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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    1
Total shares held : 
 3,755,344  
% of shares held : 
 41.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 -35,595  
% of shares held change : 
   -0.4%  
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 :
4
 44,346
 1.18%
 
Increased Positions :
16
 211,116
 5.62%
 
Unchanged Positions :
29
 340,404
 9.06%
 
Decreased Positions :
31
-254,927
-6.79%
 
Closed Positions :
5
-36,130
-0.96%
 
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. 391 - 2023-12-31 658,850 $26,242,000 -29,071
   Brookstone Capital Management 71 - 2024-03-31 441,180 $18,521,000 -34,152
   COMMONWEALTH EQUITY SERVICES LLC. 517 - 2023-12-31 420,304 $16,741,000 -21,413
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 612 - 2024-03-31 367,127 $15,412,000 299,779
   AE Wealth Management LLC 403 - 2023-12-31 236,465 $9,558,000 138,329
   CWM LLC 319 - 2024-03-31 201,769 $8,470,000 190,078
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 585 - 2024-03-31 167,901 $7,048,000 75,577
   MML INVESTORS SERVICES LLC 502 - 2023-12-31 163,254 $6,502,000 2,854
   ENVESTNET ASSET MANAGEMENT INC 1751 - 2023-12-31 153,801 $6,126,000 -2,150
   LPL FINANCIAL CORP 1716 - 2023-12-31 116,998 $4,660,000 6,755
   EisnerAmper Wealth Management Corporate Benefits L 16 - 2023-12-31 109,521 $4,362,000 -7,375
   Foguth Wealth Management LLC. 12 - 2024-03-31 103,123 $4,329,000 0
   Signal Advisors Wealth LLC 21 - 2024-03-31 103,123 $4,329,000 11,212
   Truadvice LLC 12 - 2023-09-30 106,719 $3,997,000 -4,490
   Gallagher Fiduciary Advisors LLC 30 - 2023-12-31 100,217 $3,992,000 2,883
   RAYMOND JAMES & ASSOCIATES 1757 - 2024-03-31 92,079 $3,865,000 80,732
   Anfield Capital Management LLC 12 - 2023-12-31 89,738 $3,574,000 -1,770
   Sunbelt Securities Inc. 73 - 2024-03-31 61,272 $2,572,000 36,022
   MULTIFINANCIAL SECURITIES CORP 472 - 2023-12-31 54,368 $2,165,000 -416
   Keystone Wealth Services LLC 36 - 2024-03-31 50,096 $2,103,000 9,649
   Resources Investment Advisors Inc. 320 - 2023-12-31 48,847 $1,946,000 1,267
   Main Street Financial Solutions LLC 103 - 2024-03-31 45,906 $1,927,000 14,050
   Goss Wealth Management LLC 678 - 2023-12-31 46,845 $1,887,000 40,094
   ROYAL BANK OF CANADA 2650 - 2023-12-31 43,899 $1,748,000 1,862
   Integrity Financial Corp /WA 17 - 2023-12-31 42,468 $1,692,000 -922
   Kestra Advisory Services LLC 898 - 2023-12-31 40,316 $1,606,000 6,680
   FINANCIAL NETWORK 1206 - 2023-12-31 32,676 $1,301,000 -13,500
   HARBOUR INVESTMENTS INC. 319 - 2023-12-31 30,072 $1,198,000 -928
   Atria Wealth Solutions Inc. 795 - 2023-12-31 29,394 $1,171,000 -103
   J P MORGAN CHASE & CO 3243 - 2023-12-31 29,242 $1,165,000 1,031
   BAKER TILLY FINANCIAL LLC 124 - 2023-12-31 27,375 $1,090,000 -430
   Fragasso Group Inc. 110 - 2024-03-31 24,918 $1,046,000 -1,781
   Marshall Financial Group LLC 95 - 2024-03-31 24,136 $1,013,000 317
   Rockefeller Capital Management L.P. 1146 - 2023-12-31 24,211 $964,000 -1,037
   Tanglewood Legacy Advisors LLC 34 - 2024-03-31 22,522 $945,000 21,588
   Prosperity Consulting Group LLC 70 *New 2023-12-31 21,399 $852,000 21,399
   JANNEY MONTGOMERY SCOTT LLC 1523 - 2023-12-31 21,389 $852,000 408
   OPPENHEIMER & CO INC 777 - 2023-12-31 20,600 $820,000 924
   1776 WEALTH LLC 42 - 2023-12-31 19,240 $766,000 0
   BB&T CORP 1835 - 2023-12-31 15,156 $604,000 -928
   THOROUGHBRED FINANCIAL SERVICES LLC 324 - 2023-12-31 14,925 $594,000 0
   FSB PREMIER WEALTH MANAGEMENT INC. 79 - 2023-12-31 14,176 $565,000 -3,379
   Strategic Blueprint LLC 358 *New 2024-03-31 13,195 $554,000 13,195
