Institutional Ownership First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 2.25 Million shares, which have been reported (via 13F filing form) to have a value of $99.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
200,359
shares
|
$8.82 Million
0.05% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
123,367
shares
|
$5.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
102,452
shares
|
$4.51 Million
1.5% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
98,262
shares
|
$4.33 Million
0.11% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
73,174
shares
|
$3.22 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
70,660
shares
|
$3.11 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
69,102
shares
|
$3.04 Million
0.41% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
64,965
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
60,883
shares
|
$2.68 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
59,789
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
53,432
shares
|
$2.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.63%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
49,137
shares
|
$2.16 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,660
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Added 78.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
43,619
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 28.62%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
38,000
shares
|
$1.67 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
37,808
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,558
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
37,500
shares
|
$1.65 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,208
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
34,784
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 65.54%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
33,502
shares
|
$1.48 Million
0.56% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
33,223
shares
|
$1.46 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
32,035
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,037
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
29,818
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 23.52%
|