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Ft Cboe Vest Us Equity Deep Buffer Etf December (DDEC)  
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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
   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
   INTL FCSTONE INC. 190 - 2024-03-31 18,025 $675,000 0
   Stratos Wealth Partners LTD. 951 - 2024-03-31 11,032 $413,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 236 - 2024-03-31 9,800 $367,000 0
   Grant Street Asset Management Inc. 55 - 2024-03-31 6,743 $253,000 0
   Lakeridge Wealth Management LLC 112 - 2024-03-31 6,565 $246,000 0
   Keystone Wealth Services LLC 205 - 2024-03-31 5,820 $218,000 0
   Turtle Creek Wealth Advisors LLC 155 - 2024-03-31 3,365 $126,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 355 - 2024-03-31 1,313 $49,000 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
  13 Records found
  1    
  Page 1 of 1
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