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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
600
shares
|
$22,937
0.0% of portfolio
|
Q2 2024
Reduced 18.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
490
shares
|
$18,732
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
407
shares
|
$15,559
0.0% of portfolio
|
Q4 2024
Reduced 53.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
300
shares
|
$11,468
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
278
shares
|
$10,627
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
275
shares
|
$10,513
0.0% of portfolio
|
Q4 2024
Reduced 56.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
250
shares
|
$9,557
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
179
shares
|
$6,843
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
147
shares
|
$5,619
0.0% of portfolio
|
Q4 2024
Reduced 99.26%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
70
shares
|
$2,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
60
shares
|
$2,293
0.0% of portfolio
|
Q4 2024
Reduced 74.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
36
shares
|
$1,376
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
6
shares
|
$229
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|