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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
   Spectrum Asset Management Inc. (NB/CA) 6 *New 2024-03-31 239,116 $9,352,000 239,116
   Comprehensive Financial Consultants Institutional 32 *New 2024-03-31 60,801 $2,378,000 60,801
   J P MORGAN CHASE & CO 3023 *New 2024-03-31 47,255 $1,848,000 47,255
   Change Path LLC 277 *New 2023-12-31 21,920 $822,000 21,920
   Mayfair Advisory Group LLC 46 *New 2024-03-31 15,480 $605,000 15,480
   INTL FCSTONE INC. 217 *New 2024-03-31 12,636 $494,000 12,636
   FinTrust Capital Advisors LLC 181 *New 2024-03-31 11,000 $430,000 11,000
   TOWNSQUARE CAPITAL LLC 949 *New 2023-12-31 7,291 $273,000 7,291
   FINANCIAL ADVISORY CORP /UT/ /ADV 137 *New 2024-03-31 6,562 $257,000 6,562
   Feltz Wealth PLAN Inc. 280 *New 2024-03-31 6,001 $235,000 6,001
   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
   Turtle Creek Wealth Advisors LLC 149 *New 2024-03-31 4,208 $165,000 4,208
   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
   BANK OF AMERICA CORP /DE/ 5615 *New 2023-12-31 688 $26,000 688
   Center for Financial Planning Inc. 331 *New 2024-03-31 500 $20,000 500
   Impact Partnership Wealth LLC 680 *New 2023-12-31 64 $2,000 64

  20 Records found
  1    
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