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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CAPTRUST FINANCIAL ADVISORS 1074 - 2023-12-31 44,536 $1,416,000 0
   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
   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
   Santori & Peters Inc. 34 - 2024-03-31 14,070 $469,000 0
   AIFG Consultants Ltd. 24 - 2024-03-31 13,700 $457,000 0
   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
   GoalVest Advisory LLC 127 - 2024-03-31 4,424 $148,000 0
   DHJJ Financial Advisors Ltd. 204 - 2024-03-31 2,751 $92,000 0
   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
   HARBOUR INVESTMENTS INC. 2147 - 2023-12-31 300 $10,000 0

  20 Records found
  1    
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