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 89 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
8,492
shares
|
$334,669
0.29% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,431
shares
|
$332,265
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
8,135
shares
|
$320,600
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
7,921
shares
|
$312,166
0.13% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
7,495
shares
|
$295,377
0.18% of portfolio
|
Q2 2024
Reduced 38.76%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
6,950
shares
|
$273,899
0.26% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
6,734
shares
|
$265,386
0.02% of portfolio
|
Q4 2024
Reduced 52.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,641
shares
|
$261,721
0.0% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,420
shares
|
$253,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
6,102
shares
|
$240,479
0.05% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
5,826
shares
|
$229,602
0.03% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,450
shares
|
$214,784
0.01% of portfolio
|
Q2 2024
Reduced 79.46%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,914
shares
|
$193,660
0.25% of portfolio
|
Q3 2022
Added 45.17%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,888
shares
|
$192,636
0.04% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,803
shares
|
$189,286
0.02% of portfolio
|
Q1 2024
Added 611.56%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,781
shares
|
$188,419
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,714
shares
|
$185,778
0.01% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
3,200
shares
|
$126,111
0.05% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$118,229
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,130
shares
|
$83,943
0.04% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,657
shares
|
$65,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,642
shares
|
$64,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,599
shares
|
$63,016
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,137
shares
|
$44,809
0.0% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
873
shares
|
$34,404
0.0% of portfolio
|
Q3 2024
Reduced 8.01%
|