Institutional Ownership First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
26,922
shares
|
$1.25 Million
0.67% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,867
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2021
Reduced 98.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,547
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
22,803
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
19,976
shares
|
$931,081
0.08% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
19,755
shares
|
$920,780
0.0% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
19,372
shares
|
$902,928
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
19,073
shares
|
$888,992
0.06% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
18,631
shares
|
$868,390
0.0% of portfolio
|
Q3 2025
Added 142.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
17,523
shares
|
$816,747
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
17,000
shares
|
$792,370
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
17,000
shares
|
$792,370
0.04% of portfolio
|
Q1 2023
Reduced 41.16%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
16,616
shares
|
$774,471
0.04% of portfolio
|
Q3 2025
Reduced 58.76%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
15,461
shares
|
$720,637
0.1% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
15,424
shares
|
$718,912
0.5% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
14,256
shares
|
$664,472
0.01% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
13,833
shares
|
$644,756
0.66% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
13,633
shares
|
$635,434
0.02% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,825
shares
|
$597,773
0.0% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,725
shares
|
$593,112
0.0% of portfolio
|
Q3 2025
Added 22.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
12,449
shares
|
$580,247
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
12,094
shares
|
$563,701
0.01% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
11,522
shares
|
$537,040
0.06% of portfolio
|
Q3 2024
Added 75.91%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
11,428
shares
|
$532,659
0.06% of portfolio
|
Q1 2025
Reduced 49.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,867
shares
|
$506,510
0.0% of portfolio
|
Q3 2025
Added 2.16%
|
|