Institutional Ownership First Tr ETF Viii Ft Cboe Vest (FNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (FNOV). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 4.68 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
47,079
shares
|
$2.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 28.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,985
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
46,001
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 126.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
43,667
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
42,489
shares
|
$2.08 Million
1.24% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,818
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
39,437
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 114.51%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
34,727
shares
|
$1.7 Million
0.98% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
33,462
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
31,618
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
28,568
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
25,763
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.34%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
22,870
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
21,683
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.14%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
20,614
shares
|
$1.01 Million
0.43% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
19,960
shares
|
$975,844
0.82% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
18,981
shares
|
$927,981
0.92% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
18,205
shares
|
$890,042
0.09% of portfolio
|
Q2 2024
Added 11.8%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
18,000
shares
|
$880,020
0.05% of portfolio
|
Q1 2024
Reduced 61.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
17,686
shares
|
$864,668
0.03% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
17,198
shares
|
$840,810
0.06% of portfolio
|
Q4 2024
Added 92.18%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,001
shares
|
$831,178
0.0% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
16,568
shares
|
$810,009
0.33% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
16,367
shares
|
$800,182
0.05% of portfolio
|
Q4 2024
Added 82.52%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
16,061
shares
|
$785,222
0.07% of portfolio
|
Q3 2024
Reduced 3.27%
|