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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    1
Total shares held : 
 7,449,275  
% of shares held : 
 8.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 -2,750,526  
% of shares held change : 
   -3.06%  
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 :
9
 105,513
 1.42%
 
Increased Positions :
18
 339,759
 4.56%
 
Unchanged Positions :
15
 259,643
 3.49%
 
Decreased Positions :
37
-2,615,988
-35.12%
 
Closed Positions :
8
-579,810
-7.78%
 
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
   Advisor Group Holdings Inc. 511 - 2023-12-31 765,910 $18,451,000 -792,415
   Kestra Advisory Services LLC 183 - 2023-12-31 609,708 $14,688,000 -501,088
   HARBOUR INVESTMENTS INC. 34 - 2023-12-31 435,608 $10,494,000 -74,654
   FINANCIAL NETWORK 386 - 2023-12-31 361,344 $8,705,000 -9,182
   LPL FINANCIAL CORP 1497 - 2023-12-31 276,075 $6,651,000 87,022
   COMMONWEALTH EQUITY SERVICES LLC. 982 - 2024-03-31 260,309 $6,640,000 -26,517
   Financial Guidance Group Inc. - 2024-03-31 252,624 $6,444,000 -252
   MULTIFINANCIAL SECURITIES CORP 247 - 2023-12-31 232,786 $5,608,000 28,060
   Steward Partners Investment Advisory LLC 259 - 2023-12-31 232,158 $5,593,000 -12,233
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1107 - 2024-03-31 204,418 $5,215,000 -294,432
   Cetera Investment Advisers 438 - 2023-12-31 204,442 $4,925,000 -428,646
   ENVESTNET ASSET MANAGEMENT INC 1922 - 2023-12-31 197,981 $4,769,000 -169,576
   BB&T CORP 897 - 2023-12-31 185,571 $4,470,000 14,837
   MML INVESTORS SERVICES LLC 657 - 2023-12-31 183,811 $4,428,000 -21,213
   FIRST HEARTLAND CONSULTANTS INC 56 - 2023-12-31 166,068 $4,001,000 -46,962
   IFP Advisors Inc 116 - 2023-12-31 151,814 $3,657,000 -3,790
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 963 - 2024-03-31 132,184 $3,372,000 -116,882
   Valtinson Bruner Financial Planning LLC - 2024-03-31 119,639 $3,052,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1507 - 2023-12-31 122,854 $2,960,000 95,418
   Ignite Planners LLC 29 - 2024-03-31 116,238 $2,959,000 -1,713
   Prosperity Financial Group Inc. 14 - 2023-12-31 105,629 $2,545,000 14,297
   Keystone Wealth Services LLC 34 - 2024-03-31 85,894 $2,191,000 1,278
   STEPHENS INC /AR/ 386 - 2023-12-31 89,252 $2,150,000 -621
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 916 - 2024-03-31 83,389 $2,127,000 0
   JANE STREET GROUP LLC 2364 - 2023-12-31 87,179 $2,100,000 35,999
   LINCOLN NATIONAL CORP - 2024-03-31 52,311 $1,334,000 -1,400
   Goss Wealth Management LLC 864 - 2023-12-31 45,924 $1,131,000 -13,305
   REGAL INVESTMENT ADVISORS, LLC 212 - 2023-12-31 46,712 $1,125,000 -3,031
   OLD MISSION CAPITAL LLC 458 *New 2023-12-31 37,016 $892,000 37,016
   WEALTHSOURCE PARTNERS LLC 227 - 2023-12-31 35,388 $852,000 -15
   Bullseye Investment Management LLC 28 - 2023-12-31 30,551 $727,000 10,602
   SILVER OAK SECURITIES Inc 221 - 2023-12-31 29,362 $707,000 2,934
   Cypress Wealth Services LLC 118 - 2024-03-31 24,290 $620,000 0
   Main Street Financial Solutions LLC 267 - 2024-03-31 24,088 $614,000 -162
   Foundations Investment Advisors LLC 399 - 2023-12-31 23,399 $575,000 -67,032
   H D Vest Advisory Services 924 - 2023-12-31 23,522 $567,000 -9,885
   Davies Financial Advisors Inc. 37 - 2024-03-31 21,826 $557,000 0
   Atria Wealth Solutions Inc. 1142 *New 2023-12-31 23,090 $556,000 23,090
   MARINER WEALTH ADVISORS, LLC 1875 - 2023-12-31 22,921 $552,000 1,225
