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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
   Brookstone Capital Management 78 - 2024-03-31 471,714 $16,996,000 -28,486
   ENVESTNET ASSET MANAGEMENT INC 1646 - 2023-12-31 206,848 $7,151,000 -38,733
   BEACON FINANCIAL GROUP 51 - 2024-03-31 127,020 $4,577,000 -12,304
   HARBOUR INVESTMENTS INC. 283 - 2023-12-31 44,660 $1,544,000 -1,720
   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
   BB&T CORP 1562 - 2023-12-31 28,862 $998,000 -895
   CAMELOT PORTFOLIOS, LLC 57 - 2024-03-31 17,400 $627,000 -1,100
   Santori & Peters Inc. 32 - 2024-03-31 13,724 $494,000 -67
   FINANCIAL NETWORK 1948 - 2023-12-31 13,221 $457,000 -4,099
   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
   WETZEL INVESTMENT ADVISORS INC. 85 - 2024-03-31 8,861 $313,000 -17
   Ameritas Advisory Services LLC 667 - 2023-12-31 5,754 $203,000 -11,485
   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
   Impact Partnership Wealth LLC 281 - 2023-12-31 2,268 $78,000 -7,041
  17 Records found
  1    
  Page 1 of 1
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