Institutional Ownership First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
735,946
shares
|
$31.2 Million
1.91% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
366,200
shares
|
$15.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
270,463
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
253,621
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.86%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
232,425
shares
|
$9.86 Million
1.17% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
215,460
shares
|
$9.14 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
200,925
shares
|
$8.53 Million
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
187,864
shares
|
$7.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
145,847
shares
|
$6.19 Million
0.01% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
139,873
shares
|
$5.94 Million
0.9% of portfolio
|
Q4 2022
Added 1.99%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
139,873
shares
|
$5.94 Million
0.89% of portfolio
|
Q4 2022
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
136,111
shares
|
$5.78 Million
2.16% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
134,876
shares
|
$5.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
106,422
shares
|
$4.52 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
98,783
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2025
Added 22.18%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
91,091
shares
|
$3.87 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
77,595
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
71,467
shares
|
$3.03 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
63,208
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
58,052
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2025
Added 41.91%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
58,052
shares
|
$2.46 Million
0.18% of portfolio
|
Q3 2025
Added 41.91%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
50,876
shares
|
$2.16 Million
0.37% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
47,033
shares
|
$2 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
44,089
shares
|
$1.87 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
42,779
shares
|
$1.82 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|