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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Advisor Group Holdings Inc. 849 - 2023-12-31 245,131 $9,190,000 -65,783
   ENVESTNET ASSET MANAGEMENT INC 1625 - 2023-12-31 196,741 $7,376,000 17,843
   COMMONWEALTH EQUITY SERVICES LLC. 951 - 2023-12-31 170,058 $6,375,000 -3,332
   BEACON FINANCIAL GROUP 44 *New 2023-12-31 132,663 $4,974,000 132,663
   HARBOUR INVESTMENTS INC. 105 - 2023-12-31 113,392 $4,251,000 -5,320
   Cetera Investment Advisers 551 - 2023-12-31 98,084 $3,677,000 28,640
   JANNEY MONTGOMERY SCOTT LLC 880 - 2023-12-31 89,848 $3,368,000 -7,140
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 918 - 2023-12-31 86,239 $3,233,000 -10,181
   CWM LLC 510 - 2024-03-31 81,426 $3,185,000 76,576
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 74,350 $2,787,000 10,174
   Integrated Wealth Concepts LLC 429 - 2023-12-31 60,300 $2,261,000 -500
   H D Vest Advisory Services 490 - 2023-12-31 55,003 $2,062,000 -21,000
   Csenge Advisory Group 136 - 2023-12-31 53,989 $2,024,000 -1,676
   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
   Clear Creek Financial Management LLC - 2023-12-31 48,092 $1,803,000 -714
   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
   TRUSTCORE FINANCIAL SERVICES LLC 98 - 2022-12-31 40,819 $1,361,000 0
   Mutual Advisors LLC 367 - 2023-12-31 35,780 $1,341,000 -17,988
   1ST SOURCE BANK 117 - 2023-12-31 32,255 $1,209,000 0
   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
   MML INVESTORS SERVICES LLC 1263 - 2023-12-31 30,630 $1,148,000 -5,967
   PROEQUITIES INC. 260 - 2023-12-31 30,434 $1,141,000 -4,824
   BAKER TILLY FINANCIAL LLC 120 - 2023-12-31 30,248 $1,134,000 0
   SYNOVUS FINANCIAL CORP 408 - 2023-12-31 29,697 $1,113,000 583
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2753 - 2023-12-31 27,722 $1,039,000 17,801
   LPL FINANCIAL CORP 2974 - 2023-12-31 27,578 $1,034,000 5,259
   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
   OGOREK ANTHONY JOSEPH /NY/ /ADV 40 - 2023-12-31 25,562 $958,000 -23,310
   Onyx Bridge Wealth Group LLC 93 - 2023-12-31 22,157 $831,000 -2,650
   Change Path LLC 277 *New 2023-12-31 21,920 $822,000 21,920
   WEDBUSH MORGAN SECURITIES INC 395 - 2023-12-31 21,141 $793,000 -1,090
   Resources Investment Advisors Inc. 612 - 2023-12-31 17,666 $662,000 -11,185
   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
   Lakeridge Wealth Management LLC 50 - 2023-12-31 14,781 $554,000 0
   Oder Investment Management LLC 58 - 2023-12-31 14,586 $547,000 0
   Walkner Condon Financial Advisors LLC - 2023-12-31 14,518 $544,000 0
   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
   Virtue Capital Management LLC 206 - 2023-12-31 11,495 $430,000 -79
   WealthPlan Investment Management LLC 126 - 2023-12-31 11,338 $425,000 -29
   Luken Investment Analytics LLC 33 - 2023-12-31 11,300 $424,000 0
   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
   HIGHTOWER ADVISORS, LLC 2555 - 2023-12-31 8,978 $336,000 -1,991
   Integrity Financial Corp /WA 76 - 2023-12-31 8,077 $303,000 -19
   Sunbelt Securities Inc. 439 - 2024-03-31 7,307 $286,000 3,671
   Sigma Planning Corp 631 - 2023-12-31 7,634 $286,000 -14,648
   Prosperity Consulting Group LLC 168 - 2023-12-31 7,274 $273,000 -150
   TOWNSQUARE CAPITAL LLC 949 *New 2023-12-31 7,291 $273,000 7,291
   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
   MORGAN STANLEY 5464 - 2023-12-31 6,065 $227,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 283 - 2023-12-31 5,929 $222,000 0
   Integrated Advisors Network LLC 618 - 2023-12-31 5,681 $213,000 -1,794
   Apollon Wealth Management LLC 981 - 2023-12-31 5,600 $210,000 -400
   Lifestyle Asset Management Inc. 98 - 2024-03-31 5,350 $209,000 0
   Envestnet Portfolio Solutions Inc. 1491 *New 2023-12-31 5,389 $202,000 5,389
   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
   Spire Wealth Management 819 - 2023-12-31 4,358 $165,000 0
   DHJJ Financial Advisors Ltd. 155 - 2024-03-31 4,155 $163,000 -500
   GRADIENT INVESTMENTS LLC 384 - 2023-12-31 3,347 $125,000 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
   BANK OF AMERICA CORP /DE/ 5615 *New 2023-12-31 688 $26,000 688
   Larson Financial Group LLC 792 - 2023-12-31 644 $24,000 -8
   PRINCIPAL SECURITIES INC. 1790 - 2023-12-31 650 $24,000 0
   HANSON MCCLAIN, INC. - 2023-12-31 500 $19,000 0
   SOA Wealth Advisors LLC. 557 - 2024-03-31 226 $9,000 0
   Farther Finance Advisors LLC 1901 - 2023-12-31 170 $6,000 0
   Impact Partnership Wealth LLC 680 *New 2023-12-31 64 $2,000 64
   Strategic Blueprint LLC *Closed 2023-12-31 0 $0 -25,858
   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
   Global Retirement Partners LLC 3142 *Closed 2023-12-31 0 $0 -124
   N.E.W. Advisory Services LLC 163 *Closed 2023-12-31 0 $0 -16,903
   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
   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
   FIRST HEARTLAND CONSULTANTS INC 383 *Closed 2023-12-31 0 $0 -5,790
  90 Records found
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