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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf - June (DJUN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    2
Total shares held : 
 1,596,569  
% of shares held : 
 1.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -19  
Amount of shares held : 
 66,161  
% of shares held change : 
   0.07%  
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 :
1
 2,384
 0.15%
 
Increased Positions :
13
 189,406
 11.86%
 
Unchanged Positions :
22
 297,844
 18.66%
 
Decreased Positions :
30
-111,823
-7%
 
Closed Positions :
3
-13,806
-0.86%
 
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
   Kestra Advisory Services LLC 452 - 2023-12-31 130,346 $4,952,000 95,608
   Advisor Group Holdings Inc. 1244 - 2023-12-31 121,816 $4,628,000 -22,453
   ENVESTNET ASSET MANAGEMENT INC 2055 - 2023-12-31 102,201 $3,883,000 -5,117
   COMMONWEALTH EQUITY SERVICES LLC. 1430 - 2024-03-31 81,739 $3,272,000 -24,350
   HARBOUR INVESTMENTS INC. 166 - 2023-12-31 74,285 $2,822,000 -4,222
   Per Stirling Capital Management LLC. 50 - 2023-12-31 61,830 $2,349,000 1,361
   SPINNAKER TRUST 104 - 2023-12-31 58,263 $2,213,000 22,112
   Tanglewood Legacy Advisors LLC 18 - 2024-03-31 53,074 $2,124,000 0
   AE Wealth Management LLC 915 - 2023-12-31 49,771 $1,924,000 1,816
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2222 - 2023-12-31 39,751 $1,510,000 31,425
   Clear Creek Financial Management LLC 113 - 2024-03-31 34,155 $1,367,000 -24,788
   Ignite Planners LLC 79 - 2024-03-31 27,860 $1,115,000 0
   MULTIFINANCIAL SECURITIES CORP 784 - 2023-12-31 25,741 $978,000 0
   EPG Wealth Management LLC 102 - 2023-12-31 24,100 $938,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1769 - 2024-03-31 23,323 $933,000 -1,349
   Apollon Wealth Management LLC - 2024-03-31 22,245 $890,000 0
   Strategic Blueprint LLC 265 - 2024-03-31 21,517 $861,000 -5,995
   Maltin Wealth Management Inc. 58 - 2024-03-31 20,722 $829,000 -4,794
   Rockefeller Capital Management L.P. 1228 - 2023-12-31 20,158 $766,000 0
   Sunbelt Securities Inc. 230 - 2024-03-31 17,865 $715,000 -3,921
   Atria Wealth Solutions Inc. 1023 - 2023-12-31 18,365 $698,000 0
   BB&T CORP 1765 - 2023-12-31 18,039 $685,000 -83
   Sage Capital Advisorsllc 78 *New 2024-03-31 16,967 $679,000 16,967
   AlphaStar Capital Management LLC 149 - 2023-12-31 17,824 $677,000 2,249
   WEALTHSOURCE PARTNERS LLC 265 - 2023-12-31 17,000 $646,000 0
   FIRST HEARTLAND CONSULTANTS INC 180 - 2023-12-31 17,010 $646,000 76
   Stratos Wealth Partners LTD. 784 - 2024-03-31 15,873 $635,000 -880
   ROYAL BANK OF CANADA 3484 - 2023-12-31 16,189 $615,000 11,360
   RAYMOND JAMES & ASSOCIATES 2910 - 2024-03-31 15,082 $604,000 -2,097
   Signal Advisors Wealth LLC 141 *New 2024-03-31 14,904 $597,000 14,904
   Vivaldi Capital Management LLC 112 - 2023-12-31 14,929 $581,000 0
   Mutual Advisors LLC - 2024-03-31 14,281 $572,000 -3,638
   LPL FINANCIAL CORP 3583 - 2023-12-31 13,669 $519,000 3,021
   Envestnet Portfolio Solutions Inc. 1030 - 2023-12-31 13,636 $518,000 0
   Ameritas Advisory Services LLC 435 - 2023-12-31 12,292 $480,000 -8,122
   Virtue Capital Management LLC 218 - 2023-12-31 10,559 $398,000 1,198
   MARINER WEALTH ADVISORS, LLC 2156 - 2023-12-31 9,760 $371,000 0
   Cetera Investment Advisers 1653 - 2023-12-31 9,750 $370,000 -3,297
   Integrity Financial Corp /WA 79 - 2024-03-31 8,699 $348,000 -962
   IFP Advisors Inc 712 - 2023-12-31 8,552 $325,000 -774
   JANNEY MONTGOMERY SCOTT LLC 2287 - 2024-03-31 7,910 $317,000 -96,063
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 7,153 $286,000 7,153
   LVZ Advisors Inc. 115 - 2024-03-31 6,778 $271,000 0
   H D Vest Advisory Services 1303 - 2023-12-31 6,905 $262,000 -885
   SOA Wealth Advisors LLC. 157 - 2024-03-31 6,550 $262,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2913 - 2024-03-31 6,442 $258,000 -5,333
   MML INVESTORS SERVICES LLC 2162 - 2023-12-31 6,516 $248,000 -4,960
   FSB PREMIER WEALTH MANAGEMENT INC. 152 - 2023-12-31 6,241 $237,000 -150
   Ergawealth Advisors Inc. - 2024-03-31 5,746 $230,000 -257
   OLD MISSION CAPITAL LLC 798 - 2023-12-31 6,035 $229,000 -2,396
   Rehmann Capital Advisory Group - 2024-03-31 5,618 $225,000 0
   Schwallier Wealth Management LLC 32 - 2023-12-31 5,725 $218,000 0
   TOWNSQUARE CAPITAL LLC 1058 - 2023-12-31 5,396 $205,000 -2,263
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2161 *New 2024-03-31 5,095 $204,000 5,095
   Spire Wealth Management 932 - 2024-03-31 3,009 $120,000 -1,905
   DHJJ Financial Advisors Ltd. 184 - 2024-03-31 2,960 $118,000 -150
   UBS Group AG 4975 *New 2023-12-31 2,384 $91,000 2,384
   PROEQUITIES INC. - 2024-03-31 1,046 $42,000 0
   Archer Investment Corp 413 - 2023-12-31 1,047 $40,000 0
   CWM LLC 2592 - 2024-03-31 784 $31,000 -9,755
   WETZEL INVESTMENT ADVISORS INC. 323 - 2024-03-31 647 $26,000 -13
   NBC SECURITIES INC. 1386 - 2024-03-31 610 $24,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 453 - 2024-03-31 539 $22,000 0
   PRINCIPAL SECURITIES INC. 1928 - 2023-12-31 500 $19,000 0
   J P MORGAN CHASE & CO 5110 - 2023-12-31 221 $8,000 -3,140
   OGOREK ANTHONY JOSEPH /NY/ /ADV 229 - 2024-03-31 172 $6,000 -1,287
   HARTFORD FINANCIAL MANAGEMENT INC. 383 *Closed 2024-03-31 0 $0 -6,956
   Comprehensive Financial Consultants Institutional *Closed 2024-03-31 0 $0 -42,297
   TRUSTCORE FINANCIAL SERVICES LLC 1109 *Closed 2022-12-31 0 $0 -9,541
   ALPHAMARK ADVISORS LLC 794 *Closed 2024-03-31 0 $0 -1,750
   Onyx Bridge Wealth Group LLC *Closed 2024-03-31 0 $0 -5,977
  71 Records found
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