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 102 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 $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
722,069
shares
|
$27.4 Million
2.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
409,444
shares
|
$15.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
305,745
shares
|
$11.6 Million
0.05% of portfolio
|
Q1 2025
Added 175.2%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
255,421
shares
|
$9.7 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
197,048
shares
|
$7.48 Million
2.08% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
196,246
shares
|
$7.45 Million
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
196,067
shares
|
$7.44 Million
0.03% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
180,347
shares
|
$6.85 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
156,249
shares
|
$5.93 Million
2.13% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
147,471
shares
|
$5.6 Million
2.17% of portfolio
|
Q1 2025
Added 456.1%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
139,873
shares
|
$5.31 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
|
$5.31 Million
0.89% of portfolio
|
Q4 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
114,859
shares
|
$4.36 Million
0.09% of portfolio
|
Q4 2024
Reduced 46.18%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
95,884
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
91,172
shares
|
$3.46 Million
0.11% of portfolio
|
Q1 2025
Reduced 74.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
87,024
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
82,520
shares
|
$3.13 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
74,456
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
72,505
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Added 329.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
67,433
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
66,702
shares
|
$2.53 Million
1.41% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
63,336
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Added 23.52%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
55,478
shares
|
$2.11 Million
0.42% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
54,494
shares
|
$2.07 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
50,237
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 99.68%
|