Institutional Ownership First Exc Trd Viii Cboe Vest U (FJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (FJAN). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
396,568
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
379,067
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
332,194
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
224,729
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
215,525
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
177,719
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
173,555
shares
|
$0
2.12% of portfolio
|
Q4 2024
Added 47.13%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
167,425
shares
|
$0
0.87% of portfolio
|
Q4 2024
Added 37.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
161,741
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
158,861
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
142,894
shares
|
$0
2.33% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
132,916
shares
|
$0
2.12% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
120,563
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
119,575
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
118,893
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
116,097
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
114,936
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
109,521
shares
|
$0
1.59% of portfolio
|
Q4 2023
Reduced 6.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
106,719
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
105,475
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 55.68%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
100,012
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
96,727
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 47.07%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
79,500
shares
|
$0
2.13% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
76,222
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
64,922
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.08%
|