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Get Institutions for : 
Ft Cboe Vest Buffered Allocation Growth Etf (BUFG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 74    3
Total shares held : 
 7,292,312  
% of shares held : 
 18.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 758,587  
% of shares held change : 
   1.92%  
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 :
8
 222,968
 3.06%
 
Increased Positions :
29
 1,021,346
 14.01%
 
Unchanged Positions :
12
 158,894
 2.18%
 
Decreased Positions :
25
-292,011
-4%
 
Closed Positions :
5
-193,716
-2.66%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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. 456 - 2024-06-30 978,422 $22,699,000 124,725
   CWM LLC 214 - 2024-06-30 787,650 $18,273,000 20,533
   ENVESTNET ASSET MANAGEMENT INC 1224 - 2024-06-30 733,743 $17,023,000 36,711
   LPL FINANCIAL CORP 1203 - 2024-06-30 553,156 $12,833,000 136,309
   Centennial Wealth Advisory LLC 7 - 2024-06-30 439,186 $10,189,000 376,847
   Cetera Investment Advisers 712 - 2024-06-30 389,511 $9,037,000 -5,249
   SYNOVUS FINANCIAL CORP 152 - 2024-06-30 261,599 $6,069,000 8,927
   MULTIFINANCIAL SECURITIES CORP 393 - 2024-03-31 267,692 $6,028,000 93,395
   Advisor Group Holdings Inc. 983 - 2024-06-30 221,889 $5,148,000 -30,139
   FreeGulliver LLC 8 - 2024-06-30 201,292 $4,670,000 71,290
   Pitti Group Wealth Management LLC 5 - 2024-06-30 218,848 $4,657,000 -455
   WORLD EQUITY GROUP INC. 15 - 2024-06-30 184,322 $4,276,000 -12,920
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 482 - 2024-06-30 161,625 $3,750,000 18,840
   Integrated Wealth Concepts LLC 354 - 2024-06-30 145,904 $3,385,000 -3,565
   ADVISORY SERVICES NETWORK, LLC 332 - 2024-06-30 131,079 $3,041,000 -1,564
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 843 - 2024-06-30 129,387 $3,002,000 -81,689
   HARBOUR INVESTMENTS INC. 187 - 2024-06-30 127,776 $2,964,000 -1,714
   FINANCIAL NETWORK 888 - 2024-03-31 117,994 $2,657,000 2,307
   Ellsworth Advisors LLC 51 - 2024-06-30 111,979 $2,598,000 3,183
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1116 - 2024-06-30 111,156 $2,579,000 50,398
   Valtinson Bruner Financial Planning LLC 25 - 2024-06-30 106,603 $2,473,000 -1,133
   Geneos Wealth Management Inc. 232 - 2024-06-30 98,380 $2,282,000 9,925
   Lunt Capital Management Inc. 25 - 2024-06-30 97,065 $2,252,000 4,121
   PERSONAL CFO SOLUTIONS LLC 67 - 2024-06-30 76,166 $1,767,000 3,388
   Aptus Capital Advisors LLC 302 - 2024-06-30 76,122 $1,766,000 -29,195
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1914 - 2024-06-30 69,551 $1,614,000 46,741
   Ameritas Advisory Services LLC 316 - 2024-06-30 63,780 $1,480,000 26,350
   KINGSWOOD WEALTH ADVISORS LLC 183 - 2024-06-30 57,685 $1,338,000 -1,782
   ATRIA INVESTMENTS LLC 817 - 2024-06-30 54,833 $1,272,000 -422
   FSB PREMIER WEALTH MANAGEMENT INC. 42 - 2024-06-30 53,879 $1,250,000 5,639
   Kestra Advisory Services LLC 1203 - 2024-06-30 52,056 $1,208,000 -2,473
   ICA Group Wealth Management LLC 31 - 2024-06-30 50,597 $1,174,000 -83,577
   Private Advisor Group LLC 1128 *New 2024-06-30 48,660 $1,129,000 48,660
   CoreCap Advisors LLC 160 *New 2024-06-30 44,097 $1,023,000 44,097
   FINANCIAL ADVISORY CORP /UT/ /ADV 53 - 2024-06-30 42,738 $992,000 11,576
   Financial Guidance Group Inc. 35 - 2024-06-30 39,894 $926,000 -10,130
   CITADEL ADVISORS LLC 3045 - 2024-06-30 37,919 $880,000 18,129
