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 145 institutions that hold shares in the stock, with a total of 6.26 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
68,345
shares
|
$3.59 Million
1.45% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
66,740
shares
|
$3.5 Million
0.39% of portfolio
|
Q4 2024
Added 417.32%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
66,255
shares
|
$3.48 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
56,559
shares
|
$2.97 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
55,966
shares
|
$2.94 Million
1.9% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
54,758
shares
|
$2.87 Million
0.51% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,824
shares
|
$2.62 Million
0.16% of portfolio
|
Q4 2022
Reduced 84.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
49,452
shares
|
$2.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
49,247
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2024
Reduced 35.98%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
44,421
shares
|
$2.33 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
42,308
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.02%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
40,465
shares
|
$2.12 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
39,731
shares
|
$2.09 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
39,283
shares
|
$2.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
36,901
shares
|
$1.94 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
33,849
shares
|
$1.78 Million
1.06% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
32,786
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
32,528
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
31,353
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
31,352
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
28,821
shares
|
$1.51 Million
0.13% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
28,293
shares
|
$1.49 Million
0.54% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
26,887
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
26,734
shares
|
$1.4 Million
0.09% of portfolio
|
Q2 2024
Added 9.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
26,486
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 50.53%
|