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 101 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
722,069
shares
|
$26.7 Million
2.03% of portfolio
|
Q1 2025
New holding
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
420,364
shares
|
$15.6 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
352,593
shares
|
$13 Million
0.47% of portfolio
|
Q4 2024
Added 0.02%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
255,421
shares
|
$9.45 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
197,048
shares
|
$7.29 Million
2.08% of portfolio
|
Q1 2025
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
196,067
shares
|
$7.26 Million
0.03% of portfolio
|
Q4 2024
Added 1.21%
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
195,647
shares
|
$7.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
180,347
shares
|
$6.67 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
172,097
shares
|
$6.37 Million
2.39% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
139,873
shares
|
$5.18 Million
0.89% of portfolio
|
Q4 2022
New holding
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
139,873
shares
|
$5.18 Million
0.9% of portfolio
|
Q4 2022
Added 1.99%
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
114,859
shares
|
$4.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 46.18%
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
111,099
shares
|
$4.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
95,884
shares
|
$3.55 Million
0.02% of portfolio
|
Q4 2024
Added 2.18%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
87,024
shares
|
$3.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
82,520
shares
|
$3.05 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
74,456
shares
|
$2.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
72,505
shares
|
$2.68 Million
0.09% of portfolio
|
Q1 2025
Added 329.91%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
68,109
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Added 12.61%
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
66,702
shares
|
$2.47 Million
1.41% of portfolio
|
Q1 2025
New holding
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
55,696
shares
|
$2.06 Million
0.25% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
55,478
shares
|
$2.05 Million
0.42% of portfolio
|
Q4 2024
Added 16.78%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
51,277
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
50,237
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 99.68%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
47,883
shares
|
$1.77 Million
0.39% of portfolio
|
Q4 2024
Added 6.72%
|