   Harvest Investment Services LLC 73 - 2024-06-30 36,870 $855,000 1,892
   S.C. Financial Services Inc. 22 - 2022-12-31 47,068 $845,000 15,894
   REGAL INVESTMENT ADVISORS, LLC 278 - 2024-06-30 35,315 $819,000 7,375
   Rockefeller Capital Management L.P. 1286 *New 2024-06-30 34,759 $806,000 34,759
   TOWNSQUARE CAPITAL LLC 725 - 2024-06-30 34,540 $801,000 14,295
   Financial Network Wealth Advisors LLC 37 - 2024-06-30 34,540 $801,000 14,295
   JAFFETILCHIN INVESTMENT PARTNERS LLC 162 - 2024-06-30 34,054 $790,000 1,103
   Sanctuary Advisors LLC 1332 - 2024-06-30 35,497 $789,000 0
   Gateway Wealth Partners LLC 101 - 2024-06-30 32,635 $757,000 784
   Atria Wealth Solutions Inc. 1056 - 2024-06-30 29,371 $681,000 -869
   Onyx Bridge Wealth Group LLC 125 - 2024-06-30 28,010 $650,000 0
   OLD MISSION CAPITAL LLC 449 *New 2024-06-30 27,772 $644,000 27,772
   PARK AVENUE SECURITIES LLC 846 *New 2024-06-30 27,326 $634,000 27,326
   Wealthcare Advisory Partners LLC 489 - 2024-06-30 25,910 $601,000 -91
   IAMS WEALTH MANAGEMENT LLC 86 - 2024-06-30 25,776 $598,000 0
   BLACK POINT WEALTH MANAGEMENT 19 - 2024-06-30 25,325 $588,000 0
   Envestnet Portfolio Solutions Inc. 1086 - 2024-06-30 24,343 $565,000 -869
   Clear Creek Financial Management LLC 241 - 2024-06-30 23,700 $550,000 -500
   Sigma Planning Corp 681 - 2024-06-30 23,410 $543,000 -1,420
   DHJJ Financial Advisors Ltd. 82 - 2024-06-30 22,751 $528,000 -710
   H D Vest Advisory Services 1329 *New 2024-06-30 22,544 $523,000 22,544
   Tradition Wealth Management LLC 238 - 2024-06-30 20,934 $486,000 3,239
   Nelson Van Denburg & Campbell Wealth Management Gr 512 - 2024-06-30 16,046 $372,000 0
   PROSPERA FINANCIAL SERVICES 873 *New 2024-06-30 14,264 $331,000 14,264
   GUARDIAN WEALTH ADVISORS LLC / NC 195 - 2024-06-30 13,529 $314,000 -15,273
   KFG WEALTH MANAGEMENT LLC 124 - 2024-06-30 12,893 $299,000 0
   Brookstone Capital Management 805 - 2024-06-30 11,727 $275,000 -569
   Sound View Wealth Advisors Group LLC 314 - 2024-06-30 11,653 $270,000 0
   CENTAURUS FINANCIAL INC. 534 - 2024-03-31 11,938 $269,000 196
   HBW Advisory Services LLC 274 - 2024-06-30 11,590 $269,000 0
   Merit Financial Group LLC 821 - 2024-06-30 9,808 $228,000 0
   JANNEY MONTGOMERY SCOTT LLC 2387 - 2024-06-30 9,376 $218,000 0
   WEDBUSH MORGAN SECURITIES INC 1073 - 2024-06-30 8,765 $203,000 -1,000
   SILVER OAK SECURITIES Inc 385 - 2024-06-30 7,985 $185,000 -767
   Chris Bulman Inc 111 - 2024-06-30 6,048 $140,000 0
   Kelly Financial Services LLC 150 - 2024-06-30 4,447 $103,000 135
   PROEQUITIES INC. 940 - 2024-06-30 4,197 $97,000 107
   TSFG LLC 218 *New 2024-06-30 3,546 $82,000 3,546
   ROYAL BANK OF CANADA 5032 - 2024-06-30 2,437 $57,000 2,422
   IFP Advisors Inc 1630 - 2024-06-30 2,269 $53,000 0
   UBS Group AG 5444 - 2024-06-30 2,196 $51,000 2,067
   Raleigh Capital Management Inc. 543 - 2024-06-30 513 $12,000 -9,185
   Clear Point Advisors Inc. 432 - 2024-06-30 100 $2,000 0
   American Trust 255 *Closed 2024-06-30 0 $0 -15,019
   US BANCORP 3843 *Closed 2024-06-30 0 $0 -57
   Authentikos Wealth Advisory LLC 40 *Closed 2024-06-30 0 $0 -96,906
   Goss Wealth Management LLC 3864 *Closed 2024-06-30 0 $0 -3,500
   Sargent Bickham Lagudis LLC 1090 *Closed 2022-12-31 0 $0 -285
   Sowell Financial Services LLC 569 *Closed 2024-06-30 0 $0 -11,694
   STEPHENS INC /AR/ 1281 *Closed 2024-06-30 0 $0 -81,559
  87 Records found
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