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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
12,663
shares
|
$537,417
0.28% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,558
shares
|
$532,961
0.01% of portfolio
|
Q3 2025
Added 65.22%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
12,540
shares
|
$532,197
0.02% of portfolio
|
Q3 2025
Reduced 47.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,966
shares
|
$507,837
0.02% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
11,665
shares
|
$495,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
11,443
shares
|
$485,640
0.07% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
11,340
shares
|
$481,269
0.04% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
10,618
shares
|
$450,627
0.19% of portfolio
|
Q3 2025
Reduced 82.89%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
10,216
shares
|
$433,567
0.03% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
9,664
shares
|
$410,140
0.02% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,235
shares
|
$391,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
9,235
shares
|
$391,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
9,135
shares
|
$387,689
0.27% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
9,035
shares
|
$383,445
0.13% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
8,998
shares
|
$381,875
0.26% of portfolio
|
Q3 2025
Reduced 42.62%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
8,989
shares
|
$381,493
0.07% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,714
shares
|
$369,822
0.0% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
8,492
shares
|
$360,400
0.2% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
8,315
shares
|
$352,888
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
8,135
shares
|
$345,249
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
8,091
shares
|
$343,382
0.23% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
8,002
shares
|
$339,604
0.02% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$339,520
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
7,517
shares
|
$319,021
0.15% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,269
shares
|
$308,496
0.0% of portfolio
|
Q3 2025
Added 20.15%
|
|