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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    5
Total shares held : 
 6,679,693  
% of shares held : 
 61.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -1,747,754  
% of shares held change : 
   -15.99%  
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 :
8
 305,055
 4.57%
 
Increased Positions :
17
 187,937
 2.81%
 
Unchanged Positions :
24
 283,438
 4.24%
 
Decreased Positions :
26
-2,063,195
-30.89%
 
Closed Positions :
13
-177,551
-2.66%
 
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
   InterOcean Capital Group LLC 57 - 2023-12-31 461,701 $14,678,000 -248,620
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 633 - 2024-03-31 431,189 $14,384,000 -181,091
   MARINER WEALTH ADVISORS, LLC 457 - 2023-12-31 339,564 $10,795,000 -2,445
   ATRIA INVESTMENTS LLC 145 - 2023-12-31 333,130 $10,591,000 -3,426
   COMMONWEALTH EQUITY SERVICES LLC. 1032 - 2024-03-31 187,743 $6,263,000 -37,993
   Cetera Investment Advisers 395 - 2023-12-31 178,994 $5,691,000 11,767
   MML INVESTORS SERVICES LLC 598 - 2023-12-31 155,697 $4,950,000 1,197
   OLD MISSION CAPITAL LLC 133 *New 2023-12-31 155,498 $4,944,000 155,498
   ALTFEST L J & CO INC 30 - 2024-03-31 146,486 $4,887,000 -56,992
   NATIONAL ASSET MANAGEMENT, INC. 215 - 2023-12-31 118,447 $3,766,000 10,150
   Americana Partners LLC 91 - 2024-03-31 107,740 $3,594,000 -43,294
   Pitti Group Wealth Management LLC 7 - 2024-03-31 104,035 $3,468,000 650
   Prosperity Financial Group Inc. 13 - 2023-12-31 82,267 $2,615,000 5,156
   AE Wealth Management LLC 833 - 2023-12-31 74,707 $2,412,000 -780,511
   LPL FINANCIAL CORP 2696 - 2024-03-31 48,039 $1,603,000 12,355
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2006 - 2024-03-31 47,998 $1,601,000 29,701
   CAPTRUST FINANCIAL ADVISORS 1074 - 2023-12-31 44,536 $1,416,000 0
   Keystone Wealth Services LLC 54 - 2024-03-31 41,036 $1,369,000 -34
   Schubert & Co 9 - 2023-12-31 42,300 $1,345,000 -30,091
   ENVESTNET ASSET MANAGEMENT INC 2720 - 2023-12-31 41,015 $1,304,000 -171,694
   STEPHENS INC /AR/ 483 - 2023-12-31 40,910 $1,301,000 24,415
   Advisor Group Holdings Inc. 2126 - 2024-03-31 37,009 $1,235,000 -71,146
   Kestra Advisory Services LLC 1052 - 2023-12-31 35,544 $1,130,000 5,285
   Foundations Investment Advisors LLC 293 - 2023-12-31 33,440 $1,081,000 -92,732
   BB&T CORP 1533 - 2023-12-31 33,201 $1,056,000 8
   MULTIFINANCIAL SECURITIES CORP 790 - 2023-12-31 30,168 $959,000 1,650
   Steward Partners Investment Advisory LLC 758 - 2023-12-31 29,300 $932,000 -403,264
   Schulz Wealth LTD. 22 - 2024-03-31 27,586 $920,000 0
   Integrated Wealth Concepts LLC 755 - 2023-12-31 28,462 $905,000 0
   CITY HOLDING CO 158 - 2024-03-31 26,000 $867,000 0
   Tanglewood Legacy Advisors LLC 37 - 2024-03-31 25,190 $840,000 0
   We Are One Seven LLC 367 - 2023-12-31 26,051 $828,000 -6,645
   FINANCIAL NETWORK 1513 - 2023-12-31 25,354 $806,000 3,494
   H D Vest Advisory Services 880 - 2024-03-31 21,645 $722,000 -5,389
   RAYMOND JAMES & ASSOCIATES 2826 - 2024-03-31 20,616 $688,000 -50
   Crown Wealth Group LLC 41 - 2024-03-31 19,855 $662,000 -6,613
   SECURED RETIREMENT ADVISORS LLC 59 - 2023-12-31 18,136 $577,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2171 - 2024-03-31 16,868 $563,000 -8,960
   Atria Wealth Solutions Inc. 1135 - 2023-12-31 17,657 $561,000 -6,991
