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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    1
Total shares held : 
 6,935,003  
% of shares held : 
 77.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -35  
Amount of shares held : 
 982,152  
% of shares held change : 
   10.91%  
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 :
8
 1,547,015
 22.31%
 
Increased Positions :
15
 309,401
 4.46%
 
Unchanged Positions :
24
 406,678
 5.86%
 
Decreased Positions :
49
-789,574
-11.39%
 
Closed Positions :
9
-84,690
-1.22%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 433 - 2024-03-31 511,014 $24,028,000 -30,346
   Advisor Group Holdings Inc. 482 - 2023-12-31 450,843 $19,905,000 -257,810
   MML INVESTORS SERVICES LLC 336 - 2023-12-31 260,067 $11,482,000 -35,379
   McCarthy & Cox 12 - 2024-03-31 243,255 $11,438,000 0
   Keystone Wealth Services LLC 3 - 2024-03-31 238,550 $11,217,000 41
   CWM LLC 276 - 2024-03-31 229,898 $10,810,000 -98,261
   ENVESTNET ASSET MANAGEMENT INC 1416 - 2023-12-31 236,913 $10,460,000 -108,905
   LPL FINANCIAL CORP 1223 - 2023-12-31 236,265 $10,431,000 33,360
   HARBOUR INVESTMENTS INC. 54 - 2023-12-31 170,137 $7,512,000 -14,814
   Change Path LLC 53 - 2023-12-31 158,638 $7,004,000 23,662
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 985 - 2024-03-31 139,168 $6,544,000 -53,516
   MARINER WEALTH ADVISORS, LLC 618 - 2023-12-31 139,634 $6,165,000 -473
   ATRIA INVESTMENTS LLC 248 - 2023-12-31 138,820 $6,129,000 769
   STEPHENS INC /AR/ 207 - 2023-12-31 137,072 $6,052,000 -9,531
   Financial Guidance Group Inc. - 2024-03-31 118,308 $5,563,000 -304
   CENTRAL VALLEY ADVISORS LLC 8 - 2024-03-31 110,479 $5,195,000 7,803
   Sowell Financial Services LLC - 2024-03-31 103,711 $4,437,000 60,238
   Cetera Investment Advisers 499 - 2023-12-31 95,378 $4,211,000 -3,701
   OLD MISSION CAPITAL LLC 162 - 2023-12-31 89,756 $3,963,000 69,238
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 878 - 2024-03-31 83,899 $3,945,000 -26,246
   CAPTRUST FINANCIAL ADVISORS 667 - 2023-12-31 82,598 $3,647,000 -5,790
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 752 - 2024-03-31 76,930 $3,617,000 0
   Valtinson Bruner Financial Planning LLC - 2024-03-31 74,826 $3,518,000 -39,958
   Kestra Advisory Services LLC 590 - 2023-12-31 76,532 $3,379,000 28,347
   FINANCIAL NETWORK 752 - 2023-12-31 75,333 $3,326,000 20,986
   BANK OF MONTREAL /CAN/ 1176 - 2023-12-31 73,600 $3,253,000 73,600
   MULTIFINANCIAL SECURITIES CORP 393 - 2023-12-31 67,412 $2,976,000 69
   Tanglewood Legacy Advisors LLC 16 - 2024-03-31 46,692 $2,195,000 0
   RAYMOND JAMES & ASSOCIATES 2110 - 2024-03-31 45,452 $2,137,000 -6,137
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 45 - 2024-03-31 39,367 $1,851,000 -1,415
   Fragasso Group Inc. 87 - 2024-03-31 38,365 $1,804,000 -844
   TRUSTCORE FINANCIAL SERVICES LLC 74 - 2022-12-31 49,824 $1,799,000 -266,720
   BB&T CORP 1294 - 2023-12-31 39,696 $1,753,000 -1,262
   H D Vest Advisory Services 548 - 2023-12-31 38,858 $1,716,000 -2,354
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 35,850 $1,686,000 -28,283
   Goss Wealth Management LLC 821 - 2023-12-31 28,726 $1,286,000 523
   Apollon Wealth Management LLC - 2024-03-31 26,749 $1,258,000 0
   KMG FIDUCIARY PARTNERS LLC 135 - 2024-03-31 25,046 $1,178,000 0
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 26,612 $1,175,000 3,785
   MCKINLEY CARTER WEALTH SERVICES, INC. 148 - 2024-03-31 24,354 $1,145,000 0
   PROSPERA FINANCIAL SERVICES 446 *New 2023-12-31 24,552 $1,084,000 24,552
   Laidlaw Wealth Management LLC 78 - 2023-12-31 24,103 $1,064,000 -3,012
   Integrity Financial Corp /WA 35 - 2024-03-31 21,984 $1,034,000 -1,856
   AE Wealth Management LLC 1163 - 2023-12-31 21,324 $958,000 -65,781
