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 121 institutions that hold shares in the stock, with a total of 5.79 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 |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
9,728
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,645
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,361
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
8,800
shares
|
$0
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
7,994
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
7,908
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 44.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
7,888
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
7,764
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
7,301
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 20.14%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
7,248
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
7,030
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
6,874
shares
|
$0
0.06% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
6,673
shares
|
$0
0.22% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,598
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,299
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
6,145
shares
|
$0
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
6,057
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
5,850
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
5,739
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,679
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
5,518
shares
|
$0
0.19% of portfolio
|
Q3 2024
Reduced 28.03%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
5,321
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
4,972
shares
|
$0
0.15% of portfolio
|
Q3 2024
Added 21.39%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
4,688
shares
|
$0
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
4,604
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|