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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    4
Total shares held : 
 1,399,823  
% of shares held : 
 15.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -202,471  
% of shares held change : 
   -2.25%  
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 :
5
 63,356
 4.53%
 
Increased Positions :
14
 187,801
 13.42%
 
Unchanged Positions :
14
 308,546
 22.04%
 
Decreased Positions :
24
-160,158
-11.44%
 
Closed Positions :
9
-293,470
-20.96%
 
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
   Lifestyle Asset Management Inc. 1 *New 2024-03-31 814,682 $28,432,000 814,682
   Spectrum Asset Management Inc. (NB/CA) 3 *New 2024-03-31 284,732 $9,937,000 284,732
   ENVESTNET ASSET MANAGEMENT INC 1813 - 2023-12-31 165,312 $5,597,000 49,762
   Foguth Wealth Management LLC. 11 - 2024-03-31 125,052 $4,364,000 0
   Signal Advisors Wealth LLC 19 - 2024-03-31 125,052 $4,364,000 12,265
   Truadvice LLC 13 - 2023-09-30 121,003 $3,980,000 -6,179
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1265 - 2024-03-31 112,312 $3,920,000 97,448
   Kestra Advisory Services LLC 552 - 2023-12-31 109,494 $3,707,000 77,987
   Advisor Group Holdings Inc. 1317 - 2024-03-31 96,209 $3,358,000 -37,762
   COMMONWEALTH EQUITY SERVICES LLC. 1452 - 2024-03-31 89,354 $3,118,000 2,777
   Cetera Investment Advisers 772 - 2023-12-31 62,966 $2,132,000 21,261
   CWM LLC 616 - 2024-03-31 55,967 $1,953,000 55,962
   Ignite Planners LLC 54 - 2024-03-31 54,357 $1,894,000 12,966
   HARBOUR INVESTMENTS INC. 253 - 2023-12-31 51,390 $1,740,000 0
   Gerber Kawasaki Wealth & Investment Management 107 *New 2023-12-31 42,245 $1,700,000 42,245
   Change Path LLC 180 - 2023-12-31 48,018 $1,626,000 -55,399
   FINANCIAL NETWORK 1110 - 2023-12-31 45,004 $1,524,000 11,574
   1ST SOURCE BANK 110 *New 2024-03-31 42,360 $1,478,000 42,360
   WETZEL INVESTMENT ADVISORS INC. 26 - 2024-03-31 41,185 $1,402,000 -270
   Pensionmark Financial Group LLC 120 - 2023-12-31 37,500 $1,270,000 0
   Mutual Advisors LLC 404 - 2024-03-31 36,034 $1,258,000 4,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2287 - 2024-03-31 35,309 $1,232,000 25,374
   FSB PREMIER WEALTH MANAGEMENT INC. 49 *New 2024-03-31 29,087 $1,015,000 29,087
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1823 - 2024-03-31 24,586 $858,000 3,721
   Advance Capital Management Inc. 53 - 2024-03-31 23,526 $821,000 0
   LPL FINANCIAL CORP 3483 - 2024-03-31 18,878 $659,000 5,959
   MCKINLEY CARTER WEALTH SERVICES, INC. 187 - 2024-03-31 18,730 $654,000 7,230
   Atria Wealth Solutions Inc. 1071 - 2023-12-31 18,864 $639,000 3,289
   IFP Advisors Inc 500 - 2023-12-31 18,214 $617,000 0
   Integrity Financial Corp /WA 59 - 2024-03-31 16,016 $559,000 9,057
   OGOREK ANTHONY JOSEPH /NY/ /ADV 45 - 2024-03-31 15,308 $534,000 14,174
   Mayfair Advisory Group LLC 52 *New 2024-03-31 15,284 $533,000 15,284
   MULTIFINANCIAL SECURITIES CORP 1118 - 2023-12-31 14,906 $505,000 4,155
   Schulz Wealth LTD. 32 - 2024-03-31 13,417 $468,000 -4,212
