Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Moderate Buffer Etf - Feb (GFEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    3
Total shares held : 
 3,137,039  
% of shares held : 
 47.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 -2,360,608  
% of shares held change : 
   -35.6%  
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
 11,061
 0.35%
 
Increased Positions :
4
 80,408
 2.56%
 
Unchanged Positions :
14
 158,992
 5.07%
 
Decreased Positions :
18
-2,381,216
-75.91%
 
Closed Positions :
5
-70,861
-2.26%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 226 - 2024-03-31 1,645,622 $56,675,000 660,903
   MULTIFINANCIAL SECURITIES CORP 102 - 2023-12-31 463,546 $15,313,000 29,622
   ODonnell Financial Services LLC 6 - 2024-03-31 389,919 $13,429,000 -31,267
   COMMONWEALTH EQUITY SERVICES LLC. 960 - 2023-12-31 191,354 $6,321,000 -18,133
   Sunbelt Securities Inc. 28 - 2024-03-31 177,216 $6,103,000 173,840
   MARINER WEALTH ADVISORS, LLC 623 - 2023-12-31 184,177 $6,084,000 -3,167
   ATRIA INVESTMENTS LLC 261 - 2023-12-31 175,517 $5,798,000 -5,412
   RAYMOND JAMES & ASSOCIATES 1521 *New 2024-03-31 156,895 $5,403,000 156,895
   MILESTONE ASSET MANAGEMENT LLC 23 *New 2024-03-31 102,116 $3,517,000 102,116
   Advisor Group Holdings Inc. 1475 - 2023-12-31 101,408 $3,346,000 -62,632
   Cetera Investment Advisers 652 - 2023-12-31 85,268 $2,817,000 13,316
   Tanglewood Legacy Advisors LLC 19 - 2024-03-31 57,658 $1,986,000 44,713
   CITY HOLDING CO 88 - 2024-03-31 57,457 $1,978,000 11,657
   Kestra Advisory Services LLC 838 - 2023-12-31 54,336 $1,795,000 -10,361
   HARBOUR INVESTMENTS INC. 251 - 2023-12-31 53,613 $1,771,000 -716
   Donald L. Hagan LLC 29 *New 2024-03-31 43,407 $1,495,000 43,407
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1497 - 2024-03-31 40,372 $1,390,000 32,619
   OLD MISSION CAPITAL LLC 351 - 2023-12-31 41,420 $1,368,000 -2,504
   ENVESTNET ASSET MANAGEMENT INC 2766 - 2023-12-31 37,476 $1,238,000 -6,238
   Arete Wealth Advisors LLC 211 - 2023-12-31 36,775 $1,215,000 36,775
   Mayfair Advisory Group LLC 26 *New 2024-03-31 33,707 $1,161,000 33,707
   Keystone Wealth Services LLC 86 - 2024-03-31 26,912 $927,000 1,300
   Triumph Capital Management 61 *New 2024-03-31 26,081 $896,000 26,081
   Cedrus LLC 40 *New 2024-03-31 25,170 $867,000 25,170
   Strategic Blueprint LLC 272 - 2024-03-31 24,304 $837,000 -323
   WEALTHSOURCE PARTNERS LLC 229 - 2023-12-31 24,100 $796,000 -2,500
   BB&T CORP 1708 - 2023-12-31 23,339 $771,000 -2,217
   FOUNDERS FINANCIAL SECURITIES LLC 216 *New 2024-03-31 19,953 $687,000 19,953
   RFG Advisory Group LLC 438 *New 2024-03-31 19,776 $681,000 19,776
   Commonwealth Financial Services LLC 79 - 2023-12-31 18,406 $608,000 -124
   LINCOLN NATIONAL CORP 652 - 2023-12-31 15,443 $510,000 0
   Orion Portfolio Solutions LLC 1240 - 2023-12-31 13,946 $461,000 -376
   Steward Partners Investment Advisory LLC 1087 - 2023-12-31 12,250 $405,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4072 - 2023-12-31 11,948 $395,000 -2,499
   RAYMOND JAMES TRUST CO 838 *New 2024-03-31 11,200 $386,000 11,200
   H D Vest Advisory Services 1111 - 2023-12-31 11,377 $376,000 -553
   AE Wealth Management LLC 1609 - 2023-12-31 10,616 $354,000 0
   Cypress Wealth Services LLC 190 - 2024-03-31 9,175 $316,000 -843
   JANE STREET GROUP LLC 4377 *New 2023-12-31 9,431 $312,000 9,431
   Resources Investment Advisors Inc. 939 - 2023-12-31 8,354 $276,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 555 *New 2024-03-31 7,477 $258,000 7,477
   Main Street Financial Solutions LLC 462 *New 2024-03-31 6,588 $227,000 6,588
   KINGSWOOD WEALTH ADVISORS LLC 551 *New 2024-03-31 6,476 $223,000 6,476
   DHJJ Financial Advisors Ltd. 136 - 2024-03-31 6,302 $217,000 725
   Bouchey Financial Group Ltd 140 *New 2024-03-31 6,106 $210,000 6,106
   CREATIVE FINANCIAL DESIGNS INC /ADV 427 - 2023-12-31 5,050 $167,000 0
   PRINCIPAL SECURITIES INC. 1111 - 2023-12-31 3,618 $120,000 0
   CWM LLC 2164 *New 2024-03-31 1,729 $60,000 1,729
   Capital Investment Advisory Services LLC 637 - 2024-03-31 1,630 $56,000 0
   UBS Group AG 5681 - 2023-12-31 695 $23,000 695
   Caitlin John LLC 427 - 2023-12-31 333 $11,000 0
   PROEQUITIES INC. 3273 - 2023-12-31 0 $0 0
   Archer Investment Corp 1022 *Closed 2023-12-31 0 $0 -9,697
   Cape Investment Advisory Inc. 1138 *Closed 2023-12-31 0 $0 -19,800
   CITADEL ADVISORS LLC 6509 *Closed 2023-12-31 0 $0 -12,212
   Laidlaw Wealth Management LLC 267 *Closed 2023-12-31 0 $0 -21,704
  56 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us