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 87 institutions that hold shares in the stock, with a total of 1.96 Million shares, which have been reported (via 13F filing form) to have a value of $83.8 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
190,591
shares
|
$8.17 Million
0.04% of portfolio
|
Q2 2024
Added 39.9%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
108,459
shares
|
$4.65 Million
1.52% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
104,993
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2024
Added 28.45%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
80,900
shares
|
$3.47 Million
0.12% of portfolio
|
Q2 2024
Added 9.68%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
80,624
shares
|
$3.46 Million
0.01% of portfolio
|
Q2 2024
Reduced 19.54%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
72,549
shares
|
$3.11 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
68,322
shares
|
$2.93 Million
0.45% of portfolio
|
Q2 2024
Added 3.28%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
63,739
shares
|
$2.73 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
62,271
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2024
Added 194.44%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
51,303
shares
|
$2.2 Million
0.14% of portfolio
|
Q2 2024
Reduced 10.9%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
51,038
shares
|
$2.19 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
33,914
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2024
Reduced 60.38%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
33,696
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2024
Added 123.42%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
33,413
shares
|
$1.43 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Santori & Peters, Inc.
|
Jul 22, 2024 Q2 2024 |
33,148
shares
|
$1.42 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
32,871
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2024
Added 122.07%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
32,797
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2024
Added 52.42%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
32,104
shares
|
$1.38 Million
0.16% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
31,535
shares
|
$1.35 Million
0.32% of portfolio
|
Q3 2024
Added 13.13%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
31,048
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 381.96%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
28,293
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2024
Added 44.07%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
26,203
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Added 12.35%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,867
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2021
Reduced 98.93%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
24,140
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.13%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
24,016
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|