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Get Institutions for : 
Ft Cboe Vest Us Equity Enh & Mod Buffer Etf - Dec (XDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    2
Total shares held : 
 6,071,779  
% of shares held : 
 44.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -877,866  
% of shares held change : 
   -6.49%  
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 :
8
 101,682
 1.67%
 
Increased Positions :
20
 426,556
 7.03%
 
Unchanged Positions :
11
 166,008
 2.73%
 
Decreased Positions :
28
-1,339,291
-22.06%
 
Closed Positions :
6
-66,813
-1.1%
 
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. 188 - 2023-12-31 1,710,783 $58,218,000 -196,036
   FINANCIAL ADVISORY CORP /UT/ /ADV 2 - 2024-03-31 493,686 $17,407,000 12,125
   ENVESTNET ASSET MANAGEMENT INC 1129 - 2023-12-31 498,219 $16,954,000 5,137
   COMMONWEALTH EQUITY SERVICES LLC. 594 - 2024-03-31 438,552 $15,463,000 26,618
   Bouchey Financial Group Ltd 20 - 2024-03-31 425,860 $15,016,000 -493
   JANNEY MONTGOMERY SCOTT LLC 476 - 2024-03-31 334,650 $11,800,000 -5,714
   BB&T CORP 550 - 2023-12-31 341,309 $11,615,000 11,279
   BEACON FINANCIAL GROUP 19 - 2023-12-31 255,721 $8,702,000 2,420
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 595 - 2024-03-31 195,123 $6,880,000 16,932
   MML INVESTORS SERVICES LLC 497 - 2023-12-31 195,878 $6,666,000 15,522
   MULTIFINANCIAL SECURITIES CORP 226 - 2023-12-31 181,255 $6,168,000 -32,951
   AE Wealth Management LLC 534 - 2023-12-31 173,849 $5,996,000 110,777
   Prostatis Group LLC 12 - 2023-03-31 154,196 $4,815,000 -5,523
   Cetera Investment Advisers 470 - 2023-12-31 133,537 $4,544,000 -3,485
   Global Retirement Partners LLC 134 - 2024-03-31 126,215 $4,450,000 375
   Kestra Advisory Services LLC 540 - 2023-12-31 112,840 $3,840,000 8,802
   Arkadios Wealth Advisors - 2024-03-31 93,223 $3,287,000 1,805
   LINCOLN NATIONAL CORP - 2024-03-31 81,609 $2,878,000 -3,056
   HARBOUR INVESTMENTS INC. 176 - 2023-12-31 79,365 $2,701,000 -2,466
   Private Advisor Group LLC - 2024-03-31 73,103 $2,578,000 -506
   Kure Advisory LLC 24 - 2023-12-31 73,459 $2,500,000 -1,466
   Main Street Financial Solutions LLC 78 - 2024-03-31 68,116 $2,402,000 -802
   Orion Portfolio Solutions LLC 646 - 2023-12-31 56,180 $1,918,000 39,540
   WEALTHSOURCE PARTNERS LLC 139 - 2023-12-31 52,200 $1,776,000 0
   Grant Street Asset Management Inc. - 2024-03-31 49,672 $1,751,000 -12,611
   FIRST HEARTLAND CONSULTANTS INC 117 - 2023-12-31 41,454 $1,411,000 4,065
   Cambridge Advisors Inc. 52 - 2024-03-31 39,268 $1,385,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 34,315 $1,210,000 -6,376
   InterOcean Capital Group LLC 175 - 2023-12-31 34,435 $1,172,000 1,562
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 69 - 2024-03-31 30,258 $1,067,000 -10
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2789 - 2023-12-31 29,622 $1,008,000 20,529
   LexAurum Advisors LLC 100 *New 2024-03-31 25,049 $883,000 25,049
   Goss Wealth Management LLC 1016 - 2023-12-31 24,161 $834,000 -1,676
   Onyx Bridge Wealth Group LLC - 2024-03-31 23,194 $816,000 -3,916
   Foguth Wealth Management LLC. 53 - 2024-03-31 22,465 $792,000 0
