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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,396
shares
|
$388,290
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
7,359
shares
|
$386,347
0.1% of portfolio
|
Q4 2024
Added 44.66%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
7,334
shares
|
$385,035
0.06% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
7,280
shares
|
$382,200
0.43% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
7,252
shares
|
$380,730
0.01% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
7,227
shares
|
$379,417
0.03% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,068
shares
|
$371,070
0.01% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
6,743
shares
|
$354,007
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
6,630
shares
|
$348,075
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
6,424
shares
|
$337,260
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
6,376
shares
|
$334,740
0.01% of portfolio
|
Q4 2024
Reduced 75.59%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,317
shares
|
$331,642
0.25% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,036
shares
|
$316,890
0.0% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,022
shares
|
$316,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,018
shares
|
$315,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
5,763
shares
|
$302,557
0.19% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
5,564
shares
|
$292,110
0.01% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,524
shares
|
$290,010
0.16% of portfolio
|
Q2 2024
Reduced 67.96%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,129
shares
|
$269,272
0.0% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
5,016
shares
|
$263,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,686
shares
|
$246,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
4,635
shares
|
$243,337
0.06% of portfolio
|
Q4 2024
Reduced 51.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,600
shares
|
$241,500
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
4,518
shares
|
$237,195
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
4,340
shares
|
$227,850
0.02% of portfolio
|
Q4 2024
Added 1.24%
|