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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,642
shares
|
$69,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,490
shares
|
$63,235
0.0% of portfolio
|
Q2 2025
Added 204.08%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,328
shares
|
$56,360
0.0% of portfolio
|
Q2 2025
Reduced 78.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,294
shares
|
$54,917
0.0% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,060
shares
|
$44,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
780
shares
|
$33,103
0.0% of portfolio
|
Q1 2025
Added 180.58%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
774
shares
|
$32,848
0.01% of portfolio
|
Q3 2025
Reduced 51.59%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
643
shares
|
$27,288
0.0% of portfolio
|
Q3 2025
Reduced 25.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
384
shares
|
$16,296
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
327
shares
|
$13,877
0.0% of portfolio
|
Q2 2025
Reduced 60.46%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
300
shares
|
$12,732
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
275
shares
|
$11,671
0.0% of portfolio
|
Q4 2024
Reduced 56.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
222
shares
|
$9,421
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
29
shares
|
$1,230
0.0% of portfolio
|
Q2 2025
Reduced 77.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|