   Goss Wealth Management LLC 1338 - 2023-12-31 12,903 $440,000 -3,750
   Acorn Wealth Advisors LLC 96 *New 2024-03-31 12,148 $424,000 12,148
   AE Wealth Management LLC 1529 - 2023-12-31 12,410 $423,000 -497
   BB&T CORP 2063 - 2023-12-31 12,116 $410,000 -21
   Stratos Wealth Partners LTD. 971 - 2024-03-31 11,351 $396,000 146
   ROYAL BANK OF CANADA 4030 - 2023-12-31 9,643 $326,000 -9,636
   RAYMOND JAMES & ASSOCIATES 3324 *New 2024-03-31 8,651 $302,000 8,651
   Orion Portfolio Solutions LLC 1458 - 2024-03-31 8,618 $301,000 1,860
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 162 - 2024-03-31 8,256 $288,000 -1,347
   Sunbelt Securities Inc. 443 - 2024-03-31 7,924 $277,000 1,435
   Capital Investment Advisory Services LLC 417 - 2024-03-31 7,859 $274,000 6,662
   Maltin Wealth Management Inc. 104 *New 2024-03-31 7,146 $249,000 7,146
   ARBOR CAPITAL MANAGEMENT INC /ADV 100 - 2023-12-31 6,888 $233,000 6,888
   CAMELOT PORTFOLIOS, LLC 107 - 2024-03-31 6,676 $233,000 -964
   MML INVESTORS SERVICES LLC 2278 - 2023-12-31 6,244 $211,000 -428
   Focus Financial Network Inc. 603 - 2024-03-31 5,935 $202,000 0
   Wagner Wealth Management LLC 139 - 2024-03-31 2,530 $88,000 0
   NBC SECURITIES INC. 976 - 2024-03-31 2,490 $86,000 -669
   DHJJ Financial Advisors Ltd. 233 - 2024-03-31 1,878 $66,000 -207
   Spire Wealth Management 1146 *New 2024-03-31 1,751 $61,000 1,751
   Steward Partners Investment Advisory LLC 2089 - 2023-12-31 1,159 $39,000 -3,100
   Geneos Wealth Management Inc. 1191 - 2024-03-31 1,000 $35,000 0
   Tanglewood Legacy Advisors LLC 183 *New 2024-03-31 1,010 $35,000 1,010
   UBS Group AG 5509 - 2023-12-31 933 $32,000 816
   PROEQUITIES INC. 1431 - 2024-03-31 726 $25,000 -24,713
   Creekmur Asset Management LLC - 2023-12-31 608 $21,000 0
   J P MORGAN CHASE & CO 4930 - 2024-03-31 578 $20,000 578
   BENJAMIN F. EDWARDS & COMPANY INC. 1516 - 2024-03-31 570 $20,000 0
   ALPHAMARK ADVISORS LLC 529 *New 2024-03-31 300 $10,000 300
   SOA Wealth Advisors LLC. 539 *New 2024-03-31 288 $10,000 288
   Larson Financial Group LLC 1065 - 2024-03-31 248 $9,000 -295
   Impact Partnership Wealth LLC 679 *New 2023-12-31 70 $2,000 70
   Authentikos Wealth Advisory LLC 128 *Closed 2023-12-31 0 $0 -17
   LINCOLN NATIONAL CORP 1202 *Closed 2024-03-31 0 $0 -7,000
   OLD MISSION CAPITAL LLC 963 *Closed 2023-12-31 0 $0 -54,821
   JANE STREET GROUP LLC 5549 *Closed 2023-12-31 0 $0 -6,302
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 775 - 2023-12-31 7 $0 0
   Tradition Wealth Management LLC 1312 *Closed 2023-12-31 0 $0 -805
   ADVISORY SERVICES NETWORK, LLC 3476 *Closed 2024-03-31 0 $0 -460
   Sage Capital Advisorsllc 137 *Closed 2024-03-31 0 $0 -30,626
   Sowell Financial Services LLC 564 *Closed 2024-03-31 0 $0 -12,767
   Delta Investment Management LLC 225 *Closed 2024-03-31 0 $0 -8,903
   HARTFORD FINANCIAL MANAGEMENT INC. 399 *Closed 2024-03-31 0 $0 -10,198
   Envestnet Portfolio Solutions Inc. 1658 *Closed 2024-03-31 0 $0 -7,814
   Ameritas Advisory Services LLC 840 *Closed 2023-12-31 0 $0 -14,226
  79 Records found
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