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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    3
Total shares held : 
 1,339,402  
% of shares held : 
 32.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -229,364  
% of shares held change : 
   -5.58%  
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 :
2
 23,657
 1.77%
 
Increased Positions :
7
 15,425
 1.15%
 
Unchanged Positions :
19
 227,823
 17.01%
 
Decreased Positions :
17
-121,637
-9.08%
 
Closed Positions :
5
-146,809
-10.96%
 
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
   AIFG Consultants Ltd. 1 - 2023-12-31 465,984 $15,333,000 -9,959
   MILESTONE ASSET MANAGEMENT LLC 26 *New 2024-03-31 102,290 $3,478,000 102,290
   Cetera Investment Advisers 687 - 2023-12-31 78,218 $2,574,000 -6,521
   COMMONWEALTH EQUITY SERVICES LLC. 1611 - 2024-03-31 74,114 $2,520,000 -50,787
   Capital Investment Advisory Services LLC 96 - 2024-03-31 66,714 $2,268,000 -805
   CITY HOLDING CO 117 - 2024-03-31 40,100 $1,363,000 0
   Schulz Wealth LTD. 19 - 2024-03-31 35,731 $1,215,000 -225
   NATIONAL ASSET MANAGEMENT, INC. 503 - 2023-12-31 32,550 $1,071,000 -2,330
   Advisor Group Holdings Inc. 2471 - 2023-12-31 31,308 $1,030,000 -57,294
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2063 - 2024-03-31 28,783 $979,000 1,229
   Kestra Advisory Services LLC 1294 - 2023-12-31 21,753 $716,000 7,761
   Tanglewood Legacy Advisors LLC 44 - 2024-03-31 19,787 $673,000 0
   GOLDMAN SACHS GROUP INC/ 3772 *New 2023-12-31 17,307 $569,000 17,307
   BB&T CORP 1863 - 2023-12-31 16,979 $559,000 -209
   MML INVESTORS SERVICES LLC 1708 - 2023-12-31 16,396 $539,000 1
   CITADEL ADVISORS LLC 3568 - 2023-12-31 15,623 $514,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2271 - 2024-03-31 14,570 $495,000 -15,606
   Steward Partners Investment Advisory LLC 1079 - 2023-12-31 12,485 $411,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 476 - 2024-03-31 11,780 $401,000 0
   LPL FINANCIAL CORP 3828 - 2023-12-31 11,496 $378,000 2,992
   LINCOLN NATIONAL CORP 850 - 2024-03-31 10,933 $372,000 0
   JANNEY MONTGOMERY SCOTT LLC 2218 - 2024-03-31 10,350 $352,000 -136,456
   ENVESTNET ASSET MANAGEMENT INC 3511 - 2023-12-31 10,529 $346,000 -2,270
   Orion Portfolio Solutions LLC 1396 - 2023-12-31 9,116 $300,000 -122
   Harvest Investment Services LLC 147 - 2023-12-31 9,085 $299,000 0
   Keystone Wealth Services LLC 178 - 2024-03-31 8,129 $276,000 -73
   Cambridge Advisors Inc. 151 - 2024-03-31 7,855 $267,000 0
   AE Wealth Management LLC 1793 - 2023-12-31 7,374 $246,000 -372
   Mutual Advisors LLC 964 - 2024-03-31 6,893 $234,000 0
   HARBOUR INVESTMENTS INC. 805 - 2023-12-31 7,121 $234,000 0
   FINANCIAL NETWORK 2412 - 2023-12-31 7,066 $232,000 -443
   Lion Street Advisors LLC 226 - 2024-03-31 6,619 $218,000 0
   OLD MISSION CAPITAL LLC 810 - 2023-12-31 6,599 $217,000 -17,623
   PRINCIPAL SECURITIES INC. 974 - 2024-03-31 6,335 $215,000 0
   H D Vest Advisory Services 1444 *New 2023-12-31 6,350 $209,000 6,350
   Sunbelt Securities Inc. 560 - 2024-03-31 5,131 $174,000 0
   Integrity Financial Corp /WA 116 - 2024-03-31 4,623 $157,000 -384
   PROEQUITIES INC. 836 - 2024-03-31 3,696 $126,000 0
   DHJJ Financial Advisors Ltd. 293 - 2024-03-31 1,185 $40,000 0
   UBS Group AG 5662 - 2023-12-31 733 $24,000 607
   Capital Analysts Inc. 787 - 2023-12-31 602 $20,000 0
   Caitlin John LLC 423 - 2023-12-31 333 $11,000 0
   HAZLETT BURT & WATSON INC. 551 - 2024-03-31 214 $7,000 0
   Archer Investment Corp 934 - 2023-12-31 36 $1,000 -217
   Goss Wealth Management LLC 3518 *Closed 2023-12-31 0 $0 -34,703
   Foundations Investment Advisors LLC 697 *Closed 2023-12-31 0 $0 -91,424
   J P MORGAN CHASE & CO 5928 *Closed 2023-12-31 0 $0 -3,414
   RAYMOND JAMES & ASSOCIATES 3828 *Closed 2024-03-31 0 $0 -7,029
   JANE STREET GROUP LLC 5657 *Closed 2023-12-31 0 $0 -8,613
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6322 *Closed 2023-12-31 0 $0 -8,655
   Quad-Cities Investment Group LLC 180 *Closed 2024-03-31 0 $0 -6,583
   Consolidated Portfolio Review Corp 327 *Closed 2024-03-31 0 $0 -6,648
  52 Records found
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