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Get Institutions for : 
Ft Cboe Vest Us Small Cp Moderate Buffer Etf - Aug (SAUG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    15
Total shares held : 
1,128,301  
% of shares held : 
12.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  20  
Amount of shares held : 
698,086  
% of shares held change : 
  7.76%  
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 :
17
 481,815
 42.7%
 
Increased Positions :
8
 281,011
 24.91%
 
Unchanged Positions :
4
 54,388
 4.82%
 
Decreased Positions :
3
-21,771
-1.93%
 
Closed Positions :
2
-42,969
-3.81%
 
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
   AE Wealth Management LLC 596 *New 2023-12-31 230,654 $4,841,000 230,654
   Goss Wealth Management LLC 383 - 2023-12-31 209,951 $4,413,000 197,310
   STEPHENS INC /AR/ 360 - 2023-12-31 112,592 $2,389,000 12,531
   Advisor Group Holdings Inc. 2297 - 2023-12-31 57,962 $1,230,000 23,026
   ENVESTNET ASSET MANAGEMENT INC 2777 - 2023-12-31 57,792 $1,226,000 40,128
   Cetera Investment Advisers 1055 - 2023-12-31 52,041 $1,104,000 1,421
   BB&T CORP 1616 *New 2023-12-31 46,232 $917,000 46,232
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2126 *New 2024-03-31 40,199 $881,000 40,199
   COMMONWEALTH EQUITY SERVICES LLC. 2514 - 2024-03-31 31,363 $687,000 0
   NorthCrest Asset Manangement LLC 356 - 2024-03-31 26,662 $584,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC *New 2024-03-31 24,952 $547,000 24,952
   Benchmark Investment Advisors LLC 196 *New 2023-12-31 22,875 $485,000 22,875
   BCJ Capital Management LLC 191 *New 2023-12-31 22,875 $485,000 22,875
   Kestra Advisory Services LLC 1578 - 2023-12-31 21,074 $447,000 4,960
   Envestnet Portfolio Solutions Inc. 1109 *New 2023-12-31 20,331 $431,000 20,331
   WEALTHSOURCE PARTNERS LLC 352 - 2023-12-31 20,000 $424,000 0
   PROSPERA FINANCIAL SERVICES 767 - 2023-12-31 17,092 $363,000 890
   JAFFETILCHIN INVESTMENT PARTNERS LLC 269 - 2023-12-31 15,500 $329,000 -6,000
   Atria Wealth Solutions Inc. 1538 *New 2023-12-31 12,968 $275,000 12,968
   PROEQUITIES INC. - 2024-03-31 12,358 $271,000 0
   SECURED RETIREMENT ADVISORS LLC 89 - 2023-12-31 12,542 $266,000 0
   JANE STREET GROUP LLC 4594 - 2023-12-31 11,541 $245,000 -15,381
   MULTIFINANCIAL SECURITIES CORP 1555 *New 2023-12-31 10,958 $233,000 10,958
   FINANCIAL NETWORK 2445 *New 2023-12-31 10,523 $223,000 10,523
   Presidio Capital Management LLC 46 - 2024-03-31 10,163 $223,000 0
   AXXCESS WEALTH MANAGEMENT LLC 754 *New 2023-12-31 10,163 $216,000 10,163
   Capital Analysts Inc. 412 - 2023-12-31 9,891 $210,000 745
   Steward Partners Investment Advisory LLC 1370 - 2023-12-31 9,488 $201,000 0
   DHJJ Financial Advisors Ltd. 193 - 2024-03-31 5,010 $110,000 545
   SUMMIT INVESTMENT ADVISORS INC 1740 *New 2023-12-31 4,550 $97,000 4,550
   Sunbelt Securities Inc. 828 *New 2024-03-31 2,600 $57,000 2,600
   Capital Investment Advisory Services LLC 677 - 2024-03-31 1,867 $41,000 956
   HARBOUR INVESTMENTS INC. 1730 *New 2023-12-31 1,291 $27,000 1,291
   SOA Wealth Advisors LLC. 425 - 2024-03-31 1,028 $23,000 0
   Capital CS Group LLC 92 *Closed 2024-03-31 0 $0 -40,465
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6368 *Closed 2023-12-31 0 $0 -20,377
   OLD MISSION CAPITAL LLC 1269 *Closed 2023-12-31 0 $0 -22,592

  37 Records found
  1    
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