Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf January (DJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    6
Total shares held : 
 2,561,377  
% of shares held : 
 28.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 -98,861  
% of shares held change : 
   -1.1%  
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 :
3
 40,727
 1.59%
 
Increased Positions :
11
 387,942
 15.15%
 
Unchanged Positions :
18
 85,744
 3.35%
 
Decreased Positions :
23
-411,085
-16.05%
 
Closed Positions :
9
-116,445
-4.55%
 
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
   Brookstone Capital Management 78 - 2024-03-31 471,714 $16,996,000 -28,486
   AE Wealth Management LLC 271 - 2023-12-31 475,559 $16,592,000 350,101
   Spectrum Asset Management Inc. (NB/CA) 2 *New 2024-03-31 368,488 $13,277,000 368,488
   IFP Advisors Inc 28 - 2023-12-31 355,462 $12,288,000 4,350
   ADVISORY SERVICES NETWORK, LLC 133 - 2024-03-31 214,579 $7,731,000 190,229
   ENVESTNET ASSET MANAGEMENT INC 1646 - 2023-12-31 206,848 $7,151,000 -38,733
   MML INVESTORS SERVICES LLC 544 - 2023-12-31 165,753 $5,730,000 1,349
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 764 - 2024-03-31 133,997 $4,828,000 77,438
   BEACON FINANCIAL GROUP 51 - 2024-03-31 127,020 $4,577,000 -12,304
   CWM LLC 440 - 2024-03-31 123,138 $4,437,000 123,133
   Gallagher Benefit Services Inc. 22 - 2022-12-31 139,873 $4,249,000 0
   F3Logic LLC 22 - 2022-12-31 139,873 $4,249,000 2,726
   JANNEY MONTGOMERY SCOTT LLC 840 - 2024-03-31 109,708 $3,953,000 101,488
   Clear Creek Financial Management LLC 48 - 2024-03-31 96,529 $3,478,000 31,162
   COMMONWEALTH EQUITY SERVICES LLC. 1432 - 2024-03-31 90,373 $3,256,000 41,512
   Advisor Group Holdings Inc. 1385 - 2024-03-31 84,527 $3,045,000 21,096
   Kestra Advisory Services LLC 689 - 2023-12-31 73,466 $2,540,000 10,946
   J P MORGAN CHASE & CO 2850 - 2024-03-31 69,354 $2,499,000 69,180
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 124 *New 2024-03-31 66,321 $2,390,000 66,321
   LPL FINANCIAL CORP 2361 - 2024-03-31 66,192 $2,385,000 16,342
   HARBOUR INVESTMENTS INC. 283 - 2023-12-31 44,660 $1,544,000 -1,720
   Gallagher Fiduciary Advisors LLC 46 - 2023-12-31 40,037 $1,384,000 112
   Cetera Investment Advisers 949 - 2023-12-31 39,057 $1,350,000 -30,423
   Strategic Blueprint LLC 204 - 2024-03-31 35,853 $1,292,000 -1,761
   Keystone Wealth Services LLC 69 - 2024-03-31 30,172 $1,087,000 0
   BB&T CORP 1562 - 2023-12-31 28,862 $998,000 -895
   OLD MISSION CAPITAL LLC 455 *New 2023-12-31 26,347 $911,000 26,347
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2812 - 2024-03-31 22,554 $813,000 9,802
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2185 - 2024-03-31 21,929 $790,000 13,182
   CAMELOT PORTFOLIOS, LLC 57 - 2024-03-31 17,400 $627,000 -1,100
   Spire Wealth Management 477 - 2024-03-31 16,865 $608,000 16,340
   H D Vest Advisory Services 953 - 2024-03-31 16,570 $597,000 3,028
   Bouchey Financial Group Ltd 74 *New 2024-03-31 14,981 $540,000 14,981
