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 115 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
41,425
shares
|
$1.76 Million
1.38% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
40,730
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 41.57%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
35,709
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2025
Reduced 34.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
31,868
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
30,445
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
27,969
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
27,862
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 36.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
27,735
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
27,700
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 147.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,139
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
25,659
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
24,180
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.53%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
23,063
shares
|
$978,793
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
20,400
shares
|
$865,776
0.02% of portfolio
|
Q3 2025
Reduced 26.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
17,724
shares
|
$752,206
0.0% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,273
shares
|
$733,066
0.17% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
15,979
shares
|
$678,148
0.24% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
15,853
shares
|
$672,801
0.05% of portfolio
|
Q3 2025
Added 58.55%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
15,652
shares
|
$664,270
0.25% of portfolio
|
Q2 2025
Added 59.86%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,406
shares
|
$653,830
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
15,402
shares
|
$653,660
0.13% of portfolio
|
Q2 2025
Reduced 94.01%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
15,388
shares
|
$653,066
0.18% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
15,067
shares
|
$639,443
0.65% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,220
shares
|
$603,496
0.02% of portfolio
|
Q1 2021
Added 40.71%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
13,400
shares
|
$568,696
0.34% of portfolio
|
Q3 2025
Reduced 3.6%
|
|