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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 102    11
Total shares held : 
 5,181,401  
% of shares held : 
 57.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 1,034,917  
% of shares held change : 
   11.5%  
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 :
17
 426,637
 8.23%
 
Increased Positions :
45
 1,033,129
 19.94%
 
Unchanged Positions :
15
 315,223
 6.08%
 
Decreased Positions :
25
-400,630
-7.73%
 
Closed Positions :
6
-24,219
-0.47%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 446 - 2024-03-31 509,053 $22,774,000 -12,835
   Altman Advisors Inc. 1 - 2024-03-31 367,747 $16,405,000 11,031
   McCarthy & Cox 6 - 2024-03-31 327,802 $14,665,000 0
   IFP Advisors Inc 34 - 2023-12-31 267,290 $11,364,000 260,826
   MBL Wealth LLC 21 - 2024-03-31 229,598 $10,272,000 -846
   LPL FINANCIAL CORP 1385 - 2024-03-31 206,460 $9,237,000 99,657
   Advisor Group Holdings Inc. 754 - 2024-03-31 193,254 $8,644,000 -30,699
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 889 - 2024-03-31 185,751 $8,310,000 10,203
   Cetera Investment Advisers 284 - 2023-12-31 188,226 $8,002,000 2,999
   Change Path LLC 52 - 2023-12-31 166,626 $7,084,000 43,363
   OGOREK ANTHONY JOSEPH /NY/ /ADV 12 - 2024-03-31 158,342 $7,083,000 0
   CWM LLC 358 - 2024-03-31 153,106 $6,850,000 -32,936
   ENVESTNET ASSET MANAGEMENT INC 1676 - 2023-12-31 160,734 $6,833,000 56,802
   MULTIFINANCIAL SECURITIES CORP 272 - 2023-12-31 120,692 $5,131,000 15,427
   ERn Financial LLC 39 - 2024-03-31 87,853 $3,930,000 -594
   RAYMOND JAMES & ASSOCIATES 1770 - 2024-03-31 84,147 $3,765,000 -2,554
   KESTRA PRIVATE WEALTH SERVICES LLC 255 - 2024-03-31 82,413 $3,687,000 27,245
   FINANCIAL NETWORK 737 - 2023-12-31 81,819 $3,478,000 33,551
   DHJJ Financial Advisors Ltd. 13 - 2024-03-31 70,836 $3,169,000 -2,037
   Fragasso Group Inc. 67 - 2024-03-31 65,489 $2,930,000 -1,519
   MARINER WEALTH ADVISORS, LLC 908 - 2023-12-31 66,641 $2,833,000 -2,127
   MCKINLEY CARTER WEALTH SERVICES, INC. 98 - 2024-03-31 60,465 $2,705,000 0
   Rockefeller Capital Management L.P. 821 *New 2023-12-31 61,440 $2,612,000 61,440
   Aurora Private Wealth Inc. 9 - 2024-03-31 55,314 $2,468,000 -475
   Keystone Wealth Services LLC 30 - 2024-03-31 52,634 $2,355,000 -471
   PRW Wealth Management LLC 25 - 2023-09-30 62,146 $2,348,000 62,146
   Integrated Wealth Concepts LLC 421 - 2023-12-31 54,119 $2,301,000 4,274
   H D Vest Advisory Services 503 - 2024-03-31 51,118 $2,287,000 -7,650
   STEPHENS INC /AR/ 373 *New 2023-12-31 53,103 $2,258,000 53,103
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1212 - 2024-03-31 47,783 $2,138,000 -2,925
   AE Wealth Management LLC 875 - 2023-12-31 49,495 $2,137,000 20,230
   Integrity Financial Corp /WA 14 - 2024-03-31 46,517 $2,081,000 -1,044
   Goss Wealth Management LLC 666 - 2023-12-31 44,896 $1,931,000 5,627
   Steward Partners Investment Advisory LLC 523 - 2023-12-31 43,665 $1,856,000 750
   HARBOUR INVESTMENTS INC. 281 - 2023-12-31 36,380 $1,547,000 5,763
   Kestra Advisory Services LLC 918 - 2023-12-31 36,176 $1,538,000 8,796
   FSB PREMIER WEALTH MANAGEMENT INC. 32 - 2024-03-31 33,050 $1,479,000 839
   ROYAL BANK OF CANADA 2784 - 2023-12-31 34,654 $1,473,000 29,057
   Cedar Brook Financial Partners LLC 92 - 2024-03-31 29,103 $1,302,000 -2,183
   ATRIA INVESTMENTS LLC 794 - 2023-12-31 29,820 $1,268,000 2,255
   Atria Wealth Solutions Inc. 767 - 2023-12-31 29,483 $1,253,000 7,419
   JANNEY MONTGOMERY SCOTT LLC 1429 - 2024-03-31 25,685 $1,149,000 -4,324
   Integrated Advisors Network LLC 294 - 2024-03-31 23,856 $1,067,000 -162
   Tanglewood Legacy Advisors LLC 30 - 2024-03-31 22,099 $989,000 0
   Bullseye Investment Management LLC 26 *New 2023-12-31 22,261 $946,000 22,261
