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 152 institutions that hold shares in the stock, with a total of 7.66 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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
23,995
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
23,960
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
23,519
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
23,495
shares
|
$0
0.46% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
23,476
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 25.03%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
21,887
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 68.83%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
21,154
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 24.05%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
20,677
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 2.26%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
20,277
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 27.23%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
20,171
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
18,486
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
18,237
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 66.02%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
17,887
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
17,569
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
16,977
shares
|
$0
0.19% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
16,555
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
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
|
Nov 12, 2025 Q3 2025 |
15,625
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
15,386
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
14,630
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
14,609
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
14,599
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 1.35%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
13,993
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
12,622
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 61.87%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,177
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 26.28%
|
|