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 |
|---|---|---|---|---|---|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
7,219
shares
|
$306,374
0.15% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,073
shares
|
$300,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
6,985
shares
|
$296,443
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
6,846
shares
|
$290,544
0.01% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
6,772
shares
|
$287,403
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,641
shares
|
$281,844
0.0% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
6,186
shares
|
$262,533
0.23% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,017
shares
|
$255,361
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,450
shares
|
$231,298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
5,416
shares
|
$229,855
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
5,321
shares
|
$225,823
0.08% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
5,220
shares
|
$221,536
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
5,220
shares
|
$221,536
0.06% of portfolio
|
Q3 2025
Reduced 48.39%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,063
shares
|
$214,873
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,000
shares
|
$212,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
4,967
shares
|
$210,799
0.0% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
4,950
shares
|
$210,078
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,914
shares
|
$208,550
0.25% of portfolio
|
Q3 2022
Added 45.17%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,774
shares
|
$202,608
0.0% of portfolio
|
Q3 2025
Added 89.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,128
shares
|
$175,192
0.01% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
3,958
shares
|
$167,977
0.02% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,661
shares
|
$155,372
0.02% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
3,200
shares
|
$135,808
0.05% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,921
shares
|
$81,527
0.01% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,650
shares
|
$70,026
0.03% of portfolio
|
Q2 2025
Reduced 6.78%
|
|