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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,071
shares
|
$236,359
0.03% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
5,064
shares
|
$236,033
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
5,002
shares
|
$233,143
0.07% of portfolio
|
Q3 2025
Reduced 12.11%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
4,975
shares
|
$231,884
0.06% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
4,642
shares
|
$216,363
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
4,581
shares
|
$213,520
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,443
shares
|
$207,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,387
shares
|
$204,478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,185
shares
|
$195,062
0.0% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,485
shares
|
$162,435
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,225
shares
|
$150,317
0.06% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,200
shares
|
$149,152
0.01% of portfolio
|
Q3 2025
Added 45.79%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,009
shares
|
$140,249
0.01% of portfolio
|
Q3 2025
Reduced 56.36%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,000
shares
|
$139,830
0.01% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,760
shares
|
$128,643
0.15% of portfolio
|
Q3 2022
Added 13.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$93,220
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,929
shares
|
$89,910
0.0% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,875
shares
|
$87,393
0.03% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,353
shares
|
$63,063
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,171
shares
|
$54,580
0.0% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,047
shares
|
$48,800
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$46,610
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
759
shares
|
$35,376
0.01% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
500
shares
|
$23,305
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
450
shares
|
$20,974
0.0% of portfolio
|
Q3 2024
New holding
|
|