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 106 institutions that hold shares in the stock, with a total of 3.21 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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
33,265
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 448.2%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
31,172
shares
|
$1.38 Million
1.17% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,037
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
30,396
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
28,791
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
28,750
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
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%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
24,589
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
24,338
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
21,049
shares
|
$932,260
0.06% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
20,908
shares
|
$926,015
0.53% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
20,013
shares
|
$886,375
0.08% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,145
shares
|
$803,642
0.0% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
17,810
shares
|
$788,804
0.02% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
17,550
shares
|
$777,289
0.0% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
17,346
shares
|
$768,254
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
17,000
shares
|
$752,930
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
17,000
shares
|
$752,930
0.04% of portfolio
|
Q1 2023
Reduced 41.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,483
shares
|
$685,742
0.01% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,190
shares
|
$672,765
0.01% of portfolio
|
Q1 2025
Reduced 59.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
13,164
shares
|
$583,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,121
shares
|
$581,129
0.02% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
13,053
shares
|
$578,117
0.01% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,011
shares
|
$576,257
0.0% of portfolio
|
Q1 2025
Added 36.31%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
12,730
shares
|
$563,811
0.42% of portfolio
|
Q4 2024
Reduced 16.91%
|