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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 92    10
Total shares held : 
 6,962,392  
% of shares held : 
 77.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 1,352,956  
% of shares held change : 
   15.03%  
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 :
16
 2,224,542
 31.95%
 
Increased Positions :
18
 816,337
 11.72%
 
Unchanged Positions :
21
 501,918
 7.21%
 
Decreased Positions :
37
-1,620,335
-23.27%
 
Closed Positions :
6
-67,588
-0.97%
 
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
   ATRIA INVESTMENTS LLC 64 - 2023-12-31 567,379 $19,830,000 164,481
   COMMONWEALTH EQUITY SERVICES LLC. 681 - 2024-03-31 343,610 $12,520,000 -1,396
   Advisor Group Holdings Inc. 756 - 2024-03-31 236,153 $8,605,000 -202,710
   McCarthy & Cox 16 - 2024-03-31 172,629 $6,290,000 0
   Valtinson Bruner Financial Planning LLC 10 - 2024-03-31 166,196 $6,055,000 -2,842
   MULTIFINANCIAL SECURITIES CORP 392 - 2024-03-31 165,495 $6,030,000 128,273
   Signal Advisors Wealth LLC 18 - 2024-03-31 126,407 $4,606,000 28,599
   OGOREK ANTHONY JOSEPH /NY/ /ADV 18 - 2024-03-31 120,767 $4,400,000 -11,861
   Tanglewood Legacy Advisors LLC 8 - 2024-03-31 117,478 $4,280,000 -280
   Resources Investment Advisors Inc. 218 - 2024-03-31 113,088 $4,120,000 -1,489
   Truadvice LLC 11 - 2023-09-30 122,129 $4,033,000 -5,238
   Foguth Wealth Management LLC. 15 - 2024-03-31 108,234 $3,944,000 0
   ENVESTNET ASSET MANAGEMENT INC 2136 - 2024-03-31 106,477 $3,880,000 -483,778
   Rockefeller Capital Management L.P. 768 - 2024-03-31 106,363 $3,875,000 465
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1277 - 2024-03-31 105,989 $3,862,000 23,680
   RiverTree Advisors LLC 16 - 2024-03-31 104,992 $3,825,000 -4,270
   LPL FINANCIAL CORP 1998 - 2024-03-31 101,461 $3,697,000 27,973
   BB&T CORP 1024 - 2024-03-31 95,602 $3,483,000 -6,966
   STEPHENS INC /AR/ 307 - 2024-03-31 94,670 $3,449,000 0
   Kestra Advisory Services LLC 681 - 2024-03-31 87,319 $3,181,000 -4,107
   Epic Trust Investment Advisors LLC 7 - 2024-03-31 58,342 $2,126,000 -333
   CWM LLC 636 - 2024-03-31 51,289 $1,869,000 -13,251
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1391 - 2024-03-31 44,765 $1,631,000 -14,550
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 54 - 2024-03-31 41,103 $1,498,000 -725
   TOWNSQUARE CAPITAL LLC 601 - 2024-03-31 33,888 $1,235,000 303
   JANNEY MONTGOMERY SCOTT LLC 1397 - 2024-03-31 33,879 $1,234,000 -5,837
   Keystone Wealth Services LLC 63 - 2024-03-31 33,028 $1,203,000 0
   HARBOUR INVESTMENTS INC. 331 - 2023-12-31 33,168 $1,159,000 -4,904
   Goss Wealth Management LLC 938 - 2024-03-31 30,779 $1,121,000 -8,611
   Fragasso Group Inc. 112 - 2024-03-31 28,508 $1,039,000 0
   FINANCIAL NETWORK 1466 - 2024-03-31 27,560 $1,004,000 -12,987
   MTM Investment Management LLC 66 - 2024-03-31 26,995 $984,000 -1,000
   MML INVESTORS SERVICES LLC 1467 - 2024-03-31 25,252 $920,000 -1,612
   RAYMOND JAMES & ASSOCIATES 2631 - 2024-03-31 25,022 $912,000 -11,141
   MCKINLEY CARTER WEALTH SERVICES, INC. 159 - 2024-03-31 24,952 $909,000 0
   Integrity Financial Corp /WA 41 - 2024-03-31 23,324 $850,000 -3,201
   Financial Network Wealth Advisors LLC 36 - 2024-03-31 22,291 $812,000 -1,236
   PROEQUITIES INC. 344 - 2024-03-31 21,660 $789,000 -274
   Steward Partners Investment Advisory LLC 881 - 2024-03-31 21,244 $774,000 -3,000
   OLD MISSION CAPITAL LLC 516 - 2024-03-31 16,497 $601,000 8,342
   AE Wealth Management LLC 774 - 2024-03-31 15,624 $569,000 -38,432
   Main Street Financial Solutions LLC 301 - 2024-03-31 14,400 $525,000 -1,000
   NATIONAL ASSET MANAGEMENT, INC. 787 - 2024-03-31 15,565 $502,000 325
   H D Vest Advisory Services 1050 - 2024-03-31 13,283 $484,000 -110
