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 153 institutions that hold shares in the stock, with a total of 7.96 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 |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
75,808
shares
|
$0
1.88% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
71,583
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
57,961
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
57,938
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 54.51%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
55,994
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
55,014
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,083
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 39.36%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
49,833
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
47,385
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
46,679
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 102.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
44,885
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
44,007
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
39,745
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
39,023
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
38,733
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
38,708
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
36,880
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
33,052
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
30,106
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
28,722
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 33.22%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
26,044
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
25,621
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,366
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
25,065
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
24,654
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|