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 104 institutions that hold shares in the stock, with a total of 3.2 Million shares, which have been reported (via 13F filing form) to have a value of $134 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 |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
416,740
shares
|
$17.4 Million
0.01% of portfolio
|
Q1 2025
Added 1244.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
273,156
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Added 572.15%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
200,359
shares
|
$8.36 Million
0.05% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
179,838
shares
|
$7.5 Million
5.51% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
137,129
shares
|
$5.72 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
127,546
shares
|
$5.32 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
123,367
shares
|
$5.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
101,153
shares
|
$4.22 Million
0.1% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
72,674
shares
|
$3.03 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
71,192
shares
|
$2.97 Million
0.44% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
64,965
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
60,883
shares
|
$2.54 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
54,237
shares
|
$2.26 Million
0.88% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
53,976
shares
|
$2.25 Million
0.22% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
53,432
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.63%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
52,771
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
41,183
shares
|
$1.72 Million
0.76% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
38,647
shares
|
$1.61 Million
0.34% of portfolio
|
Q1 2025
Added 32.96%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
38,000
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
37,808
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,558
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
36,929
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,208
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
36,000
shares
|
$1.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
34,139
shares
|
$1.42 Million
0.13% of portfolio
|
Q4 2024
Added 6.57%
|