   Sequent Planning LLC 90 - 2024-03-31 13,061 $476,000 0
   ROYAL BANK OF CANADA 3542 - 2024-03-31 12,016 $438,000 -7,060
   Atria Wealth Solutions Inc. 1326 - 2024-03-31 11,920 $434,000 -1,935
   KINGSWOOD WEALTH ADVISORS LLC 392 - 2024-03-31 11,142 $406,000 -900
   KESTRA PRIVATE WEALTH SERVICES LLC 886 - 2024-03-31 11,031 $402,000 0
   CENTAURUS FINANCIAL INC. 433 - 2024-03-31 10,984 $400,000 -135
   WEDBUSH MORGAN SECURITIES INC 767 - 2024-03-31 10,143 $370,000 -18,326
   Sunbelt Securities Inc. 385 - 2024-03-31 9,923 $362,000 -1,664
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1786 - 2024-03-31 9,833 $358,000 0
   MARINER WEALTH ADVISORS, LLC 2339 - 2024-03-31 9,188 $335,000 -870
   Lifeworks Advisors LLC 165 *New 2024-03-31 8,976 $327,000 8,976
   SIGNATURE SECURITIES GROUP CORPORATION 155 - 2024-03-31 8,601 $313,000 0
   FSB PREMIER WEALTH MANAGEMENT INC. 139 - 2024-03-31 8,342 $304,000 -25,846
   DHJJ Financial Advisors Ltd. 111 - 2024-03-31 8,106 $295,000 -1,590
   LINCOLN NATIONAL CORP 953 - 2024-03-31 8,023 $292,000 -3,000
   NewEdge Wealth LLC 677 *New 2024-03-31 7,659 $284,000 7,659
   JANE STREET GROUP LLC 4491 - 2024-03-31 7,169 $261,000 -18,027
   Ameritas Advisory Services LLC 750 - 2024-03-31 6,820 $253,000 570
   ARBOR CAPITAL MANAGEMENT INC /ADV 96 - 2024-03-31 6,423 $242,000 635
   We Are One Seven LLC 793 - 2024-03-31 6,518 $237,000 0
   Cetera Investment Advisers 1591 - 2024-03-31 6,187 $225,000 -5,115
   Lion Street Advisors LLC 218 - 2024-03-31 6,428 $225,000 0
   AdvisorNet Financial Inc 447 - 2024-03-31 6,100 $222,000 -1,800
   JOURNEY STRATEGIC WEALTH LLC 272 *New 2024-03-31 5,812 $212,000 5,812
   Sterling Manor Financial LLC 26 - 2024-03-31 5,699 $208,000 -288,821
   CoreCap Advisors LLC 544 *New 2023-12-31 5,869 $205,000 5,869
   NBC SECURITIES INC. 879 - 2024-03-31 3,543 $129,000 -122
   WOLFF WIESE MAGANA LLC 104 - 2024-03-31 3,215 $117,000 0
   SOA Wealth Advisors LLC. 233 - 2024-03-31 3,197 $116,000 0
   SUMMIT INVESTMENT ADVISORS INC 1697 - 2024-03-31 2,875 $105,000 0
   IFP Advisors Inc 1214 - 2023-12-31 2,900 $101,000 0
   MATHER GROUP, INC. 791 *New 2024-03-31 2,053 $72,000 2,053
   PRINCIPAL SECURITIES INC. 1467 - 2024-03-31 1,671 $61,000 0
   COMERICA BANK 2747 - 2024-03-31 1,410 $51,000 -771
   Aptus Capital Advisors LLC 881 - 2024-03-31 1,305 $48,000 0
   MORGAN STANLEY 6174 - 2024-03-31 738 $27,000 0
   Capital Investment Advisory Services LLC 756 - 2024-03-31 500 $18,000 0
   WEST PACES ADVISORS INC. 325 *New 2024-03-31 424 $15,000 424
   Clear Point Advisors Inc. 392 - 2024-03-31 100 $4,000 0
   Raleigh Capital Management Inc. 888 *Closed 2024-03-31 0 $0 -12,701
   WELLS FARGO & CO/MN 5671 *Closed 2024-03-31 0 $0 -1,231,825
   AXXCESS WEALTH MANAGEMENT LLC 883 *Closed 2024-03-31 0 $0 -17,150
   BANK OF NEW YORK MELLON CORP 4046 *Closed 2024-03-31 0 $0 -23,060
   Legacy Capital Wealth Partners LLC 189 *Closed 2024-03-31 0 $0 -28,449
   Elevated Capital Advisors LLC 175 *Closed 2024-03-31 0 $0 -45,255
   Lloyd Advisory Services LLC. 139 *Closed 2024-03-31 0 $0 -9,591
   INTL FCSTONE INC. 277 *Closed 2024-03-31 0 $0 -22,789
   GeoWealth Management LLC 876 *Closed 2024-03-31 0 $0 -8,961
   Mason & Associates Inc 114 *Closed 2024-03-31 0 $0 -11,013
   Outlook Wealth Advisors LLC 279 *Closed 2024-03-31 0 $0 -35,356
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 802 *Closed 2024-03-31 0 $0 -14,051
   Change Path LLC 893 *Closed 2024-03-31 0 $0 -18,840
   Aspire Private Capital LLC 738 *Closed 2024-03-31 0 $0 -241
   ADVISORY SERVICES NETWORK, LLC 3213 *Closed 2024-03-31 0 $0 -18,763
   J P MORGAN CHASE & CO 6328 *Closed 2024-03-31 0 $0 -7,212
   DAVENPORT & CO LLC 1102 *Closed 2024-03-31 0 $0 -12,613
  100 Records found
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