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Get Institutions for : 
Ft Cboe Vest International Equity Buffer Etf Dec (YDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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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. 1008 - 2023-12-31 252,608 $5,747,000 -654,711
   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
   Global Retirement Partners LLC 190 - 2024-03-31 121,567 $2,859,000 -1,395
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1436 - 2024-03-31 64,744 $1,523,000 39,351
   Advisor Group Holdings Inc. 2421 - 2023-12-31 48,218 $1,097,000 -147,229
   EWG Elevate Inc. 63 *New 2024-03-31 44,176 $1,039,000 44,176
   1776 WEALTH LLC 41 - 2023-12-31 36,682 $834,000 2,200
   Cetera Investment Advisers 1226 - 2023-12-31 35,632 $811,000 -585
   Prosperity Consulting Group LLC 81 - 2023-12-31 31,389 $714,000 -8,657
   Goss Wealth Management LLC 1102 - 2023-12-31 30,955 $698,000 -5,140
   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
   ENVESTNET ASSET MANAGEMENT INC 3316 - 2023-12-31 21,402 $487,000 -4,160
   Integrity Financial Corp /WA 55 *New 2023-12-31 21,167 $482,000 21,167
   H D Vest Advisory Services 1030 *New 2023-12-31 20,167 $459,000 20,167
   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
   SageView Advisory Group LLC 418 - 2023-12-31 14,360 $327,000 0
   Streettalk Advisors LLC 330 *New 2023-12-31 13,436 $306,000 13,436
   Resources Investment Advisors Inc. 919 *New 2023-12-31 12,681 $288,000 12,681
   IFRAH FINANCIAL SERVICES INC 168 - 2023-12-31 12,137 $276,000 -683
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4859 - 2023-12-31 8,987 $204,000 8,987
   IFP Advisors Inc 1115 - 2023-12-31 5,815 $132,000 1,522
   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
   J P MORGAN CHASE & CO 5553 *Closed 2023-12-31 0 $0 -38,813
   OLD MISSION CAPITAL LLC 899 *Closed 2023-12-31 0 $0 -34,941
   Mutual Advisors LLC 1006 *Closed 2023-12-31 0 $0 -11,475
   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
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 96 *Closed 2023-12-31 0 $0 -30,916
   UBS Group AG 7735 *Closed 2023-12-31 0 $0 -2,412
   PROEQUITIES INC. 7282 - 2023-12-31 0 $0 0
   ALTFEST L J & CO INC 326 *Closed 2024-03-31 0 $0 -42,308
   Grant Street Asset Management Inc. *Closed 2023-12-31 0 $0 -708,501
   Vista Private Wealth Partners. LLC 99 *Closed 2023-12-31 0 $0 -162,805

  45 Records found
  1    
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