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 |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
4,245
shares
|
$222,862
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
4,178
shares
|
$219,345
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
4,044
shares
|
$212,310
0.01% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$210,000
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,052
shares
|
$160,230
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
2,595
shares
|
$136,237
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,061
shares
|
$108,202
0.12% of portfolio
|
Q3 2022
Reduced 6.15%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
1,600
shares
|
$84,000
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,300
shares
|
$68,250
0.01% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,220
shares
|
$64,050
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,148
shares
|
$60,270
0.0% of portfolio
|
Q4 2024
Reduced 77.69%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
782
shares
|
$41,055
0.01% of portfolio
|
Q2 2024
Reduced 21.8%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
700
shares
|
$36,750
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
661
shares
|
$34,702
0.0% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
427
shares
|
$22,417
0.0% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
148
shares
|
$7,770
0.0% of portfolio
|
Q1 2024
Reduced 88.34%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
142
shares
|
$7,455
0.01% of portfolio
|
Q4 2024
Reduced 94.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
90
shares
|
$4,725
0.0% of portfolio
|
Q4 2024
Reduced 99.25%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
78
shares
|
$4,095
0.0% of portfolio
|
Q4 2024
Reduced 97.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$262
0.02% of portfolio
|
Q4 2024
Reduced 99.91%
|