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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
9,635
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
9,463
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
9,408
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
9,158
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
8,800
shares
|
$0
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,599
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 29.37%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
8,061
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 91.72%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
7,994
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
7,908
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 44.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
7,368
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
7,030
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
6,593
shares
|
$0
0.22% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
6,398
shares
|
$0
0.19% of portfolio
|
Q4 2024
Added 28.68%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
6,348
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,191
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,062
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
5,850
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
5,743
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,401
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 44.97%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
5,321
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,017
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,991
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
4,688
shares
|
$0
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,651
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,469
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|