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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    2
Total shares held : 
 4,873,716  
% of shares held : 
 54.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -24  
Amount of shares held : 
 -1,557,186  
% of shares held change : 
   -17.3%  
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 :
6
 168,991
 3.47%
 
Increased Positions :
14
 145,489
 2.99%
 
Unchanged Positions :
15
 312,119
 6.4%
 
Decreased Positions :
36
-1,828,941
-37.53%
 
Closed Positions :
8
-42,725
-0.88%
 
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. 497 - 2023-12-31 547,395 $19,231,000 -253,705
   Bullseye Investment Management LLC 1 - 2023-12-31 388,580 $13,633,000 -426,277
   Kestra Advisory Services LLC 214 - 2023-12-31 363,652 $12,776,000 -255,605
   COMMONWEALTH EQUITY SERVICES LLC. 673 - 2024-03-31 350,086 $12,677,000 -82,395
   MULTIFINANCIAL SECURITIES CORP 146 - 2023-12-31 311,760 $10,953,000 -14,978
   JANNEY MONTGOMERY SCOTT LLC 520 - 2024-03-31 282,511 $10,230,000 -88,383
   HARBOUR INVESTMENTS INC. 70 - 2023-12-31 166,638 $5,854,000 34,787
   ENVESTNET ASSET MANAGEMENT INC 1904 - 2023-12-31 139,046 $4,885,000 -29,133
   OLD MISSION CAPITAL LLC 137 *New 2023-12-31 137,624 $4,835,000 137,624
   LM Advisors LLC 21 - 2023-12-31 135,334 $4,755,000 0
   FINANCIAL NETWORK 638 - 2023-12-31 121,953 $4,284,000 -6,450
   Mutual Advisors LLC - 2024-03-31 115,615 $4,186,000 -19,034
   Cetera Investment Advisers 587 - 2023-12-31 95,931 $3,370,000 2,086
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1537 - 2023-12-31 82,089 $2,884,000 43,757
   Bouchey Financial Group Ltd 33 - 2024-03-31 71,560 $2,591,000 -371
   FIRST HEARTLAND CONSULTANTS INC 95 - 2023-12-31 55,009 $1,933,000 -137,833
   WEALTHSOURCE PARTNERS LLC 134 - 2023-12-31 51,818 $1,820,000 -2,250
   TRUSTCORE FINANCIAL SERVICES LLC 84 - 2022-12-31 53,630 $1,644,000 455
   Laidlaw Wealth Management LLC 53 - 2023-12-31 39,786 $1,398,000 -3,647
   AE Wealth Management LLC 1053 - 2023-12-31 36,654 $1,302,000 -418,562
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1549 - 2024-03-31 35,931 $1,301,000 -76,641
   MML INVESTORS SERVICES LLC 1232 - 2023-12-31 34,806 $1,223,000 28,188
   LINCOLN NATIONAL CORP - 2024-03-31 27,219 $986,000 -100
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 71 - 2024-03-31 26,971 $977,000 -457
   JANE STREET GROUP LLC 3252 - 2023-12-31 26,828 $943,000 -50,683
   MARINER WEALTH ADVISORS, LLC 1479 - 2023-12-31 26,529 $932,000 -29
   Steward Partners Investment Advisory LLC 768 - 2023-12-31 25,781 $906,000 -350
   CROSSPOINT FINANCIAL LLC 5 - 2024-03-31 23,050 $835,000 0
   Chicago Partners Investment Group LLC 348 - 2024-03-31 22,321 $809,000 0
   Lakeview Capital Partners LLC 165 - 2023-12-31 21,983 $772,000 0
   Cambridge Advisors Inc. 88 - 2024-03-31 20,898 $757,000 -4,500
   H D Vest Advisory Services 825 - 2023-12-31 21,009 $738,000 -7,176
   FSB PREMIER WEALTH MANAGEMENT INC. 62 - 2023-12-31 20,962 $736,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 18,079 $655,000 -21,686
   1776 WEALTH LLC 55 - 2023-12-31 18,181 $639,000 0
   INTL FCSTONE INC. 196 - 2024-03-31 17,418 $631,000 3,715
