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Get Institutions for : 
Ft Cboe Vest Rising Dividend Achievers Target Inc (RDVI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 126    20
Total shares held : 
 17,913,617  
% of shares held : 
 19.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   51  
Amount of shares held : 
 2,187,351  
% of shares held change : 
   2.43%  
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 :
23
 360,448
 2.01%
 
Increased Positions :
58
 2,640,975
 14.74%
 
Unchanged Positions :
18
 1,263,022
 7.05%
 
Decreased Positions :
27
-770,629
-4.3%
 
Closed Positions :
3
-43,443
-0.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   LPL FINANCIAL CORP 387 - 2023-12-31 3,069,416 $70,842,000 -70,284
   Global Assets Advisory LLC 12 - 2024-03-31 886,829 $36,450,000 850,379
   ENVESTNET ASSET MANAGEMENT INC 831 - 2023-12-31 1,298,685 $29,974,000 153,896
   COMMONWEALTH EQUITY SERVICES LLC. 396 - 2024-03-31 1,089,023 $26,659,000 285,214
   Advisor Group Holdings Inc. 445 - 2023-12-31 974,008 $22,481,000 -345,700
   BB&T CORP 413 - 2023-12-31 834,440 $19,259,000 94,161
   Spectrum Wealth Counsel LLC 6 - 2023-12-31 808,772 $18,666,000 0
   ROYAL BANK OF CANADA 1156 - 2023-12-31 782,665 $18,063,000 230,059
   STIFEL FINANCIAL CORP 562 - 2023-12-31 764,943 $17,655,000 83,535
   PARK NATIONAL CORP /OH/ 57 - 2024-03-31 538,862 $13,191,000 59,796
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 368 - 2024-03-31 521,036 $12,755,000 41,735
   PINNACLE ASSOCIATES LTD 128 - 2024-03-31 502,710 $12,306,000 268,217
   FINANCIAL NETWORK 339 - 2023-12-31 446,391 $10,303,000 265,096
   PROSPERA FINANCIAL SERVICES 62 - 2023-12-31 424,410 $9,795,000 180,911
   Echo Wealth Management LLC 3 - 2024-03-31 351,343 $8,601,000 8,485
   JANNEY MONTGOMERY SCOTT LLC 581 - 2024-03-31 348,291 $8,526,000 171,392
   Cedrus LLC 4 - 2024-03-31 329,309 $8,062,000 58,776
   Ergawealth Advisors Inc. - 2024-03-31 328,273 $8,036,000 169,988
   Kestra Advisory Services LLC 351 - 2023-12-31 304,193 $7,021,000 95,949
   Prosperity Financial Group Inc. 4 - 2023-12-31 297,996 $6,878,000 -10,973
   Midwest Financial Group LLC 5 - 2024-03-31 256,832 $6,287,000 -18,903
   Baird Financial Group Inc. 598 - 2023-12-31 266,140 $6,143,000 179,789
   Cetera Investment Advisers 410 - 2023-12-31 233,058 $5,379,000 44,943
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1087 *New 2024-03-31 218,980 $5,361,000 218,980
   HIGHTOWER ADVISORS, LLC 981 - 2023-12-31 206,431 $4,763,000 34,911
   MULTIFINANCIAL SECURITIES CORP 293 - 2023-12-31 204,815 $4,727,000 46,629
   Pinnacle Wealth Management Advisory Group LLC - 2024-03-31 186,348 $4,562,000 135,312
   HARBOUR INVESTMENTS INC. 113 - 2023-12-31 174,068 $4,017,000 17,769
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 76 - 2024-03-31 146,157 $3,578,000 21,570
   Maxwell Wealth Strategies Inc. 9 - 2023-12-31 144,792 $3,342,000 0
   H D Vest Advisory Services 425 - 2023-12-31 116,405 $2,687,000 101,540
   Integrated Wealth Concepts LLC 375 - 2023-12-31 115,064 $2,656,000 14,362
   Rehmann Capital Advisory Group - 2024-03-31 103,307 $2,529,000 -915
   G&S Capital LLC 33 - 2024-03-31 101,901 $2,495,000 3,661
   STEPHENS INC /AR/ 364 - 2023-12-31 101,540 $2,344,000 11,690
   MILESTONE ASSET MANAGEMENT LLC 38 *New 2024-03-31 95,109 $2,328,000 95,109
   MN Wealth Advisors LLC - 2024-03-31 92,973 $2,276,000 46,300
   Sigma Planning Corp - 2024-03-31 85,303 $2,088,000 53,191
   NATIONAL ASSET MANAGEMENT, INC. 354 - 2023-12-31 87,515 $2,020,000 34,575
   Trueblood Wealth Management LLC 13 - 2024-03-31 80,179 $1,963,000 730
   Goss Wealth Management LLC 683 - 2023-12-31 80,770 $1,864,000 1,469
   Kingsview Wealth Management LLC 305 - 2023-12-31 77,884 $1,798,000 -10,300
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 986 - 2024-03-31 72,692 $1,780,000 32,525
   AE Wealth Management LLC 944 - 2023-12-31 75,609 $1,721,000 -181,931
