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 117 institutions that hold shares in the stock, with a total of 5.32 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
15,652
shares
|
$655,505
0.26% of portfolio
|
Q2 2025
Added 59.86%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,406
shares
|
$645,203
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
15,402
shares
|
$645,035
0.13% of portfolio
|
Q2 2025
Reduced 94.01%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
15,388
shares
|
$644,449
0.2% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
15,070
shares
|
$631,131
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
14,681
shares
|
$614,840
0.33% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,220
shares
|
$595,533
0.02% of portfolio
|
Q1 2021
Added 40.71%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
13,900
shares
|
$582,132
0.34% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
13,721
shares
|
$574,635
0.04% of portfolio
|
Q2 2025
Reduced 94.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
12,268
shares
|
$513,783
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
11,665
shares
|
$488,530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
11,444
shares
|
$479,274
0.07% of portfolio
|
Q2 2025
Added 68.07%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
10,266
shares
|
$429,940
0.03% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
10,134
shares
|
$424,411
0.08% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
10,115
shares
|
$423,616
0.13% of portfolio
|
Q2 2025
Reduced 20.43%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
10,072
shares
|
$421,815
0.3% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
10,030
shares
|
$420,056
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
9,999
shares
|
$418,758
0.02% of portfolio
|
Q2 2025
Reduced 37.89%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
9,856
shares
|
$412,769
0.03% of portfolio
|
Q2 2025
Added 38.9%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
9,235
shares
|
$386,761
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,235
shares
|
$386,761
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
9,085
shares
|
$380,479
0.13% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,714
shares
|
$364,942
0.0% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,561
shares
|
$358,534
0.03% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
8,492
shares
|
$355,644
0.23% of portfolio
|
Q4 2024
Reduced 16.47%
|