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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,046
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
18,518
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 33.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
16,898
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,025
shares
|
$0
0.02% of portfolio
|
Q1 2021
Added 42.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
15,925
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
14,327
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
14,025
shares
|
$0
0.04% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
13,430
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
12,835
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
12,295
shares
|
$0
0.06% of portfolio
|
Q4 2024
Reduced 64.65%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
12,170
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,010
shares
|
$0
0.64% of portfolio
|
Q3 2022
Added 3.36%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
11,966
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 65.09%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
11,958
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 54.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
11,833
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
11,692
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
11,463
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,981
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,585
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10,352
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
10,319
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
10,086
shares
|
$0
0.12% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
9,892
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
9,737
shares
|
$0
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
9,716
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.65%
|