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Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf September (DSEP)  
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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  
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            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
   LPL FINANCIAL CORP 2467 - 2024-03-31 54,476 $2,080,000 19,935
   FINANCIAL NETWORK 1008 - 2023-12-31 49,967 $1,820,000 28,950
   Rockefeller Capital Management L.P. 1068 - 2023-12-31 34,404 $1,253,000 2,959
   HARBOUR INVESTMENTS INC. 324 - 2023-12-31 32,496 $1,184,000 423
   OLD MISSION CAPITAL LLC 460 - 2023-12-31 24,347 $887,000 24,347
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2303 - 2024-03-31 17,208 $657,000 552
   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
   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
   UBS Group AG 5118 - 2023-12-31 1,909 $70,000 1,909
   ROYAL BANK OF CANADA 5661 - 2023-12-31 437 $16,000 437
   J P MORGAN CHASE & CO 5146 - 2024-03-31 99 $4,000 99
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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