   BlackDiamond Wealth Management Inc. 22 - 2023-12-31 76,300 $1,712,000 -3,997
   We Are One Seven LLC 230 - 2023-12-31 73,540 $1,697,000 355
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 67,736 $1,658,000 -159,103
   SILVER OAK SECURITIES Inc 114 - 2023-12-31 67,164 $1,550,000 28,139
   Private Advisor Group LLC - 2024-03-31 61,116 $1,496,000 7,854
   Garden State Investment Advisory Services LLC 40 - 2023-12-31 63,060 $1,455,000 -2,865
   Semus Wealth Partners LLC - 2023-12-31 59,113 $1,364,000 7,153
   MARINER WEALTH ADVISORS, LLC 1242 - 2023-12-31 58,999 $1,362,000 21,337
   CWM LLC 768 - 2024-03-31 50,890 $1,246,000 7,377
   Herold Advisors Inc. 88 - 2023-12-31 53,069 $1,225,000 876
   Cherry Creek Investment Advisors Inc. 35 - 2024-03-31 46,243 $1,132,000 -17,940
   Secure Asset Management LLC - 2024-03-31 45,766 $1,120,000 -46,199
   Delta Investment Management LLC 52 - 2023-12-31 47,985 $1,107,000 714
   MTM Investment Management LLC 64 - 2024-03-31 42,812 $1,048,000 4,685
   Atlas Wealth LLC 29 - 2023-12-31 49,422 $1,041,000 0
   RFG Advisory Group LLC 360 - 2024-03-31 40,488 $991,000 30,041
   J P MORGAN CHASE & CO 3327 - 2023-12-31 42,694 $985,000 1,770
   Capital Investment Advisory Services LLC 199 - 2024-03-31 38,466 $942,000 14,829
   GPS Wealth Strategies Group LLC - 2024-03-31 38,406 $940,000 6,390
   RAYMOND JAMES & ASSOCIATES 2649 *New 2024-03-31 36,003 $881,000 36,003
   SANDY SPRING BANK *New 2023-12-31 37,397 $863,000 37,397
   OLD MISSION CAPITAL LLC 473 - 2023-12-31 36,605 $845,000 -24,368
   MML INVESTORS SERVICES LLC 1468 - 2023-12-31 35,718 $824,000 -35,894
   LINCOLN NATIONAL CORP - 2024-03-31 33,573 $822,000 5,221
   J.W. COLE ADVISORS INC. - 2024-03-31 32,748 $802,000 4,691
   Stonebridge Financial Planning Group LLC 56 - 2023-12-31 34,657 $800,000 10,715
   DAVIDSON D A & CO 785 *New 2023-12-31 33,891 $782,000 33,891
   Key Client Fiduciary Advisors LLC 58 - 2024-03-31 30,848 $755,000 -355
   Virtue Capital Management LLC 128 *New 2023-12-31 30,590 $702,000 30,590
   Good Life Advisors LLC *New 2024-03-31 28,654 $701,000 28,654
   Streettalk Advisors LLC - 2024-03-31 28,531 $698,000 -45,635
   WEDBUSH MORGAN SECURITIES INC 442 - 2023-12-31 30,117 $695,000 5,674
   Moloney Securities Asset Management LLC - 2024-03-31 27,398 $671,000 1,521
   Foundations Investment Advisors LLC 381 - 2023-12-31 28,155 $638,000 1,972
   Capital Analysts Inc. 285 - 2023-12-31 27,374 $632,000 3,770
   Derbend Asset Management - 2024-03-31 25,657 $628,000 4,821
   CITADEL ADVISORS LLC 3421 *New 2023-12-31 25,803 $596,000 25,803
   Insight Advisors LLC/ PA - 2023-12-31 25,427 $587,000 153
   FIRST HEARTLAND CONSULTANTS INC 197 - 2023-12-31 24,797 $572,000 -6,965
   Atlas Private Wealth Advisors 77 - 2023-12-31 24,522 $566,000 362
   Main Street Financial Solutions LLC 291 - 2024-03-31 22,460 $550,000 4,602
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 22,376 $548,000 -7,964
   VIMA LLC 23 - 2023-12-31 22,660 $523,000 0
   Rockefeller Capital Management L.P. 1329 - 2023-12-31 22,500 $519,000 0
   Gladstone Institutional Advisory LLC 416 - 2023-12-31 21,926 $506,000 7,376
   Raab & Moskowitz Asset Management LLC 115 - 2023-12-31 20,500 $473,000 0
   TKG Advisors LLC - 2024-03-31 18,545 $454,000 -274
   Marshall Financial Group LLC 131 - 2024-03-31 18,196 $445,000 1,548
   BEACON FINANCIAL GROUP 223 *New 2023-12-31 19,108 $441,000 19,108
   Western Wealth Management LLC 398 - 2024-03-31 17,899 $438,000 4,735
   Atomi Financial Group Inc. 313 - 2023-12-31 18,538 $428,000 -5,158
   Acorn Wealth Advisors LLC 102 *New 2024-03-31 16,421 $402,000 16,421
   INTL FCSTONE INC. 226 - 2024-03-31 16,435 $402,000 4,588
   Triumph Capital Management 135 *New 2024-03-31 16,368 $398,000 16,368
   Equitable Holdings Inc. 841 - 2023-12-31 17,123 $395,000 4,638
   Comprehensive Financial Consultants Institutional - 2024-03-31 15,952 $391,000 0
  100 Records found
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