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Get Institutions for : 
Ft Cboe Vest U.S. Equity Buffer ETF - July (FJUL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 110    5
Total shares held : 
6,584,209  
% of shares held : 
73.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
71,069  
% of shares held change : 
  0.79%  
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 :
11
 411,387
 6.25%
 
Increased Positions :
34
 1,148,432
 17.44%
 
Unchanged Positions :
32
 288,901
 4.39%
 
Decreased Positions :
33
-942,049
-14.31%
 
Closed Positions :
16
-546,701
-8.3%
 
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
   WELLS FARGO & CO/MN 769 - 2024-03-31 970,130 $43,122,000 970,130
   ENVESTNET ASSET MANAGEMENT INC 911 - 2024-03-31 649,743 $28,881,000 400,602
   Advisor Group Holdings Inc. 485 - 2024-03-31 361,426 $16,064,000 53,834
   GDS Wealth Management 51 - 2024-03-31 173,874 $7,729,000 6,642
   Steward Partners Investment Advisory LLC 308 - 2024-03-31 125,815 $5,592,000 2,048
   LPL FINANCIAL CORP 1858 - 2024-03-31 101,358 $4,505,000 15,239
   MBL Wealth LLC 41 - 2024-03-31 100,744 $4,478,000 30,200
   Financial Services Advisory Inc 25 - 2024-03-31 85,265 $3,790,000 5,553
   Keystone Wealth Services LLC 19 - 2024-03-31 77,892 $3,462,000 335
   Kestra Advisory Services LLC 672 - 2024-03-31 73,432 $3,264,000 24,444
   Resources Investment Advisors Inc. 250 - 2024-03-31 72,282 $3,213,000 7,932
   HARBOUR INVESTMENTS INC. 169 - 2023-12-31 66,972 $2,787,000 1,577
   JANE STREET GROUP LLC 1930 - 2024-03-31 58,881 $2,617,000 58,881
   Opes Wealth Management LLC 43 - 2024-03-31 49,445 $2,198,000 105
   GeoWealth Management LLC 209 - 2024-03-31 35,708 $1,587,000 30,696
   MARINER WEALTH ADVISORS, LLC 1265 - 2024-03-31 33,099 $1,471,000 3,222
   BB&T CORP 1414 - 2024-03-31 33,006 $1,467,000 770
   NATIONAL ASSET MANAGEMENT, INC. 440 - 2024-03-31 35,334 $1,355,000 850
   ROYAL BANK OF CANADA 2827 - 2024-03-31 27,763 $1,234,000 6,342
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2530 - 2024-03-31 23,030 $1,024,000 1,294
   Atria Wealth Solutions Inc. 920 - 2024-03-31 21,561 $958,000 839
   Outlook Wealth Advisors LLC 76 - 2024-03-31 19,890 $884,000 10,713
   Truadvice LLC 82 - 2023-09-30 22,293 $873,000 1,829
   CITADEL ADVISORS LLC 3385 - 2024-03-31 16,105 $716,000 6,897
   J P MORGAN CHASE & CO 3545 - 2024-03-31 15,782 $702,000 15,199
   ADVISORY SERVICES NETWORK, LLC 832 - 2024-03-31 15,114 $672,000 14,302
   AXXCESS WEALTH MANAGEMENT LLC 488 - 2024-03-31 13,711 $609,000 13,711
   Rockefeller Capital Management L.P. 1416 - 2024-03-31 13,238 $588,000 1,887
   FSB PREMIER WEALTH MANAGEMENT INC. 82 - 2024-03-31 13,022 $579,000 261
   Envestnet Portfolio Solutions Inc. 1141 - 2024-03-31 10,795 $480,000 1,282
   Ameritas Advisory Services LLC 613 - 2024-03-31 9,198 $402,000 9,198
   Strategic Blueprint LLC 446 - 2024-03-31 7,922 $352,000 1,429
   Aptus Capital Advisors LLC 662 - 2024-03-31 5,612 $249,000 2,712

  33 Records found
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