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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
10,250
shares
|
$477,752
0.04% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10,220
shares
|
$476,354
0.04% of portfolio
|
Q3 2025
Reduced 33.62%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
9,972
shares
|
$464,794
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,785
shares
|
$409,468
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
8,423
shares
|
$392,596
0.11% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
7,799
shares
|
$363,511
0.0% of portfolio
|
Q1 2025
Added 62.72%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
7,357
shares
|
$342,909
0.06% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
7,330
shares
|
$341,651
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
7,275
shares
|
$339,087
0.03% of portfolio
|
Q3 2025
Added 44.55%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
7,250
shares
|
$337,922
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,166
shares
|
$334,007
0.0% of portfolio
|
Q3 2025
Reduced 22.76%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,081
shares
|
$330,045
0.0% of portfolio
|
Q3 2025
Added 22.61%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
6,813
shares
|
$317,553
0.09% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
6,709
shares
|
$312,706
0.01% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
6,633
shares
|
$309,164
0.03% of portfolio
|
Q3 2025
Reduced 42.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
6,442
shares
|
$300,261
0.01% of portfolio
|
Q3 2025
Reduced 27.28%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
6,133
shares
|
$285,859
0.01% of portfolio
|
Q3 2025
Reduced 24.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
6,032
shares
|
$281,151
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,989
shares
|
$279,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
5,938
shares
|
$276,770
0.25% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,634
shares
|
$262,600
0.0% of portfolio
|
Q3 2025
Added 324.57%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
5,588
shares
|
$260,456
0.03% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,580
shares
|
$260,083
0.0% of portfolio
|
Q3 2025
Reduced 43.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,350
shares
|
$249,363
0.02% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,158
shares
|
$240,414
0.16% of portfolio
|
Q3 2024
New holding
|
|