Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest International Equity Buffer Etf Dec (YDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    6
Total shares held : 
 1,303,867  
% of shares held : 
 14.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -1,116,357  
% of shares held change : 
   -12.4%  
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 :
14
 560,807
 43.01%
 
Increased Positions :
5
 168,311
 12.91%
 
Unchanged Positions :
9
 69,667
 5.34%
 
Decreased Positions :
7
-821,165
-62.98%
 
Closed Positions :
8
-1,024,310
-78.56%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 407 - 2024-03-31 1,109,142 $26,087,000 856,534
   AE Wealth Management LLC 574 *New 2023-12-31 224,866 $5,102,000 224,866
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1215 - 2024-03-31 181,554 $4,270,000 3,176
   JANNEY MONTGOMERY SCOTT LLC 868 *New 2024-03-31 157,559 $3,706,000 157,559
   Global Retirement Partners LLC 190 - 2024-03-31 121,567 $2,859,000 -1,395
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1740 - 2024-03-31 86,700 $2,039,000 77,713
   Advisor Group Holdings Inc. 1853 - 2024-03-31 68,503 $1,611,000 20,285
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1436 - 2024-03-31 64,744 $1,523,000 39,351
   EWG Elevate Inc. 63 *New 2024-03-31 44,176 $1,039,000 44,176
   Resources Investment Advisors Inc. 493 - 2024-03-31 43,947 $1,034,000 31,266
   ADVISORY SERVICES NETWORK, LLC 702 *New 2024-03-31 40,285 $948,000 40,285
   CI Private Wealth LLC 1329 *New 2024-03-31 39,686 $919,000 39,686
   Integrity Financial Corp /WA 39 - 2024-03-31 38,336 $902,000 17,169
   1776 WEALTH LLC 46 - 2024-03-31 36,682 $863,000 0
   Cetera Investment Advisers 1226 - 2023-12-31 35,632 $811,000 -585
   Goss Wealth Management LLC 1102 - 2023-12-31 30,955 $698,000 -5,140
   Prosperity Consulting Group LLC 172 - 2024-03-31 25,365 $597,000 -6,024
   HARBOUR INVESTMENTS INC. 506 - 2023-12-31 24,069 $548,000 0
   ALPHAMARK ADVISORS LLC 73 - 2024-03-31 23,077 $543,000 11,477
   H D Vest Advisory Services 1025 - 2024-03-31 21,521 $506,000 1,354
   ENVESTNET ASSET MANAGEMENT INC 3316 - 2023-12-31 21,402 $487,000 -4,160
   DHJJ Financial Advisors Ltd. 93 - 2024-03-31 17,756 $418,000 6,566
   FINANCIAL NETWORK 2047 *New 2023-12-31 17,516 $398,000 17,516
   RAYMOND JAMES & ASSOCIATES 3238 - 2024-03-31 15,134 $356,000 4,886
   CITADEL ADVISORS LLC 3928 *New 2023-12-31 15,403 $350,000 15,403
   Streettalk Advisors LLC 341 - 2024-03-31 13,657 $321,000 221
   FinTrust Capital Advisors LLC 223 *New 2024-03-31 12,800 $301,000 12,800
   IFRAH FINANCIAL SERVICES INC 169 - 2024-03-31 12,510 $294,000 373
   SILVER OAK SECURITIES Inc 309 *New 2024-03-31 11,750 $276,000 11,750
   FIRST HEARTLAND CONSULTANTS INC 349 *New 2024-03-31 11,585 $272,000 11,585
   Pinnacle Wealth Planning Services Inc. 334 *New 2024-03-31 11,323 $266,000 11,323
   Ferguson Shapiro LLC 38 *New 2024-03-31 11,000 $259,000 11,000
   SOA Wealth Advisors LLC. 165 - 2024-03-31 10,335 $243,000 1,105
   MARINER WEALTH ADVISORS, LLC 2568 - 2023-12-31 10,130 $230,000 0
   Cypress Wealth Services LLC 234 - 2024-03-31 9,756 $229,000 0
   Ignite Planners LLC 252 *New 2024-03-31 9,780 $229,000 9,780
   IFP Advisors Inc 1115 - 2023-12-31 5,815 $132,000 1,522
   PRINCIPAL SECURITIES INC. 1316 *New 2024-03-31 3,725 $88,000 3,725
   NBC SECURITIES INC. 1230 - 2024-03-31 1,511 $35,000 0
   Capital Analysts Inc. 777 *New 2023-12-31 949 $22,000 949
   Sunbelt Securities Inc. 1182 - 2024-03-31 500 $12,000 0
   PROEQUITIES INC. 2845 - 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 899 *Closed 2023-12-31 0 $0 -34,941
   Arlington Capital Management Inc. 100 *Closed 2024-03-31 0 $0 -22,111
   Advisory Resource Group 150 *Closed 2023-12-31 0 $0 -34,447
   UBS Group AG 7735 *Closed 2023-12-31 0 $0 -2,412
   SageView Advisory Group LLC 750 *Closed 2024-03-31 0 $0 -14,360
   ALTFEST L J & CO INC 326 *Closed 2024-03-31 0 $0 -42,308
   Vista Private Wealth Partners. LLC 99 *Closed 2023-12-31 0 $0 -162,805
  49 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