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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Ignite Planners LLC 136 - 2024-03-31 15,896 $598,000 0
   Tanglewood Legacy Advisors LLC 55 - 2024-03-31 12,907 $486,000 0
   1776 WEALTH LLC 94 - 2024-03-31 10,658 $401,000 0
   WealthTrust Asset Management LLC 68 - 2024-03-31 7,296 $274,000 0
   FSB PREMIER WEALTH MANAGEMENT INC. 158 - 2024-03-31 6,293 $237,000 0
   Presidio Capital Management LLC 45 - 2024-03-31 5,931 $223,000 0
   Naviter Wealth LLC 211 - 2024-03-31 5,750 $216,000 0
   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. 1079 - 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 820 - 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

  19 Records found
  1    
  Page 1 of 1
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