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 - Sept (XSEP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    6
Total shares held : 
 2,101,480  
% of shares held : 
 23.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 420,344  
% of shares held change : 
   4.67%  
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 :
12
 271,164
 12.9%
 
Increased Positions :
19
 355,884
 16.93%
 
Unchanged Positions :
7
 72,243
 3.44%
 
Decreased Positions :
11
-132,001
-6.28%
 
Closed Positions :
6
-74,703
-3.55%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   COMMONWEALTH EQUITY SERVICES LLC. 470 - 2024-03-31 571,768 $21,181,000 -14,986
   Advisor Group Holdings Inc. 918 - 2023-12-31 223,081 $8,006,000 -19,113
   Kestra Advisory Services LLC 431 - 2023-12-31 146,572 $5,260,000 62,057
   LINCOLN NATIONAL CORP - 2024-03-31 111,057 $4,114,000 -500
   Millington Financial Advisors LLC 11 *New 2023-12-31 98,685 $3,542,000 98,685
   MULTIFINANCIAL SECURITIES CORP 386 - 2023-12-31 84,952 $3,049,000 67,772
   ENVESTNET ASSET MANAGEMENT INC 2296 - 2023-12-31 72,399 $2,598,000 -57,001
   MARINER WEALTH ADVISORS, LLC 937 - 2023-12-31 71,531 $2,567,000 8,808
   KRAEMATON INVESTMENT ADVISORS INC - 2024-03-31 60,481 $2,241,000 -619
   Cetera Investment Advisers 758 - 2023-12-31 61,353 $2,202,000 166
   MML INVESTORS SERVICES LLC 1007 *New 2023-12-31 54,214 $1,946,000 54,214
   WealthPlan Investment Management LLC 75 - 2023-12-31 50,688 $1,819,000 -44,013
   FIRST HEARTLAND CONSULTANTS INC 108 - 2023-12-31 46,013 $1,651,000 -318
   Holistic Planning LLC - 2024-03-31 32,418 $1,201,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2658 - 2023-12-31 30,620 $1,099,000 30,620
   Mutual Advisors LLC - 2024-03-31 24,849 $921,000 -721
   OLD MISSION CAPITAL LLC 451 - 2023-12-31 25,545 $917,000 25,545
   AE Wealth Management LLC 1245 - 2023-12-31 21,157 $768,000 -4,925
   Diligent Investors LLC 131 - 2023-12-31 20,481 $735,000 4,500
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2001 - 2024-03-31 18,363 $680,000 -23,896
   Cambridge Advisors Inc. 94 - 2024-03-31 17,970 $666,000 -500
   HARBOUR INVESTMENTS INC. 497 - 2023-12-31 15,899 $571,000 13,299
   FINANCIAL NETWORK 1855 - 2023-12-31 14,237 $511,000 6,450
   WEALTHSOURCE PARTNERS LLC 331 - 2023-12-31 13,124 $471,000 0
   Crown Wealth Group LLC - 2024-03-31 10,900 $404,000 0
   Integrity Financial Corp /WA 77 - 2024-03-31 10,054 $372,000 0
   Grant Street Asset Management Inc. - 2024-03-31 8,990 $333,000 -2,685
   Lakeview Capital Partners LLC 299 - 2023-12-31 9,264 $332,000 0
   Financial Guidance Group Inc. - 2024-03-31 8,600 $319,000 0
   Change Path LLC 501 *New 2023-12-31 8,213 $295,000 8,213
   PROEQUITIES INC. - 2024-03-31 7,446 $276,000 0
   SILVER OAK SECURITIES Inc 392 *New 2023-12-31 7,639 $274,000 7,639
   SECURED RETIREMENT ADVISORS LLC 91 - 2023-12-31 7,316 $263,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 6,844 $254,000 -4,348
   LPL FINANCIAL CORP 4164 *New 2023-12-31 6,813 $245,000 6,813
   Echo Wealth Management LLC 42 - 2024-03-31 6,284 $233,000 -7,405
   IFP Advisors Inc 854 - 2023-12-31 6,497 $233,000 4,266
   CI Private Wealth LLC 2001 *New 2023-12-31 6,200 $223,000 6,200
   ADVISORY SERVICES NETWORK, LLC 1218 *New 2023-12-31 6,146 $221,000 6,146
   Arlington Capital Management Inc. 79 - 2024-03-31 5,763 $213,000 -32
   JANNEY MONTGOMERY SCOTT LLC 2541 - 2024-03-31 5,600 $207,000 -1,500
   ROYAL BANK OF CANADA 4551 - 2023-12-31 4,985 $179,000 -601
   UBS Group AG 4908 *New 2023-12-31 2,853 $102,000 2,853
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 271 - 2024-03-31 2,400 $89,000 0
   DHJJ Financial Advisors Ltd. 223 - 2024-03-31 1,985 $74,000 0
   Steward Partners Investment Advisory LLC 1954 - 2023-12-31 1,481 $53,000 0
   MORGAN STANLEY 6845 - 2023-12-31 40 $1,000 0
   Feltz Wealth PLAN Inc. 311 *Closed 2023-12-31 0 $0 -61,472
   PFS Partners LLC 454 *Closed 2024-03-31 0 $0 -3,412
   Cape Investment Advisory Inc. 1077 *Closed 2023-12-31 0 $0 -4,558
   LexAurum Advisors LLC 305 *Closed 2024-03-31 0 $0 -11,106
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3370 *Closed 2023-12-31 0 $0 -1,300
   Atria Wealth Solutions Inc. 1962 *Closed 2023-12-31 0 $0 -6,252
  53 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