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 90 institutions that hold shares in the stock, with a total of 3.55 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
32,528
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
32,114
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
31,808
shares
|
$1.22 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,538
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 65.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,139
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
26,519
shares
|
$1.01 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,909
shares
|
$990,501
0.0% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
25,515
shares
|
$975,438
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
23,422
shares
|
$895,423
0.26% of portfolio
|
Q2 2024
Reduced 22.37%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
23,345
shares
|
$892,479
0.0% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
23,063
shares
|
$881,698
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
16,865
shares
|
$644,748
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
16,126
shares
|
$616,496
0.06% of portfolio
|
Q4 2024
Added 91.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,853
shares
|
$606,060
0.02% of portfolio
|
Q2 2024
Reduced 29.39%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
15,464
shares
|
$591,188
0.01% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,406
shares
|
$588,971
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,220
shares
|
$543,630
0.02% of portfolio
|
Q1 2021
Added 40.71%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
14,194
shares
|
$542,636
0.34% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
13,567
shares
|
$518,666
0.2% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
13,400
shares
|
$512,281
0.54% of portfolio
|
Q4 2024
Reduced 22.99%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
11,499
shares
|
$439,606
0.14% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
10,542
shares
|
$403,020
0.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
10,266
shares
|
$392,469
0.04% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
9,799
shares
|
$374,615
0.0% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
9,077
shares
|
$347,013
0.03% of portfolio
|
Q3 2024
New holding
|