Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
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


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   AE Wealth Management LLC 534 - 2023-12-31 173,849 $5,996,000 110,777
   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
   Orion Portfolio Solutions LLC 646 - 2023-12-31 56,180 $1,918,000 39,540
   FIRST HEARTLAND CONSULTANTS INC 117 - 2023-12-31 41,454 $1,411,000 4,065
   InterOcean Capital Group LLC 175 - 2023-12-31 34,435 $1,172,000 1,562
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2789 - 2023-12-31 29,622 $1,008,000 20,529
   Signal Advisors Wealth LLC 113 - 2024-03-31 22,465 $792,000 3,742
   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
   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
   PFS Partners LLC 41 - 2024-03-31 8,502 $300,000 4,797
   Capital Investment Advisory Services LLC 488 - 2024-03-31 5,683 $200,000 5,596
   Integrity Financial Corp /WA 142 - 2024-03-31 2,001 $71,000 1,156
  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us