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Ft Cboe Vest Us Equity Buffer Etf March (FMAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    3
Total shares held : 
 2,064,826  
% of shares held : 
 22.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -29  
Amount of shares held : 
 -115,599  
% of shares held change : 
   -1.28%  
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 :
2
 10,964
 0.53%
 
Increased Positions :
10
 22,424
 1.09%
 
Unchanged Positions :
16
 144,949
 7.02%
 
Decreased Positions :
36
-106,180
-5.14%
 
Closed Positions :
5
-42,807
-2.07%
 
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
   RAYMOND JAMES & ASSOCIATES 874 - 2024-03-31 412,096 $16,171,000 397,922
   Outlook Wealth Advisors LLC 4 *New 2024-03-31 316,389 $12,415,000 316,389
   COMMONWEALTH EQUITY SERVICES LLC. 755 - 2024-03-31 272,538 $10,694,000 31,672
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 515 - 2024-03-31 213,661 $8,384,000 75,389
   EWG Elevate Inc. 8 *New 2024-03-31 200,644 $7,873,000 200,644
   HARBOUR INVESTMENTS INC. 59 - 2023-12-31 185,663 $7,009,000 -18,027
   CWM LLC 366 - 2024-03-31 168,777 $6,623,000 89,261
   Sterling Manor Financial LLC 10 *New 2024-03-31 163,212 $6,404,000 163,212
   Advisor Group Holdings Inc. 1075 - 2023-12-31 157,454 $5,944,000 -20,971
   NovaPoint Capital LLC 11 *New 2024-03-31 122,888 $4,822,000 122,888
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16 - 2024-03-31 105,707 $4,148,000 -1,965
   Goss Wealth Management LLC 407 - 2023-12-31 108,077 $4,123,000 -1,588
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1237 - 2024-03-31 104,553 $4,103,000 39,567
   RiverTree Advisors LLC 15 - 2024-03-31 97,789 $3,837,000 -3,931
   MML INVESTORS SERVICES LLC 809 - 2023-12-31 79,878 $3,016,000 2,798
   ROYAL BANK OF CANADA 2303 - 2023-12-31 73,258 $2,765,000 -9,612
   Main Street Financial Solutions LLC 87 - 2024-03-31 56,546 $2,219,000 2,428
   LPL FINANCIAL CORP 2567 - 2023-12-31 43,598 $1,646,000 2,470
   Integrity Financial Corp /WA 23 - 2024-03-31 39,152 $1,536,000 2,226
   Schulz Wealth LTD. 15 - 2024-03-31 38,105 $1,495,000 0
   Sloy Dahl & Holst LLC 23 - 2024-03-31 33,675 $1,321,000 0
   PROEQUITIES INC. - 2024-03-31 28,149 $1,105,000 19,242
   1776 WEALTH LLC 33 - 2023-12-31 28,847 $1,089,000 0
   Keystone Wealth Services LLC 70 - 2024-03-31 27,681 $1,086,000 6,527
   Paragon Private Wealth Management LLC 45 - 2023-12-31 28,286 $1,068,000 -2,977
   JANNEY MONTGOMERY SCOTT LLC 1485 - 2024-03-31 26,700 $1,048,000 19,922
   Kestra Advisory Services LLC 1150 - 2023-12-31 24,897 $940,000 9,445
   MCKINLEY CARTER WEALTH SERVICES, INC. 164 - 2024-03-31 21,721 $852,000 0
   AE Wealth Management LLC 1218 - 2023-12-31 21,555 $823,000 2,217
   FINANCIAL NETWORK 1500 - 2023-12-31 21,745 $821,000 -120
   ENVESTNET ASSET MANAGEMENT INC 3068 - 2023-12-31 20,619 $778,000 -1,861
   Rockefeller Capital Management L.P. 1226 - 2023-12-31 20,437 $772,000 -115
   BAKER TILLY FINANCIAL LLC 201 - 2023-12-31 18,164 $686,000 -500
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 17,368 $682,000 4,153
