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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    0
Total shares held : 
 3,446,520  
% of shares held : 
 9.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 173,505  
% of shares held change : 
   0.47%  
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 :
10
 112,846
 3.27%
 
Increased Positions :
25
 655,875
 19.03%
 
Unchanged Positions :
19
 317,974
 9.23%
 
Decreased Positions :
28
-516,218
-14.98%
 
Closed Positions :
10
-78,998
-2.29%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 749 - 2024-03-31 268,602 $10,850,000 -1,768
   ENVESTNET ASSET MANAGEMENT INC 1400 - 2023-12-31 276,627 $10,711,000 -31,996
   Mutual Advisors LLC 61 - 2024-03-31 229,047 $9,252,000 -1,468
   Concurrent Investment Advisors LLC 64 - 2024-03-31 216,766 $8,756,000 7,381
   Advisor Group Holdings Inc. 760 - 2024-03-31 210,751 $8,513,000 -210,493
   OGOREK ANTHONY JOSEPH /NY/ /ADV 13 - 2024-03-31 163,123 $6,589,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1077 - 2024-03-31 136,308 $5,506,000 -561
   IFP Advisors Inc 91 - 2023-12-31 125,189 $4,847,000 3,987
   CWM LLC 502 - 2024-03-31 82,081 $3,316,000 -15,783
   HARBOUR INVESTMENTS INC. 144 - 2023-12-31 81,712 $3,164,000 51,347
   ADVISORY SERVICES NETWORK, LLC 372 - 2024-03-31 65,776 $2,657,000 0
   Kestra Advisory Services LLC 677 - 2023-12-31 68,233 $2,642,000 40,392
   Tanglewood Legacy Advisors LLC 13 - 2024-03-31 64,546 $2,607,000 -2,765
   Cetera Investment Advisers 698 - 2023-12-31 64,678 $2,504,000 2,462
   MARINER WEALTH ADVISORS, LLC 1011 - 2023-12-31 57,384 $2,222,000 -3,848
   Rockefeller Capital Management L.P. 888 - 2023-12-31 54,440 $2,108,000 -80
   LPL FINANCIAL CORP 2463 - 2024-03-31 51,925 $2,097,000 7,110
   ATRIA INVESTMENTS LLC 598 - 2023-12-31 51,294 $1,986,000 -7,013
   BB&T CORP 1257 - 2023-12-31 49,454 $1,915,000 37,896
   MULTIFINANCIAL SECURITIES CORP 524 - 2023-12-31 48,642 $1,883,000 -6,430
   FINANCIAL NETWORK 989 - 2023-12-31 48,559 $1,880,000 23,612
   AE Wealth Management LLC 925 - 2023-12-31 47,406 $1,858,000 10,909
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1320 - 2024-03-31 45,504 $1,838,000 -4,244
   Sunbelt Securities Inc. 111 - 2024-03-31 42,363 $1,711,000 -4,361
   Keystone Wealth Services LLC 45 - 2024-03-31 42,325 $1,710,000 -4
   Echo Wealth Management LLC 19 - 2024-03-31 40,955 $1,654,000 -448
   Spire Wealth Management 287 - 2024-03-31 38,137 $1,540,000 -2,540
   Clear Creek Financial Management LLC 106 - 2024-03-31 37,353 $1,509,000 3,277
   JANE STREET GROUP LLC 2726 *New 2023-12-31 38,985 $1,509,000 38,985
   Atria Wealth Solutions Inc. 694 - 2023-12-31 38,790 $1,502,000 -5,605
   TOWNSQUARE CAPITAL LLC 540 - 2023-12-31 31,799 $1,231,000 6,801
   H D Vest Advisory Services 698 - 2024-03-31 28,068 $1,134,000 -3,913
   BEACON FINANCIAL GROUP 147 - 2024-03-31 27,975 $1,130,000 -133,031
   Goss Wealth Management LLC 914 - 2023-12-31 25,803 $1,006,000 1,728
   Ignite Planners LLC 85 - 2024-03-31 23,636 $954,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 156 - 2024-03-31 23,485 $949,000 0
   Sage Capital Advisorsllc 67 - 2024-03-31 21,607 $873,000 0
   JANNEY MONTGOMERY SCOTT LLC 1616 - 2024-03-31 20,596 $832,000 -13,615
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1367 - 2024-03-31 18,077 $730,000 6,127
   Lakeridge Wealth Management LLC 45 - 2024-03-31 17,007 $687,000 0
   Virtue Capital Management LLC 141 - 2023-12-31 17,380 $667,000 728
   CENTAURUS FINANCIAL INC. 314 - 2023-12-31 16,635 $644,000 0
   Integrity Financial Corp /WA 58 - 2024-03-31 13,995 $565,000 -930