   LINCOLN NATIONAL CORP 699 - 2024-03-31 16,735 $558,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1511 - 2024-03-31 16,504 $551,000 0
   LM Advisors LLC 112 - 2023-12-31 15,784 $502,000 0
   Sage Capital Advisorsllc 89 *New 2024-03-31 14,974 $500,000 14,974
   Archer Investment Corp 136 - 2024-03-31 14,932 $498,000 -67,747
   Icon Wealth Advisors LLC 197 *New 2023-12-31 15,532 $494,000 15,532
   Strategic Blueprint LLC 380 - 2024-03-31 14,789 $493,000 -2,461
   FIRST HEARTLAND CONSULTANTS INC 255 - 2024-03-31 14,158 $472,000 -132,299
   Santori & Peters Inc. 34 - 2024-03-31 14,070 $469,000 0
   Icon Wealth Partners LLC 179 - 2023-09-30 15,652 $464,000 -293
   AIFG Consultants Ltd. 24 - 2024-03-31 13,700 $457,000 0
   Summit Financial Wealth Advisors LLC 89 - 2024-03-31 12,737 $425,000 -1,496,471
   JANNEY MONTGOMERY SCOTT LLC 2131 - 2024-03-31 12,000 $400,000 0
   Diligent Investors LLC 221 - 2024-03-31 11,500 $384,000 0
   Robertson Stephens Wealth Management LLC 354 - 2023-12-31 10,880 $346,000 0
   NorthCrest Asset Manangement LLC 432 - 2024-03-31 10,059 $336,000 0
   Sunbelt Securities Inc. 429 - 2024-03-31 8,964 $299,000 0
   Quad-Cities Investment Group LLC 128 - 2024-03-31 8,696 $290,000 0
   J P MORGAN CHASE & CO 4012 *New 2024-03-31 8,676 $289,000 8,676
   Integrity Financial Corp /WA 95 - 2024-03-31 7,850 $262,000 -929
   Orion Portfolio Solutions LLC 1510 - 2024-03-31 7,720 $258,000 1
   TWO SIGMA SECURITIES LLC 790 *New 2023-12-31 7,247 $230,000 7,247
   Envestnet Portfolio Solutions Inc. 1495 *New 2024-03-31 6,875 $229,000 6,875
   PROEQUITIES INC. 729 - 2024-03-31 5,046 $168,000 -12,064
   GoalVest Advisory LLC 127 - 2024-03-31 4,424 $148,000 0
   BENJAMIN EDWARDS INC 384 - 2024-03-31 3,865 $129,000 -690
   PRINCIPAL SECURITIES INC. 1221 - 2024-03-31 3,400 $113,000 -1,400
   DHJJ Financial Advisors Ltd. 204 - 2024-03-31 2,751 $92,000 0
   UBS Group AG 5113 *New 2023-12-31 2,240 $71,000 2,240
   Capital Investment Advisory Services LLC 620 - 2024-03-31 2,004 $67,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 379 - 2024-03-31 1,204 $40,000 0
   HAZLETT BURT & WATSON INC. 397 - 2024-03-31 815 $28,000 -4,255
   Caitlin John LLC 421 - 2023-12-31 340 $11,000 0
   HARBOUR INVESTMENTS INC. 2147 - 2023-12-31 300 $10,000 0
   TUCKER ASSET MANAGEMENT LLC 755 *New 2023-12-31 55 $2,000 55
   Sound Income Strategies LLC 1057 *New 2024-03-31 58 $2,000 58
   Element Wealth LLC 264 *Closed 2024-03-31 0 $0 -8,000
   Authentikos Wealth Advisory LLC 181 *Closed 2023-12-31 0 $0 -7,538
   JANE STREET GROUP LLC 5422 *Closed 2023-12-31 0 $0 -66,166
   ADVISORY SERVICES NETWORK, LLC 2562 *Closed 2024-03-31 0 $0 -3,528
   Rockefeller Capital Management L.P. 1555 *Closed 2023-12-31 0 $0 -11,345
   Impact Partnership Wealth LLC 958 *Closed 2023-12-31 0 $0 -904
   Legacy CG LLC 43 *Closed 2024-03-31 0 $0 -663,785
   Koshinski Asset Management Inc. 643 *Closed 2024-03-31 0 $0 -12,555
   Richard W. Paul & Associates LLC *Closed 2023-12-31 0 $0 -17
   RFG Advisory Group LLC 738 *Closed 2024-03-31 0 $0 -13,952
   JAFFETILCHIN INVESTMENT PARTNERS LLC 365 *Closed 2023-12-31 0 $0 -9,301
   CITADEL ADVISORS LLC 6272 *Closed 2023-12-31 0 $0 -20,975
   INTL FCSTONE INC. 301 *Closed 2024-03-31 0 $0 -12,252
   Clear Creek Financial Management LLC 430 *Closed 2024-03-31 0 $0 -81,537
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 934 *Closed 2023-12-31 0 $0 -111
  90 Records found
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