Institutional Ownership Ft Exch Trd Fd Viii Cboe Vest (XJUN)
This table provides information about the institutional ownership of Ft Exch Trd Fd Viii Cboe Vest (XJUN). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 3.04 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
11,758
shares
|
$453,976
0.0% of portfolio
|
Q3 2023
Reduced 19.23%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
11,012
shares
|
$425,173
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,961
shares
|
$384,594
0.14% of portfolio
|
Q3 2023
Added 24.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
9,479
shares
|
$365,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
8,980
shares
|
$346,717
0.19% of portfolio
|
Q3 2024
Added 196.86%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
8,505
shares
|
$328,378
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,479
shares
|
$327,374
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
8,440
shares
|
$325,868
0.04% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
8,032
shares
|
$310,115
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
8,013
shares
|
$309,381
0.07% of portfolio
|
Q4 2024
Reduced 61.49%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
7,825
shares
|
$302,123
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
7,705
shares
|
$297,490
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,575
shares
|
$292,470
0.01% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,334
shares
|
$283,165
0.03% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
6,806
shares
|
$262,779
0.07% of portfolio
|
Q2 2024
Reduced 4.56%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
6,390
shares
|
$246,717
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
6,126
shares
|
$236,524
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,740
shares
|
$221,621
0.0% of portfolio
|
Q4 2024
Reduced 44.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,738
shares
|
$221,544
0.01% of portfolio
|
Q3 2024
Added 42.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,636
shares
|
$217,605
0.0% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,619
shares
|
$216,949
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
5,166
shares
|
$199,459
0.0% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
4,268
shares
|
$164,787
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,871
shares
|
$149,459
0.07% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
3,681
shares
|
$142,123
0.09% of portfolio
|
Q2 2024
Added 3.81%
|