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 96 institutions that hold shares in the stock, with a total of 2.14 Million shares, which have been reported (via 13F filing form) to have a value of $95 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,867
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2021
Reduced 98.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
25,705
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
25,376
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 45.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
24,318
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
22,455
shares
|
$997,002
0.02% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
22,401
shares
|
$994,604
0.06% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
22,255
shares
|
$988,122
0.26% of portfolio
|
Q3 2024
Added 203.41%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
21,110
shares
|
$937,284
0.55% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
20,295
shares
|
$901,098
0.01% of portfolio
|
Q4 2024
Reduced 31.94%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
20,035
shares
|
$889,554
0.09% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
19,209
shares
|
$852,879
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
17,810
shares
|
$790,764
0.02% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,357
shares
|
$770,650
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
17,294
shares
|
$767,853
0.0% of portfolio
|
Q4 2024
Reduced 24.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
17,000
shares
|
$754,800
0.04% of portfolio
|
Q1 2023
Reduced 41.16%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
17,000
shares
|
$754,800
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
15,849
shares
|
$703,695
0.07% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
15,483
shares
|
$687,445
0.01% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
15,320
shares
|
$680,208
0.47% of portfolio
|
Q3 2024
Added 167.6%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
14,445
shares
|
$641,358
0.06% of portfolio
|
Q4 2024
Added 89.94%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
13,953
shares
|
$619,513
0.02% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,227
shares
|
$587,278
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
13,111
shares
|
$582,128
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
12,252
shares
|
$543,988
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
11,950
shares
|
$530,580
0.05% of portfolio
|
Q3 2024
Reduced 12.72%
|