Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Buffer Etf - February (FFEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Fiduciary Planning LLC 3 - 2024-03-31 573,252 $25,953,000 -3,632
   Stratos Wealth Advisors LLC 11 - 2024-03-31 497,489 $22,524,000 -37,246
   Cetera Investment Advisers 344 - 2023-12-31 158,136 $6,748,000 -538
   HARBOUR INVESTMENTS INC. 84 - 2023-12-31 124,618 $5,317,000 -100
   Onyx Bridge Wealth Group LLC 24 - 2024-03-31 114,996 $5,133,000 -1,883
   Main Street Financial Solutions LLC 60 - 2024-03-31 71,219 $3,224,000 -715
   FINANCIAL NETWORK 786 - 2023-12-31 72,030 $3,074,000 -6,149
   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
   Valtinson Bruner Financial Planning LLC 34 - 2024-03-31 45,008 $2,038,000 -133,183
   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
   MULTIFINANCIAL SECURITIES CORP 536 - 2023-12-31 42,910 $1,831,000 -938
   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
   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
   Grant Street Asset Management Inc. 29 - 2024-03-31 21,661 $981,000 -388
   Goss Wealth Management LLC 951 - 2023-12-31 21,694 $931,000 -1,641
   AE Wealth Management LLC 1230 - 2023-12-31 18,310 $794,000 -208,391
   Opes Wealth Management LLC 67 - 2024-03-31 16,447 $745,000 -3
   OGOREK ANTHONY JOSEPH /NY/ /ADV 42 - 2024-03-31 15,381 $696,000 -8,199
   Sovereign Financial Group Inc. 136 - 2024-03-31 12,565 $569,000 -305
   REGAL INVESTMENT ADVISORS, LLC 307 - 2023-12-31 12,955 $553,000 -500
   Resources Investment Advisors Inc. 794 - 2024-03-31 9,387 $425,000 -5,648
   Echo Wealth Management LLC 30 - 2024-03-31 8,985 $407,000 -1,675
   We Are One Seven LLC 684 - 2023-12-31 7,325 $313,000 -100
   Key Client Fiduciary Advisors LLC 137 - 2024-03-31 6,600 $299,000 -375
   LINCOLN NATIONAL CORP 972 - 2024-03-31 6,265 $284,000 -4,080
   LEVEL FOUR ADVISORY SERVICES LLC 629 - 2023-12-31 6,541 $279,000 -4,468
   NBC SECURITIES INC. 724 - 2024-03-31 4,782 $216,000 -74
   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
   COMERICA BANK 2348 - 2023-12-31 3,541 $151,000 -18
   AdvisorNet Financial Inc 565 - 2024-03-31 2,850 $129,000 -401
   IFP Advisors Inc 1167 - 2023-12-31 2,652 $113,000 -454
   WELLS FARGO & CO/MN 4675 - 2024-03-31 1,090 $49,000 -5,481
  40 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us