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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
   MCKINLEY CARTER WEALTH SERVICES, INC. 147 - 2024-03-31 29,546 $1,218,000 0
   Truadvice LLC 81 - 2023-09-30 24,320 $879,000 0
   BlueChip Wealth Advisors LLC 43 - 2024-03-31 19,200 $791,000 0
   1776 WEALTH LLC 51 - 2024-03-31 18,224 $751,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 692 - 2024-03-31 15,870 $654,000 0
   LINCOLN NATIONAL CORP 729 - 2024-03-31 12,525 $516,000 0
   HIGHTOWER ADVISORS, LLC 2452 - 2024-03-31 9,226 $380,000 0
   Semus Wealth Partners LLC 78 - 2024-03-31 8,249 $340,000 0
   SIGNATURE SECURITIES GROUP CORPORATION 149 - 2024-03-31 8,231 $339,000 0
   Share Andrew L. 6 - 2024-03-31 7,650 $315,000 0
   Cedar Brook Financial Partners LLC 323 - 2024-03-31 7,015 $289,000 0
   Streettalk Advisors LLC 371 - 2024-03-31 6,598 $272,000 0
   Prosperity Consulting Group LLC 287 - 2024-03-31 6,428 $265,000 0
   Bleakley Financial Group LLC 804 - 2024-03-31 6,282 $259,000 0
   SOA Wealth Advisors LLC. 161 - 2024-03-31 6,022 $248,000 0
   Apollon Wealth Management LLC 942 - 2024-03-31 5,997 $247,000 0
   Sawtooth Asset Management Inc. 896 - 2023-12-31 6,282 $245,000 0
   Wagner Wealth Management LLC 132 - 2024-03-31 3,000 $124,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 552 - 2024-03-31 2,574 $106,000 0
   Spire Wealth Management 1024 - 2024-03-31 2,150 $89,000 0
   Aptus Capital Advisors LLC 659 - 2023-12-31 1,500 $58,000 0
   VisionPoint Advisory Group LLC 435 - 2024-03-31 325 $13,000 0
   WOLFF WIESE MAGANA LLC 329 - 2024-03-31 193 $8,000 0
  23 Records found
  1    
  Page 1 of 1
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