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Ft Cboe Vest Us Equity Buffer Etf December (FDEC)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    36
Total shares held : 
 5,760,158  
% of shares held : 
 64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   70  
Amount of shares held : 
 3,489,260  
% of shares held change : 
   38.77%  
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 :
38
 1,144,326
 19.87%
 
Increased Positions :
47
 2,394,560
 41.57%
 
Unchanged Positions :
16
 366,221
 6.36%
 
Decreased Positions :
13
-24,474
-0.42%
 
Closed Positions :
2
-25,152
-0.44%
 
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
   Mason & Associates Inc 1 *New 2024-03-31 1,714,085 $70,637,000 1,714,085
   AE Wealth Management LLC 214 - 2023-12-31 523,060 $20,751,000 482,071
   Advisor Group Holdings Inc. 509 - 2023-12-31 479,561 $18,698,000 317,085
   CWM LLC 234 - 2024-03-31 364,857 $15,036,000 -19,239
   COMMONWEALTH EQUITY SERVICES LLC. 562 - 2023-12-31 371,721 $14,493,000 199,114
   Sigma Planning Corp 12 *New 2023-12-31 364,811 $14,224,000 364,811
   ENVESTNET ASSET MANAGEMENT INC 1262 - 2023-12-31 347,088 $13,533,000 303,489
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 730 - 2024-03-31 281,777 $11,612,000 184,961
   Change Path LLC 40 - 2023-12-31 235,455 $9,181,000 235,455
   BB&T CORP 697 - 2023-12-31 199,634 $7,784,000 17,357
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 569 - 2024-03-31 176,801 $7,286,000 10,410
   Schulz Wealth LTD. 6 - 2024-03-31 160,529 $6,615,000 -2,061
   Bullseye Investment Management LLC 11 *New 2023-12-31 129,631 $5,054,000 129,631
   CENTRAL VALLEY ADVISORS LLC 9 - 2024-03-31 114,337 $4,712,000 7,741
   Global Retirement Partners LLC 127 - 2024-03-31 112,892 $4,652,000 -806
   Cetera Investment Advisers 492 - 2023-12-31 110,285 $4,300,000 88,011
   RAYMOND JAMES & ASSOCIATES 1695 - 2024-03-31 102,820 $4,237,000 -8,538
   FINANCIAL NETWORK 686 - 2023-12-31 99,754 $3,889,000 67,354
   Sowell Financial Services LLC *New 2023-12-31 89,134 $3,475,000 89,134
   Keystone Wealth Services LLC 20 - 2024-03-31 83,040 $3,422,000 1,186
   WEALTHSOURCE PARTNERS LLC 86 *New 2023-12-31 77,336 $3,015,000 77,336
   JANNEY MONTGOMERY SCOTT LLC 926 - 2023-12-31 76,813 $2,995,000 61,509
   Goss Wealth Management LLC 513 - 2023-12-31 74,097 $2,933,000 55,501
   MULTIFINANCIAL SECURITIES CORP 413 - 2023-12-31 70,242 $2,739,000 14,821
   Kestra Advisory Services LLC 684 - 2023-12-31 65,979 $2,573,000 2,391
   STEPHENS INC /AR/ 343 *New 2023-12-31 65,138 $2,540,000 65,138
   WAYNE HUMMER INVESTMENTS L.L.C. 85 *New 2023-12-31 60,865 $2,373,000 60,865
   LPL FINANCIAL CORP 2591 - 2023-12-31 41,047 $1,600,000 6,664
   HARBOUR INVESTMENTS INC. 272 - 2023-12-31 40,917 $1,595,000 23,161
   Capital Analysts Inc. 187 *New 2023-12-31 39,367 $1,535,000 39,367
   Steward Partners Investment Advisory LLC 646 - 2023-12-31 32,844 $1,281,000 15,050
   MCKINLEY CARTER WEALTH SERVICES, INC. 147 - 2024-03-31 29,546 $1,218,000 0
   ATRIA INVESTMENTS LLC 829 *New 2023-12-31 30,059 $1,172,000 30,059
   Rockefeller Capital Management L.P. 1090 - 2023-12-31 29,301 $1,142,000 8,511
   Strategic Blueprint LLC 241 - 2024-03-31 24,701 $1,018,000 7,921
   Valtinson Bruner Financial Planning LLC 52 - 2023-12-31 25,986 $1,013,000 1,685
   TRUSTCORE FINANCIAL SERVICES LLC 122 - 2022-12-31 29,503 $937,000 11,873
   ROYAL BANK OF CANADA 3147 - 2023-12-31 23,702 $924,000 420
   Ambassador Advisors LLC 84 *New 2023-12-31 22,650 $904,000 22,650
   CAPTRUST FINANCIAL ADVISORS 1338 - 2023-12-31 22,846 $891,000 -4,710
   Integrity Financial Corp /WA 40 - 2023-12-31 22,680 $884,000 2,216
   Tanglewood Legacy Advisors LLC 36 - 2024-03-31 21,451 $884,000 -1,264
   Truadvice LLC 81 - 2023-09-30 24,320 $879,000 0
   Kingsview Wealth Management LLC 506 *New 2023-12-31 22,296 $869,000 22,296
   MML INVESTORS SERVICES LLC 1486 - 2023-12-31 20,438 $797,000 -772
