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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
26,276
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
25,046
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
24,682
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
23,818
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
23,772
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
19,477
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
19,471
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
19,193
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
18,990
shares
|
$996,975
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,686
shares
|
$981,015
0.0% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,505
shares
|
$971,512
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
18,110
shares
|
$950,775
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
17,450
shares
|
$916,125
0.93% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
15,502
shares
|
$813,855
0.02% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
15,250
shares
|
$800,625
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
14,494
shares
|
$760,935
0.14% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
14,068
shares
|
$738,570
0.05% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
13,996
shares
|
$734,790
0.05% of portfolio
|
Q4 2024
Added 95.86%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
13,098
shares
|
$687,645
0.19% of portfolio
|
Q4 2024
Added 38.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
12,451
shares
|
$653,677
0.02% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,369
shares
|
$649,372
0.0% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
12,178
shares
|
$639,345
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
11,159
shares
|
$585,847
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
11,148
shares
|
$585,270
0.25% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,804
shares
|
$567,210
0.01% of portfolio
|
Q4 2024
Reduced 7.88%
|