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 96 institutions that hold shares in the stock, with a total of 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $93.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,230
shares
|
$230,643
0.0% of portfolio
|
Q4 2024
Reduced 30.27%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,158
shares
|
$227,467
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
4,793
shares
|
$211,371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,722
shares
|
$208,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
4,642
shares
|
$204,712
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,225
shares
|
$142,222
0.06% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,203
shares
|
$141,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,760
shares
|
$121,716
0.15% of portfolio
|
Q3 2022
Added 13.58%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,175
shares
|
$95,917
0.04% of portfolio
|
Q3 2024
Reduced 22.6%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$88,200
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,862
shares
|
$82,114
0.0% of portfolio
|
Q4 2024
Reduced 53.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,327
shares
|
$58,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,058
shares
|
$46,657
0.0% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,047
shares
|
$46,172
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$44,100
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
933
shares
|
$41,145
0.0% of portfolio
|
Q4 2024
Reduced 79.97%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
759
shares
|
$33,471
0.01% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
671
shares
|
$29,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
545
shares
|
$24,034
0.0% of portfolio
|
Q3 2024
Reduced 57.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
500
shares
|
$22,050
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
450
shares
|
$19,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
77
shares
|
$3,395
0.0% of portfolio
|
Q4 2024
New holding
|