   Rockefeller Capital Management L.P. 1177 - 2023-12-31 20,362 $899,000 -8,438
   Strategic Blueprint LLC 264 - 2024-03-31 18,399 $865,000 -1,462
   Maltin Wealth Management Inc. 59 - 2024-03-31 17,240 $811,000 394
   Sigma Planning Corp - 2024-03-31 16,557 $779,000 -3,479
   Steward Partners Investment Advisory LLC 853 - 2023-12-31 15,785 $697,000 3,955
   BAKER TILLY FINANCIAL LLC 203 - 2023-12-31 15,459 $683,000 -2,218
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 111 - 2023-12-31 15,472 $683,000 0
   EPG Wealth Management LLC 139 - 2023-12-31 14,370 $651,000 0
   Chicago Partners Investment Group LLC 399 - 2024-03-31 13,292 $617,000 0
   SOA Wealth Advisors LLC. 90 - 2024-03-31 12,655 $595,000 -16
   SIGNATURE SECURITIES GROUP CORPORATION 112 - 2024-03-31 12,386 $582,000 -1,315
   FSB PREMIER WEALTH MANAGEMENT INC. 77 - 2023-12-31 12,920 $570,000 -12
   ROYAL BANK OF CANADA 3575 - 2023-12-31 12,454 $551,000 -3,300
   JANNEY MONTGOMERY SCOTT LLC 1920 - 2024-03-31 11,670 $549,000 -2,135
   Resources Investment Advisors Inc. 687 - 2023-12-31 12,200 $539,000 -1,280
   SWMG LLC 55 - 2023-12-31 12,178 $538,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 11,098 $522,000 11,098
   Sunbelt Securities Inc. 317 - 2024-03-31 10,698 $503,000 -1,954
   WEDBUSH MORGAN SECURITIES INC 587 - 2023-12-31 10,284 $454,000 -3,034
   Archer Investment Corp 144 - 2023-12-31 10,077 $445,000 -841
   NATIONAL ASSET MANAGEMENT, INC. 895 - 2023-12-31 9,683 $428,000 -2,514
   Icon Wealth Advisors LLC 213 *New 2023-12-31 9,669 $427,000 9,669
   JANE STREET GROUP LLC 4112 - 2023-12-31 9,460 $418,000 4,186
   Family Wealth Group LLC 50 - 2023-12-31 9,354 $413,000 0
   HBW Advisory Services LLC 191 - 2024-03-31 9,268 $409,000 0
   Icon Wealth Partners LLC 196 - 2023-09-30 9,669 $392,000 -55
   We Are One Seven LLC 642 - 2023-12-31 8,161 $360,000 -1,424
   Main Street Financial Solutions LLC 378 - 2024-03-31 7,655 $360,000 0
   IFP Advisors Inc 694 - 2023-12-31 7,809 $345,000 -1,213
   DHJJ Financial Advisors Ltd. 102 - 2024-03-31 7,260 $341,000 -310
   Ameritas Advisory Services LLC 535 - 2023-12-31 7,192 $321,000 -7,104
   PROEQUITIES INC. - 2024-03-31 6,047 $284,000 210
   Echo Wealth Management LLC 38 *New 2024-03-31 5,801 $273,000 5,801
   Cypress Wealth Services LLC 216 - 2024-03-31 5,505 $259,000 0
   Atria Wealth Solutions Inc. 1617 - 2023-12-31 5,583 $246,000 0
   Mutual Advisors LLC - 2024-03-31 4,514 $212,000 4,514
   Envestnet Portfolio Solutions Inc. 1467 *New 2023-12-31 4,800 $212,000 4,800
   CoreCap Advisors LLC 551 *New 2023-12-31 4,599 $203,000 4,599
   GeoWealth Management LLC 525 - 2023-12-31 3,917 $173,000 -855
   NBC SECURITIES INC. 836 - 2024-03-31 3,188 $149,000 -145
   CENTAURUS FINANCIAL INC. 763 *New 2023-12-31 2,271 $100,000 2,271
   PRINCIPAL SECURITIES INC. 1262 - 2023-12-31 1,764 $78,000 0
   Turtle Creek Wealth Advisors LLC - 2024-03-31 1,526 $72,000 0
   UBS Group AG 5119 - 2023-12-31 1,581 $70,000 -391
   AdvisorNet Financial Inc 736 - 2024-03-31 1,400 $66,000 -700
   J P MORGAN CHASE & CO 4822 - 2023-12-31 804 $35,000 -42,739
   ADVISORY SERVICES NETWORK, LLC 2188 *New 2023-12-31 791 $35,000 791
   SUMMIT INVESTMENT ADVISORS INC 2380 - 2023-12-31 700 $31,000 0
   MORGAN STANLEY 6171 - 2023-12-31 534 $24,000 -987
   LM Advisors LLC 429 - 2023-12-31 455 $20,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 230 - 2024-03-31 148 $6,000 -1,121
   WEST PACES ADVISORS INC. 397 *New 2024-03-31 131 $6,000 131
   Farther Finance Advisors LLC 1998 *New 2023-12-31 116 $5,000 116
   Aptus Capital Advisors LLC 851 - 2023-12-31 48 $2,000 0
   Advisor Resource Council 240 *Closed 2024-03-31 0 $0 -17,178
   LINCOLN NATIONAL CORP *Closed 2024-03-31 0 $0 -6,750
  100 Records found
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