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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf October (DOCT)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    10
Total shares held : 
 1,737,058  
% of shares held : 
 19.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 541,963  
% of shares held change : 
   6.02%  
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 :
20
 304,289
 17.52%
 
Increased Positions :
21
 448,893
 25.84%
 
Unchanged Positions :
10
 57,087
 3.29%
 
Decreased Positions :
11
-101,252
-5.83%
 
Closed Positions :
10
-109,967
-6.33%
 
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
   Per Stirling Capital Management LLC. 20 - 2023-12-31 213,991 $7,781,000 145,173
   Mutual Advisors LLC - 2024-03-31 182,957 $6,883,000 -1,430
   ENVESTNET ASSET MANAGEMENT INC 1908 - 2023-12-31 133,898 $4,868,000 61,270
   HARBOUR INVESTMENTS INC. 118 - 2023-12-31 105,616 $3,840,000 12,079
   Advisor Group Holdings Inc. 1465 - 2023-12-31 92,977 $3,381,000 10,164
   COMMONWEALTH EQUITY SERVICES LLC. 1530 - 2024-03-31 74,163 $2,790,000 -5,209
   BB&T CORP 1111 - 2023-12-31 72,238 $2,627,000 23,507
   AE Wealth Management LLC 867 - 2023-12-31 59,582 $2,195,000 -68,307
   NewEdge Wealth LLC 305 *New 2023-12-31 51,884 $1,886,000 51,884
   Cetera Investment Advisers 860 - 2023-12-31 46,869 $1,704,000 33,293
   BEACON FINANCIAL GROUP 116 - 2023-12-31 45,058 $1,638,000 0
   Kestra Advisory Services LLC 942 - 2023-12-31 40,692 $1,480,000 27,955
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2311 - 2023-12-31 38,880 $1,414,000 12,827
   Brookstone Capital Management 463 - 2024-03-31 29,547 $1,112,000 -7
   Change Path LLC 253 *New 2023-12-31 27,673 $1,006,000 27,673
   MCKINLEY CARTER WEALTH SERVICES, INC. 160 - 2024-03-31 23,866 $898,000 2,000
   MULTIFINANCIAL SECURITIES CORP 835 - 2023-12-31 23,780 $865,000 7,962
   Icon Wealth Partners LLC 134 - 2023-09-30 23,617 $817,000 -28
   Spire Wealth Management 419 - 2024-03-31 21,501 $809,000 -2,418
   Icon Wealth Advisors LLC 144 - 2023-12-31 22,235 $808,000 -1,410
   FINANCIAL NETWORK 1542 - 2023-12-31 21,349 $776,000 11,547
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2212 - 2024-03-31 20,141 $758,000 5,305
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1964 - 2024-03-31 18,904 $711,000 -14,844
   Clear Creek Financial Management LLC 203 - 2024-03-31 17,947 $675,000 -9,412
   CWM LLC 1031 - 2024-03-31 16,693 $628,000 -2,368
   RAYMOND JAMES & ASSOCIATES 2880 - 2024-03-31 16,654 $627,000 -55,097
   Signal Advisors Wealth LLC 134 *New 2024-03-31 16,529 $622,000 16,529
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1465 - 2024-03-31 15,922 $599,000 6,672
   Ignite Planners LLC 136 - 2024-03-31 15,896 $598,000 0
   Sage Capital Advisorsllc 84 - 2024-03-31 15,251 $574,000 -2,725
   Tanglewood Legacy Advisors LLC 55 - 2024-03-31 12,907 $486,000 0
   IFP Advisors Inc 586 - 2023-12-31 12,516 $455,000 4,077
   TOWNSQUARE CAPITAL LLC 805 - 2023-12-31 12,367 $450,000 -1,891
   Benchmark Investment Advisors LLC 209 *New 2023-12-31 12,104 $440,000 12,104
   BCJ Capital Management LLC 200 *New 2023-12-31 12,104 $440,000 12,104
   1776 WEALTH LLC 94 *New 2023-12-31 10,658 $388,000 10,658
   MML INVESTORS SERVICES LLC 1935 *New 2023-12-31 9,861 $359,000 9,861
   LPL FINANCIAL CORP 3878 *New 2023-12-31 9,825 $357,000 9,825
   ROYAL BANK OF CANADA 3979 - 2023-12-31 9,500 $345,000 3,313
   Envestnet Portfolio Solutions Inc. 1231 *New 2023-12-31 9,362 $340,000 9,362
   Marshall Financial Group LLC 141 - 2024-03-31 8,980 $338,000 6
   Prosperity Consulting Group LLC - 2024-03-31 8,747 $329,000 -10
   Integrity Financial Corp /WA 84 - 2024-03-31 8,620 $324,000 -3,600
   Strategic Blueprint LLC 506 - 2024-03-31 7,297 $275,000 -1,052
   WealthTrust Asset Management LLC - 2024-03-31 7,296 $274,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 93 - 2023-12-31 7,389 $267,000 7,389
   FSB PREMIER WEALTH MANAGEMENT INC. 155 - 2023-12-31 6,293 $229,000 0
   Orion Portfolio Solutions LLC 1514 *New 2023-12-31 6,170 $225,000 6,170
   Presidio Capital Management LLC 45 - 2024-03-31 5,931 $223,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 174 - 2024-03-31 5,925 $223,000 -307
   Naviter Wealth LLC 211 - 2024-03-31 5,750 $216,000 0
   AXXCESS WEALTH MANAGEMENT LLC 753 *New 2023-12-31 5,931 $216,000 5,931
   SOA Wealth Advisors LLC. 185 - 2024-03-31 5,288 $199,000 0
   NBC SECURITIES INC. 818 - 2024-03-31 4,214 $158,000 0
   DHJJ Financial Advisors Ltd. 172 - 2024-03-31 3,690 $139,000 0
   Sunbelt Securities Inc. 635 - 2024-03-31 3,515 $132,000 0
   WETZEL INVESTMENT ADVISORS INC. 160 - 2024-03-31 3,254 $121,000 0
   Goss Wealth Management LLC 1899 - 2023-12-31 3,000 $109,000 0
   Capital Investment Advisory Services LLC 572 - 2024-03-31 2,450 $92,000 0
   PROEQUITIES INC. - 2024-03-31 1,701 $64,000 0
   MTM Investment Management LLC 224 - 2024-03-31 1,100 $41,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 943 $35,000 0
   ALPHAMARK ADVISORS LLC 449 - 2024-03-31 470 $18,000 0
   Sound Income Strategies LLC 838 - 2024-03-31 180 $7,000 0
   Schulz Wealth LTD. 57 *Closed 2024-03-31 0 $0 -6,118
   Authentikos Wealth Advisory LLC 130 *Closed 2023-12-31 0 $0 -2
   Delta Investment Management LLC 203 *Closed 2023-12-31 0 $0 -8,384
   JANE STREET GROUP LLC 5570 *Closed 2023-12-31 0 $0 -11,878
   J P MORGAN CHASE & CO 5871 *Closed 2023-12-31 0 $0 -33,685
   1ST SOURCE BANK 252 *Closed 2023-12-31 0 $0 -15,328
   WELLS FARGO & CO/MN 6901 *Closed 2023-12-31 0 $0 -327
   OLD MISSION CAPITAL LLC 1196 *Closed 2023-12-31 0 $0 -8,391
   CITADEL ADVISORS LLC 6364 *Closed 2023-12-31 0 $0 -21,154
  73 Records found
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