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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,649
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
7,430
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
7,236
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 31.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,853
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
6,743
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 74.96%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,650
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 53.66%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
6,552
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
6,299
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
6,278
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
6,191
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
6,081
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
5,838
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,690
shares
|
$0
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
5,564
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,381
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 83.65%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
5,270
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,205
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 40.3%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,189
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
5,096
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,006
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,961
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 45.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,743
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
4,688
shares
|
$0
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
4,610
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|