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 |
|---|---|---|---|---|---|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
15,450
shares
|
$604,558
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,406
shares
|
$602,836
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,220
shares
|
$556,428
0.02% of portfolio
|
Q1 2021
Added 40.71%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
13,900
shares
|
$543,907
0.33% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
12,712
shares
|
$497,420
0.16% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
12,608
shares
|
$493,351
0.29% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
11,624
shares
|
$454,847
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,204
shares
|
$438,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
10,266
shares
|
$401,708
0.03% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
10,179
shares
|
$398,304
0.08% of portfolio
|
Q1 2025
Added 66.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,080
shares
|
$394,430
0.01% of portfolio
|
Q1 2025
Added 27900.0%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,924
shares
|
$388,326
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
9,791
shares
|
$383,121
0.16% of portfolio
|
Q1 2025
Added 226.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,235
shares
|
$361,365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
8,707
shares
|
$340,704
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
8,698
shares
|
$340,352
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
8,561
shares
|
$334,991
0.03% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
8,498
shares
|
$332,526
0.17% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
8,492
shares
|
$332,291
0.25% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
8,333
shares
|
$326,070
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,281
shares
|
$324,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
8,135
shares
|
$318,322
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
7,921
shares
|
$309,948
0.13% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
7,800
shares
|
$305,214
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
7,517
shares
|
$294,140
0.17% of portfolio
|
Q1 2025
Added 0.29%
|