Institutional Ownership First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (FJUN). We have compiled data on the 144 institutions that hold shares in the stock, with a total of 5.59 Million shares, which have been reported (via 13F filing form) to have a value of $313 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
62,818
shares
|
$3.52 Million
0.01% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
61,224
shares
|
$3.43 Million
0.58% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
60,593
shares
|
$3.4 Million
0.01% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
59,631
shares
|
$3.34 Million
0.25% of portfolio
|
Q4 2025
Reduced 4.56%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,824
shares
|
$2.79 Million
0.16% of portfolio
|
Q4 2022
Reduced 84.26%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
47,238
shares
|
$2.65 Million
2.51% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
44,696
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
44,403
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
44,186
shares
|
$2.48 Million
0.36% of portfolio
|
Q2 2025
Added 700.76%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
42,729
shares
|
$2.39 Million
0.06% of portfolio
|
Q3 2025
Added 70.03%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
42,240
shares
|
$2.37 Million
0.07% of portfolio
|
Q4 2025
Added 10.36%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
41,248
shares
|
$2.31 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
37,044
shares
|
$2.08 Million
0.33% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
36,261
shares
|
$2.03 Million
1.08% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
35,389
shares
|
$1.98 Million
0.76% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
35,096
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2025
Added 333.12%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
32,193
shares
|
$1.8 Million
0.07% of portfolio
|
Q4 2025
Reduced 2.88%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
30,973
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
30,419
shares
|
$1.7 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
30,113
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
28,246
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2025
Reduced 78.63%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
27,673
shares
|
$1.55 Million
0.08% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
27,346
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
26,875
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,831
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.83%
|
|