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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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 752 - 2024-03-31 76,930 $3,617,000 0
   Tanglewood Legacy Advisors LLC 16 - 2024-03-31 46,692 $2,195,000 0
   Apollon Wealth Management LLC 406 - 2024-03-31 26,749 $1,258,000 0
   KMG FIDUCIARY PARTNERS LLC 135 - 2024-03-31 25,046 $1,178,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 148 - 2024-03-31 24,354 $1,145,000 0
   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
   SWMG LLC 55 - 2023-12-31 12,178 $538,000 0
   HBW Advisory Services LLC 191 - 2024-03-31 9,268 $409,000 0
   Main Street Financial Solutions LLC 378 - 2024-03-31 7,655 $360,000 0
   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
   Clear Point Advisors Inc. 131 - 2024-03-31 2,665 $125,000 0
   Turtle Creek Wealth Advisors LLC 163 - 2024-03-31 1,526 $72,000 0
   SUMMIT INVESTMENT ADVISORS INC 2380 - 2023-12-31 700 $31,000 0
   Aptus Capital Advisors LLC 851 - 2023-12-31 48 $2,000 0

  17 Records found
  1    
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