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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
   ADVISORY SERVICES NETWORK, LLC 249 *New 2024-03-31 98,654 $4,141,000 98,654
   Americana Partners LLC 89 *New 2024-03-31 88,790 $3,727,000 88,790
   Feltz Wealth PLAN Inc. 82 *New 2024-03-31 86,243 $3,620,000 86,243
   H D Vest Advisory Services 749 *New 2024-03-31 23,654 $993,000 23,654
   LINCOLN NATIONAL CORP 638 *New 2024-03-31 15,801 $663,000 15,801
   Strategic Blueprint LLC 358 *New 2024-03-31 13,195 $554,000 13,195
   Semus Wealth Partners LLC 48 *New 2024-03-31 12,424 $522,000 12,424
   Mutual Advisors LLC 680 *New 2024-03-31 12,244 $514,000 12,244
   Envestnet Portfolio Solutions Inc. 1139 *New 2024-03-31 11,496 $483,000 11,496
   Ignite Planners LLC 160 *New 2024-03-31 11,163 $468,000 11,163
   CREATIVE FINANCIAL DESIGNS INC /ADV 278 *New 2024-03-31 10,696 $449,000 10,696
   AIFG Consultants Ltd. 31 *New 2024-03-31 7,667 $322,000 7,667
   Benchmark Investment Advisors LLC 250 *New 2023-12-31 7,325 $292,000 7,325
   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
   Orion Portfolio Solutions LLC 1581 *New 2024-03-31 5,132 $215,000 5,132
   CoreCap Advisors LLC 542 *New 2023-12-31 5,203 $207,000 5,203
   Global Retirement Partners LLC 1182 *New 2024-03-31 1,830 $77,000 1,830
  18 Records found
  1    
  Page 1 of 1
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