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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    5
Total shares held : 
 4,147,696  
% of shares held : 
 46.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 -774,037  
% of shares held change : 
   -8.77%  
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 :
2
 12,568
 0.3%
 
Increased Positions :
5
 171,713
 4.14%
 
Unchanged Positions :
15
 176,967
 4.27%
 
Decreased Positions :
37
-748,615
-18.05%
 
Closed Positions :
7
-209,703
-5.06%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 318 - 2023-12-31 931,828 $30,639,000 -111,442
   MULTIFINANCIAL SECURITIES CORP 98 - 2023-12-31 478,853 $15,745,000 -130,506
   PFS Partners LLC 4 - 2024-03-31 362,294 $12,180,000 56,624
   HARBOUR INVESTMENTS INC. 45 - 2023-12-31 278,440 $9,155,000 -22,918
   Advisor Group Holdings Inc. 873 - 2023-12-31 264,563 $8,699,000 103,458
   KESTRA PRIVATE WEALTH SERVICES LLC 121 - 2023-12-31 246,276 $8,098,000 -8,881
   AIFG Consultants Ltd. 12 - 2023-12-31 162,787 $5,352,000 -2,888
   Cetera Investment Advisers 459 - 2023-12-31 141,033 $4,637,000 -415
   LPL FINANCIAL CORP 1721 - 2023-12-31 140,388 $4,616,000 56,209
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 23 - 2024-03-31 106,753 $3,589,000 -555
   WEALTHSOURCE PARTNERS LLC 90 - 2023-12-31 85,199 $2,801,000 -664
   Foundations Investment Advisors LLC 197 - 2023-12-31 80,974 $2,675,000 -11,302
   Kestra Advisory Services LLC 681 - 2023-12-31 78,800 $2,591,000 -33,476
   MML INVESTORS SERVICES LLC 929 - 2023-12-31 70,300 $2,311,000 -19
   Steward Partners Investment Advisory LLC 466 - 2023-12-31 69,418 $2,282,000 -300
   BENJAMIN F. EDWARDS & COMPANY INC. 325 - 2023-12-31 66,214 $2,177,000 -4,147
   Arkadios Wealth Advisors - 2023-12-31 51,347 $1,688,000 -1,007
   INSIGNEO ADVISORY SERVICES LLC 100 - 2023-12-31 44,293 $1,456,000 0
   ENVESTNET ASSET MANAGEMENT INC 2782 - 2023-12-31 36,981 $1,216,000 -2,865
   Triumph Capital Management 46 *New 2024-03-31 36,000 $1,209,000 36,000
   HBK SORCE ADVISORY LLC - 2023-12-31 36,310 $1,194,000 0
   Brookstone Capital Management 443 - 2024-03-31 35,414 $1,191,000 0
   Mutual Advisors LLC 464 - 2023-12-31 28,601 $940,000 -1,000
   Octavia Wealth Advisors LLC 81 - 2024-03-31 26,002 $874,000 -1,007
   Strategic Blueprint LLC 285 - 2024-03-31 23,411 $787,000 -3,834
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3170 - 2023-12-31 23,070 $759,000 5,801
   ROYAL BANK OF CANADA 3406 - 2023-12-31 20,318 $668,000 -10,278
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2148 - 2024-03-31 17,186 $578,000 -3,960
   Resources Investment Advisors Inc. 664 - 2023-12-31 17,330 $570,000 -13,218
   Virtue Capital Management LLC 162 - 2023-12-31 17,272 $568,000 1,741
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 401 - 2023-12-31 16,735 $550,000 -136,488
   AE Wealth Management LLC 1389 - 2023-12-31 16,060 $530,000 -19,933
   FINANCIAL NETWORK 1852 - 2023-12-31 15,607 $513,000 -14,046
   LM Advisors LLC 111 - 2023-12-31 15,380 $506,000 0
   Lakeview Capital Partners LLC 256 - 2023-12-31 13,204 $434,000 0
   PRINCIPAL SECURITIES INC. 668 - 2023-12-31 12,607 $415,000 0
   Signal Advisors Wealth LLC 191 *New 2024-03-31 12,172 $409,000 12,172
   Foguth Wealth Management LLC. 81 - 2024-03-31 12,172 $409,000 0
   OLD MISSION CAPITAL LLC 685 - 2023-12-31 11,456 $377,000 -1,513
   Bouchey Financial Group Ltd 102 *New 2024-03-31 9,468 $318,000 9,468
   SECURED RETIREMENT ADVISORS LLC 85 - 2023-12-31 9,357 $308,000 0
   FSB PREMIER WEALTH MANAGEMENT INC. 125 - 2023-12-31 9,243 $304,000 -7,875
   SILVER OAK SECURITIES Inc 378 - 2023-12-31 8,888 $292,000 -3,354
   Quad-Cities Investment Group LLC 130 - 2024-03-31 8,511 $286,000 -3,272
   Crown Wealth Group LLC - 2023-12-31 8,516 $280,000 -1,691
   JANNEY MONTGOMERY SCOTT LLC 2279 - 2023-12-31 8,100 $266,000 0
   Stonebridge Financial Planning Group LLC 127 - 2023-12-31 7,705 $253,000 -1,515
   Atria Wealth Solutions Inc. 1643 - 2023-12-31 7,277 $239,000 -3,407
   LINCOLN NATIONAL CORP 967 - 2023-12-31 7,110 $234,000 0
   WOLVERINE TRADING LLC 1032 *New 2023-12-31 6,399 $210,000 6,399
   Key Client Fiduciary Advisors LLC 172 *New 2024-03-31 6,153 $207,000 6,153
   Arlington Capital Management Inc. 86 - 2024-03-31 6,121 $206,000 -48
   JANE STREET GROUP LLC 4744 - 2023-12-31 6,150 $202,000 -40,390
   Family Wealth Group LLC 97 - 2023-12-31 6,114 $201,000 0
   IFP Advisors Inc 1030 - 2023-12-31 4,908 $161,000 0
   UBS Group AG 4702 - 2023-12-31 4,720 $155,000 4,504
   COMERICA BANK 2388 - 2023-12-31 4,138 $136,000 0
   Tanglewood Legacy Advisors LLC 115 *New 2024-03-31 3,300 $111,000 3,300
   PROEQUITIES INC. 910 - 2023-12-31 2,818 $93,000 0
   DHJJ Financial Advisors Ltd. 243 - 2024-03-31 1,805 $61,000 1,800
   NBC SECURITIES INC. 1316 - 2024-03-31 840 $28,000 0
   Global Retirement Partners LLC 1775 - 2024-03-31 614 $21,000 -8,541
   Aptus Capital Advisors LLC 847 - 2023-12-31 95 $3,000 -180
   GUARDIAN WEALTH ADVISORS LLC / NC 410 - 2023-12-31 95 $3,000 -180
   FIRST HEARTLAND CONSULTANTS INC 372 *Closed 2023-12-31 0 $0 -6,692
   Millington Financial Advisors LLC 87 *Closed 2023-12-31 0 $0 -99,955
   KRAEMATON INVESTMENT ADVISORS INC 82 *Closed 2023-12-31 0 $0 -29,395
   Sigma Planning Corp 1160 *Closed 2023-12-31 0 $0 -8,431
   CITADEL ADVISORS LLC 6395 *Closed 2023-12-31 0 $0 -46,207
   Independent Wealth Network Inc. 212 *Closed 2024-03-31 0 $0 -22,675
  70 Records found
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