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 138 institutions that hold shares in the stock, with a total of 5.52 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
60,456
shares
|
$3.17 Million
0.02% of portfolio
|
Q3 2024
Added 59.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
58,691
shares
|
$3.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 34.14%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
55,966
shares
|
$2.93 Million
1.9% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
52,828
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,824
shares
|
$2.61 Million
0.16% of portfolio
|
Q4 2022
Reduced 84.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
49,247
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2024
Reduced 35.98%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
45,855
shares
|
$2.4 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
44,421
shares
|
$2.33 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
40,465
shares
|
$2.12 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
39,638
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
38,183
shares
|
$2 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
34,596
shares
|
$1.81 Million
1.08% of portfolio
|
Q3 2024
Added 23.35%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
32,528
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
31,353
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
31,352
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,731
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 30.07%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
28,293
shares
|
$1.48 Million
0.54% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
27,058
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
26,887
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
26,734
shares
|
$1.4 Million
0.09% of portfolio
|
Q2 2024
Added 9.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
26,486
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 50.53%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
26,276
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
26,124
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
25,046
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
23,772
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.05%
|