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Get Institutions for : 
Ft Cboe Vest Growth100 Buffer Etf December (QDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    12
Total shares held : 
 6,313,639  
% of shares held : 
 70.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 3,148,924  
% of shares held change : 
   34.99%  
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 :
19
 647,896
 10.26%
 
Increased Positions :
31
 2,690,387
 42.61%
 
Unchanged Positions :
6
 58,261
 0.92%
 
Decreased Positions :
8
-60,653
-0.96%
 
Closed Positions :
7
-128,706
-2.04%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AE Wealth Management LLC 161 - 2023-12-31 1,103,890 $26,703,000 598,032
   Advisor Group Holdings Inc. 535 - 2023-12-31 717,238 $16,970,000 263,678
   Kestra Advisory Services LLC 153 - 2023-12-31 692,529 $16,385,000 632,124
   Cetera Investment Advisers 146 - 2023-12-31 680,140 $16,092,000 524,862
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 423 - 2024-03-31 443,625 $11,022,000 336,755
   MULTIFINANCIAL SECURITIES CORP 145 - 2023-12-31 463,955 $10,977,000 -33,156
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 937 - 2024-03-31 293,557 $7,293,000 159,544
   BB&T CORP 795 - 2023-12-31 258,899 $6,126,000 5,038
   COMMONWEALTH EQUITY SERVICES LLC. 990 - 2023-12-31 251,824 $5,958,000 43,103
   LexAurum Advisors LLC 23 *New 2024-03-31 178,528 $4,436,000 178,528
   HARBOUR INVESTMENTS INC. 108 - 2023-12-31 172,155 $4,073,000 72,238
   Global Retirement Partners LLC 159 - 2024-03-31 148,120 $3,680,000 -1,801
   LINCOLN NATIONAL CORP 192 - 2023-12-31 144,428 $3,417,000 1,909
   ENVESTNET ASSET MANAGEMENT INC 2149 - 2023-12-31 142,054 $3,361,000 92,188
   Kaye Capital Management 16 - 2024-03-31 129,203 $3,210,000 -6,066
   Outlook Wealth Advisors LLC 26 *New 2024-03-31 113,010 $2,808,000 113,010
   EWG Elevate Inc. 33 *New 2024-03-31 110,690 $2,750,000 110,690
   Purus Wealth Management LLC 24 - 2024-03-31 93,941 $2,334,000 -221
   LPL FINANCIAL CORP 2312 - 2023-12-31 92,151 $2,180,000 14,664
   STEPHENS INC /AR/ 401 *New 2023-12-31 83,744 $1,981,000 83,744
   Steward Partners Investment Advisory LLC 574 - 2023-12-31 65,600 $1,552,000 40,880
   Creekmur Asset Management LLC - 2023-12-31 61,592 $1,457,000 0
   FIRST HEARTLAND CONSULTANTS INC 124 - 2023-12-31 54,633 $1,293,000 54,633
   PROEQUITIES INC. 250 - 2023-12-31 49,755 $1,177,000 -5,446
   Goss Wealth Management LLC 863 - 2023-12-31 46,809 $1,132,000 12,774
   Keystone Wealth Services LLC 68 - 2024-03-31 44,338 $1,102,000 16,898
   Ameritas Advisory Services LLC 305 - 2023-12-31 37,606 $908,000 -11,809
   Strategic Blueprint LLC 277 - 2024-03-31 32,859 $816,000 5,383
   Ignite Planners LLC 97 - 2024-03-31 32,726 $812,000 19,181
   FINANCIAL NETWORK 1511 - 2023-12-31 34,125 $807,000 23,412
   Atria Wealth Solutions Inc. 977 - 2023-12-31 32,600 $771,000 11,484
   RAYMOND JAMES & ASSOCIATES 2859 - 2024-03-31 26,052 $647,000 8,046
   DHJJ Financial Advisors Ltd. 69 - 2024-03-31 24,918 $619,000 4,296
   BAKER TILLY FINANCIAL LLC 220 - 2023-12-31 26,081 $617,000 6,331
