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Get Institutions for : 
Ft Cboe Vest International Equity Buffer Etf Mar (YMAR)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    2
Total shares held : 
2,095,312  
% of shares held : 
2.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -15  
Amount of shares held : 
-186,513  
% of shares held change : 
  -0.21%  
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 :
3
 255,547
 12.2%
 
Increased Positions :
7
 35,036
 1.67%
 
Unchanged Positions :
12
 155,457
 7.42%
 
Decreased Positions :
20
-159,949
-7.63%
 
Closed Positions :
5
-317,147
-15.14%
 
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
   We Are One Seven LLC 45 - 2023-12-31 358,261 $7,918,000 -2,842
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 614 - 2024-03-31 282,231 $6,539,000 -5,490
   Legacy Capital Wealth Partners LLC 15 *New 2023-12-31 231,737 $5,121,000 231,737
   Rockefeller Capital Management L.P. 719 - 2023-12-31 163,767 $3,619,000 -9,942
   COMMONWEALTH EQUITY SERVICES LLC. 1458 - 2024-03-31 133,711 $3,098,000 24,471
   Advisor Group Holdings Inc. 1569 - 2023-12-31 130,611 $2,886,000 -13,502
   Grant Street Asset Management Inc. 13 - 2024-03-31 115,106 $2,667,000 -94,248
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1584 - 2024-03-31 94,000 $2,178,000 18,776
   Integrity Financial Corp /WA 16 *New 2024-03-31 79,399 $1,840,000 79,399
   Visionary Wealth Advisors 199 - 2023-12-31 58,730 $1,298,000 0
   RAYMOND JAMES & ASSOCIATES 2409 - 2024-03-31 56,023 $1,298,000 42,250
   MULTIFINANCIAL SECURITIES CORP 748 - 2023-12-31 48,064 $1,062,000 5,063
   Cetera Investment Advisers 1256 - 2023-12-31 34,670 $766,000 -1,380
   FINANCIAL NETWORK 1606 - 2023-12-31 32,320 $714,000 -142
   CITADEL ADVISORS LLC 3329 - 2023-12-31 29,683 $656,000 0
   Main Street Financial Solutions LLC 264 - 2024-03-31 26,950 $624,000 -5,400
   Claro Advisors LLC 218 - 2024-03-31 24,172 $560,000 -3,600
   OLD MISSION CAPITAL LLC 610 *New 2023-12-31 23,061 $510,000 23,061
   IFRAH FINANCIAL SERVICES INC 108 - 2023-12-31 22,350 $494,000 -1,115
   JANE STREET GROUP LLC 4061 - 2023-12-31 19,935 $441,000 -6,257
   MARINER WEALTH ADVISORS, LLC 2109 - 2023-12-31 18,010 $398,000 -760
   Envestnet Portfolio Solutions Inc. 1154 - 2023-12-31 17,785 $393,000 576
   Atria Wealth Solutions Inc. 1318 - 2023-12-31 17,785 $393,000 576
   KESTRA PRIVATE WEALTH SERVICES LLC 909 - 2024-03-31 16,594 $384,000 -150
   IFP Advisors Inc 801 - 2023-12-31 12,351 $273,000 -1,845
   Fragasso Group Inc. 228 - 2024-03-31 10,981 $254,000 -3,252
   HARBOUR INVESTMENTS INC. 775 - 2023-12-31 11,355 $251,000 300
   Spire Wealth Management 721 - 2024-03-31 10,615 $246,000 -2,381
   JAFFETILCHIN INVESTMENT PARTNERS LLC 310 - 2023-12-31 10,450 $231,000 -2,500
   Arkadios Wealth Advisors 631 - 2024-03-31 9,403 $218,000 -1,830
   LPL FINANCIAL CORP 4255 - 2023-12-31 9,725 $215,000 -1,802
   ALPHAMARK ADVISORS LLC 222 - 2024-03-31 9,083 $210,000 -945
   Goss Wealth Management LLC 1684 - 2023-12-31 9,661 $209,000 -10,017
   Private Advisor Group LLC 2077 *New 2024-03-31 8,967 $208,000 8,967
   DHJJ Financial Advisors Ltd. 160 - 2024-03-31 6,743 $156,000 1,168
   Steward Partners Investment Advisory LLC 2049 - 2023-12-31 1,956 $43,000 0
   Sunbelt Securities Inc. 982 - 2024-03-31 1,300 $30,000 0
   SOA Wealth Advisors LLC. 459 *New 2024-03-31 778 $18,000 778
   WELLS FARGO & CO/MN 5009 *New 2023-12-31 749 $17,000 749
   Capital Analysts Inc. 847 - 2023-12-31 590 $13,000 0
   UBS Group AG 5992 - 2023-12-31 544 $12,000 -1,469
   PRINCIPAL SECURITIES INC. 2434 - 2024-03-31 338 $8,000 -2,500
   BENJAMIN F. EDWARDS & COMPANY INC. 1834 - 2024-03-31 235 $5,000 0
   PROEQUITIES INC. 2839 - 2024-03-31 0 $0 0
   AE Wealth Management LLC 2106 *Closed 2023-12-31 0 $0 -245,076
   J P MORGAN CHASE & CO 5924 *Closed 2023-12-31 0 $0 -41,260
   GTS SECURITIES LLC 1601 *Closed 2023-12-31 0 $0 -14,272
   Advisory Resource Group 155 *Closed 2023-12-31 0 $0 -16,064
   Iron Horse Wealth Management LLC 488 *Closed 2024-03-31 0 $0 -546

  49 Records found
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