   BEACON FINANCIAL GROUP 196 - 2023-12-31 13,906 $554,000 -122,720
   BCGM Wealth Management LLC 74 - 2023-12-31 13,204 $526,000 0
   IFP Advisors Inc 560 - 2023-12-31 12,640 $503,000 -1,567
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 111 - 2024-03-31 11,930 $501,000 500
   SCOTIA CAPITAL INC. 577 - 2023-12-31 12,400 $494,000 0
   DHJJ Financial Advisors Ltd. 84 - 2024-03-31 11,392 $478,000 1,995
   CENTAURUS FINANCIAL INC. 378 - 2023-12-31 11,971 $477,000 0
   Ignite Planners LLC 160 *New 2024-03-31 11,163 $468,000 11,163
   Arkadios Wealth Advisors - 2023-12-31 10,755 $428,000 -1,912
   Cetera Investment Advisers 1586 - 2023-12-31 10,450 $416,000 -8,689
   Archer Investment Corp 150 - 2023-12-31 10,420 $415,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4007 *New 2023-12-31 10,419 $415,000 10,419
   PROEQUITIES INC. 494 - 2023-12-31 9,456 $377,000 0
   Luken Investment Analytics LLC 36 - 2024-03-31 8,800 $369,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 249 - 2024-03-31 7,908 $332,000 2,438
   KESTRA PRIVATE WEALTH SERVICES LLC 896 - 2023-12-31 8,215 $327,000 -810
   HBK SORCE ADVISORY LLC - 2023-12-31 7,878 $314,000 -524
   Benchmark Investment Advisors LLC 250 *New 2023-12-31 7,325 $292,000 7,325
   BCJ Capital Management LLC 241 - 2023-12-31 7,325 $292,000 0
   Cedar Brook Financial Partners LLC 333 - 2024-03-31 6,598 $277,000 0
   NBC SECURITIES INC. 633 - 2024-03-31 6,468 $271,000 3,591
   FINANCIAL ADVISORY CORP /UT/ /ADV 135 *New 2024-03-31 6,145 $258,000 6,145
   Accel Wealth Management 179 *New 2024-03-31 6,125 $257,000 6,125
   Pitti Group Wealth Management LLC 56 - 2024-03-31 6,077 $254,000 -1,224
   1ST SOURCE BANK 237 - 2023-12-31 5,850 $233,000 0
   Naviter Wealth LLC 210 - 2024-03-31 5,250 $220,000 -1,456
   CoreCap Advisors LLC 542 *New 2023-12-31 5,203 $207,000 5,203
   Savvy Advisors Inc. 149 - 2023-12-31 5,191 $207,000 0
   Change Path LLC 593 - 2023-12-31 5,075 $202,000 -675
   SOA Wealth Advisors LLC. 192 - 2024-03-31 4,186 $176,000 3,462
   Impact Partnership Wealth LLC 216 - 2023-12-31 3,319 $132,000 -12,862
   NATIONAL BANK OF CANADA /FI/ 1382 - 2023-12-31 2,900 $115,000 0
   Larson Financial Group LLC 482 - 2023-12-31 2,476 $99,000 0
   Capital Investment Advisory Services LLC 595 - 2024-03-31 1,868 $78,000 0
   Global Retirement Partners LLC 1182 *New 2024-03-31 1,830 $77,000 1,830
   Aptus Capital Advisors LLC 655 - 2023-12-31 1,500 $60,000 -390
   SUMMIT INVESTMENT ADVISORS INC 2102 - 2023-12-31 1,410 $56,000 -55
   Turtle Creek Wealth Advisors LLC - 2023-12-31 810 $32,000 0
   Creekmur Asset Management LLC - 2023-12-31 766 $31,000 0
   LM Advisors LLC 383 - 2023-12-31 700 $28,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 553 - 2022-12-31 820 $27,000 0
   Spire Wealth Management 1515 - 2024-03-31 475 $20,000 0
   Steward Partners Investment Advisory LLC 2392 - 2023-12-31 500 $20,000 0
   PRINCIPAL SECURITIES INC. 1963 - 2023-12-31 425 $17,000 0
   VisionPoint Advisory Group LLC 398 - 2023-12-31 330 $13,000 330
   Tradition Wealth Management LLC 958 - 2023-12-31 320 $12,000 0
   Farther Finance Advisors LLC 2124 - 2023-12-31 95 $4,000 0
   Ameritas Advisory Services LLC 736 *Closed 2023-12-31 0 $0 -11,125
   Key Client Fiduciary Advisors LLC 189 *Closed 2024-03-31 0 $0 -12,403
   Cornerstone Planning Group LLC 1020 *Closed 2023-12-31 0 $0 -25
   CITADEL ADVISORS LLC 6280 *Closed 2023-12-31 0 $0 -7,292
   AXXCESS WEALTH MANAGEMENT LLC 938 *Closed 2023-12-31 0 $0 -8,934
  95 Records found
  1    
  Page 1 of 1
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