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 |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
12,126
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,010
shares
|
$0
0.64% of portfolio
|
Q3 2022
Added 3.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
11,781
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 2.99%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
11,709
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
11,408
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,295
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 28.36%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,953
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,814
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
10,640
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
10,460
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
10,280
shares
|
$0
0.06% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
10,231
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
10,086
shares
|
$0
0.11% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
9,936
shares
|
$0
0.34% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
8,833
shares
|
$0
0.1% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
8,800
shares
|
$0
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
8,455
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,388
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 46.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,356
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
8,243
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
8,060
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
7,968
shares
|
$0
0.03% of portfolio
|
Q4 2025
Reduced 37.47%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
7,908
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 44.57%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
7,864
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,752
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.35%
|
|