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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 40    9
Total shares held : 
 2,042,972  
% of shares held : 
 22.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 597,699  
% of shares held change : 
   6.64%  
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 :
10
 83,998
 4.11%
 
Increased Positions :
15
 612,923
 30%
 
Unchanged Positions :
8
 61,857
 3.03%
 
Decreased Positions :
7
-55,641
-2.72%
 
Closed Positions :
1
-43,581
-2.13%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Advisor Group Holdings Inc. 894 - 2023-12-31 263,264 $8,309,000 76,196
   Synergy Financial Management LLC 18 - 2024-03-31 247,602 $8,160,000 -262,674
   Archer Investment Corp 3 - 2023-12-31 246,224 $7,771,000 245,894
   COMMONWEALTH EQUITY SERVICES LLC. 985 - 2024-03-31 200,365 $6,603,000 33,956
   Americana Partners LLC - 2023-12-31 137,020 $4,324,000 -180
   Kestra Advisory Services LLC 526 - 2023-12-31 127,477 $4,023,000 40,012
   MILESTONE ASSET MANAGEMENT LLC 27 *New 2024-03-31 104,860 $3,456,000 104,860
   STEPHENS INC /AR/ 316 - 2023-12-31 93,067 $2,937,000 78,768
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1467 *New 2024-03-31 83,188 $2,741,000 83,188
   CITY HOLDING CO 105 - 2024-03-31 48,550 $1,600,000 -1,000
   FINANCIAL NETWORK 1096 - 2023-12-31 49,356 $1,558,000 21,668
   Tanglewood Legacy Advisors LLC 31 - 2024-03-31 29,938 $987,000 0
   We Are One Seven LLC 408 *New 2023-12-31 22,361 $706,000 22,361
   RAYMOND JAMES & ASSOCIATES 2814 *New 2024-03-31 21,047 $694,000 21,047
   Cetera Investment Advisers 1338 - 2023-12-31 20,800 $656,000 -520
   Insight Advisors LLC/ PA *New 2023-12-31 19,162 $605,000 19,162
   Harwood Advisory Group LLC 92 - 2023-12-31 18,045 $570,000 0
   HARBOUR INVESTMENTS INC. 507 - 2023-12-31 17,331 $547,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2257 - 2024-03-31 15,252 $503,000 -69,844
   MULTIFINANCIAL SECURITIES CORP 1129 - 2023-12-31 15,789 $498,000 3,165
   Sage Capital Advisorsllc 90 *New 2024-03-31 15,058 $496,000 15,058
   Keystone Wealth Services LLC 140 - 2024-03-31 13,101 $432,000 0
   Anfield Capital Management LLC 55 - 2023-12-31 12,293 $388,000 166
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4141 - 2023-12-31 11,961 $377,000 -12,583
   H D Vest Advisory Services 1152 - 2023-12-31 10,939 $345,000 49
   CITADEL ADVISORS LLC 3992 *New 2023-12-31 10,500 $331,000 10,500
   ENVESTNET ASSET MANAGEMENT INC 3551 - 2023-12-31 10,209 $322,000 1,074
   Holistic Planning LLC 94 - 2024-03-31 8,250 $272,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 156 *New 2024-03-31 8,000 $264,000 8,000
   Mutual Advisors LLC 919 - 2024-03-31 7,850 $259,000 0
   Schulz Wealth LTD. 55 - 2024-03-31 6,555 $216,000 0
   TOWNSQUARE CAPITAL LLC 1048 *New 2023-12-31 6,567 $207,000 6,567
   BB&T CORP 2437 *New 2023-12-31 6,573 $207,000 6,573
   Financial Network Wealth Advisors LLC 109 - 2023-12-31 6,567 $207,000 0
   CENTAURUS FINANCIAL INC. 588 - 2023-12-31 6,514 $206,000 0
   HAZLETT BURT & WATSON INC. 271 - 2024-03-31 2,415 $80,000 0
   DHJJ Financial Advisors Ltd. 224 - 2024-03-31 2,200 $73,000 0
   IFP Advisors Inc 1498 - 2023-12-31 1,649 $52,000 0
   Steward Partners Investment Advisory LLC 1996 - 2023-12-31 1,560 $49,000 0
   PRINCIPAL SECURITIES INC. 1704 - 2024-03-31 1,100 $36,000 -800
   UBS Group AG 5460 - 2023-12-31 1,073 $34,000 971
   Newbridge Financial Services Group Inc. 942 *New 2024-03-31 88 $3,000 88
   Capital Investment Advisory Services LLC 918 - 2024-03-31 16 $1,000 0
   Integrity Financial Corp /WA 207 *Closed 2024-03-31 0 $0 -3,480
   RFG Advisory Group LLC 719 *Closed 2024-03-31 0 $0 -12,241
   PROEQUITIES INC. 4790 - 2024-03-31 0 $0 -1,103
   AlphaStar Capital Management LLC 284 *Closed 2023-12-31 0 $0 -43,581
   ABSOLUTE INVESTMENT MANAGEMENT LLC 692 *Closed 2024-03-31 0 $0 -32,805
  48 Records found
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