Institutional Ownership First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
420,364
shares
|
$16.6 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
355,537
shares
|
$14.1 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
213,403
shares
|
$8.44 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
200,658
shares
|
$7.94 Million
3.0% of portfolio
|
Q3 2024
Reduced 62.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
196,713
shares
|
$7.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
193,727
shares
|
$7.66 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
139,873
shares
|
$5.53 Million
0.89% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
139,873
shares
|
$5.53 Million
0.9% of portfolio
|
Q4 2022
Added 1.99%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
118,082
shares
|
$4.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
100,839
shares
|
$3.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
93,964
shares
|
$3.72 Million
0.39% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
93,835
shares
|
$3.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
88,022
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
82,187
shares
|
$3.25 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
74,906
shares
|
$2.96 Million
0.33% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
60,483
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
55,617
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
47,505
shares
|
$1.88 Million
0.36% of portfolio
|
Q3 2024
Added 55.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
47,169
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
44,866
shares
|
$1.77 Million
0.37% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
43,647
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
42,253
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
32,528
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,212
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 61.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,139
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|