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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
   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
   Advisor Group Holdings Inc. 1355 - 2023-12-31 156,970 $4,023,000 -26,903
   RiverTree Advisors LLC 18 - 2024-03-31 142,892 $3,787,000 -5,238
   COMMONWEALTH EQUITY SERVICES LLC. 1334 - 2023-12-31 130,447 $3,343,000 -80,119
   LPL FINANCIAL CORP 1985 - 2023-12-31 128,381 $3,290,000 32,422
   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
   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
   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
   Sowell Financial Services LLC *New 2023-12-31 37,111 $931,000 37,111
   RAYMOND JAMES & ASSOCIATES 2642 *New 2024-03-31 33,867 $897,000 33,867
   Arkadios Wealth Advisors - 2023-12-31 34,418 $882,000 -2,904
   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 43 - 2023-12-31 29,581 $758,000 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
   BAKER TILLY FINANCIAL LLC 235 - 2023-12-31 23,134 $593,000 -600
   MML INVESTORS SERVICES LLC 1660 - 2023-12-31 22,946 $588,000 -188
   1ST SOURCE BANK 171 - 2023-12-31 22,500 $577,000 0
   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
   LINCOLN NATIONAL CORP 724 - 2023-12-31 16,281 $417,000 -25
   LexAurum Advisors LLC 175 *New 2024-03-31 15,433 $409,000 15,433
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4168 - 2023-12-31 14,393 $369,000 14,393
   Keystone Wealth Services LLC 155 - 2024-03-31 13,551 $359,000 3,308
   SILVER OAK SECURITIES Inc 353 - 2023-12-31 13,101 $336,000 502
   Delta Investment Management LLC 154 - 2023-12-31 11,966 $307,000 -790
   Consolidated Portfolio Review Corp 230 - 2023-12-31 11,796 $302,000 0
   PFG Investments LLC 740 *New 2024-03-31 11,095 $294,000 11,095
   Envestnet Portfolio Solutions Inc. 1309 - 2023-12-31 11,347 $291,000 -369
   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
   KESTRA PRIVATE WEALTH SERVICES LLC 1027 - 2023-12-31 9,455 $242,000 0
   Resources Investment Advisors Inc. 1038 - 2023-12-31 8,288 $212,000 -4,250
   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
   PROEQUITIES INC. 780 - 2023-12-31 5,409 $139,000 0
   UBS Group AG 4810 - 2023-12-31 4,936 $127,000 4,936
   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
   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
   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
   JANNEY MONTGOMERY SCOTT LLC 2701 *Closed 2023-12-31 0 $0 -21,750
   CITADEL ADVISORS LLC 6035 *Closed 2023-12-31 0 $0 -28,060
   J P MORGAN CHASE & CO 6302 *Closed 2023-12-31 0 $0 -71,518
   GOLDMAN SACHS GROUP INC/ 4807 *Closed 2023-12-31 0 $0 -47,245
  67 Records found
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