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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
   Advisor Group Holdings Inc. 849 - 2023-12-31 245,131 $9,190,000 -65,783
   HARBOUR INVESTMENTS INC. 105 - 2023-12-31 113,392 $4,251,000 -5,320
   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
   AE Wealth Management LLC 903 - 2023-12-31 52,633 $1,996,000 -750
   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
   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
   MML INVESTORS SERVICES LLC 1263 - 2023-12-31 30,630 $1,148,000 -5,967
   BB&T CORP 1583 - 2023-12-31 25,826 $968,000 -1,649
   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
   Resources Investment Advisors Inc. 612 - 2023-12-31 17,666 $662,000 -11,185
   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
   Sovereign Financial Group Inc. 129 - 2024-03-31 14,876 $582,000 -145
   Lakeridge Wealth Management LLC 57 - 2024-03-31 14,241 $557,000 -540
   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
   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
   PROEQUITIES INC. 538 - 2024-03-31 8,220 $321,000 -22,214
   Ameritas Advisory Services LLC 607 - 2023-12-31 6,543 $248,000 -17,467
   Integrated Advisors Network LLC 618 - 2023-12-31 5,681 $213,000 -1,794
   NBC SECURITIES INC. 788 - 2024-03-31 4,566 $178,000 -2,669
   DHJJ Financial Advisors Ltd. 155 - 2024-03-31 4,155 $163,000 -500
   UBS Group AG 5176 - 2023-12-31 1,621 $61,000 -53
   Larson Financial Group LLC 1191 - 2024-03-31 138 $5,000 -506

  31 Records found
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