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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LexAurum Advisors LLC 23 *New 2024-03-31 178,528 $4,436,000 178,528
   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
   ADVISORY SERVICES NETWORK, LLC 442 *New 2024-03-31 85,091 $2,114,000 85,091
   STEPHENS INC /AR/ 401 *New 2023-12-31 83,744 $1,981,000 83,744
   SILVER OAK SECURITIES Inc 191 *New 2024-03-31 26,276 $653,000 26,276
   Apollon Wealth Management LLC 611 *New 2024-03-31 25,416 $631,000 25,416
   MML INVESTORS SERVICES LLC 1782 *New 2023-12-31 20,004 $473,000 20,004
   Resources Investment Advisors Inc. 799 *New 2024-03-31 16,783 $417,000 16,783
   Harvest Investment Services LLC 143 *New 2023-12-31 14,292 $338,000 14,292
   Brookstone Capital Management 717 *New 2024-03-31 13,422 $333,000 13,422
   Sigma Planning Corp 994 *New 2024-03-31 10,914 $271,000 10,914
   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
   Consolidated Portfolio Review Corp 254 *New 2024-03-31 8,530 $212,000 8,530
   Prosperity Consulting Group LLC 312 *New 2024-03-31 8,309 $206,000 8,309
   Capital Analysts Inc. 561 *New 2023-12-31 3,497 $83,000 3,497
   NORTH STAR INVESTMENT MANAGEMENT CORP. 552 *New 2024-03-31 3,000 $75,000 3,000
   PRINCIPAL SECURITIES INC. 2881 *New 2024-03-31 100 $2,000 100
   Impact Partnership Wealth LLC 750 *New 2023-12-31 41 $1,000 41
  20 Records found
  1    
  Page 1 of 1
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