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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cetera Investment Advisers 712 - 2024-06-30 389,511 $9,037,000 -5,249
   Advisor Group Holdings Inc. 983 - 2024-06-30 221,889 $5,148,000 -30,139
   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
   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
   Valtinson Bruner Financial Planning LLC 25 - 2024-06-30 106,603 $2,473,000 -1,133
   Aptus Capital Advisors LLC 302 - 2024-06-30 76,122 $1,766,000 -29,195
   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
   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
   Financial Guidance Group Inc. 35 - 2024-06-30 39,894 $926,000 -10,130
   Atria Wealth Solutions Inc. 1056 - 2024-06-30 29,371 $681,000 -869
   Wealthcare Advisory Partners LLC 489 - 2024-06-30 25,910 $601,000 -91
   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
   GUARDIAN WEALTH ADVISORS LLC / NC 195 - 2024-06-30 13,529 $314,000 -15,273
   Brookstone Capital Management 805 - 2024-06-30 11,727 $275,000 -569
   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
   Raleigh Capital Management Inc. 543 - 2024-06-30 513 $12,000 -9,185
  26 Records found
  1    
  Page 1 of 1
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