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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Tanglewood Legacy Advisors LLC 18 - 2024-03-31 53,074 $2,124,000 0
   Ignite Planners LLC 79 - 2024-03-31 27,860 $1,115,000 0
   EPG Wealth Management LLC 109 - 2024-03-31 24,100 $965,000 0
   Apollon Wealth Management LLC 509 - 2024-03-31 22,245 $890,000 0
   Rockefeller Capital Management L.P. 1320 - 2024-03-31 20,158 $807,000 0
   FIRST HEARTLAND CONSULTANTS INC 209 - 2024-03-31 17,010 $681,000 0
   WEALTHSOURCE PARTNERS LLC 265 - 2023-12-31 17,000 $646,000 0
   LVZ Advisors Inc. 115 - 2024-03-31 6,778 $271,000 0
   SOA Wealth Advisors LLC. 157 - 2024-03-31 6,550 $262,000 0
   Schwallier Wealth Management LLC 27 - 2024-03-31 5,725 $229,000 0
   Rehmann Capital Advisory Group 523 - 2024-03-31 5,618 $225,000 0
   Archer Investment Corp 413 - 2024-03-31 1,047 $42,000 0
   PROEQUITIES INC. 1255 - 2024-03-31 1,046 $42,000 0
   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. 1977 - 2024-03-31 500 $20,000 0
  16 Records found
  1    
  Page 1 of 1
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