Institutional Ownership First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (FJUN). We have compiled data on the 144 institutions that hold shares in the stock, with a total of 5.75 Million shares, which have been reported (via 13F filing form) to have a value of $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
462,147
shares
|
$25.9 Million
0.01% of portfolio
|
Q3 2025
Added 74.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
340,284
shares
|
$19.1 Million
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
231,869
shares
|
$13 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
221,907
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
221,547
shares
|
$12.4 Million
2.54% of portfolio
|
Q2 2025
Added 88.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
217,522
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
206,844
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
203,388
shares
|
$11.4 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
195,346
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
189,940
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
151,428
shares
|
$8.49 Million
1.83% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
131,217
shares
|
$7.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
127,727
shares
|
$7.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
126,378
shares
|
$7.08 Million
0.18% of portfolio
|
Q4 2020
Reduced 99.74%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
124,345
shares
|
$6.97 Million
0.03% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
110,880
shares
|
$6.21 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
106,899
shares
|
$5.99 Million
0.02% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
90,640
shares
|
$5.08 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,223
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
69,451
shares
|
$3.89 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
69,403
shares
|
$3.89 Million
2.03% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
69,400
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
66,951
shares
|
$3.75 Million
1.38% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
65,756
shares
|
$3.69 Million
2.75% of portfolio
|
Q3 2025
Reduced 29.36%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
65,750
shares
|
$3.69 Million
0.8% of portfolio
|
Q3 2025
Added 3.16%
|
|