Institutional Ownership First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 2.45 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
273,156
shares
|
$12.4 Million
0.02% of portfolio
|
Q1 2025
Added 572.15%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
187,159
shares
|
$8.52 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
136,525
shares
|
$6.21 Million
0.19% of portfolio
|
Q1 2025
Added 1713.08%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
108,515
shares
|
$4.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
95,371
shares
|
$4.34 Million
1.01% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
88,315
shares
|
$4.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
88,263
shares
|
$4.02 Million
0.31% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
75,004
shares
|
$3.41 Million
2.79% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
54,237
shares
|
$2.47 Million
0.88% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
51,725
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 87.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
46,063
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
44,834
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
41,183
shares
|
$1.87 Million
0.76% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
40,290
shares
|
$1.83 Million
0.1% of portfolio
|
Q2 2025
Added 63.85%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
38,720
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
38,677
shares
|
$1.76 Million
0.28% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
36,392
shares
|
$1.66 Million
0.05% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,208
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
35,742
shares
|
$1.63 Million
0.59% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
35,329
shares
|
$1.61 Million
1.17% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
35,124
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
33,265
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Added 448.2%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
31,539
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,037
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
28,791
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|