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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 74    5
Total shares held : 
 2,240,642  
% of shares held : 
 14.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -30  
Amount of shares held : 
 -305,369  
% of shares held change : 
   -1.91%  
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 :
6
 54,891
 2.45%
 
Increased Positions :
11
 97,038
 4.33%
 
Unchanged Positions :
21
 193,497
 8.64%
 
Decreased Positions :
36
-233,810
-10.43%
 
Closed Positions :
11
-223,488
-9.97%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 545 *New 2024-03-31 460,650 $18,016,000 460,650
   Advisor Group Holdings Inc. 527 - 2024-03-31 371,212 $14,518,000 126,081
   Spectrum Asset Management Inc. (NB/CA) 6 *New 2024-03-31 239,116 $9,352,000 239,116
   COMMONWEALTH EQUITY SERVICES LLC. 909 - 2024-03-31 198,293 $7,755,000 28,235
   ENVESTNET ASSET MANAGEMENT INC 1625 - 2023-12-31 196,741 $7,376,000 17,843
   BEACON FINANCIAL GROUP 44 - 2024-03-31 128,175 $5,013,000 -4,488
   HARBOUR INVESTMENTS INC. 105 - 2023-12-31 113,392 $4,251,000 -5,320
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 843 - 2024-03-31 106,766 $4,176,000 20,527
   Cetera Investment Advisers 551 - 2023-12-31 98,084 $3,677,000 28,640
   JANNEY MONTGOMERY SCOTT LLC 886 - 2024-03-31 90,897 $3,555,000 1,049
   CWM LLC 510 - 2024-03-31 81,426 $3,185,000 76,576
   Comprehensive Financial Consultants Institutional 32 *New 2024-03-31 60,801 $2,378,000 60,801
   Integrated Wealth Concepts LLC 429 - 2023-12-31 60,300 $2,261,000 -500
   CAMELOT PORTFOLIOS, LLC 4 - 2024-03-31 56,905 $2,226,000 -17,445
   H D Vest Advisory Services 525 - 2024-03-31 54,603 $2,136,000 -400
   Csenge Advisory Group 136 - 2024-03-31 54,394 $2,127,000 405
   1ST SOURCE BANK 94 - 2024-03-31 53,291 $2,084,000 21,036
   AE Wealth Management LLC 903 - 2023-12-31 52,633 $1,996,000 -750
   ATRIA INVESTMENTS LLC 602 - 2023-12-31 52,718 $1,976,000 4,319
   J P MORGAN CHASE & CO 3023 *New 2024-03-31 47,255 $1,848,000 47,255
   MULTIFINANCIAL SECURITIES CORP 625 - 2023-12-31 38,138 $1,430,000 3,034
   Kestra Advisory Services LLC 954 - 2023-12-31 37,796 $1,417,000 -1,685
   FINANCIAL NETWORK 1170 - 2023-12-31 36,546 $1,370,000 -2,522
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2189 - 2024-03-31 34,852 $1,363,000 7,130
   TRUSTCORE FINANCIAL SERVICES LLC 98 - 2022-12-31 40,819 $1,361,000 0
   Mutual Advisors LLC 378 - 2024-03-31 34,550 $1,351,000 -1,230
   MARINER WEALTH ADVISORS, LLC 1316 - 2023-12-31 32,064 $1,202,000 -334
   CAPTRUST FINANCIAL ADVISORS 1172 - 2023-12-31 31,463 $1,180,000 -8,660
   LPL FINANCIAL CORP 2976 - 2024-03-31 30,098 $1,177,000 2,520
   MML INVESTORS SERVICES LLC 1263 - 2023-12-31 30,630 $1,148,000 -5,967
   SYNOVUS FINANCIAL CORP 408 - 2023-12-31 29,697 $1,113,000 583
   Keystone Wealth Services LLC 80 - 2024-03-31 24,864 $972,000 3,253
   BB&T CORP 1583 - 2023-12-31 25,826 $968,000 -1,649
   Spire Wealth Management 387 - 2024-03-31 24,459 $957,000 20,101
   Integrity Financial Corp /WA 38 - 2024-03-31 24,114 $943,000 16,037
   Sigma Planning Corp 541 - 2024-03-31 21,763 $851,000 14,129
   Change Path LLC 277 *New 2023-12-31 21,920 $822,000 21,920
   OGOREK ANTHONY JOSEPH /NY/ /ADV 41 - 2024-03-31 20,328 $795,000 -5,234
   WEDBUSH MORGAN SECURITIES INC 395 - 2023-12-31 21,141 $793,000 -1,090
   Clear Creek Financial Management LLC 205 - 2024-03-31 16,805 $657,000 -31,287
   Onyx Bridge Wealth Group LLC 122 - 2024-03-31 16,859 $650,000 -5,298
   Resources Investment Advisors Inc. 663 - 2024-03-31 15,850 $620,000 -1,816
   Mayfair Advisory Group LLC 46 *New 2024-03-31 15,480 $605,000 15,480
   Sovereign Financial Group Inc. 129 - 2024-03-31 14,876 $582,000 -145
   Oder Investment Management LLC 59 - 2024-03-31 14,586 $570,000 0
