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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    2
Total shares held : 
 1,099,995  
% of shares held : 
 24.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 -553,487  
% of shares held change : 
   -12.44%  
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 :
4
 15,415
 1.4%
 
Increased Positions :
6
 81,796
 7.44%
 
Unchanged Positions :
16
 161,537
 14.69%
 
Decreased Positions :
19
-592,557
-53.87%
 
Closed Positions :
2
-58,141
-5.29%
 
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
   MILESTONE ASSET MANAGEMENT LLC 3 *New 2024-03-31 452,332 $16,230,000 452,332
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 671 - 2024-03-31 374,330 $13,431,000 352,421
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 522 *New 2024-03-31 229,449 $8,233,000 229,449
   AE Wealth Management LLC 456 - 2023-12-31 224,670 $7,821,000 -1,703
   RAYMOND JAMES & ASSOCIATES 1564 - 2024-03-31 141,324 $5,071,000 124,574
   Commonwealth Financial Services LLC 24 - 2023-12-31 129,229 $4,456,000 -1,163
   COMMONWEALTH EQUITY SERVICES LLC. 1240 - 2024-03-31 123,200 $4,420,000 81,945
   JANNEY MONTGOMERY SCOTT LLC 816 *New 2024-03-31 119,857 $4,300,000 119,857
   Schulz Wealth LTD. 8 - 2024-03-31 106,020 $3,804,000 81,990
   Cetera Investment Advisers 595 - 2023-12-31 94,777 $3,268,000 -12,402
   ENVESTNET ASSET MANAGEMENT INC 2264 - 2023-12-31 79,403 $2,738,000 -40,272
   LM Advisors LLC 49 - 2023-12-31 61,194 $2,110,000 0
   J P MORGAN CHASE & CO 3020 - 2023-12-31 52,418 $1,807,000 52,418
   Advisor Group Holdings Inc. 2107 - 2023-12-31 43,191 $1,487,000 -33,522
   Sigma Planning Corp *New 2024-03-31 38,839 $1,394,000 38,839
   Tanglewood Legacy Advisors LLC 24 - 2024-03-31 38,575 $1,384,000 21,915
   Strategic Blueprint LLC 207 - 2024-03-31 35,421 $1,271,000 16,227
   NorthCrest Asset Manangement LLC 259 - 2024-03-31 31,683 $1,137,000 851
   MULTIFINANCIAL SECURITIES CORP 763 - 2023-12-31 29,607 $1,021,000 -6,926
   KESTRA PRIVATE WEALTH SERVICES LLC *New 2024-03-31 27,948 $1,003,000 27,948
   Ferguson Shapiro LLC 22 *New 2024-03-31 26,211 $940,000 26,211
   MARINER WEALTH ADVISORS, LLC 1503 - 2023-12-31 26,096 $900,000 -2,168
   Signal Advisors Wealth LLC 102 *New 2024-03-31 24,716 $887,000 24,716
   Goss Wealth Management LLC 1048 - 2023-12-31 22,320 $775,000 -254,753
   Ignite Planners LLC 109 *New 2024-03-31 20,304 $728,000 20,304
   LPL FINANCIAL CORP 3405 - 2023-12-31 18,431 $636,000 10,493
   Mutual Advisors LLC - 2024-03-31 15,920 $571,000 2,445
   Cedar Brook Financial Partners LLC 191 - 2024-03-31 15,600 $560,000 7,355
   BCGM Wealth Management LLC 72 - 2023-12-31 16,100 $555,000 0
   Catalina Capital Group LLC 108 *New 2024-03-31 13,115 $471,000 13,115
   BB&T CORP 2066 - 2023-12-31 11,844 $408,000 -90,269
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4126 - 2023-12-31 11,093 $382,000 11,093
   Atria Wealth Solutions Inc. 1397 - 2023-12-31 9,929 $342,000 -2,125
   Triumph Capital Management 161 *New 2024-03-31 8,909 $319,000 8,909
   LINCOLN NATIONAL CORP *New 2024-03-31 8,849 $318,000 8,849
   Keystone Wealth Services LLC 169 - 2024-03-31 8,695 $312,000 1,050
   FINANCIAL NETWORK 2269 - 2023-12-31 8,395 $289,000 621
   H D Vest Advisory Services 1260 - 2023-12-31 8,195 $283,000 -500
   WEALTHSOURCE PARTNERS LLC 420 - 2023-12-31 8,216 $283,000 -400
   Kestra Advisory Services LLC 1879 - 2023-12-31 8,100 $279,000 -18,670
   CWM LLC 1403 *New 2024-03-31 6,873 $247,000 6,873
   Integrity Financial Corp /WA 99 *New 2024-03-31 6,491 $233,000 6,491
   Quad-Cities Investment Group LLC 148 *New 2024-03-31 6,497 $233,000 6,497
   Streettalk Advisors LLC - 2024-03-31 6,398 $230,000 578
   Bouchey Financial Group Ltd 130 - 2024-03-31 6,123 $220,000 272
   Capital Investment Advisory Services LLC 489 - 2024-03-31 5,567 $200,000 -905
   HARBOUR INVESTMENTS INC. 1097 - 2023-12-31 3,181 $110,000 -2,277
   WELLS FARGO & CO/MN 4271 *New 2023-12-31 2,944 $102,000 2,944
   PROEQUITIES INC. - 2024-03-31 2,778 $100,000 6
   Sunbelt Securities Inc. 764 *New 2024-03-31 2,143 $77,000 2,143
   UBS Group AG 5095 - 2023-12-31 2,152 $74,000 2,038
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 1,740 $62,000 -116
   Steward Partners Investment Advisory LLC 1915 - 2023-12-31 1,644 $57,000 0
   NBC SECURITIES INC. 1134 *New 2024-03-31 1,435 $51,000 1,435
   PRIVATE TRUST CO NA 1124 *New 2024-03-31 1,276 $46,000 1,276
   DHJJ Financial Advisors Ltd. 296 - 2024-03-31 1,053 $38,000 288
   EPG Wealth Management LLC 332 *New 2023-12-31 800 $28,000 800
   SUMMIT INVESTMENT ADVISORS INC 2419 - 2023-12-31 825 $28,000 0
   Archer Investment Corp 461 - 2023-12-31 823 $28,000 0
   Pinnacle Bank 586 *New 2024-03-31 450 $16,000 450
   IFP Advisors Inc 2017 - 2023-12-31 404 $14,000 0
   Caitlin John LLC 419 - 2023-12-31 318 $11,000 0
   Future Financial Wealth Managment LLC 411 *New 2024-03-31 258 $9,000 258
   MORGAN STANLEY 6542 - 2023-12-31 165 $6,000 0
   OLD MISSION CAPITAL LLC 1057 *Closed 2023-12-31 0 $0 -32,666
  65 Records found
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