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 |
---|---|---|---|---|---|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
22,255
shares
|
$953,849
0.25% of portfolio
|
Q3 2024
Added 203.41%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
21,695
shares
|
$929,847
0.0% of portfolio
|
Q2 2024
Added 22.89%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
21,226
shares
|
$909,746
0.09% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
21,012
shares
|
$900,574
0.0% of portfolio
|
Q2 2024
Reduced 71.03%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
20,628
shares
|
$884,116
0.12% of portfolio
|
Q2 2024
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
20,158
shares
|
$863,971
0.0% of portfolio
|
Q2 2022
New holding
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
20,054
shares
|
$859,514
0.08% of portfolio
|
Q1 2024
Added 12.51%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
19,042
shares
|
$816,140
0.02% of portfolio
|
Q2 2024
Reduced 14.4%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
17,356
shares
|
$743,878
0.03% of portfolio
|
Q3 2024
Added 476.8%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
17,000
shares
|
$728,620
0.04% of portfolio
|
Q2 2024
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
17,000
shares
|
$728,620
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
17,000
shares
|
$728,620
0.04% of portfolio
|
Q1 2023
Reduced 41.16%
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
16,809
shares
|
$720,433
0.45% of portfolio
|
Q2 2024
Added 93.23%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
15,583
shares
|
$667,887
0.01% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,481
shares
|
$663,515
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
14,640
shares
|
$627,470
0.07% of portfolio
|
Q2 2024
Reduced 18.05%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
14,592
shares
|
$625,413
0.0% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
14,246
shares
|
$610,583
0.0% of portfolio
|
Q2 2024
Added 175.02%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
13,691
shares
|
$586,796
0.04% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
13,346
shares
|
$572,009
0.02% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
13,251
shares
|
$567,937
0.01% of portfolio
|
Q3 2024
Added 1.07%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
12,252
shares
|
$525,120
0.0% of portfolio
|
Q2 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
11,522
shares
|
$493,832
0.09% of portfolio
|
Q3 2024
Added 75.91%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
11,161
shares
|
$478,360
0.08% of portfolio
|
Q2 2024
Added 3.54%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
10,799
shares
|
$462,845
0.02% of portfolio
|
Q2 2024
New holding
|