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Get Institutions for : 
Ft Cboe Vest Us Equity Buffer Etf January (FJAN)  
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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
   THOROUGHBRED FINANCIAL SERVICES LLC 260 - 2024-03-31 14,925 $626,000 0
   BCGM Wealth Management LLC 88 - 2024-03-31 13,204 $554,000 0
   SCOTIA CAPITAL INC. 577 - 2023-12-31 12,400 $494,000 0
   CENTAURUS FINANCIAL INC. 378 - 2023-12-31 11,971 $477,000 0
   Archer Investment Corp 149 - 2024-03-31 10,420 $437,000 0
   Luken Investment Analytics LLC 36 - 2024-03-31 8,800 $369,000 0
   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
   1ST SOURCE BANK 237 - 2024-03-31 5,850 $246,000 0
   NATIONAL BANK OF CANADA /FI/ 1382 - 2023-12-31 2,900 $115,000 0
   Capital Investment Advisory Services LLC 595 - 2024-03-31 1,868 $78,000 0
   Turtle Creek Wealth Advisors LLC 170 - 2024-03-31 810 $34,000 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. 2045 - 2024-03-31 425 $18,000 0
   VisionPoint Advisory Group LLC 426 - 2024-03-31 330 $14,000 0
   Tradition Wealth Management LLC 958 - 2023-12-31 320 $12,000 0
   Farther Finance Advisors LLC 2124 - 2023-12-31 95 $4,000 0

  19 Records found
  1    
  Page 1 of 1
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