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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PROSPERA FINANCIAL SERVICES 446 *New 2023-12-31 24,552 $1,084,000 24,552
   Nelson Van Denburg & Campbell Wealth Management Gr 436 *New 2024-03-31 11,098 $522,000 11,098
   Icon Wealth Advisors LLC 213 *New 2023-12-31 9,669 $427,000 9,669
   Lifeworks Advisors LLC 177 *New 2024-03-31 6,480 $305,000 6,480
   Echo Wealth Management LLC 38 *New 2024-03-31 5,801 $273,000 5,801
   CoreCap Advisors LLC 551 *New 2023-12-31 4,599 $203,000 4,599
   CENTAURUS FINANCIAL INC. 763 *New 2023-12-31 2,271 $100,000 2,271
   Key Financial Inc 447 *New 2024-03-31 1,000 $47,000 1,000
   WELLS FARGO & CO/MN 4866 *New 2024-03-31 612 $29,000 612
   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
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 725 *New 2024-03-31 58 $3,000 58

  12 Records found
  1    
  Page 1 of 1
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