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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
   AE Wealth Management LLC 161 - 2023-12-31 1,103,890 $26,703,000 598,032
   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
   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
   LINCOLN NATIONAL CORP 170 - 2024-03-31 180,578 $4,486,000 36,150
   HARBOUR INVESTMENTS INC. 108 - 2023-12-31 172,155 $4,073,000 72,238
   ENVESTNET ASSET MANAGEMENT INC 2149 - 2023-12-31 142,054 $3,361,000 92,188
   JANNEY MONTGOMERY SCOTT LLC 941 - 2024-03-31 125,999 $3,130,000 101,109
   LPL FINANCIAL CORP 2208 - 2024-03-31 113,244 $2,814,000 21,093
   Steward Partners Investment Advisory LLC 574 - 2023-12-31 65,600 $1,552,000 40,880
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 307 - 2024-03-31 52,252 $1,298,000 32,603
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2552 - 2024-03-31 40,718 $1,012,000 40,718
   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
   Arkadios Wealth Advisors 314 - 2024-03-31 27,552 $685,000 15,820
   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
   PFG Advisors 383 - 2024-03-31 20,927 $520,000 11,242
   MARINER WEALTH ADVISORS, LLC 1918 - 2023-12-31 21,451 $508,000 1,237
   Spire Wealth Management 540 - 2024-03-31 18,558 $461,000 620
   H D Vest Advisory Services 1080 - 2024-03-31 18,550 $461,000 9,227
   IFP Advisors Inc 614 - 2023-12-31 17,990 $426,000 8,715
   Lifeworks Advisors LLC 178 - 2024-03-31 12,231 $304,000 852
   Cresset Asset Management LLC 1506 - 2023-12-31 11,668 $276,000 318
   ALPHAMARK ADVISORS LLC 306 - 2024-03-31 2,710 $67,000 2,225

  31 Records found
  1    
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