   Integrity Financial Corp /WA 64 - 2024-03-31 13,706 $494,000 3,120
   Santori & Peters Inc. 32 - 2024-03-31 13,724 $494,000 -67
   FINANCIAL NETWORK 1948 - 2023-12-31 13,221 $457,000 -4,099
   Mayfair Advisory Group LLC 66 *New 2024-03-31 12,239 $441,000 12,239
   AXXCESS WEALTH MANAGEMENT LLC 552 - 2023-12-31 12,567 $434,000 -1,000
   Main Street Financial Solutions LLC 343 - 2024-03-31 11,588 $418,000 -17,537
   OGOREK ANTHONY JOSEPH /NY/ /ADV 49 - 2024-03-31 11,560 $416,000 11,560
   Capital Investment Advisory Services LLC 380 - 2024-03-31 8,973 $323,000 315
   WETZEL INVESTMENT ADVISORS INC. 85 - 2024-03-31 8,861 $313,000 -17
   Mutual Advisors LLC 872 *New 2024-03-31 8,017 $289,000 8,017
   FSB PREMIER WEALTH MANAGEMENT INC. 141 - 2024-03-31 7,947 $286,000 717
   FINANCIAL ADVISORY CORP /UT/ /ADV 133 *New 2024-03-31 7,196 $259,000 7,196
   CENTAURUS FINANCIAL INC. 535 - 2023-12-31 7,214 $249,000 0
   RAYMOND JAMES & ASSOCIATES 3451 *New 2024-03-31 6,784 $244,000 6,784
   1ST SOURCE BANK 240 - 2024-03-31 6,682 $241,000 0
   CITADEL ADVISORS LLC 4307 - 2023-12-31 6,602 $228,000 6,602
   Ignite Planners LLC 253 *New 2024-03-31 6,302 $227,000 6,302
   TOWNSQUARE CAPITAL LLC 1038 *New 2023-12-31 6,160 $213,000 6,160
   Goss Wealth Management LLC 1683 - 2023-12-31 6,000 $209,000 6,000
   Ameritas Advisory Services LLC 667 - 2023-12-31 5,754 $203,000 -11,485
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 188 - 2024-03-31 5,554 $200,000 0
   Sunbelt Securities Inc. 561 - 2024-03-31 4,803 $173,000 4,128
   MTM Investment Management LLC 202 - 2024-03-31 3,200 $115,000 -400
   DHJJ Financial Advisors Ltd. 192 - 2024-03-31 3,090 $111,000 -90
   Tanglewood Legacy Advisors LLC 117 *New 2024-03-31 3,000 $108,000 3,000
   Impact Partnership Wealth LLC 281 - 2023-12-31 2,268 $78,000 -7,041
   Creekmur Asset Management LLC - 2023-12-31 1,599 $55,000 0
   ALPHAMARK ADVISORS LLC 328 *New 2024-03-31 1,475 $53,000 1,475
   UBS Group AG 5339 - 2023-12-31 1,248 $43,000 1,248
   NBC SECURITIES INC. 1207 - 2024-03-31 1,062 $38,000 1,062
   Larson Financial Group LLC 762 - 2024-03-31 1,015 $37,000 0
   PRINCIPAL SECURITIES INC. 1864 - 2024-03-31 735 $26,000 600
   Steward Partners Investment Advisory LLC 2460 - 2023-12-31 490 $17,000 0
   EPG Wealth Management LLC 378 - 2023-12-31 250 $9,000 0
   SOA Wealth Advisors LLC. 594 - 2024-03-31 179 $6,000 0
   Farther Finance Advisors LLC 2883 - 2023-12-31 36 $1,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 692 - 2023-12-31 6 $0 0
   Authentikos Wealth Advisory LLC 129 *Closed 2023-12-31 0 $0 -16
   PROEQUITIES INC. 4406 - 2024-03-31 0 $0 0
   Change Path LLC 626 *Closed 2023-12-31 0 $0 -80,061
   NATIONAL ASSET MANAGEMENT, INC. 1469 *Closed 2023-12-31 0 $0 -26,531
   Capital Asset Advisory Services LLC 327 *Closed 2024-03-31 0 $0 -12,567
   ROYAL BANK OF CANADA 6962 *Closed 2023-12-31 0 $0 -6,737
   MULTIFINANCIAL SECURITIES CORP 1829 *Closed 2023-12-31 0 $0 -7,454
  77 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us