   OPPENHEIMER & CO INC 861 - 2023-12-31 18,016 $680,000 66
   Beacon Pointe Advisors LLC 786 - 2023-12-31 17,330 $654,000 -200
   Atria Wealth Solutions Inc. 1074 - 2023-12-31 16,819 $635,000 -3,352
   Fragasso Group Inc. 147 - 2024-03-31 15,464 $607,000 2,415
   MULTIFINANCIAL SECURITIES CORP 1139 - 2023-12-31 12,926 $488,000 131
   FSB PREMIER WEALTH MANAGEMENT INC. 87 - 2023-12-31 12,939 $488,000 -541
   LEGACY PRIVATE TRUST CO. 178 - 2024-03-31 12,116 $475,000 2,402
   MARINER WEALTH ADVISORS, LLC 1981 - 2023-12-31 12,327 $465,000 -689
   Steward Partners Investment Advisory LLC 1057 - 2023-12-31 11,415 $431,000 -300
   Envestnet Portfolio Solutions Inc. 1114 - 2023-12-31 11,319 $427,000 -352
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 10,747 $406,000 725
   WEDBUSH MORGAN SECURITIES INC 655 - 2023-12-31 10,263 $387,000 0
   BB&T CORP 2094 - 2023-12-31 10,227 $386,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4208 - 2023-12-31 9,489 $358,000 -5,027
   LINCOLN NATIONAL CORP - 2024-03-31 8,571 $336,000 8,571
   DHJJ Financial Advisors Ltd. 105 - 2024-03-31 8,566 $336,000 2,722
   PARK AVENUE SECURITIES LLC 1166 *New 2024-03-31 7,700 $302,000 7,700
   We Are One Seven LLC 704 - 2023-12-31 7,827 $295,000 -432
   MBL Wealth LLC 155 *New 2024-03-31 7,347 $288,000 7,347
   Lion Street Advisors LLC 184 - 2024-03-31 7,594 $287,000 0
   Mutual Advisors LLC *New 2024-03-31 6,914 $271,000 6,914
   Catalina Capital Group LLC 209 *New 2024-03-31 6,426 $252,000 6,426
   ARBOR CAPITAL MANAGEMENT INC /ADV 98 - 2023-12-31 6,363 $239,000 -94
   SeaCrest Wealth Management LLC 543 *New 2024-03-31 5,720 $224,000 5,720
   Resources Investment Advisors Inc. 1020 - 2023-12-31 5,848 $221,000 -4,135
   Truadvice LLC 219 - 2023-09-30 5,969 $216,000 -20
   OLD MISSION CAPITAL LLC 815 *New 2023-12-31 5,635 $213,000 5,635
   CoreCap Advisors LLC 557 *New 2023-12-31 5,329 $201,000 5,329
   Sunbelt Securities Inc. 610 - 2024-03-31 3,710 $146,000 -730
   NBC SECURITIES INC. 928 - 2024-03-31 2,639 $113,000 984
   IFP Advisors Inc 1267 - 2023-12-31 2,393 $90,000 -491
   AdvisorNet Financial Inc 666 - 2024-03-31 2,200 $86,000 -500
   SUMMIT INVESTMENT ADVISORS INC 1879 - 2023-12-31 2,110 $80,000 -195
   SOA Wealth Advisors LLC. 268 - 2024-03-31 1,859 $73,000 1,651
   LM Advisors LLC 295 - 2023-12-31 1,600 $60,000 0
   Tanglewood Legacy Advisors LLC 152 *New 2024-03-31 1,440 $57,000 1,440
   Geneos Wealth Management Inc. - 2024-03-31 1,354 $53,000 465
   BANK OF AMERICA CORP /DE/ 5524 - 2023-12-31 1,173 $44,000 0
   UBS Group AG 5566 - 2023-12-31 749 $28,000 -97
   Larson Financial Group LLC - 2024-03-31 200 $8,000 0
   SALEM INVESTMENT COUNSELORS INC 1104 *New 2024-03-31 30 $1,000 30
   Key Client Fiduciary Advisors LLC 190 *Closed 2024-03-31 0 $0 -10,356
   Semus Wealth Partners LLC *Closed 2023-12-31 0 $0 -9,619
   CITADEL ADVISORS LLC 6243 *Closed 2023-12-31 0 $0 -10,260
   OGOREK ANTHONY JOSEPH /NY/ /ADV 293 *Closed 2024-03-31 0 $0 -1,050
   Ameritas Advisory Services LLC 838 *Closed 2023-12-31 0 $0 -6,340
  80 Records found
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