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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    2
Total shares held : 
 1,829,131  
% of shares held : 
 20.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 177,249  
% of shares held change : 
   1.97%  
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 :
6
 120,999
 6.62%
 
Increased Positions :
26
 368,488
 20.15%
 
Unchanged Positions :
16
 135,342
 7.4%
 
Decreased Positions :
16
-60,991
-3.33%
 
Closed Positions :
8
-251,247
-13.74%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1756 - 2023-12-31 167,117 $6,088,000 22,330
   AE Wealth Management LLC 569 - 2023-12-31 141,730 $5,243,000 2,054
   Kestra Advisory Services LLC 482 - 2023-12-31 126,106 $4,594,000 103,670
   Advisor Group Holdings Inc. 1344 - 2023-12-31 111,434 $4,060,000 21,266
   COMMONWEALTH EQUITY SERVICES LLC. 1339 - 2023-12-31 90,925 $3,313,000 6,082
   CWM LLC 506 - 2024-03-31 85,716 $3,273,000 -5,102
   BB&T CORP 1072 - 2023-12-31 78,971 $2,877,000 -29
   OGOREK ANTHONY JOSEPH /NY/ /ADV 24 *New 2023-12-31 67,722 $2,467,000 67,722
   FINANCIAL NETWORK 1008 - 2023-12-31 49,967 $1,820,000 28,950
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1394 - 2024-03-31 42,620 $1,627,000 -24,872
   Ignite Planners LLC 65 - 2024-03-31 39,816 $1,519,000 0
   LPL FINANCIAL CORP 2811 - 2023-12-31 34,541 $1,258,000 24,439
   Rockefeller Capital Management L.P. 1068 - 2023-12-31 34,404 $1,253,000 2,959
   Prosperity Consulting Group LLC 56 - 2023-12-31 32,914 $1,199,000 -1,396
   Signal Advisors Wealth LLC 81 *New 2024-03-31 31,064 $1,186,000 31,064
   HARBOUR INVESTMENTS INC. 324 - 2023-12-31 32,496 $1,184,000 423
   Mutual Advisors LLC 403 - 2023-12-31 32,258 $1,175,000 1,444
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 310 - 2023-12-31 28,296 $1,031,000 85
   Integrity Financial Corp /WA 34 - 2023-12-31 27,820 $1,014,000 4,039
   RAYMOND JAMES & ASSOCIATES 2581 - 2024-03-31 25,888 $989,000 -31,911
   PROSPERA FINANCIAL SERVICES 482 - 2023-12-31 25,983 $947,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2903 - 2023-12-31 25,210 $918,000 25,210
   OLD MISSION CAPITAL LLC 460 - 2023-12-31 24,347 $887,000 24,347
   PROEQUITIES INC. 333 - 2023-12-31 22,328 $813,000 -3,853
   Onyx Bridge Wealth Group LLC 98 - 2023-12-31 21,251 $774,000 -802
   FSB PREMIER WEALTH MANAGEMENT INC. 63 - 2023-12-31 19,495 $710,000 -1,138
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2303 - 2024-03-31 17,208 $657,000 552
   MCKINLEY CARTER WEALTH SERVICES, INC. 190 - 2024-03-31 16,934 $647,000 0
   INTL FCSTONE INC. 188 - 2023-12-31 16,561 $603,000 600
   Apollon Wealth Management LLC 596 - 2023-12-31 16,500 $601,000 0
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 144 - 2023-12-31 15,601 $568,000 -14
   Stratos Wealth Partners LTD. 869 - 2024-03-31 13,339 $509,000 0
   Sloy Dahl & Holst LLC 50 - 2024-03-31 12,805 $489,000 0
   Spire Wealth Management 541 - 2024-03-31 12,069 $461,000 -1
   Schulz Wealth LTD. 34 - 2024-03-31 11,483 $438,000 -12,786
   FinTrust Capital Advisors LLC 185 - 2023-12-31 10,975 $400,000 0
   HBW Advisory Services LLC 201 - 2024-03-31 10,265 $374,000 0
   TOWNSQUARE CAPITAL LLC 859 - 2023-12-31 9,915 $361,000 -534
   Financial Guidance Group Inc. - 2023-12-31 9,900 $361,000 0
   MULTIFINANCIAL SECURITIES CORP 1340 - 2023-12-31 9,442 $344,000 3,238
   MML INVESTORS SERVICES LLC 1987 - 2023-12-31 9,028 $329,000 1,369
   Wealth Group Ltd 42 - 2023-12-31 8,640 $322,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 87 - 2023-12-31 8,822 $319,000 -652
   Advance Capital Management Inc. 123 - 2024-03-31 6,831 $261,000 0
   BEACON FINANCIAL GROUP 282 - 2023-12-31 7,011 $255,000 -386,401
   HIGHTOWER ADVISORS, LLC 2773 - 2023-12-31 6,855 $251,000 -6,950
   DHJJ Financial Advisors Ltd. 133 - 2024-03-31 5,925 $226,000 -260
   MARINER WEALTH ADVISORS, LLC 2616 - 2023-12-31 5,975 $218,000 5,975
   Goss Wealth Management LLC 1695 - 2023-12-31 5,585 $203,000 5,585
   H D Vest Advisory Services 1462 - 2023-12-31 5,499 $200,000 -650
   Sunbelt Securities Inc. 623 - 2024-03-31 3,682 $141,000 -6,220
   Tanglewood Legacy Advisors LLC 103 - 2024-03-31 3,441 $131,000 0
   PRINCIPAL SECURITIES INC. 1266 - 2023-12-31 2,100 $77,000 0
   UBS Group AG 5118 - 2023-12-31 1,909 $70,000 1,909
   LM Advisors LLC 299 - 2023-12-31 1,630 $59,000 0
   Castleview Partners LLC 282 - 2023-12-31 1,548 $56,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 249 - 2024-03-31 937 $36,000 -53,883
   IFP Advisors Inc 1652 - 2023-12-31 965 $35,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 776 *New 2023-12-31 894 $33,000 894
   BENJAMIN F. EDWARDS & COMPANY INC. 1349 - 2023-12-31 810 $30,000 0
   NBC SECURITIES INC. 1351 - 2024-03-31 729 $27,000 -816
   ROYAL BANK OF CANADA 5661 - 2023-12-31 437 $16,000 437
   AdvisorNet Financial Inc 1328 - 2024-03-31 200 $8,000 0
   Cetera Investment Advisers 2220 *Closed 2023-12-31 0 $0 -27,420
   Lifestyle Asset Management Inc. 109 *Closed 2024-03-31 0 $0 -5,622
   Ameritas Advisory Services LLC 725 *Closed 2023-12-31 0 $0 -15,985
   WELLS FARGO & CO/MN 6237 *Closed 2023-12-31 0 $0 -213
   Larson Financial Group LLC 1671 *Closed 2023-12-31 0 $0 -7,731
   J P MORGAN CHASE & CO 5872 *Closed 2023-12-31 0 $0 -4,696
   Private Advisory Group LLC 213 *Closed 2023-12-31 0 $0 -95,196
   Meridian Wealth Management LLC 484 *Closed 2024-03-31 0 $0 -8,990
   JANNEY MONTGOMERY SCOTT LLC 2767 *Closed 2023-12-31 0 $0 -92,406
   Brookstone Capital Management 937 *Closed 2024-03-31 0 $0 -24,426
   JAFFETILCHIN INVESTMENT PARTNERS LLC 376 *Closed 2023-12-31 0 $0 -7,600
  74 Records found
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