   JANNEY MONTGOMERY SCOTT LLC 1761 *New 2023-12-31 24,890 $589,000 24,890
   JANE STREET GROUP LLC 3808 - 2023-12-31 23,791 $563,000 -5,207
   J P MORGAN CHASE & CO 3651 *New 2023-12-31 22,130 $524,000 22,130
   1776 WEALTH LLC 73 - 2023-12-31 21,979 $520,000 10,557
   MARINER WEALTH ADVISORS, LLC 1918 - 2023-12-31 21,451 $508,000 1,237
   MML INVESTORS SERVICES LLC 1782 *New 2023-12-31 20,004 $473,000 20,004
   Lion Street Advisors LLC 118 - 2024-03-31 19,662 $465,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 434 *New 2023-12-31 19,649 $465,000 19,649
   Spire Wealth Management 540 - 2024-03-31 18,558 $461,000 620
   IFP Advisors Inc 614 - 2023-12-31 17,990 $426,000 8,715
   SIGNATURE SECURITIES GROUP CORPORATION 145 - 2024-03-31 14,897 $370,000 -89
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 175 - 2023-12-31 15,556 $368,000 -473
   Harvest Investment Services LLC 143 *New 2023-12-31 14,292 $338,000 14,292
   Mutual Advisors LLC 776 - 2023-12-31 14,236 $337,000 -2,210
   Rockefeller Capital Management L.P. 1432 - 2023-12-31 14,100 $334,000 0
   Brookstone Capital Management 717 *New 2024-03-31 13,422 $333,000 13,422
   Arkadios Wealth Advisors *New 2023-12-31 11,732 $278,000 11,732
   Cresset Asset Management LLC 1506 - 2023-12-31 11,668 $276,000 318
   Lifeworks Advisors LLC 168 *New 2023-12-31 11,379 $269,000 11,379
   Aurora Private Wealth Inc. 117 - 2024-03-31 10,494 $260,000 0
   Private Advisory Group LLC 173 - 2023-12-31 10,737 $254,000 -1,293
   Key Client Fiduciary Advisors LLC 152 - 2024-03-31 9,555 $237,000 -12,185
   True Capital Management 118 - 2023-03-31 11,350 $235,000 0
   SECURED RETIREMENT ADVISORS LLC 97 - 2023-12-31 9,762 $231,000 0
   PFG Advisors 559 *New 2023-12-31 9,685 $229,000 9,685
   H D Vest Advisory Services 1413 *New 2023-12-31 9,323 $221,000 9,323
   We Are One Seven LLC 808 *New 2023-12-31 9,162 $217,000 9,162
   PFG Investments LLC 874 *New 2024-03-31 8,530 $212,000 8,530
   SOA Wealth Advisors LLC. 179 - 2024-03-31 8,353 $208,000 0
   CWM LLC 1556 - 2024-03-31 7,133 $177,000 0
   Sunbelt Securities Inc. 565 - 2024-03-31 6,865 $171,000 -1,122
   NBC SECURITIES INC. 829 - 2024-03-31 6,134 $152,000 0
   Capital Investment Advisory Services LLC 568 - 2024-03-31 3,883 $96,000 0
   Capital Analysts Inc. 561 *New 2023-12-31 3,497 $83,000 3,497
   ALPHAMARK ADVISORS LLC 306 - 2024-03-31 2,710 $67,000 2,225
   Geneos Wealth Management Inc. - 2023-12-31 250 $6,000 0
   Sargent Bickham Lagudis LLC 789 - 2022-12-31 247 $5,000 0
   Impact Partnership Wealth LLC 750 *New 2023-12-31 41 $1,000 41
   OLD MISSION CAPITAL LLC 895 *Closed 2023-12-31 0 $0 -12,263
   REGAL INVESTMENT ADVISORS, LLC 543 *Closed 2023-12-31 0 $0 -32,040
   CoreCap Advisors LLC 603 *Closed 2023-12-31 0 $0 -37,803
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6080 *Closed 2023-12-31 0 $0 -21,860
   UBS Group AG 7718 *Closed 2023-12-31 0 $0 -1,701
   CITADEL ADVISORS LLC 6358 *Closed 2023-12-31 0 $0 -13,338
   JAFFETILCHIN INVESTMENT PARTNERS LLC 375 *Closed 2023-12-31 0 $0 -9,701
  79 Records found
  1    
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