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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
   Brookstone Capital Management 71 - 2024-03-31 441,180 $18,521,000 -34,152
   ENVESTNET ASSET MANAGEMENT INC 1751 - 2023-12-31 153,801 $6,126,000 -2,150
   EisnerAmper Wealth Management Corporate Benefits L 16 - 2023-12-31 109,521 $4,362,000 -7,375
   Truadvice LLC 12 - 2023-09-30 106,719 $3,997,000 -4,490
   MULTIFINANCIAL SECURITIES CORP 472 - 2023-12-31 54,368 $2,165,000 -416
   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
   Fragasso Group Inc. 110 - 2024-03-31 24,918 $1,046,000 -1,781
   Rockefeller Capital Management L.P. 1146 - 2023-12-31 24,211 $964,000 -1,037
   BB&T CORP 1835 - 2023-12-31 15,156 $604,000 -928
   IFP Advisors Inc 560 - 2023-12-31 12,640 $503,000 -1,567
   BEACON FINANCIAL GROUP 219 - 2024-03-31 11,312 $475,000 -2,594
   Cetera Investment Advisers 1586 - 2023-12-31 10,450 $416,000 -8,689
   Arkadios Wealth Advisors 452 - 2024-03-31 9,443 $396,000 -1,312
   HBK SORCE ADVISORY LLC 449 - 2024-03-31 7,188 $302,000 -690
   Pitti Group Wealth Management LLC 56 - 2024-03-31 6,077 $254,000 -1,224
   Naviter Wealth LLC 210 - 2024-03-31 5,250 $220,000 -1,456
   Change Path LLC 593 - 2023-12-31 5,075 $202,000 -675
   Impact Partnership Wealth LLC 216 - 2023-12-31 3,319 $132,000 -12,862
   J P MORGAN CHASE & CO 4482 - 2024-03-31 2,321 $97,000 -26,921
   Larson Financial Group LLC 556 - 2024-03-31 2,183 $92,000 -293
   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
  24 Records found
  1    
  Page 1 of 1
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