Institutional Ownership First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 5.84 Million shares, which have been reported (via 13F filing form) to have a value of $228 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
54,241
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
53,739
shares
|
$2.1 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
52,908
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 104.21%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
50,303
shares
|
$1.97 Million
0.47% of portfolio
|
Q1 2025
Added 58.15%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
50,303
shares
|
$1.97 Million
0.18% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
47,929
shares
|
$1.88 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
46,754
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Added 45.59%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
42,779
shares
|
$1.67 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
37,726
shares
|
$1.48 Million
0.13% of portfolio
|
Q1 2025
Added 133.95%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
34,617
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
31,868
shares
|
$1.25 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
30,285
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 29.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,139
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
25,480
shares
|
$997,032
0.03% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
24,125
shares
|
$944,011
0.0% of portfolio
|
Q1 2025
Added 321.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
23,873
shares
|
$934,150
0.04% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
23,063
shares
|
$902,455
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
22,593
shares
|
$884,064
0.0% of portfolio
|
Q1 2025
Added 114.31%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
20,533
shares
|
$803,456
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
20,000
shares
|
$782,600
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
18,773
shares
|
$734,587
0.21% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
16,104
shares
|
$630,149
0.25% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
16,099
shares
|
$629,953
0.03% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
15,944
shares
|
$623,888
0.54% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
15,682
shares
|
$613,636
0.48% of portfolio
|
Q1 2025
New holding
|