   Rockefeller Capital Management L.P. 1327 - 2023-12-31 21,765 $524,000 0
   HIGHTOWER ADVISORS, LLC 2255 - 2023-12-31 21,100 $509,000 0
   PROSPERA FINANCIAL SERVICES 659 - 2023-12-31 20,896 $503,000 0
   Chicago Partners Investment Group LLC 459 - 2024-03-31 19,333 $483,000 0
   AE Wealth Management LLC 1450 - 2023-12-31 19,304 $477,000 -182,492
   Spire Wealth Management 532 - 2024-03-31 18,477 $471,000 -1,130
   BAKER TILLY FINANCIAL LLC 316 - 2023-12-31 17,703 $426,000 0
   Golden State Equity Partners 221 - 2023-12-31 16,774 $404,000 -331
   Outlook Wealth Advisors LLC 163 - 2024-03-31 15,663 $400,000 -343,365
   Sloy Dahl & Holst LLC 57 - 2024-03-31 15,075 $385,000 0
   TWO SIGMA SECURITIES LLC 498 *New 2023-12-31 15,904 $383,000 15,904
   SECURED RETIREMENT ADVISORS LLC 78 - 2023-12-31 15,202 $366,000 0
   Kaye Capital Management 29 - 2024-03-31 13,642 $348,000 -4,658
   NATIONAL ASSET MANAGEMENT, INC. 983 - 2023-12-31 14,400 $347,000 4,600
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 102 - 2024-03-31 13,064 $333,000 -2,204
   RAYMOND JAMES & ASSOCIATES 3283 - 2024-03-31 12,776 $326,000 -210
   JANNEY MONTGOMERY SCOTT LLC 2285 - 2024-03-31 12,478 $318,000 -7,200
   Aurora Private Wealth Inc. 99 - 2024-03-31 12,110 $308,000 0
   HBW Advisory Services LLC 243 - 2024-03-31 11,558 $278,000 0
   DHJJ Financial Advisors Ltd. 117 - 2024-03-31 10,875 $277,000 -615
   RFG Advisory Group LLC 633 *New 2024-03-31 10,329 $263,000 10,329
   Eudaimonia Partners LLC 212 - 2024-03-31 10,048 $256,000 0
   Mutual Advisors LLC - 2024-03-31 9,578 $244,000 -658
   Gladstone Institutional Advisory LLC 581 - 2023-12-31 9,844 $237,000 389
   Principle Wealth Partners LLC 318 - 2024-03-31 9,000 $230,000 0
   CITADEL ADVISORS LLC 4367 - 2023-12-31 8,883 $214,000 8,883
   HRT FINANCIAL LLC 1606 *New 2023-12-31 8,668 $208,000 8,668
   PFG Investments LLC 899 *New 2024-03-31 8,013 $204,000 8,013
   WOLVERINE TRADING LLC 1043 - 2023-12-31 8,460 $204,000 -11,407
   Consolidated Portfolio Review Corp 264 *New 2024-03-31 8,013 $204,000 8,013
   CENTAURUS FINANCIAL INC. 677 - 2023-12-31 5,870 $141,000 0
   PROEQUITIES INC. - 2024-03-31 4,676 $119,000 -5,058
   Aptus Capital Advisors LLC 613 - 2023-12-31 3,848 $93,000 0
   Capital Analysts Inc. 567 - 2023-12-31 3,319 $80,000 0
   UBS Group AG 5190 *New 2023-12-31 2,458 $59,000 2,458
   AdvisorNet Financial Inc 816 - 2024-03-31 1,900 $48,000 -400
   Creekmur Asset Management LLC - 2023-12-31 623 $15,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 500 $13,000 0
   ROYAL BANK OF CANADA 5776 - 2023-12-31 433 $10,000 -387
   COMERICA BANK 3174 - 2023-12-31 315 $8,000 -10
   PRINCIPAL SECURITIES INC. 2340 - 2023-12-31 317 $8,000 0
   MORGAN STANLEY 6629 *New 2023-12-31 156 $4,000 156
   Impact Partnership Wealth LLC 748 *New 2023-12-31 41 $1,000 41
   Ameritas Advisory Services LLC 679 *Closed 2023-12-31 0 $0 -20,722
   J P MORGAN CHASE & CO 5729 *Closed 2023-12-31 0 $0 -20,142
   CoreCap Advisors LLC 601 *Closed 2023-12-31 0 $0 -37,667
   Capital CS Group LLC 90 *Closed 2024-03-31 0 $0 -8,969
   Pitti Group Wealth Management LLC 64 *Closed 2024-03-31 0 $0 -149,828
   CARY STREET PARTNER INVESTMENT ADVISORY LLC *Closed 2024-03-31 0 $0 -26,898
   Cape Investment Advisory Inc. 1142 *Closed 2023-12-31 0 $0 -1,200
   Kovack Advisors Inc. 581 *Closed 2024-03-31 0 $0 -9,211
   Iron Horse Wealth Management LLC 501 *Closed 2024-03-31 0 $0 -522
  91 Records found
  1    
  Page 1 of 1
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