   BB&T CORP 1617 - 2023-12-31 21,501 $914,000 -2,127
   Oder Investment Management LLC 38 - 2024-03-31 19,960 $893,000 0
   STAR Financial Bank 35 - 2024-03-31 19,114 $855,000 1,248
   Pitti Group Wealth Management LLC 28 - 2024-03-31 18,681 $832,000 -300
   NBC SECURITIES INC. 295 - 2024-03-31 17,897 $811,000 -942
   1ST SOURCE BANK 150 - 2024-03-31 18,000 $805,000 -29,200
   J P MORGAN CHASE & CO 3490 - 2024-03-31 17,643 $789,000 -94,009
   Bouchey Financial Group Ltd 52 - 2024-03-31 17,347 $776,000 -243
   Sunbelt Securities Inc. 225 - 2024-03-31 16,283 $728,000 -1,319
   Strategic Blueprint LLC 315 - 2024-03-31 15,433 $690,000 352
   OPPENHEIMER & CO INC 888 - 2024-03-31 15,372 $688,000 39
   LINCOLN NATIONAL CORP 631 - 2024-03-31 15,110 $676,000 0
   ADVISORY SERVICES NETWORK, LLC 836 - 2024-03-31 14,813 $663,000 -627
   TOWNSQUARE CAPITAL LLC 712 - 2023-12-31 14,710 $625,000 1,515
   Harvest Investment Services LLC 93 - 2023-12-31 14,506 $617,000 8,243
   True Link Financial Advisors LLC 34 - 2024-03-31 13,725 $614,000 -6,700
   CENTAURUS FINANCIAL INC. 322 - 2023-12-31 14,385 $612,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3185 - 2024-03-31 13,535 $606,000 1,234
   SCOTIA CAPITAL INC. 556 - 2023-12-31 13,391 $569,000 -100
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1535 - 2024-03-31 11,863 $531,000 0
   BEACON FINANCIAL GROUP 213 - 2024-03-31 11,260 $504,000 -2,665
   PROEQUITIES INC. 441 - 2024-03-31 11,179 $500,000 -154
   ARBOR CAPITAL MANAGEMENT INC /ADV 73 *New 2023-12-31 11,621 $489,000 11,621
   ASSET MANAGEMENT CORP /IL/ /ADV 63 - 2023-03-31 12,635 $475,000 -500
   Valtinson Bruner Financial Planning LLC 79 - 2024-03-31 10,298 $461,000 -6,819
   MML INVESTORS SERVICES LLC 1799 - 2023-12-31 10,770 $458,000 10,770
   Main Street Financial Solutions LLC 319 - 2024-03-31 10,210 $457,000 0
   Schulz Wealth LTD. 33 - 2024-03-31 10,110 $452,000 0
   IFRAH FINANCIAL SERVICES INC 124 - 2024-03-31 10,031 $449,000 -5,237
   CITADEL ADVISORS LLC 3741 - 2023-12-31 10,200 $434,000 10,200
   JANE STREET GROUP LLC 4086 *New 2023-12-31 10,098 $429,000 10,098
   Family Wealth Group LLC 51 - 2023-12-31 9,704 $413,000 0
   Spire Wealth Management 578 - 2024-03-31 8,950 $400,000 -114
   Ameritas Advisory Services LLC 508 - 2023-12-31 8,202 $358,000 -3,811
   ForthRight Wealth Management LLC 49 - 2024-03-31 7,385 $330,000 0
   SIGNATURE SECURITIES GROUP CORPORATION 156 - 2024-03-31 6,959 $311,000 0
   PROSPERA FINANCIAL SERVICES 830 *New 2023-12-31 7,327 $311,000 7,327
   Truadvice LLC 170 - 2023-09-30 7,499 $300,000 -29
   Envestnet Portfolio Solutions Inc. 1395 - 2024-03-31 6,231 $279,000 -1,366
   Catalina Capital Group LLC 190 - 2024-03-31 6,075 $272,000 0
   Sigma Planning Corp 1013 *New 2024-03-31 5,775 $258,000 5,775
   MCCORMACK ADVISORS INTERNATIONAL 974 - 2024-03-31 5,235 $234,000 0
   LVZ Advisors Inc. 126 - 2024-03-31 5,123 $229,000 0
   SECURED RETIREMENT ADVISORS LLC 98 - 2023-12-31 5,349 $227,000 0
   CAPTRUST FINANCIAL ADVISORS 2318 *New 2023-12-31 5,200 $221,000 5,200
   Mutual Advisors LLC 994 - 2024-03-31 4,893 $219,000 0
   Brookstone Capital Management 845 - 2024-03-31 4,853 $217,000 0
   PARK AVENUE SECURITIES LLC 1305 *New 2024-03-31 4,746 $212,000 4,746
   Naviter Wealth LLC 212 - 2024-03-31 4,714 $211,000 -119,822
   Redhawk Wealth Advisors Inc. 278 - 2023-12-31 4,915 $209,000 4,915
   CoreCap Advisors LLC 546 - 2023-12-31 4,788 $204,000 -78,919
   S.C. Financial Services Inc. 115 *New 2022-12-31 5,652 $201,000 5,652
   GeoWealth Management LLC 521 - 2023-12-31 4,131 $176,000 -58
   HANSON MCCLAIN, INC. 844 *New 2024-03-31 3,646 $163,000 3,646
   MORGAN STANLEY 5607 - 2023-12-31 3,425 $146,000 0
  100 Records found
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