FINANCIAL GROUP 73 *New 2023-12-31 85,359 $3,052,000 85,359
   Donald L. Hagan LLC 9 - 2024-03-31 80,201 $3,005,000 1,031
   HARBOUR INVESTMENTS INC. 161 - 2023-12-31 81,753 $2,923,000 19,242
   FINANCIAL NETWORK 810 - 2023-12-31 79,989 $2,860,000 39,956
   Cetera Investment Advisers 648 - 2023-12-31 79,142 $2,830,000 37,800
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1375 - 2023-12-31 78,223 $2,797,000 54,467
   Aptus Capital Advisors LLC 203 - 2023-12-31 65,300 $2,335,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 44 - 2023-12-31 65,300 $2,335,000 0
   H D Vest Advisory Services 482 - 2023-12-31 59,618 $2,132,000 17,618
   AE Wealth Management LLC 877 - 2023-12-31 58,694 $2,127,000 21,594
   HARTFORD FINANCIAL MANAGEMENT INC. 64 - 2023-12-31 58,699 $2,099,000 56,945
   MinichMacGregor Wealth Management LLC 46 - 2024-03-31 55,478 $2,075,000 593
   Ignite Planners LLC 55 - 2024-03-31 50,144 $1,875,000 32,369
   LPL FINANCIAL CORP 2443 - 2023-12-31 52,110 $1,863,000 -120,074
   Strategic Blueprint LLC - 2023-12-31 50,998 $1,824,000 -3,428
   BCJ Capital Management LLC 99 *New 2023-12-31 47,109 $1,685,000 47,109
   Benchmark Investment Advisors LLC 102 *New 2023-12-31 47,109 $1,685,000 47,109
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2154 - 2023-12-31 43,952 $1,572,000 6,895
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1355 - 2023-12-31 43,584 $1,558,000 26,838
   Atria Wealth Solutions Inc. 686 *New 2023-12-31 43,194 $1,545,000 43,194
   MULTIFINANCIAL SECURITIES CORP 627 - 2023-12-31 39,748 $1,421,000 -2,012
   IFP Advisors Inc 353 - 2023-12-31 31,350 $1,121,000 666
   Spire Wealth Management 372 - 2023-12-31 26,212 $946,000 24,847
   OGOREK ANTHONY JOSEPH /NY/ /ADV 43 *New 2023-12-31 25,146 $899,000 25,146
   CWM LLC 903 - 2024-03-31 23,549 $882,000 -14,415
   Integrity Financial Corp /WA 41 - 2023-12-31 24,634 $881,000 2,315
   Goss Wealth Management LLC 1031 - 2023-12-31 22,450 $807,000 -10,427
   Sage Capital Advisorsllc 73 - 2024-03-31 21,315 $799,000 -4,197
   Mayfair Advisory Group LLC 34 *New 2024-03-31 21,164 $793,000 21,164
   Encompass More Asset Management 35 - 2023-12-31 21,360 $764,000 0
   Tanglewood Legacy Advisors LLC 42 - 2024-03-31 18,844 $706,000 -13,150
   CITADEL ADVISORS LLC 3296 - 2023-12-31 18,938 $677,000 3,317
   INTL FCSTONE INC. 180 - 2023-12-31 18,025 $645,000 -300
   Schulz Wealth LTD. 25 - 2024-03-31 16,929 $634,000 -11,364
   1ST SOURCE BANK 166 *New 2023-12-31 17,245 $617,000 17,245
   PROEQUITIES INC. 397 - 2023-12-31 16,566 $592,000 -5,903
   RAYMOND JAMES & ASSOCIATES 2816 - 2023-12-31 16,513 $590,000 6,668
   JANNEY MONTGOMERY SCOTT LLC 1783 - 2023-12-31 15,863 $567,000 15,863
   SOA Wealth Advisors LLC. 95 - 2024-03-31 15,059 $564,000 4,291
   Alpha Financial Partners LLC 29 *New 2023-12-31 14,925 $534,000 14,925
   BB&T CORP 1901 - 2023-12-31 14,556 $520,000 -1,714
   KCS Wealth Advisory 89 - 2023-09-30 15,225 $511,000 -15,041
   MML INVESTORS SERVICES LLC 1748 *New 2023-12-31 14,061 $503,000 14,061
   ARBOR CAPITAL MANAGEMENT INC /ADV 77 *New 2023-12-31 12,322 $437,000 12,322
   Stratos Wealth Partners LTD. 951 - 2024-03-31 11,032 $413,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 238 - 2023-12-31 9,800 $350,000 1,400
   ALPHAMARK ADVISORS LLC 121 - 2024-03-31 9,255 $347,000 4,703
   JANE STREET GROUP LLC 4358 *New 2023-12-31 8,854 $317,000 8,854
   Sunbelt Securities Inc. 419 - 2024-03-31 8,327 $312,000 -1,497
   Global Retirement Partners LLC 625 - 2023-12-31 7,838 $281,000 -59,467
   WealthPlan Investment Management LLC 158 - 2023-12-31 7,364 $263,000 -34
   Ameritas Advisory Services LLC 599 - 2023-12-31 6,875 $252,000 -6,645
   Grant Street Asset Management Inc. - 2023-12-31 6,743 $241,000 -3,307
   Lakeridge Wealth Management LLC 107 - 2023-12-31 6,565 $235,000 0
   Keystone Wealth Services LLC 205 - 2024-03-31 5,820 $218,000 0
   Smart Money Group LLC 80 *New 2023-12-31 6,012 $215,000 6,012
   WOLVERINE TRADING LLC 1048 *New 2023-12-31 5,664 $203,000 5,664
   GeoWealth Management LLC 520 *New 2023-12-31 4,985 $178,000 4,985
   Capital Investment Advisory Services LLC 495 *New 2023-12-31 4,913 $176,000 4,913
   UBS Group AG 4712 - 2023-12-31 4,233 $151,000 3,493
   Steward Partners Investment Advisory LLC 1505 - 2023-12-31 4,083 $146,000 -816
   Turtle Creek Wealth Advisors LLC - 2023-12-31 3,365 $120,000 0
   NBC SECURITIES INC. 910 - 2024-03-31 2,864 $117,000 -279
   ROYAL BANK OF CANADA 4898 - 2023-12-31 3,058 $109,000 3,058
   Creekmur Asset Management LLC - 2023-12-31 1,994 $71,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - 2023-12-31 1,313 $47,000 0
   MORGAN STANLEY 6114 - 2023-12-31 822 $29,000 0
   DHJJ Financial Advisors Ltd. 332 - 2024-03-31 745 $28,000 0
   HM PAYSON & CO 781 - 2023-12-31 400 $14,000 0
   Larson Financial Group LLC 1034 - 2023-12-31 250 $9,000 0
   J P MORGAN CHASE & CO 5227 - 2023-12-31 106 $4,000 7
   Mutual Advisors LLC 1047 *Closed 2023-12-31 0 $0 -232,885
   OLD MISSION CAPITAL LLC 1013 *Closed 2023-12-31 0 $0 -46,538
  81 Records found
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