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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
8,135
shares
|
$321,820
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
7,921
shares
|
$313,354
0.13% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
7,495
shares
|
$296,502
0.18% of portfolio
|
Q2 2024
Reduced 38.76%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
6,950
shares
|
$274,942
0.26% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,641
shares
|
$262,717
0.0% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,420
shares
|
$253,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
6,102
shares
|
$241,395
0.05% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
5,826
shares
|
$230,476
0.03% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,450
shares
|
$215,602
0.01% of portfolio
|
Q2 2024
Reduced 79.46%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
5,171
shares
|
$204,564
0.04% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,914
shares
|
$194,397
0.25% of portfolio
|
Q3 2022
Added 45.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,803
shares
|
$190,006
0.02% of portfolio
|
Q1 2024
Added 611.56%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,781
shares
|
$189,136
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,714
shares
|
$186,485
0.01% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
3,200
shares
|
$126,592
0.05% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
3,000
shares
|
$118,680
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,840
shares
|
$112,350
0.05% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,657
shares
|
$65,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,599
shares
|
$63,256
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,137
shares
|
$44,979
0.0% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
873
shares
|
$34,535
0.0% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
865
shares
|
$34,219
0.0% of portfolio
|
Q3 2024
Reduced 14.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
742
shares
|
$29,353
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
600
shares
|
$23,736
0.0% of portfolio
|
Q2 2024
Reduced 18.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
490
shares
|
$19,384
0.0% of portfolio
|
Q1 2023
New holding
|