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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
   Keystone Wealth Services LLC 69 - 2024-03-31 30,172 $1,087,000 0
   CENTAURUS FINANCIAL INC. 535 - 2023-12-31 7,214 $249,000 0
   1ST SOURCE BANK 240 - 2024-03-31 6,682 $241,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 188 - 2024-03-31 5,554 $200,000 0
   Larson Financial Group LLC 762 - 2024-03-31 1,015 $37,000 0
   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
   PROEQUITIES INC. 4406 - 2024-03-31 0 $0 0
  11 Records found
  1    
  Page 1 of 1
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