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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
4,404
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
3,854
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,900
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,868
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,843
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,650
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 20.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,477
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 95.84%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1,417
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 43.13%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,250
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,237
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 349.82%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,218
shares
|
$0
0.1% of portfolio
|
Q4 2024
Reduced 40.38%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,172
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 25.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
820
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
814
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
766
shares
|
$0
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
713
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
619
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
556
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
475
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 61.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
425
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
300
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
228
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
95
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
63
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|