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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf January (DJAN)  
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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AE Wealth Management LLC 271 - 2023-12-31 475,559 $16,592,000 350,101
   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
   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
   CWM LLC 440 - 2024-03-31 123,138 $4,437,000 123,133
   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
   LPL FINANCIAL CORP 2361 - 2024-03-31 66,192 $2,385,000 16,342
   Gallagher Fiduciary Advisors LLC 46 - 2023-12-31 40,037 $1,384,000 112
   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
   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
   Integrity Financial Corp /WA 64 - 2024-03-31 13,706 $494,000 3,120
   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
   FSB PREMIER WEALTH MANAGEMENT INC. 141 - 2024-03-31 7,947 $286,000 717
   CITADEL ADVISORS LLC 4307 - 2023-12-31 6,602 $228,000 6,602
   Goss Wealth Management LLC 1683 - 2023-12-31 6,000 $209,000 6,000
   Sunbelt Securities Inc. 561 - 2024-03-31 4,803 $173,000 4,128
   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
   PRINCIPAL SECURITIES INC. 1864 - 2024-03-31 735 $26,000 600
  29 Records found
  1    
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