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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
   Summit Financial Wealth Advisors LLC 1 - 2023-12-31 1,509,208 $47,981,000 -44,517
   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. 883 - 2023-12-31 225,736 $7,177,000 20,553
   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
   Americana Partners LLC - 2023-12-31 151,034 $4,802,000 -238
   FIRST HEARTLAND CONSULTANTS INC 49 - 2023-12-31 146,457 $4,656,000 -33,263
   NATIONAL ASSET MANAGEMENT, INC. 215 - 2023-12-31 118,447 $3,766,000 10,150
   Pitti Group Wealth Management LLC 7 - 2024-03-31 104,035 $3,468,000 650
   Advisor Group Holdings Inc. 1454 - 2023-12-31 108,155 $3,438,000 13,388
   Archer Investment Corp 26 - 2023-12-31 82,679 $2,629,000 -9,894
   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
   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
   LPL FINANCIAL CORP 2891 - 2023-12-31 35,684 $1,134,000 16,347
   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
   H D Vest Advisory Services 769 - 2023-12-31 27,034 $859,000 -10,008
   Crown Wealth Group LLC - 2023-12-31 26,468 $841,000 -962
   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
   RAYMOND JAMES & ASSOCIATES 2826 - 2024-03-31 20,616 $688,000 -50
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3545 - 2023-12-31 18,297 $582,000 10,935
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1511 - 2024-03-31 16,504 $551,000 0
   PROEQUITIES INC. 419 - 2023-12-31 17,110 $544,000 -41,466
   LINCOLN NATIONAL CORP 643 - 2023-12-31 16,735 $532,000 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
   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
   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. 23 - 2023-12-31 13,700 $436,000 0
   Koshinski Asset Management Inc. 324 *New 2023-12-31 12,555 $399,000 12,555
   INTL FCSTONE INC. 216 - 2023-12-31 12,252 $390,000 -5
   JANNEY MONTGOMERY SCOTT LLC 2065 - 2023-12-31 12,000 $382,000 0
   Diligent Investors LLC 213 - 2023-12-31 11,500 $366,000 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
   Integrity Financial Corp /WA 82 - 2023-12-31 8,779 $279,000 -1,784
   Element Wealth LLC 107 - 2023-12-31 8,000 $254,000 0
   Orion Portfolio Solutions LLC 1482 - 2023-12-31 7,719 $245,000 -12
   TWO SIGMA SECURITIES LLC 790 *New 2023-12-31 7,247 $230,000 7,247
   HAZLETT BURT & WATSON INC. *New 2023-12-31 5,070 $162,000 5,070
   PRINCIPAL SECURITIES INC. 999 - 2023-12-31 4,800 $153,000 0
   GoalVest Advisory LLC 127 - 2024-03-31 4,424 $148,000 0
   BENJAMIN EDWARDS INC 366 - 2023-12-31 4,555 $145,000 0
   ADVISORY SERVICES NETWORK, LLC 1563 *New 2023-12-31 3,528 $112,000 3,528
   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
   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
   WELLS FARGO & CO/MN 5719 *Closed 2023-12-31 0 $0 -15
   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
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 854 *Closed 2023-12-31 0 $0 -750
   Great Lakes Retirement Inc. 218 *Closed 2023-12-31 0 $0 -15,164
   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
   B.O.S.S. Retirement Advisors LLC 254 *Closed 2023-12-31 0 $0 -22,454
   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
   Insight Advisors LLC/ PA *Closed 2023-12-31 0 $0 -22,811
   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
  93 Records found
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