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Ft Cboe Vest Us Equity Buffer Etf October (FOCT)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    12
Total shares held : 
 3,979,822  
% of shares held : 
 44.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 2,101,335  
% of shares held change : 
   23.35%  
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
 1,351,481
 33.96%
 
Increased Positions :
36
 929,401
 23.35%
 
Unchanged Positions :
17
 105,950
 2.66%
 
Decreased Positions :
19
-123,057
-3.09%
 
Closed Positions :
5
-56,490
-1.42%
 
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
   Americana Partners LLC *New 2023-12-31 430,294 $16,661,000 430,294
   Financial Designs Corp 4 - 2024-03-31 300,994 $12,211,000 -1,344
   COMMONWEALTH EQUITY SERVICES LLC. 667 - 2023-12-31 295,249 $11,482,000 42,673
   CWM LLC 285 - 2024-03-31 250,996 $10,183,000 -55,651
   Advisor Group Holdings Inc. 838 - 2023-12-31 240,907 $9,369,000 109,329
   Legacy Capital Wealth Partners LLC 11 *New 2023-12-31 182,981 $7,116,000 182,981
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1086 - 2024-03-31 132,278 $5,367,000 9,924
   PROSPERA FINANCIAL SERVICES 146 *New 2023-12-31 122,434 $4,761,000 122,434
   ERn Financial LLC 36 - 2024-03-31 102,469 $4,157,000 2,109
   ENVESTNET ASSET MANAGEMENT INC 2021 - 2023-12-31 104,686 $4,071,000 28,532
   ROYAL BANK OF CANADA 2049 - 2023-12-31 103,329 $4,018,000 23,382
   STEPHENS INC /AR/ 281 - 2023-12-31 98,917 $3,847,000 54,472
   SOA Wealth Advisors LLC. 32 - 2024-03-31 90,208 $3,660,000 -1,333
   JANNEY MONTGOMERY SCOTT LLC 862 *New 2023-12-31 89,518 $3,481,000 89,518
   RAYMOND JAMES & ASSOCIATES 1806 - 2024-03-31 85,374 $3,464,000 -13,267
   Valtinson Bruner Financial Planning LLC 19 - 2023-12-31 81,459 $3,168,000 -528
   MULTIFINANCIAL SECURITIES CORP 399 - 2023-12-31 74,762 $2,907,000 41,132
   AE Wealth Management LLC 814 - 2023-12-31 64,742 $2,555,000 -29,834
   BB&T CORP 1245 - 2023-12-31 50,663 $1,970,000 -2,895
   Resources Investment Advisors Inc. 340 - 2023-12-31 45,053 $1,752,000 3,483
   LPL FINANCIAL CORP 2507 - 2023-12-31 44,754 $1,740,000 20,637
   Kestra Advisory Services LLC 868 - 2023-12-31 43,428 $1,689,000 27,847
   Fragasso Group Inc. 91 - 2024-03-31 39,187 $1,590,000 0
   HARBOUR INVESTMENTS INC. 274 - 2023-12-31 40,749 $1,585,000 2,296
   MCKINLEY CARTER WEALTH SERVICES, INC. 133 - 2024-03-31 37,135 $1,507,000 1,900
   FINANCIAL NETWORK 1117 - 2023-12-31 38,659 $1,503,000 6,276
   WOLFF WIESE MAGANA LLC 28 - 2024-03-31 36,862 $1,495,000 -505
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1469 - 2024-03-31 35,483 $1,440,000 -2,431
   PRW Wealth Management LLC 29 - 2023-09-30 39,816 $1,421,000 -529,407
   FSB PREMIER WEALTH MANAGEMENT INC. 36 - 2023-12-31 30,365 $1,181,000 -2,111
   Brookstone Capital Management 450 - 2024-03-31 28,864 $1,171,000 53
   MML INVESTORS SERVICES LLC 1360 - 2023-12-31 25,827 $1,004,000 11,958
   KESTRA PRIVATE WEALTH SERVICES LLC 538 - 2023-12-31 24,568 $955,000 3,700
   Capital Analysts Inc. 239 - 2023-12-31 23,165 $901,000 21,830
   Rockefeller Capital Management L.P. 1183 - 2023-12-31 22,871 $889,000 -25,553
   CAPTRUST FINANCIAL ADVISORS 1368 - 2023-12-31 22,090 $859,000 15,000
   Strategic Blueprint LLC 274 - 2024-03-31 20,441 $829,000 -1,429
   J P MORGAN CHASE & CO 3439 - 2023-12-31 20,701 $805,000 8,040
   Goss Wealth Management LLC 1043 - 2023-12-31 19,860 $782,000 -16,671
   Tanglewood Legacy Advisors LLC 40 - 2024-03-31 18,426 $748,000 0
   SeaCrest Wealth Management LLC 239 - 2024-03-31 17,383 $705,000 0
   Integrity Financial Corp /WA 46 - 2023-12-31 17,469 $679,000 9,971
   Steward Partners Investment Advisory LLC 868 - 2023-12-31 17,161 $667,000 11,836
   We Are One Seven LLC 436 - 2023-12-31 16,665 $648,000 411
