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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,768
shares
|
$211,196
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
3,717
shares
|
$208,337
0.06% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
3,630
shares
|
$203,461
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
3,600
shares
|
$201,780
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,061
shares
|
$115,519
0.12% of portfolio
|
Q3 2022
Reduced 6.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,858
shares
|
$104,140
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
1,600
shares
|
$89,680
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,495
shares
|
$83,794
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
1,393
shares
|
$78,077
0.02% of portfolio
|
Q3 2025
Reduced 17.38%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
990
shares
|
$55,489
0.0% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
700
shares
|
$39,235
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
659
shares
|
$36,936
0.04% of portfolio
|
Q3 2025
Reduced 31.99%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
385
shares
|
$21,579
0.0% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
262
shares
|
$14,685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
134
shares
|
$7,510
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
93
shares
|
$5,212
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
81
shares
|
$4,540
0.0% of portfolio
|
Q2 2025
Reduced 42.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|