Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf May (DMAY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    12
Total shares held : 
 1,638,030  
% of shares held : 
 18.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -19  
Amount of shares held : 
 -126,742  
% of shares held change : 
   -1.41%  
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 :
2
 37,437
 2.29%
 
Increased Positions :
10
 139,771
 8.53%
 
Unchanged Positions :
18
 215,506
 13.16%
 
Decreased Positions :
17
-119,204
-7.28%
 
Closed Positions :
14
-184,746
-11.28%
 
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
   Tanglewood Legacy Advisors LLC 3 - 2024-03-31 183,293 $6,832,000 -1,060
   ENVESTNET ASSET MANAGEMENT INC 1889 - 2023-12-31 139,460 $5,036,000 27,441
   Kestra Advisory Services LLC 548 - 2023-12-31 104,249 $3,764,000 79,711
   COMMONWEALTH EQUITY SERVICES LLC. 1361 - 2024-03-31 98,534 $3,673,000 -13,766
   Cetera Investment Advisers 577 - 2023-12-31 95,878 $3,462,000 7,761
   Advisor Group Holdings Inc. 1582 - 2023-12-31 79,008 $2,853,000 -22,624
   Per Stirling Capital Management LLC. 52 - 2023-12-31 64,610 $2,333,000 1,439
   HARBOUR INVESTMENTS INC. 209 - 2023-12-31 60,531 $2,186,000 0
   FINANCIAL NETWORK 1052 - 2023-12-31 46,367 $1,674,000 6,130
   BB&T CORP 1371 - 2023-12-31 41,883 $1,512,000 -949
   Mutual Advisors LLC - 2024-03-31 35,364 $1,318,000 -4,840
   Change Path LLC 242 - 2023-12-31 29,807 $1,076,000 -41,986
   EQIS CAPITAL MANAGEMENT, INC. 241 *New 2023-12-31 28,098 $1,015,000 28,098
   Sloy Dahl & Holst LLC 28 - 2024-03-31 24,530 $914,000 0
   RETIREMENT GUYS FORMULA LLC 67 - 2024-03-31 22,434 $836,000 673
   Ignite Planners LLC 94 - 2024-03-31 22,402 $835,000 -1,277
   MULTIFINANCIAL SECURITIES CORP 899 - 2023-12-31 20,736 $749,000 53
   WETZEL INVESTMENT ADVISORS INC. 43 - 2024-03-31 19,213 $716,000 679
   OGOREK ANTHONY JOSEPH /NY/ /ADV 44 - 2024-03-31 15,002 $559,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2185 - 2024-03-31 14,830 $553,000 -2,695
   Integrity Financial Corp /WA 61 - 2024-03-31 14,234 $531,000 -3,168
   AlphaStar Capital Management LLC 186 - 2023-12-31 13,308 $481,000 0
   Cambridge Advisors Inc. 121 - 2024-03-31 12,525 $467,000 0
   Advance Capital Management Inc. 93 - 2024-03-31 11,676 $435,000 -6,997
   Atria Wealth Solutions Inc. 1296 - 2023-12-31 11,421 $412,000 -7,616
   FSB PREMIER WEALTH MANAGEMENT INC. 102 - 2023-12-31 10,855 $392,000 -300
   TOWNSQUARE CAPITAL LLC 877 - 2023-12-31 9,503 $343,000 -2
   LPL FINANCIAL CORP 3926 *New 2023-12-31 9,339 $337,000 9,339
   Spire Wealth Management 644 - 2024-03-31 8,581 $320,000 -1,871
   Main Street Financial Solutions LLC 410 - 2024-03-31 8,136 $303,000 -1,100
   AE Wealth Management LLC 1757 - 2023-12-31 7,311 $267,000 -150
   Rehmann Capital Advisory Group - 2024-03-31 7,042 $262,000 0
   Core Wealth Partners LLC 119 - 2024-03-31 6,250 $233,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 106 - 2023-12-31 5,603 $201,000 5,603
   Sunbelt Securities Inc. 618 - 2024-03-31 3,832 $143,000 0
   SOA Wealth Advisors LLC. 220 - 2024-03-31 3,541 $132,000 0
   ROYAL BANK OF CANADA 4812 - 2023-12-31 3,462 $125,000 3,462
   Tradition Wealth Management LLC 444 - 2023-12-31 3,037 $110,000 0
   PROEQUITIES INC. - 2024-03-31 2,737 $102,000 -26,461
   PRIVATE TRUST CO NA 883 - 2024-03-31 2,613 $97,000 0
   DHJJ Financial Advisors Ltd. 249 - 2024-03-31 1,585 $59,000 -150
   Goss Wealth Management LLC 2506 - 2023-12-31 635 $23,000 0
   Luken Investment Analytics LLC 116 - 2024-03-31 95 $4,000 -233,069
   NBC SECURITIES INC. 1941 - 2024-03-31 77 $2,000 -407
   AXXCESS WEALTH MANAGEMENT LLC 830 *Closed 2023-12-31 0 $0 -17,344
   CWM LLC 4330 *Closed 2024-03-31 0 $0 -7,970
   WELLS FARGO & CO/MN 6238 *Closed 2023-12-31 0 $0 -288
   KESTRA PRIVATE WEALTH SERVICES LLC *Closed 2024-03-31 0 $0 -7,500
   Ameritas Advisory Services LLC 735 *Closed 2023-12-31 0 $0 -9,643
   FIRST HEARTLAND CONSULTANTS INC 367 *Closed 2023-12-31 0 $0 -7,674
   MARINER WEALTH ADVISORS, LLC 3080 *Closed 2023-12-31 0 $0 -6,031
   Sage Capital Advisorsllc 134 *Closed 2024-03-31 0 $0 -23,424
   J P MORGAN CHASE & CO 6313 *Closed 2023-12-31 0 $0 -34,209
   OLD MISSION CAPITAL LLC 1093 *Closed 2023-12-31 0 $0 -17,476
   UBS Group AG 8340 *Closed 2023-12-31 0 $0 -119
   3D/L Capital Management LLC 70 *Closed 2023-12-31 0 $0 -27,188
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6605 *Closed 2023-12-31 0 $0 -19,135
   Ten Capital Wealth Advisors LLC 596 *Closed 2023-06-30 0 $0 -32
  58 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us