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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 39    10
Total shares held : 
 1,449,775  
% of shares held : 
 35.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -21  
Amount of shares held : 
 -793,473  
% of shares held change : 
   -19.69%  
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 :
1
 250
 0.02%
 
Increased Positions :
4
 9,118
 0.63%
 
Unchanged Positions :
19
 268,101
 18.49%
 
Decreased Positions :
15
-628,712
-43.37%
 
Closed Positions :
11
-174,129
-12.01%
 
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
   Kestra Advisory Services LLC 114 - 2023-12-31 656,138 $21,918,000 246
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 502 - 2024-03-31 587,000 $20,205,000 400,207
   RAYMOND JAMES & ASSOCIATES 1161 - 2024-03-31 286,164 $9,850,000 274,520
   Luken Investment Analytics LLC 11 *New 2024-03-31 227,985 $7,847,000 227,985
   Sunbelt Securities Inc. 77 - 2024-03-31 71,458 $2,460,000 69,819
   CITY HOLDING CO 78 - 2024-03-31 70,550 $2,428,000 3,650
   Strategic Blueprint LLC 131 - 2024-03-31 64,165 $2,209,000 -10,006
   COMMONWEALTH EQUITY SERVICES LLC. 1747 - 2024-03-31 59,852 $2,060,000 43,532
   Advisor Group Holdings Inc. 1968 - 2023-12-31 52,295 $1,746,000 -34,080
   JANNEY MONTGOMERY SCOTT LLC 1218 *New 2024-03-31 49,888 $1,717,000 49,888
   HARBOUR INVESTMENTS INC. 290 - 2023-12-31 43,485 $1,453,000 -600
   Schulz Wealth LTD. 18 - 2024-03-31 36,643 $1,261,000 3,147
   OLD MISSION CAPITAL LLC 377 - 2023-12-31 37,274 $1,245,000 7,634
   Keystone Wealth Services LLC 74 - 2024-03-31 30,164 $1,038,000 2,403
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1709 *New 2024-03-31 29,723 $1,023,000 29,723
   Anfield Capital Management LLC 47 - 2023-12-31 30,224 $1,010,000 0
   ENVESTNET ASSET MANAGEMENT INC 3005 - 2023-12-31 26,321 $879,000 -1,871
   Cetera Investment Advisers 1288 - 2023-12-31 21,623 $722,000 1,233
   STEPHENS INC /AR/ 705 - 2023-12-31 16,693 $558,000 0
   Tanglewood Legacy Advisors LLC 61 *New 2024-03-31 11,571 $398,000 11,571
   CITADEL ADVISORS LLC 3836 - 2023-12-31 11,696 $391,000 -281,429
   BB&T CORP 2096 - 2023-12-31 11,525 $385,000 -4,678
   Ignite Planners LLC 189 *New 2024-03-31 10,234 $352,000 10,234
   ROYAL BANK OF CANADA 4049 - 2023-12-31 9,524 $318,000 0
   NorthCrest Asset Manangement LLC 439 - 2024-03-31 9,093 $313,000 0
   Orion Portfolio Solutions LLC 1387 - 2023-12-31 9,293 $311,000 -20
   AE Wealth Management LLC 1689 - 2023-12-31 8,891 $299,000 0
   MML INVESTORS SERVICES LLC 2083 - 2023-12-31 8,300 $277,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 381 - 2024-03-31 8,000 $275,000 -1,100
   LM Advisors LLC 161 - 2023-12-31 8,001 $267,000 0
   SIGNATURE SECURITIES GROUP CORPORATION 166 *New 2024-03-31 7,582 $261,000 7,582
   Gallagher Fiduciary Advisors LLC 165 - 2023-12-31 7,157 $239,000 0
   Foundations Investment Advisors LLC 596 - 2023-12-31 6,940 $234,000 -12,608
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4739 - 2023-12-31 6,763 $226,000 -18,243
   Integrated Wealth Concepts LLC 1417 - 2023-12-31 6,434 $215,000 0
   DHJJ Financial Advisors Ltd. 146 - 2024-03-31 5,482 $189,000 1,559
   PROEQUITIES INC. 681 - 2023-12-31 5,346 $179,000 0
   CENTAURUS FINANCIAL INC. 756 *New 2023-12-31 3,039 $102,000 3,039
   Archer Investment Corp 299 - 2023-12-31 2,710 $91,000 -202,848
   Steward Partners Investment Advisory LLC 1955 - 2023-12-31 1,595 $53,000 0
   UBS Group AG 5301 - 2023-12-31 1,389 $46,000 -2,197
   HAZLETT BURT & WATSON INC. 347 - 2024-03-31 1,250 $43,000 1,250
   J P MORGAN CHASE & CO 4804 - 2023-12-31 1,121 $37,000 -17,769
   Integrity Financial Corp /WA 163 *New 2024-03-31 764 $26,000 764
   Caitlin John LLC 422 - 2023-12-31 325 $11,000 0
   WELLS FARGO & CO/MN 5186 *New 2023-12-31 250 $8,000 250
   Capital Investment Advisory Services LLC 887 - 2024-03-31 95 $3,000 0
   HRT FINANCIAL LLC 2202 *Closed 2023-12-31 0 $0 -14,697
   Goss Wealth Management LLC 3651 *Closed 2023-12-31 0 $0 -6,350
   Rockefeller Capital Management L.P. 1558 *Closed 2023-12-31 0 $0 -44,537
   JANE STREET GROUP LLC 5697 *Closed 2023-12-31 0 $0 -13,940
   DAGCO INC. 271 *Closed 2023-12-31 0 $0 -13,003
   We Are One Seven LLC 930 *Closed 2023-12-31 0 $0 -23,183
   GOLDMAN SACHS GROUP INC/ 4832 *Closed 2023-12-31 0 $0 -40,500
   MORGAN STANLEY 7667 *Closed 2023-12-31 0 $0 -348
   Signature Wealth Management Group 96 *Closed 2024-03-31 0 $0 -17,527
  56 Records found
  1    
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