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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 100    13
Total shares held : 
 4,118,063  
% of shares held : 
 58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -62  
Amount of shares held : 
 -2,065,399  
% of shares held change : 
   -29.09%  
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
 40,683
 0.99%
 
Increased Positions :
9
 445,750
 10.82%
 
Unchanged Positions :
27
 440,161
 10.69%
 
Decreased Positions :
58
-1,786,015
-43.37%
 
Closed Positions :
19
-765,817
-18.6%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 338 - 2024-03-31 779,564 $35,294,000 736,843
   Fiduciary Planning LLC - 2023-12-31 576,884 $24,616,000 406,392
   Stratos Wealth Advisors LLC 11 - 2024-03-31 497,489 $22,524,000 -37,246
   COMMONWEALTH EQUITY SERVICES LLC. 548 - 2023-12-31 357,146 $15,239,000 -13,464
   Wealthcare Advisory Partners LLC 63 *New 2024-03-31 193,778 $8,773,000 193,778
   Valtinson Bruner Financial Planning LLC 3 - 2023-12-31 178,191 $7,603,000 -5,499
   Advisor Group Holdings Inc. 946 - 2023-12-31 177,732 $7,584,000 -182,272
   CWM LLC 346 - 2024-03-31 159,200 $7,208,000 138,436
   Cetera Investment Advisers 344 - 2023-12-31 158,136 $6,748,000 -538
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 12 *New 2024-03-31 122,962 $5,567,000 122,962
   HARBOUR INVESTMENTS INC. 84 - 2023-12-31 124,618 $5,317,000 -100
   Great Diamond Partners LLC 16 - 2023-12-31 123,642 $5,276,000 -3,254
   Kestra Advisory Services LLC 434 - 2023-12-31 122,092 $5,210,000 4,731
   RAYMOND JAMES & ASSOCIATES 1562 - 2024-03-31 112,340 $5,086,000 78,605
   Onyx Bridge Wealth Group LLC 26 - 2023-12-31 116,879 $4,987,000 -453
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 827 - 2024-03-31 95,988 $4,346,000 24,034
   Keystone Wealth Services LLC 17 - 2024-03-31 79,678 $3,607,000 11,406
   Main Street Financial Solutions LLC 60 - 2024-03-31 71,219 $3,224,000 -715
   InterOcean Capital Group LLC 117 - 2023-12-31 73,660 $3,143,000 0
   FINANCIAL NETWORK 786 - 2023-12-31 72,030 $3,074,000 -6,149
   LM Advisors LLC 37 - 2023-12-31 66,020 $2,817,000 0
   STEPHENS INC /AR/ 324 - 2023-12-31 65,151 $2,780,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 55 - 2022-12-31 67,865 $2,414,000 -101,001
   MARINER WEALTH ADVISORS, LLC 990 - 2023-12-31 53,864 $2,298,000 -2,437
   LPL FINANCIAL CORP 2367 - 2023-12-31 47,114 $2,010,000 4,135
   CAPTRUST FINANCIAL ADVISORS 906 - 2023-12-31 46,953 $2,003,000 -19,112
   ATRIA INVESTMENTS LLC 617 - 2023-12-31 44,749 $1,909,000 -76,759
   Outlook Wealth Advisors LLC 39 - 2024-03-31 40,975 $1,855,000 35,762
   MULTIFINANCIAL SECURITIES CORP 536 - 2023-12-31 42,910 $1,831,000 -938
   JANNEY MONTGOMERY SCOTT LLC 1151 - 2023-12-31 41,040 $1,751,000 -1,776
   WEDBUSH MORGAN SECURITIES INC 194 - 2023-12-31 40,395 $1,724,000 -3,524
   Marshall Financial Group LLC 62 - 2024-03-31 32,767 $1,484,000 -1,556
   Maltin Wealth Management Inc. 43 - 2024-03-31 29,368 $1,330,000 728
   ENVESTNET ASSET MANAGEMENT INC 2713 - 2023-12-31 30,945 $1,320,000 -223,109
   Rockefeller Capital Management L.P. 1053 - 2023-12-31 30,763 $1,313,000 -35
   Truadvice LLC 57 - 2023-09-30 32,781 $1,308,000 -3,885
   FSB PREMIER WEALTH MANAGEMENT INC. 38 - 2023-12-31 26,611 $1,135,000 -367
   KESTRA PRIVATE WEALTH SERVICES LLC 496 - 2023-12-31 25,975 $1,108,000 -655
   Integrity Financial Corp /WA 31 - 2023-12-31 25,289 $1,079,000 -314
   OGOREK ANTHONY JOSEPH /NY/ /ADV 39 - 2023-12-31 23,580 $1,006,000 -14,753
   Fundamentun LLC 107 *New 2024-03-31 21,393 $969,000 21,393
   Fragasso Group Inc. 121 - 2024-03-31 21,367 $967,000 2,390
   Grant Street Asset Management Inc. - 2023-12-31 22,049 $941,000 0
   Goss Wealth Management LLC 951 - 2023-12-31 21,694 $931,000 -1,641
   DHJJ Financial Advisors Ltd. 48 - 2024-03-31 19,580 $886,000 48
