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Ft Cboe Vest Us Equity Buffer Etf (FAUG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    8
Total shares held : 
 5,812,024  
% of shares held : 
 64.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -36  
Amount of shares held : 
 -2,062,987  
% of shares held change : 
   -22.92%  
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 :
5
 57,083
 0.98%
 
Increased Positions :
24
 146,882
 2.53%
 
Unchanged Positions :
33
 370,235
 6.37%
 
Decreased Positions :
52
-1,487,730
-25.6%
 
Closed Positions :
13
-779,222
-13.41%
 
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
   Advisor Group Holdings Inc. 385 - 2023-12-31 663,689 $26,966,000 -93,340
   COMMONWEALTH EQUITY SERVICES LLC. 456 - 2024-03-31 516,762 $22,159,000 -101,357
   MBL Wealth LLC 20 - 2024-03-31 250,555 $10,744,000 -44,041
   REGAL INVESTMENT ADVISORS, LLC 26 - 2023-12-31 257,663 $10,469,000 -5,386
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 787 - 2024-03-31 238,029 $10,207,000 -8,118
   CWM LLC 287 - 2024-03-31 232,801 $9,983,000 -19,706
   BEACON FINANCIAL GROUP 18 - 2023-12-31 214,832 $8,729,000 -4,246
   ENVESTNET ASSET MANAGEMENT INC 1691 - 2023-12-31 165,956 $6,743,000 -57,587
   RAYMOND JAMES & ASSOCIATES 1383 - 2024-03-31 156,934 $6,729,000 -63,612
   Great Diamond Partners LLC 12 - 2023-12-31 158,120 $6,424,000 -2,393
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 808 - 2024-03-31 104,247 $4,470,000 -31,739
   Keystone Wealth Services LLC 16 - 2024-03-31 91,771 $3,935,000 -2
   Ignite Planners LLC 21 - 2024-03-31 90,500 $3,873,000 -72
   Cetera Investment Advisers 586 - 2023-12-31 83,020 $3,373,000 -57,151
   AE Wealth Management LLC 758 - 2023-12-31 73,489 $3,037,000 -5,988
   Integrated Advisors Network LLC 162 - 2023-12-31 73,103 $2,970,000 -3,490
   Goss Wealth Management LLC 579 - 2023-12-31 60,801 $2,503,000 -56,317
   Maltin Wealth Management Inc. 30 - 2024-03-31 46,031 $1,974,000 -3,298
   STEPHENS INC /AR/ 410 - 2023-12-31 47,049 $1,912,000 -415
   Atria Wealth Solutions Inc. 691 - 2023-12-31 37,225 $1,512,000 -1,321
   Icon Wealth Partners LLC 98 - 2023-09-30 40,239 $1,504,000 -844
   Truadvice LLC 48 - 2023-09-30 38,461 $1,475,000 -4,148
   Integrated Wealth Concepts LLC 639 - 2023-12-31 30,230 $1,228,000 -397
   Valtinson Bruner Financial Planning LLC - 2024-03-31 27,625 $1,185,000 -71,026
   PROEQUITIES INC. - 2024-03-31 26,364 $1,130,000 -3,395
   H D Vest Advisory Services 705 - 2023-12-31 24,708 $1,004,000 -5,412
   BB&T CORP 1584 - 2023-12-31 23,764 $966,000 -2,132
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 74 - 2024-03-31 21,559 $924,000 -59
   Epic Trust Investment Advisors LLC 22 - 2024-03-31 20,927 $897,000 -861
   Rockefeller Capital Management L.P. 1221 - 2023-12-31 19,255 $782,000 -37
   WEDBUSH MORGAN SECURITIES INC 430 - 2023-12-31 17,523 $712,000 -2,119
   Strategic Blueprint LLC 313 - 2024-03-31 16,281 $698,000 -954
   SeaCrest Wealth Management LLC 245 - 2024-03-31 16,166 $693,000 -1,000
   Sunbelt Securities Inc. 247 - 2024-03-31 15,433 $662,000 -1,413
   JANNEY MONTGOMERY SCOTT LLC 1759 - 2024-03-31 15,351 $658,000 -3,860
   KINGSWOOD WEALTH ADVISORS LLC 285 - 2024-03-31 14,787 $634,000 -20,022
   Main Street Financial Solutions LLC 277 - 2024-03-31 13,943 $598,000 -125
   Gladstone Institutional Advisory LLC 389 - 2023-12-31 14,235 $578,000 -1,817
   Integrity Financial Corp /WA 57 - 2024-03-31 13,349 $572,000 -47,312
   MARINER WEALTH ADVISORS, LLC 1869 - 2023-12-31 13,747 $559,000 -254
   NBC SECURITIES INC. 412 - 2024-03-31 12,450 $533,000 -176
   Naviter Wealth LLC 187 - 2024-03-31 12,225 $524,000 -10,674
   FIRST HEARTLAND CONSULTANTS INC 224 - 2023-12-31 10,988 $446,000 -24
   Envestnet Portfolio Solutions Inc. 1096 - 2023-12-31 10,988 $446,000 -2,181
   Cambridge Advisors Inc. 126 - 2024-03-31 9,900 $425,000 -100
   ARBOR CAPITAL MANAGEMENT INC /ADV 80 - 2023-12-31 9,698 $390,000 -472
   Ameritas Advisory Services LLC 491 - 2023-12-31 9,133 $382,000 -12,181
   Resources Investment Advisors Inc. 850 - 2023-12-31 8,725 $354,000 -4,000
   Orion Portfolio Solutions LLC 1351 - 2023-12-31 8,400 $341,000 -216
   Arkadios Wealth Advisors - 2024-03-31 7,784 $334,000 -258
   Change Path LLC 472 - 2023-12-31 7,911 $321,000 -132,286
   LINCOLN NATIONAL CORP - 2024-03-31 6,600 $283,000 -637
   Bouchey Financial Group Ltd 134 - 2024-03-31 5,029 $216,000 -40
   TOWNSQUARE CAPITAL LLC 1043 - 2023-12-31 5,158 $210,000 -350
   Sigma Planning Corp - 2024-03-31 4,807 $206,000 -11,605
   CoreCap Advisors LLC 550 - 2023-12-31 5,000 $203,000 -83,574
   JAFFETILCHIN INVESTMENT PARTNERS LLC 331 - 2023-12-31 4,988 $203,000 -2,018
   Capital Investment Advisory Services LLC 492 - 2024-03-31 4,480 $192,000 -985
   MORGAN STANLEY 5752 - 2023-12-31 2,435 $99,000 -3,439
   IFP Advisors Inc 1331 - 2023-12-31 1,921 $78,000 -539
  60 Records found
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