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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
7,096
shares
|
$277,666
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,093
shares
|
$277,549
0.0% of portfolio
|
Q1 2025
Reduced 27.62%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
6,809
shares
|
$266,436
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
6,772
shares
|
$264,988
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
6,734
shares
|
$263,501
0.02% of portfolio
|
Q4 2024
Reduced 52.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,641
shares
|
$259,862
0.0% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
6,465
shares
|
$252,975
0.25% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,390
shares
|
$250,040
0.0% of portfolio
|
Q1 2025
Added 4246.94%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,113
shares
|
$239,201
0.0% of portfolio
|
Q1 2025
Reduced 60.47%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
5,820
shares
|
$227,736
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
5,752
shares
|
$225,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
5,416
shares
|
$211,928
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,914
shares
|
$192,284
0.25% of portfolio
|
Q3 2022
Added 45.17%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
4,888
shares
|
$191,267
0.04% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,128
shares
|
$161,528
0.02% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
3,751
shares
|
$146,776
0.02% of portfolio
|
Q1 2025
Added 1995.53%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
3,200
shares
|
$125,216
0.05% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,195
shares
|
$125,020
0.01% of portfolio
|
Q1 2025
Added 319400.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,820
shares
|
$71,216
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,770
shares
|
$69,260
0.03% of portfolio
|
Q1 2025
Reduced 16.9%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,642
shares
|
$64,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,599
shares
|
$62,568
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,166
shares
|
$45,625
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
865
shares
|
$33,847
0.0% of portfolio
|
Q3 2024
Reduced 14.78%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
827
shares
|
$32,360
0.0% of portfolio
|
Q1 2025
Reduced 37.68%
|