   Integrated Advisors Network LLC 310 - 2023-12-31 20,440 $872,000 686
   OLD MISSION CAPITAL LLC 486 *New 2023-12-31 19,044 $813,000 19,044
   AE Wealth Management LLC 1230 - 2023-12-31 18,310 $794,000 -208,391
   Oder Investment Management LLC 44 - 2023-12-31 17,339 $740,000 0
   GTS SECURITIES LLC 730 - 2023-12-31 17,278 $737,000 17,278
   Integrated Wealth Concepts LLC 846 - 2023-12-31 16,849 $719,000 0
   Opes Wealth Management LLC 65 - 2023-12-31 16,450 $702,000 -34
   Focus Financial Network Inc. 316 - 2024-03-31 15,171 $668,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 399 - 2023-12-31 15,314 $653,000 0
   Resources Investment Advisors Inc. 622 - 2023-12-31 15,035 $642,000 -6,870
   H D Vest Advisory Services 901 - 2023-12-31 14,317 $611,000 -1,241
   Sovereign Financial Group Inc. 136 - 2024-03-31 12,565 $569,000 -305
   Accel Wealth Management 100 *New 2024-03-31 12,516 $567,000 12,516
   Bouchey Financial Group Ltd 70 - 2024-03-31 12,450 $564,000 1,957
   REGAL INVESTMENT ADVISORS, LLC 307 - 2023-12-31 12,955 $553,000 -500
   LVZ Advisors Inc. 62 - 2024-03-31 12,095 $548,000 2,620
   Sunbelt Securities Inc. 302 - 2024-03-31 11,996 $543,000 3,407
   PROEQUITIES INC. 437 - 2023-12-31 11,750 $501,000 -78
   Cypress Wealth Services LLC 145 - 2024-03-31 11,043 $500,000 0
   INTL FCSTONE INC. 204 - 2023-12-31 11,514 $491,000 -697
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3851 - 2023-12-31 11,049 $471,000 -5,538
   LINCOLN NATIONAL CORP 714 - 2023-12-31 10,345 $441,000 0
   1776 WEALTH LLC 89 - 2023-12-31 9,700 $414,000 0
   Echo Wealth Management LLC 30 - 2024-03-31 8,985 $407,000 -1,675
   Tanglewood Legacy Advisors LLC 63 - 2024-03-31 8,298 $376,000 6,973
   Atria Wealth Solutions Inc. 1393 - 2023-12-31 8,045 $343,000 0
   KINGSWOOD WEALTH ADVISORS LLC 448 *New 2024-03-31 7,246 $328,000 7,246
   We Are One Seven LLC 684 - 2023-12-31 7,325 $313,000 -100
   LEGACY PRIVATE TRUST CO. 196 *New 2024-03-31 6,877 $311,000 6,877
   Key Client Fiduciary Advisors LLC 137 - 2024-03-31 6,600 $299,000 -375
   MCKINLEY CARTER WEALTH SERVICES, INC. 261 - 2024-03-31 6,292 $285,000 342
   WELLS FARGO & CO/MN 3690 - 2023-12-31 6,571 $280,000 -575,995
   LEVEL FOUR ADVISORY SERVICES LLC 629 - 2023-12-31 6,541 $279,000 -4,468
   MML INVESTORS SERVICES LLC 2084 *New 2023-12-31 6,498 $277,000 6,498
   Apollon Wealth Management LLC 870 - 2023-12-31 6,407 $273,000 0
   Strategic Blueprint LLC 509 - 2024-03-31 5,905 $267,000 5,905
   Cedar Brook Financial Partners LLC 342 - 2024-03-31 5,800 $263,000 0
   FINANCIAL ADVISORY CORP /UT/ /ADV 134 *New 2024-03-31 5,695 $258,000 5,695
   Clear Creek Financial Management LLC 358 - 2024-03-31 5,493 $249,000 623
   Anfield Capital Management LLC 66 - 2023-12-31 5,606 $239,000 -1,016
   EPG Wealth Management LLC 224 - 2023-12-31 5,400 $237,000 0
   ROYAL BANK OF CANADA 4337 - 2023-12-31 5,442 $232,000 2,776
   PROSPERA FINANCIAL SERVICES 969 - 2023-12-31 5,110 $218,000 5,110
   NBC SECURITIES INC. 724 - 2024-03-31 4,782 $216,000 -74
   Sage Capital Advisorsllc 131 *New 2024-03-31 4,760 $216,000 4,760
   BCGM Wealth Management LLC 128 *New 2023-12-31 5,000 $213,000 5,000
   WOLVERINE TRADING LLC 1029 *New 2023-12-31 4,931 $210,000 4,931
   CoreCap Advisors LLC 548 - 2023-12-31 4,792 $204,000 -80,184
   Aptus Capital Advisors LLC 558 - 2023-12-31 4,476 $191,000 -165,594
   Steward Partners Investment Advisory LLC 1431 - 2023-12-31 4,027 $172,000 -275
   MORGAN STANLEY 5563 - 2023-12-31 3,936 $168,000 -3,582
   SOA Wealth Advisors LLC. 196 - 2024-03-31 3,684 $167,000 2,632
   GRADIENT INVESTMENTS LLC 315 - 2024-03-31 3,396 $154,000 0
   COMERICA BANK 2348 - 2023-12-31 3,541 $151,000 -18
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220 - 2024-03-31 3,140 $142,000 690
  100 Records found
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