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 126 institutions that hold shares in the stock, with a total of 5.5 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 |
Mar 05, 2025 Q4 2024 |
70,398
shares
|
$0
1.92% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
64,922
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
58,772
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 90.26%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
55,603
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 189.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,083
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 39.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
52,893
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
49,846
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
49,353
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
47,919
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
41,643
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
41,560
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 30.94%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
40,099
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
35,427
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 30.47%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
35,179
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.17%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
34,458
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
33,490
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
26,345
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
24,889
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
24,118
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
22,817
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
22,523
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
22,522
shares
|
$0
0.44% of portfolio
|
Q1 2024
Added 2311.35%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
21,395
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
20,382
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 28.17%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
19,193
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|