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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    0
Total shares held : 
5,984,934  
% of shares held : 
66.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
2,174,414  
% of shares held change : 
  24.16%  
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 :
9
 163,803
 2.74%
 
Increased Positions :
19
 2,361,741
 39.46%
 
Unchanged Positions :
14
 215,167
 3.6%
 
Decreased Positions :
14
-242,462
-4.05%
 
Closed Positions :
9
-108,668
-1.82%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 394 - 2024-03-31 1,294,865 $28,694,000 244,582
   Grant Street Asset Management Inc. - 2024-03-31 1,055,541 $23,391,000 -197,112
   Maltin Wealth Management Inc. 1 - 2024-03-31 823,916 $18,258,000 111,105
   Advisor Group Holdings Inc. 685 - 2023-12-31 580,091 $12,321,000 140,030
   PRW Wealth Management LLC 8 - 2023-09-30 433,275 $8,408,000 433,275
   AE Wealth Management LLC 516 - 2023-12-31 302,812 $6,389,000 280,510
   STEPHENS INC /AR/ 216 - 2023-12-31 268,019 $5,693,000 -143,541
   HARBOUR INVESTMENTS INC. 89 - 2023-12-31 235,936 $5,011,000 994
   Steward Partners Investment Advisory LLC 385 - 2023-12-31 146,890 $3,120,000 -6,331
   COMMONWEALTH EQUITY SERVICES LLC. 1467 - 2024-03-31 138,717 $3,074,000 -19,435
   RAYMOND JAMES & ASSOCIATES 1951 - 2024-03-31 124,637 $2,762,000 -7,394
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1078 - 2024-03-31 122,562 $2,716,000 -10,990
   Sawtooth Asset Management Inc. 347 - 2023-12-31 74,301 $1,578,000 -668
   IFP Advisors Inc 343 - 2023-12-31 55,788 $1,185,000 -989
   Cypress Wealth Services LLC 79 - 2024-03-31 45,433 $1,007,000 0
   Goss Wealth Management LLC 918 - 2023-12-31 47,817 $998,000 -17,857
   FINANCIAL NETWORK 1376 - 2023-12-31 46,925 $997,000 -3,917
   Resources Investment Advisors Inc. 551 - 2023-12-31 37,588 $798,000 14,359
   MULTIFINANCIAL SECURITIES CORP 874 - 2023-12-31 37,218 $791,000 5,927
   Cetera Investment Advisers 1272 - 2023-12-31 34,947 $742,000 2,642
   Kestra Advisory Services LLC 1370 - 2023-12-31 29,937 $636,000 4,668
   ADVISORY SERVICES NETWORK, LLC 798 - 2023-12-31 29,700 $631,000 5,108
   OPPENHEIMER & CO INC 892 - 2023-12-31 29,533 $627,000 -190
   Main Street Financial Solutions LLC 280 - 2024-03-31 26,314 $583,000 0
   SECURED RETIREMENT ADVISORS LLC 64 - 2023-12-31 23,680 $503,000 0
   CITADEL ADVISORS LLC 3599 - 2023-12-31 23,686 $503,000 -15,381
   Prosperity Consulting Group LLC - 2024-03-31 22,642 $502,000 -13,066
   ALPHAMARK ADVISORS LLC 76 - 2024-03-31 22,345 $495,000 -5,625
   SILVER OAK SECURITIES Inc 276 - 2023-12-31 23,010 $489,000 3,793
   LPL FINANCIAL CORP 3667 - 2023-12-31 21,844 $464,000 4,078
   Visionary Wealth Advisors 340 - 2023-12-31 19,887 $422,000 6,172
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 17,742 $393,000 -94
   Fragasso Group Inc. 185 - 2024-03-31 17,502 $388,000 0
   ENVESTNET ASSET MANAGEMENT INC 3524 - 2023-12-31 15,973 $339,000 -1,909
   S.C. Financial Services Inc. 69 - 2022-12-31 17,836 $330,000 0
   Streettalk Advisors LLC - 2024-03-31 14,045 $311,000 0
   KINGSWOOD WEALTH ADVISORS LLC 474 - 2024-03-31 13,578 $301,000 13,578
   PROSPERA FINANCIAL SERVICES 866 - 2023-12-31 13,546 $288,000 0
   Arkadios Wealth Advisors - 2024-03-31 12,115 $268,000 120
   PFG Advisors 523 - 2023-12-31 12,344 $262,000 -1,182
   H D Vest Advisory Services 1323 - 2023-12-31 11,922 $253,000 1,586
   OLD MISSION CAPITAL LLC 789 *New 2023-12-31 11,313 $240,000 11,313
   AIFG Consultants Ltd. 37 *New 2023-12-31 10,495 $223,000 10,495
   Pinnacle Wealth Planning Services Inc. 399 *New 2023-12-31 9,634 $205,000 9,634
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4872 - 2023-12-31 9,493 $202,000 -14,852
   DHJJ Financial Advisors Ltd. 153 - 2024-03-31 7,730 $171,000 825
   TRUSTCORE FINANCIAL SERVICES LLC 348 - 2022-12-31 5,676 $105,000 0
   SOA Wealth Advisors LLC. 242 - 2024-03-31 4,568 $101,000 0
   PROEQUITIES INC. - 2024-03-31 4,253 $94,000 0
   UBS Group AG 4965 *New 2023-12-31 4,342 $92,000 4,342
   Capital Investment Advisory Services LLC 670 - 2024-03-31 1,955 $43,000 0
   PRINCIPAL SECURITIES INC. 1685 - 2023-12-31 1,420 $30,000 0
   Fairman Group LLC 121 - 2024-03-31 1,091 $24,000 0
   Sunbelt Securities Inc. 1102 - 2024-03-31 750 $17,000 0
   Capital Analysts Inc. 827 - 2023-12-31 743 $16,000 0
   COMERICA BANK 3301 - 2023-12-31 238 $5,000 -1
   CWM LLC 3672 - 2024-03-31 247 $5,000 0
   Truvestments Capital LLC 607 *New 2023-12-31 177 $4,000 177
   ROYAL BANK OF CANADA 6345 *Closed 2023-12-31 0 $0 -1,373
   LINCOLN NATIONAL CORP *Closed 2024-03-31 0 $0 -9,463
   Cape Investment Advisory Inc. 1070 *Closed 2023-12-31 0 $0 -200
   Capital CS Group LLC 93 *Closed 2024-03-31 0 $0 -104,429
   Advisory Resource Group 156 *Closed 2023-12-31 0 $0 -13,994
   Foundations Investment Advisors LLC 731 *Closed 2023-12-31 0 $0 -27,350
   Spire Wealth Management 2378 *Closed 2024-03-31 0 $0 -44,830
   JAFFETILCHIN INVESTMENT PARTNERS LLC 377 *Closed 2023-12-31 0 $0 -25,000

  66 Records found
  1    
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