   Signal Advisors Wealth LLC 113 - 2024-03-31 22,465 $792,000 3,742
   FINANCIAL NETWORK 1581 - 2023-12-31 21,663 $737,000 -6,303
   Stonebridge Financial Planning Group LLC 74 - 2023-12-31 18,650 $635,000 -5,435
   MARINER WEALTH ADVISORS, LLC 1791 - 2023-12-31 18,379 $625,000 -14
   JAFFETILCHIN INVESTMENT PARTNERS LLC 193 - 2023-12-31 17,404 $592,000 -2,656
   INTL FCSTONE INC. 207 - 2024-03-31 15,752 $555,000 -200
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 62 - 2023-12-31 16,236 $553,000 -97
   Lakeview Capital Partners LLC 221 - 2023-12-31 15,777 $537,000 1,091
   OLD MISSION CAPITAL LLC 621 - 2023-12-31 14,652 $499,000 4,041
   Keystone Wealth Services LLC 135 - 2024-03-31 13,137 $463,000 1,505
   Wealthcare Advisory Partners LLC 557 - 2024-03-31 12,448 $439,000 3,395
   PROEQUITIES INC. - 2024-03-31 12,331 $435,000 0
   SILVER OAK SECURITIES Inc 302 - 2023-12-31 12,455 $424,000 1,087
   DHJJ Financial Advisors Ltd. 99 - 2024-03-31 10,026 $354,000 4,935
   Outlook Wealth Advisors LLC 185 - 2024-03-31 9,831 $347,000 -8,257
   H D Vest Advisory Services 1158 - 2023-12-31 10,083 $343,000 -798
   LPL FINANCIAL CORP 3943 *New 2023-12-31 9,712 $330,000 9,712
   Cedar Brook Financial Partners LLC 294 - 2024-03-31 9,290 $328,000 -124
   Private Advisory Group LLC 162 - 2023-12-31 9,532 $324,000 -2,223
   Echo Wealth Management LLC 34 - 2024-03-31 9,113 $321,000 -510
   PFS Partners LLC 41 - 2024-03-31 8,502 $300,000 4,797
   CWM LLC 1355 - 2024-03-31 7,852 $277,000 0
   Sigma Planning Corp *New 2024-03-31 7,411 $261,000 7,411
   CENTAURUS FINANCIAL INC. 521 - 2023-12-31 7,569 $258,000 0
   Wagner Wealth Management LLC 120 - 2024-03-31 5,901 $208,000 -9
   LVZ Advisors Inc. 132 - 2024-03-31 5,908 $208,000 0
   Millington Financial Advisors LLC 75 *New 2023-12-31 6,019 $205,000 6,019
   Capital Investment Advisory Services LLC 488 - 2024-03-31 5,683 $200,000 5,596
   IFP Advisors Inc 1063 - 2023-12-31 4,427 $151,000 -1,675
   ROYAL BANK OF CANADA 4679 - 2023-12-31 4,405 $150,000 -22,357
   Steward Partners Investment Advisory LLC 1744 *New 2023-12-31 2,600 $88,000 2,600
   Integrity Financial Corp /WA 142 - 2024-03-31 2,001 $71,000 1,156
   Spire Wealth Management 1278 - 2024-03-31 1,200 $42,000 0
   Tanglewood Legacy Advisors LLC 242 - 2024-03-31 340 $12,000 0
   NBC SECURITIES INC. 1825 *New 2024-03-31 145 $5,000 145
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 647 *New 2023-12-31 42 $1,000 42
   Aptus Capital Advisors LLC 872 - 2023-12-31 30 $1,000 -44,590
   GUARDIAN WEALTH ADVISORS LLC / NC 424 - 2023-12-31 30 $1,000 0
   UBS Group AG 7126 *Closed 2023-12-31 0 $0 -1,101
   Key Client Fiduciary Advisors LLC 186 *Closed 2024-03-31 0 $0 -14,104
   Atria Wealth Solutions Inc. 1931 *Closed 2023-12-31 0 $0 -50,086
   Iron Horse Wealth Management LLC 442 *Closed 2024-03-31 0 $0 -367
   BLACKROCK INC. 5040 *Closed 2023-12-31 0 $0 -583
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3543 *Closed 2023-12-31 0 $0 -1,000
   NATIONAL ASSET MANAGEMENT, INC. 1498 *Closed 2023-12-31 0 $0 -7,635
   CITADEL ADVISORS LLC 6550 *Closed 2023-12-31 0 $0 -12,198
  81 Records found
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