   CITADEL ADVISORS LLC 3462 - 2023-12-31 16,255 $571,000 -5,530
   Icon Wealth Advisors LLC 184 *New 2023-12-31 14,885 $523,000 14,885
   Icon Wealth Partners LLC 172 - 2023-09-30 14,992 $497,000 -280
   HBK SORCE ADVISORY LLC - 2023-12-31 13,671 $480,000 -1,799
   SECURED RETIREMENT ADVISORS LLC 66 - 2023-12-31 13,563 $477,000 0
   LPL FINANCIAL CORP 3651 - 2023-12-31 13,377 $470,000 4,675
   CAPTRUST FINANCIAL ADVISORS 1880 - 2023-12-31 11,758 $413,000 0
   SILVER OAK SECURITIES Inc 311 - 2023-12-31 11,482 $403,000 602
   Atria Wealth Solutions Inc. 1334 - 2023-12-31 10,746 $378,000 -7,635
   WOLVERINE TRADING LLC 826 *New 2023-12-31 10,025 $352,000 10,025
   Virtue Capital Management LLC 234 - 2023-12-31 9,975 $349,000 1,089
   Private Advisory Group LLC 159 - 2023-12-31 9,872 $347,000 -971
   Truadvice LLC 160 - 2023-09-30 9,961 $337,000 1,981
   Millington Financial Advisors LLC 66 - 2023-12-31 8,720 $306,000 1,274
   BAKER TILLY FINANCIAL LLC 384 - 2023-12-31 8,500 $299,000 0
   Lakeridge Wealth Management LLC - 2024-03-31 7,705 $279,000 0
   Main Street Financial Solutions LLC 434 - 2024-03-31 7,350 $266,000 -1,450
   Grant Street Asset Management Inc. - 2024-03-31 7,131 $258,000 -1,426
   Arkadios Wealth Advisors - 2024-03-31 6,648 $241,000 -148
   Sigma Planning Corp - 2024-03-31 6,323 $229,000 6,323
   Crown Wealth Group LLC - 2024-03-31 6,325 $229,000 -3,401
   Wealth Enhancement & Preservation of GA LLC 43 *New 2023-06-30 6,390 $214,000 6,390
   Kingsview Wealth Management LLC 889 - 2023-12-31 5,890 $207,000 5,890
   ROYAL BANK OF CANADA 4436 - 2023-12-31 5,842 $206,000 3,701
   DHJJ Financial Advisors Ltd. 165 - 2024-03-31 4,071 $147,000 0
   PROEQUITIES INC. - 2024-03-31 4,032 $146,000 0
   Integrity Financial Corp /WA 124 - 2024-03-31 3,546 $128,000 0
   PRINCIPAL SECURITIES INC. 1767 - 2023-12-31 750 $26,000 0
   UBS Group AG 5812 - 2023-12-31 519 $18,000 -802
   Truvestments Capital LLC 507 *New 2023-12-31 322 $11,000 322
   ADVISORY SERVICES NETWORK, LLC 2969 *New 2023-12-31 212 $7,000 212
   City State Bank 711 *Closed 2024-03-31 0 $0 -5,640
   PFS Partners LLC 456 *Closed 2024-03-31 0 $0 -16,575
   Advance Capital Management Inc. 150 *Closed 2024-03-31 0 $0 -7,058
   Wealthcare Advisory Partners LLC 813 *Closed 2024-03-31 0 $0 -8,293
   Cape Investment Advisory Inc. 1074 *Closed 2023-12-31 0 $0 -100
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3369 *Closed 2023-12-31 0 $0 -853
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 795 *Closed 2023-12-31 0 $0 -230
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 137 *Closed 2024-03-31 0 $0 -12,023
   Stratos Wealth Advisors LLC 736 *Closed 2024-03-31 0 $0 -17,150
   Authentikos Wealth Advisory LLC 423 *Closed 2023-12-31 0 $0 -363
   J P MORGAN CHASE & CO 6305 *Closed 2023-12-31 0 $0 -10,446
   Impact Partnership Wealth LLC 1065 *Closed 2023-12-31 0 $0 -3,073
   LexAurum Advisors LLC 325 *Closed 2024-03-31 0 $0 -106,060
   Arlington Capital Management Inc. 130 *Closed 2024-03-31 0 $0 -5,923
   Financial Guidance Group Inc. *Closed 2024-03-31 0 $0 -253,288
   KRAEMATON INVESTMENT ADVISORS INC *Closed 2024-03-31 0 $0 -73,571
  83 Records found
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