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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    3
Total shares held : 
 2,984,414  
% of shares held : 
 33.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -1,744,419  
% of shares held change : 
   -19.38%  
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 :
3
 124,494
 4.17%
 
Increased Positions :
9
 68,533
 2.3%
 
Unchanged Positions :
11
 126,786
 4.25%
 
Decreased Positions :
28
-1,715,136
-57.47%
 
Closed Positions :
6
-222,310
-7.45%
 
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
   Outlook Wealth Advisors LLC 3 *New 2024-03-31 486,502 $12,892,000 486,502
   ODonnell Financial Services LLC 10 - 2024-03-31 389,459 $10,321,000 -28,751
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 523 - 2024-03-31 309,908 $8,213,000 63,208
   Advisor Group Holdings Inc. 790 - 2024-03-31 302,738 $8,022,000 145,768
   BB&T CORP 696 - 2023-12-31 304,767 $7,811,000 -11,851
   Kaye Capital Management 13 - 2024-03-31 216,002 $5,724,000 -8,670
   EWG Elevate Inc. 17 *New 2024-03-31 187,972 $4,981,000 187,972
   Luken Investment Analytics LLC 16 *New 2024-03-31 156,682 $4,152,000 156,682
   RiverTree Advisors LLC 18 - 2024-03-31 142,892 $3,787,000 -5,238
   COMMONWEALTH EQUITY SERVICES LLC. 1381 - 2024-03-31 134,207 $3,556,000 3,760
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1379 - 2024-03-31 120,346 $3,189,000 59,956
   Cetera Investment Advisers 629 - 2023-12-31 116,242 $2,979,000 994
   LPL FINANCIAL CORP 2224 - 2024-03-31 104,486 $2,769,000 -23,895
   Sloy Dahl & Holst LLC 16 - 2024-03-31 86,250 $2,286,000 0
   REGAL INVESTMENT ADVISORS, LLC 146 *New 2023-12-31 87,345 $2,239,000 87,345
   MULTIFINANCIAL SECURITIES CORP 462 - 2023-12-31 87,312 $2,238,000 -93,801
   Rockefeller Capital Management L.P. 880 - 2023-12-31 84,300 $2,161,000 -1,000
   PROEQUITIES INC. 203 - 2024-03-31 60,113 $1,593,000 54,704
   H D Vest Advisory Services 687 *New 2024-03-31 44,898 $1,190,000 44,898
   HARBOUR INVESTMENTS INC. 330 - 2023-12-31 45,261 $1,160,000 -12,393
   Goss Wealth Management LLC 860 - 2023-12-31 44,888 $1,158,000 -6,396
   Main Street Financial Solutions LLC 171 - 2024-03-31 40,030 $1,061,000 6,010
   MARINER WEALTH ADVISORS, LLC 1416 - 2023-12-31 39,900 $1,023,000 270
   ENVESTNET ASSET MANAGEMENT INC 2928 - 2023-12-31 38,724 $992,000 -15,264
   Steward Partners Investment Advisory LLC 753 - 2023-12-31 36,789 $943,000 -550
   RAYMOND JAMES & ASSOCIATES 2642 *New 2024-03-31 33,867 $897,000 33,867
   Sowell Financial Services LLC 361 - 2024-03-31 33,792 $883,000 -3,319
   Atria Wealth Solutions Inc. 927 - 2023-12-31 33,046 $847,000 3,906
   OLD MISSION CAPITAL LLC 483 - 2023-12-31 31,956 $819,000 6,906
   1776 WEALTH LLC 49 - 2024-03-31 29,581 $784,000 0
   FINANCIAL NETWORK 1568 - 2023-12-31 29,361 $753,000 -14,221
   Kestra Advisory Services LLC 1270 - 2023-12-31 28,837 $739,000 -3,118
   JANNEY MONTGOMERY SCOTT LLC 1696 - 2024-03-31 27,300 $723,000 27,300
   Arkadios Wealth Advisors 329 - 2024-03-31 24,736 $655,000 -9,682
   1ST SOURCE BANK 169 - 2024-03-31 22,500 $596,000 0
   MML INVESTORS SERVICES LLC 1660 - 2023-12-31 22,946 $588,000 -188
   DHJJ Financial Advisors Ltd. 90 - 2024-03-31 16,553 $439,000 -989
   Spire Wealth Management 572 *New 2024-03-31 15,782 $418,000 15,782
   LexAurum Advisors LLC 175 *New 2024-03-31 15,433 $409,000 15,433
   KESTRA PRIVATE WEALTH SERVICES LLC 887 - 2024-03-31 15,125 $401,000 5,670
   LINCOLN NATIONAL CORP 823 - 2024-03-31 15,106 $400,000 -1,175
   SILVER OAK SECURITIES Inc 268 - 2024-03-31 13,676 $362,000 575
   Keystone Wealth Services LLC 155 - 2024-03-31 13,551 $359,000 3,308
   Envestnet Portfolio Solutions Inc. 1364 - 2024-03-31 11,217 $297,000 -130
   PFG Investments LLC 740 *New 2024-03-31 11,095 $294,000 11,095
   Consolidated Portfolio Review Corp 207 - 2024-03-31 11,095 $294,000 -701
   AE Wealth Management LLC 1729 - 2023-12-31 10,862 $281,000 -151,465
   IFP Advisors Inc 818 - 2023-12-31 10,210 $262,000 -755
   Mutual Advisors LLC 915 *New 2024-03-31 9,801 $260,000 9,801
   Delta Investment Management LLC 193 - 2024-03-31 8,876 $235,000 -3,090
   SIGNATURE SECURITIES GROUP CORPORATION 184 *New 2024-03-31 7,963 $211,000 7,963
   ROYAL BANK OF CANADA 4687 - 2023-12-31 5,830 $149,000 -17,725
   UBS Group AG 4810 - 2023-12-31 4,936 $127,000 4,936
   Integrity Financial Corp /WA 137 *New 2024-03-31 3,225 $85,000 3,225
   Capital Investment Advisory Services LLC 636 *New 2024-03-31 2,126 $56,000 2,126
   BANK OF AMERICA CORP /DE/ 5513 - 2023-12-31 1,795 $46,000 0
   PRINCIPAL SECURITIES INC. 1847 *New 2024-03-31 1,000 $27,000 1,000
   Wagner Wealth Management LLC 187 - 2024-03-31 856 $23,000 0
   SOA Wealth Advisors LLC. 481 - 2024-03-31 573 $15,000 0
   Capital Analysts Inc. 840 - 2023-12-31 558 $14,000 0
   Global Retirement Partners LLC 2014 - 2024-03-31 446 $12,000 -5,901
   Retirement Group LLC 473 *New 2024-03-31 380 $10,000 380
   ALPHAMARK ADVISORS LLC 632 *New 2024-03-31 125 $3,000 125
   Impact Partnership Wealth LLC 749 *New 2023-12-31 38 $1,000 38
   Foundations Investment Advisors LLC 655 *Closed 2023-12-31 0 $0 -18,435
   CoreCap Advisors LLC 602 *Closed 2023-12-31 0 $0 -35,302
   BAKER TILLY FINANCIAL LLC 445 *Closed 2024-03-31 0 $0 -23,134
   CITADEL ADVISORS LLC 6035 *Closed 2023-12-31 0 $0 -28,060
   Resources Investment Advisors Inc. 1136 *Closed 2024-03-31 0 $0 -8,288
   GOLDMAN SACHS GROUP INC/ 4807 *Closed 2023-12-31 0 $0 -47,245
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6521 *Closed 2024-03-31 0 $0 -14,393
  71 Records found
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