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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
11,950
shares
|
$526,278
0.05% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,668
shares
|
$513,858
0.0% of portfolio
|
Q3 2024
Reduced 18.1%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
11,522
shares
|
$507,428
0.09% of portfolio
|
Q3 2024
Added 75.91%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
11,389
shares
|
$501,571
0.19% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
11,264
shares
|
$496,066
0.25% of portfolio
|
Q3 2024
Added 106.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,995
shares
|
$484,219
0.0% of portfolio
|
Q3 2024
Added 58.32%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
10,757
shares
|
$473,738
0.15% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
10,365
shares
|
$456,474
0.0% of portfolio
|
Q4 2024
Reduced 29.11%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
9,972
shares
|
$439,166
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,909
shares
|
$436,392
0.01% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
9,382
shares
|
$413,183
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,989
shares
|
$395,875
0.22% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,108
shares
|
$357,076
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
7,828
shares
|
$344,745
0.12% of portfolio
|
Q4 2024
Reduced 92.36%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,825
shares
|
$344,613
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
7,617
shares
|
$335,452
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,593
shares
|
$334,395
0.01% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,330
shares
|
$322,813
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
7,330
shares
|
$322,813
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
7,010
shares
|
$308,720
0.01% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
6,778
shares
|
$298,503
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
6,032
shares
|
$265,649
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
5,989
shares
|
$263,755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,230
shares
|
$230,329
0.0% of portfolio
|
Q4 2024
Reduced 30.27%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,158
shares
|
$227,158
0.17% of portfolio
|
Q3 2024
New holding
|