   H D Vest Advisory Services 913 - 2023-12-31 15,075 $586,000 835
   Truadvice LLC 111 - 2023-09-30 15,743 $584,000 0
   BEACON FINANCIAL GROUP 194 *New 2023-12-31 14,477 $563,000 14,477
   GOLDMAN SACHS GROUP INC/ 3794 *New 2023-12-31 13,785 $536,000 13,785
   Schulz Wealth LTD. 29 - 2024-03-31 12,838 $521,000 -669
   Pitti Group Wealth Management LLC 39 - 2024-03-31 12,841 $520,000 0
   IFP Advisors Inc 571 - 2023-12-31 12,445 $484,000 -356
   Sage Capital Advisorsllc 92 *New 2024-03-31 11,690 $474,000 11,690
   TOWNSQUARE CAPITAL LLC 801 - 2023-12-31 11,745 $457,000 -352
   Octavia Wealth Advisors LLC 122 - 2024-03-31 11,049 $448,000 0
   Keystone Wealth Services LLC 143 - 2024-03-31 10,127 $411,000 0
   IFRAH FINANCIAL SERVICES INC 137 *New 2023-12-31 10,223 $398,000 10,223
   NBC SECURITIES INC. 512 - 2024-03-31 9,760 $395,000 -231
   Archer Investment Corp 158 - 2023-12-31 9,785 $381,000 0
   MARINER WEALTH ADVISORS, LLC 2162 - 2023-12-31 9,462 $368,000 -52
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4216 - 2023-12-31 9,143 $356,000 -10,206
   Cetera Investment Advisers 1693 - 2023-12-31 8,899 $346,000 -2,030
   Gallagher Fiduciary Advisors LLC 129 - 2023-12-31 8,717 $339,000 0
   Family Wealth Group LLC 58 - 2023-12-31 8,411 $327,000 0
   Gerber Kawasaki Wealth & Investment Management 198 *New 2023-12-31 8,370 $326,000 8,370
   HRT FINANCIAL LLC 1444 *New 2023-12-31 8,367 $325,000 8,367
   J.W. COLE ADVISORS INC. 621 - 2023-12-31 8,233 $320,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 148 - 2024-03-31 7,721 $313,000 0
   Cedar Brook Financial Partners LLC 316 - 2024-03-31 7,352 $298,000 -3,020
   FIRST HEARTLAND CONSULTANTS INC 288 - 2023-12-31 7,561 $294,000 -10,471
   Gallagher Benefit Services Inc. 140 - 2022-12-31 8,717 $288,000 0
   F3Logic LLC 140 *New 2022-12-31 8,717 $288,000 8,717
   DHJJ Financial Advisors Ltd. 115 - 2024-03-31 7,032 $285,000 0
   ARBOR CAPITAL MANAGEMENT INC /ADV 92 - 2023-12-31 7,003 $270,000 7,003
   WealthTrust Asset Management LLC 65 - 2023-12-31 6,907 $269,000 -765
   NATIONAL ASSET MANAGEMENT, INC. 1129 *New 2023-12-31 6,500 $253,000 6,500
   THOROUGHBRED FINANCIAL SERVICES LLC 514 - 2023-12-31 6,228 $242,000 0
   Share Andrew L. 8 - 2023-12-31 6,229 $242,000 0
   OLD MISSION CAPITAL LLC 787 *New 2023-12-31 6,190 $241,000 6,190
   KINGSWOOD WEALTH ADVISORS LLC 541 - 2024-03-31 5,843 $237,000 150
   TRUSTCORE FINANCIAL SERVICES LLC 251 - 2022-12-31 7,090 $234,000 -14,130
   Beacon Financial Advisory LLC - 2023-12-31 5,500 $214,000 5,500
   Savvy Advisors Inc. 147 - 2023-12-31 5,340 $208,000 0
   Financial Network Wealth Advisors LLC 110 - 2023-12-31 5,268 $205,000 0
   CoreCap Advisors LLC 556 *New 2023-12-31 5,181 $201,000 5,181
   Orion Portfolio Solutions LLC 1573 - 2023-12-31 5,176 $201,000 -514
   Sunbelt Securities Inc. 676 - 2024-03-31 2,742 $111,000 -1,575
   PROEQUITIES INC. 877 - 2023-12-31 2,712 $105,000 971
   UBS Group AG 4955 - 2023-12-31 2,433 $95,000 2,433
   SUMMIT INVESTMENT ADVISORS INC 1910 - 2023-12-31 1,950 $76,000 350
   Larson Financial Group LLC 553 - 2023-12-31 1,851 $72,000 0
   BANK OF AMERICA CORP /DE/ 5592 - 2023-12-31 746 $29,000 0
   Capital Investment Advisory Services LLC 732 - 2024-03-31 630 $26,000 0
   WELLS FARGO & CO/MN 4911 - 2023-12-31 600 $23,000 600
   Caitlin John LLC 361 - 2023-12-31 404 $16,000 0
   TUCKER ASSET MANAGEMENT LLC 476 - 2023-12-31 237 $9,000 0
   EPG Wealth Management LLC 396 - 2023-12-31 137 $5,000 0
   Coppell Advisory Solutions LLC 1148 *New 2023-12-31 100 $4,000 100
   AXXCESS WEALTH MANAGEMENT LLC 833 *Closed 2023-12-31 0 $0 -8,827
   Meridian Wealth Management LLC 214 *Closed 2024-03-31 0 $0 -14,966
   3D/L Capital Management LLC 36 *Closed 2023-12-31 0 $0 -22,069
  100 Records found
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