   MARINER WEALTH ADVISORS, LLC 1611 - 2023-12-31 20,035 $781,000 551
   PARAGON CAPITAL MANAGEMENT LTD 46 - 2024-03-31 18,727 $772,000 -3,742
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 85 - 2024-03-31 18,431 $760,000 6,879
   OPPENHEIMER & CO INC 817 - 2023-12-31 19,382 $756,000 -106
   BlueChip Wealth Advisors LLC 46 - 2023-12-31 19,200 $749,000 0
   DHJJ Financial Advisors Ltd. 57 - 2024-03-31 17,628 $726,000 3,864
   Benchmark Investment Advisors LLC 153 *New 2023-12-31 18,455 $720,000 18,455
   BCJ Capital Management LLC 148 - 2023-12-31 18,455 $720,000 -497
   1776 WEALTH LLC 47 - 2023-12-31 18,224 $711,000 8,574
   Harvest Investment Services LLC 86 *New 2023-12-31 18,223 $709,000 18,223
   MBL Wealth LLC 107 *New 2024-03-31 16,695 $688,000 16,695
   B.O.S.S. Retirement Advisors LLC 170 *New 2023-12-31 17,552 $684,000 17,552
   Atria Wealth Solutions Inc. 1035 - 2023-12-31 17,430 $680,000 10,315
   Family Wealth Group LLC 27 - 2023-12-31 16,994 $663,000 0
   H D Vest Advisory Services 880 - 2023-12-31 16,251 $634,000 -10,406
   KESTRA PRIVATE WEALTH SERVICES LLC 657 - 2023-12-31 15,870 $619,000 1,650
   We Are One Seven LLC 469 - 2023-12-31 14,548 $567,000 14,548
   Ameritas Advisory Services LLC 402 - 2023-12-31 14,325 $562,000 5,530
   Envestnet Portfolio Solutions Inc. 1031 - 2023-12-31 13,269 $517,000 6,154
   Mutual Advisors LLC 636 - 2023-12-31 13,050 $509,000 -1,880
   LINCOLN NATIONAL CORP 673 *New 2023-12-31 12,525 $488,000 12,525
   ARBOR CAPITAL MANAGEMENT INC /ADV 76 *New 2023-12-31 11,333 $438,000 11,333
   Pitti Group Wealth Management LLC 41 - 2024-03-31 10,526 $433,000 800
   Great Lakes Retirement Inc. 178 *New 2023-12-31 9,707 $378,000 9,707
   PROSPERA FINANCIAL SERVICES 750 - 2023-12-31 9,655 $376,000 9,655
   SageView Advisory Group LLC 394 - 2023-12-31 9,180 $366,000 0
   HIGHTOWER ADVISORS, LLC 2519 - 2023-12-31 9,226 $359,000 571
   TOWNSQUARE CAPITAL LLC 865 *New 2023-12-31 9,096 $355,000 9,096
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 182 - 2023-12-31 9,077 $354,000 -276
   BANK OF THE WEST 192 *New 2022-12-31 11,000 $349,000 11,000
   WEDBUSH MORGAN SECURITIES INC 703 - 2023-12-31 8,799 $343,000 -66
   SIGNATURE SECURITIES GROUP CORPORATION 149 - 2024-03-31 8,231 $339,000 0
   Sunbelt Securities Inc. 399 - 2024-03-31 8,219 $339,000 -3,259
   Semus Wealth Partners LLC *New 2023-12-31 8,249 $322,000 8,249
   Financial Network Wealth Advisors LLC 74 - 2023-12-31 8,264 $322,000 0
   KINGSWOOD WEALTH ADVISORS LLC 464 *New 2024-03-31 7,416 $306,000 7,416
   IFP Advisors Inc 744 - 2023-12-31 7,777 $303,000 3,040
   Share Andrew L. 4 *New 2023-12-31 7,650 $298,000 7,650
   Cedar Brook Financial Partners LLC 323 - 2024-03-31 7,015 $289,000 0
   Walleye Trading Advisors LLC 1292 *New 2023-12-31 6,900 $269,000 6,900
   Simplicity WealthLLC 969 *New 2024-03-31 6,282 $259,000 6,282
   CENTAURUS FINANCIAL INC. 520 *New 2023-12-31 6,619 $258,000 6,619
   Streettalk Advisors LLC 365 *New 2023-12-31 6,598 $257,000 6,598
   Fragasso Group Inc. 231 - 2024-03-31 6,114 $252,000 -5,775
   Prosperity Consulting Group LLC 176 - 2023-12-31 6,428 $251,000 0
   SOA Wealth Advisors LLC. 161 - 2024-03-31 6,022 $248,000 0
   FSB PREMIER WEALTH MANAGEMENT INC. 146 - 2023-12-31 6,312 $246,000 -142
   Quantum Private Wealth LLC 158 *New 2023-12-31 6,318 $246,000 6,318
   Sawtooth Asset Management Inc. 896 - 2023-12-31 6,282 $245,000 0
   Bleakley Financial Group LLC - 2023-12-31 6,282 $245,000 0
   Snowden Capital Advisors LLC 989 *New 2023-12-31 6,235 $243,000 6,235
   Aurora Private Wealth Inc. 126 - 2024-03-31 5,863 $241,000 47
   GeoWealth Management LLC 461 *New 2023-12-31 6,139 $239,000 6,139
   Apollon Wealth Management LLC 930 - 2023-12-31 5,997 $234,000 0
   Integrated Wealth Concepts LLC 1385 *New 2023-12-31 5,875 $229,000 5,875
  100 Records found
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