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Get Institutions for : 
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
   COMMONWEALTH EQUITY SERVICES LLC. 791 - 2024-03-31 261,098 $9,784,000 -7,249
   Sowell Financial Services LLC 134 - 2024-03-31 101,900 $3,819,000 -194
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1502 - 2024-03-31 68,535 $2,568,000 -9,688
   Strategic Blueprint LLC 151 - 2024-03-31 49,997 $1,874,000 -1,001
   LPL FINANCIAL CORP 2443 - 2023-12-31 52,110 $1,863,000 -120,074
   MULTIFINANCIAL SECURITIES CORP 627 - 2023-12-31 39,748 $1,421,000 -2,012
   CWM LLC 903 - 2024-03-31 23,549 $882,000 -14,415
   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
   Tanglewood Legacy Advisors LLC 42 - 2024-03-31 18,844 $706,000 -13,150
   Schulz Wealth LTD. 25 - 2024-03-31 16,929 $634,000 -11,364
   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
   Sunbelt Securities Inc. 419 - 2024-03-31 8,327 $312,000 -1,497
   Global Retirement Partners LLC 670 - 2024-03-31 7,495 $281,000 -343
   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
   Steward Partners Investment Advisory LLC 1505 - 2023-12-31 4,083 $146,000 -816
   NBC SECURITIES INC. 910 - 2024-03-31 2,864 $117,000 -279
   PROEQUITIES INC. 1000 - 2024-03-31 2,117 $79,000 -14,449
  20 Records found
  1    
  Page 1 of 1
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