   Schwallier Wealth Management LLC 23 - 2023-12-31 14,300 $554,000 0
   SNS Financial Group LLC 113 - 2024-03-31 12,658 $511,000 0
   CITADEL ADVISORS LLC 3576 - 2023-12-31 13,208 $511,000 -6,806
   Icon Wealth Advisors LLC 191 - 2023-12-31 13,064 $506,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 72 *New 2023-12-31 12,814 $492,000 12,814
   MML INVESTORS SERVICES LLC 1765 - 2023-12-31 12,566 $487,000 6,895
   Icon Wealth Partners LLC 178 - 2023-09-30 13,064 $464,000 0
   OLD MISSION CAPITAL LLC 639 - 2023-12-31 11,959 $463,000 -43,719
   Financial Network Wealth Advisors LLC 53 - 2023-12-31 11,923 $462,000 0
   Donald L. Hagan LLC 78 - 2024-03-31 10,190 $412,000 0
   NBC SECURITIES INC. 521 - 2024-03-31 9,310 $376,000 -3,776
   RAYMOND JAMES & ASSOCIATES 3217 - 2024-03-31 9,087 $367,000 -759
   Beacon Pointe Advisors LLC 984 - 2023-12-31 9,440 $366,000 0
   Mayfair Advisory Group LLC 79 - 2024-03-31 8,797 $355,000 -22,366
   WEDBUSH MORGAN SECURITIES INC 715 - 2023-12-31 8,700 $337,000 -285
   Integrated Wealth Concepts LLC 1196 - 2023-12-31 8,614 $334,000 -2,566
   Vivaldi Capital Management LLC 173 - 2023-12-31 7,315 $288,000 0
   Commonwealth Financial Services LLC 140 - 2023-12-31 7,191 $278,000 -5,536
   American Planning Services Inc. 40 - 2024-03-31 6,561 $265,000 -1,008
   BCJ Capital Management LLC 259 *New 2023-12-31 6,578 $255,000 6,578
   Benchmark Investment Advisors LLC 269 *New 2023-12-31 6,578 $255,000 6,578
   Signal Advisors Wealth LLC 251 *New 2024-03-31 6,320 $255,000 6,320
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 160 *New 2023-12-31 6,507 $252,000 6,507
   Ameritas Advisory Services LLC 621 - 2023-12-31 6,107 $241,000 -6,985
   Capital Asset Advisory Services LLC 295 - 2024-03-31 5,554 $223,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1138 - 2024-03-31 5,400 $218,000 0
   AXXCESS WEALTH MANAGEMENT LLC 755 - 2023-12-31 5,554 $215,000 -11,053
   Nelson Van Denburg & Campbell Wealth Management Gr 874 - 2024-03-31 3,076 $124,000 0
   ROYAL BANK OF CANADA 4879 - 2023-12-31 2,904 $112,000 -7,368
   Steward Partners Investment Advisory LLC 1649 *New 2023-12-31 2,795 $108,000 2,795
   PROEQUITIES INC. 888 - 2024-03-31 2,661 $107,000 -29,216
   MTM Investment Management LLC 207 - 2024-03-31 2,095 $85,000 0
   HANSON MCCLAIN, INC. 1135 *New 2024-03-31 1,765 $71,000 1,765
   DHJJ Financial Advisors Ltd. 238 - 2024-03-31 1,525 $62,000 0
   VIMA LLC 100 - 2023-12-31 1,462 $57,000 0
   ALPHAMARK ADVISORS LLC 344 - 2024-03-31 1,180 $48,000 -800
   SOA Wealth Advisors LLC. 317 - 2024-03-31 1,151 $46,000 0
   PRINCIPAL SECURITIES INC. 1591 - 2024-03-31 1,150 $46,000 0
   Creekmur Asset Management LLC - 2023-12-31 1,186 $46,000 0
   MORGAN STANLEY 6137 - 2023-12-31 690 $27,000 0
   Impact Partnership Wealth LLC 681 *New 2023-12-31 46 $2,000 46
   UBS Group AG 7125 *Closed 2023-12-31 0 $0 -1,201
   TRUSTCORE FINANCIAL SERVICES LLC 998 *Closed 2022-12-31 0 $0 -4,272
   Authentikos Wealth Advisory LLC 182 *Closed 2023-12-31 0 $0 -1,518
   Foundations Investment Advisors LLC 717 *Closed 2023-12-31 0 $0 -6,718
   Vertex Planning Partners LLC 157 *Closed 2023-12-31 0 $0 -6,247
   Delta Investment Management LLC 221 *Closed 2024-03-31 0 $0 -6,079
   1ST SOURCE BANK 254 *Closed 2024-03-31 0 $0 -19,637
   Sowell Financial Services LLC 565 *Closed 2024-03-31 0 $0 -47,370
   Larson Financial Group LLC 1899 *Closed 2024-03-31 0 $0 -233
   SageView Advisory Group LLC 835 *Closed 2024-03-31 0 $0 -8,000
  94 Records found
  1    
  Page 1 of 1
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