   Walkner Condon Financial Advisors LLC 141 - 2024-03-31 14,518 $568,000 0
   Lakeridge Wealth Management LLC 57 - 2024-03-31 14,241 $557,000 -540
   ASSET MANAGEMENT CORP /IL/ /ADV 59 - 2023-03-31 15,761 $530,000 0
   Columbus Macro LLC 136 - 2024-03-31 13,526 $529,000 -88
   INTL FCSTONE INC. 217 *New 2024-03-31 12,636 $494,000 12,636
   Luken Investment Analytics LLC 33 - 2024-03-31 11,300 $442,000 0
   Virtue Capital Management LLC 206 - 2023-12-31 11,495 $430,000 -79
   FinTrust Capital Advisors LLC 181 *New 2024-03-31 11,000 $430,000 11,000
   WealthPlan Investment Management LLC 126 - 2023-12-31 11,338 $425,000 -29
   Tanglewood Legacy Advisors LLC 60 - 2024-03-31 10,417 $407,000 0
   Goss Wealth Management LLC 1420 - 2023-12-31 10,174 $381,000 -81
   Focus Financial Network Inc. 436 - 2024-03-31 9,880 $377,000 0
   PROEQUITIES INC. 538 - 2024-03-31 8,220 $321,000 -22,214
   Sunbelt Securities Inc. 439 - 2024-03-31 7,307 $286,000 3,671
   TOWNSQUARE CAPITAL LLC 949 *New 2023-12-31 7,291 $273,000 7,291
   HIGHTOWER ADVISORS, LLC 2726 - 2024-03-31 6,766 $265,000 -2,212
   FINANCIAL ADVISORY CORP /UT/ /ADV 137 *New 2024-03-31 6,562 $257,000 6,562
   FOCUS FINANCIAL NETWORK INC /ADV 619 - 2023-12-31 6,809 $255,000 0
   Ameritas Advisory Services LLC 607 - 2023-12-31 6,543 $248,000 -17,467
   Feltz Wealth PLAN Inc. 280 *New 2024-03-31 6,001 $235,000 6,001
   Integrated Advisors Network LLC 643 - 2024-03-31 5,859 $229,000 178
   MORGAN STANLEY 5464 - 2023-12-31 6,065 $227,000 0
   Lifestyle Asset Management Inc. 98 - 2024-03-31 5,350 $209,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 595 *New 2024-03-31 5,285 $207,000 5,285
   Aveo Capital Partners LLC 356 *New 2024-03-31 5,201 $201,000 5,201
   ROYAL BANK OF CANADA 4459 - 2023-12-31 5,307 $199,000 3,118
   NBC SECURITIES INC. 788 - 2024-03-31 4,566 $178,000 -2,669
   Turtle Creek Wealth Advisors LLC 149 *New 2024-03-31 4,208 $165,000 4,208
   DHJJ Financial Advisors Ltd. 155 - 2024-03-31 4,155 $163,000 -500
   GRADIENT INVESTMENTS LLC 326 - 2024-03-31 3,347 $131,000 0
   Coppell Advisory Solutions LLC 400 - 2023-12-31 2,151 $81,000 917
   UBS Group AG 5176 - 2023-12-31 1,621 $61,000 -53
   ALPHAMARK ADVISORS LLC 323 *New 2024-03-31 1,400 $55,000 1,400
   Capital Investment Advisory Services LLC 656 *New 2024-03-31 1,245 $49,000 1,245
   WETZEL INVESTMENT ADVISORS INC. 292 *New 2024-03-31 866 $33,000 866
   PRINCIPAL SECURITIES INC. 1835 - 2024-03-31 692 $27,000 42
   BANK OF AMERICA CORP /DE/ 5615 *New 2023-12-31 688 $26,000 688
   HANSON MCCLAIN, INC. 1762 - 2024-03-31 500 $20,000 0
   Center for Financial Planning Inc. 331 *New 2024-03-31 500 $20,000 500
   SOA Wealth Advisors LLC. 557 - 2024-03-31 226 $9,000 0
   Farther Finance Advisors LLC 1901 - 2023-12-31 170 $6,000 0
   Larson Financial Group LLC 1191 - 2024-03-31 138 $5,000 -506
   Impact Partnership Wealth LLC 680 *New 2023-12-31 64 $2,000 64
   Envestnet Portfolio Solutions Inc. 1599 *Closed 2024-03-31 0 $0 -5,389
   OLD MISSION CAPITAL LLC 906 *Closed 2023-12-31 0 $0 -34,031
   REGAL INVESTMENT ADVISORS, LLC 548 *Closed 2023-12-31 0 $0 -8,025
   Coppell Advisory Solutions Corp. 536 *Closed 2023-03-31 0 $0 -1,234
   Apollon Wealth Management LLC 1124 *Closed 2024-03-31 0 $0 -5,600
   BAKER TILLY FINANCIAL LLC 440 *Closed 2024-03-31 0 $0 -30,248
   Atria Wealth Solutions Inc. 1960 *Closed 2023-12-31 0 $0 -9,424
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 817 - 2023-12-31 6 $0 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 309 *Closed 2024-03-31 0 $0 -5,929
   Sage Capital Advisorsllc 135 *Closed 2024-03-31 0 $0 -19,539
   AXXCESS WEALTH MANAGEMENT LLC 937 *Closed 2023-12-31 0 $0 -15,652
   Authentikos Wealth Advisory LLC 480 *Closed 2023-12-31 0 $0 -15
  100 Records found
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