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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
865
shares
|
$34,089
0.0% of portfolio
|
Q3 2024
Reduced 14.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
742
shares
|
$29,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
600
shares
|
$23,645
0.0% of portfolio
|
Q2 2024
Reduced 18.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
490
shares
|
$19,310
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
300
shares
|
$11,822
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
278
shares
|
$10,955
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
275
shares
|
$10,837
0.0% of portfolio
|
Q4 2024
Reduced 56.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
250
shares
|
$9,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
237
shares
|
$9,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
179
shares
|
$7,054
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
36
shares
|
$1,418
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
6
shares
|
$236
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$39
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|