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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Advisor Group Holdings Inc. 486 - 2024-03-31 628,135 $16,024,000 -137,775
   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
   COMMONWEALTH EQUITY SERVICES LLC. 982 - 2024-03-31 260,309 $6,640,000 -26,517
   Financial Guidance Group Inc. 8 - 2024-03-31 252,624 $6,444,000 -252
   LPL FINANCIAL CORP 1663 - 2024-03-31 227,738 $5,810,000 -48,337
   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
   MML INVESTORS SERVICES LLC 657 - 2023-12-31 183,811 $4,428,000 -21,213
   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
   Ignite Planners LLC 29 - 2024-03-31 116,238 $2,959,000 -1,713
   STEPHENS INC /AR/ 386 - 2023-12-31 89,252 $2,150,000 -621
   LINCOLN NATIONAL CORP 433 - 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
   FIRST HEARTLAND CONSULTANTS INC 170 - 2024-03-31 37,636 $960,000 -128,432
   WEALTHSOURCE PARTNERS LLC 227 - 2023-12-31 35,388 $852,000 -15
   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
   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
   H D Vest Advisory Services 1076 - 2024-03-31 18,134 $463,000 -5,388
   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
   Kaye Capital Management 29 - 2024-03-31 13,642 $348,000 -4,658
   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
   DHJJ Financial Advisors Ltd. 117 - 2024-03-31 10,875 $277,000 -615
   Mutual Advisors LLC 945 - 2024-03-31 9,578 $244,000 -658
   WOLVERINE TRADING LLC 1043 - 2023-12-31 8,460 $204,000 -11,407
   SILVER OAK SECURITIES Inc 401 - 2024-03-31 6,151 $157,000 -23,211
   PROEQUITIES INC. 861 - 2024-03-31 4,676 $119,000 -5,058
   AdvisorNet Financial Inc 816 - 2024-03-31 1,900 $48,000 -400
   ROYAL BANK OF CANADA 5776 - 2023-12-31 433 $10,000 -387
   COMERICA BANK 3174 - 2023-12-31 315 $8,000 -10

  40 Records found
  1    
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