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 137 institutions that hold shares in the stock, with a total of 5.4 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
9,969
shares
|
$524,568
0.54% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
9,902
shares
|
$521,043
0.13% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,862
shares
|
$518,938
0.05% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
9,669
shares
|
$508,782
0.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
9,562
shares
|
$503,152
0.21% of portfolio
|
Q2 2024
Added 21.13%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
9,550
shares
|
$502,521
0.13% of portfolio
|
Q2 2024
Reduced 22.9%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
9,430
shares
|
$496,206
0.14% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
9,131
shares
|
$480,473
0.02% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
9,099
shares
|
$478,789
0.17% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
9,004
shares
|
$473,790
0.21% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
8,665
shares
|
$455,952
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
8,416
shares
|
$442,849
0.14% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
8,139
shares
|
$428,274
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
7,870
shares
|
$414,119
0.09% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,740
shares
|
$407,278
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,655
shares
|
$402,806
0.03% of portfolio
|
Q3 2023
Reduced 10.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,556
shares
|
$397,596
0.0% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,396
shares
|
$389,177
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
7,334
shares
|
$385,915
0.06% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
7,280
shares
|
$383,073
0.43% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
7,252
shares
|
$381,600
0.01% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
6,743
shares
|
$354,816
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
6,630
shares
|
$348,870
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
6,474
shares
|
$340,661
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,474
shares
|
$340,661
0.01% of portfolio
|
Q3 2024
Added 105.52%
|