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 98 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $100 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,547
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
21,094
shares
|
$980,027
0.0% of portfolio
|
Q2 2025
Added 21.61%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
20,281
shares
|
$942,255
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
20,013
shares
|
$929,803
0.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
19,365
shares
|
$899,697
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
17,523
shares
|
$814,118
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,333
shares
|
$805,291
0.0% of portfolio
|
Q2 2025
Added 220.15%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
17,097
shares
|
$794,326
0.57% of portfolio
|
Q2 2025
Added 46.09%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
17,000
shares
|
$789,820
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
17,000
shares
|
$789,820
0.04% of portfolio
|
Q1 2023
Reduced 41.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
16,940
shares
|
$787,032
0.04% of portfolio
|
Q2 2025
Reduced 30.4%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
16,616
shares
|
$771,979
0.04% of portfolio
|
Q3 2025
Reduced 58.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
16,406
shares
|
$762,222
0.01% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
15,524
shares
|
$721,245
0.11% of portfolio
|
Q2 2025
Added 77.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
15,397
shares
|
$715,344
0.06% of portfolio
|
Q2 2025
Added 41.52%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
13,864
shares
|
$644,121
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
13,833
shares
|
$642,681
0.66% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
12,449
shares
|
$578,380
0.02% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
12,094
shares
|
$561,887
0.01% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,055
shares
|
$560,075
0.0% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
11,522
shares
|
$535,312
0.06% of portfolio
|
Q3 2024
Added 75.91%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
11,428
shares
|
$530,944
0.07% of portfolio
|
Q1 2025
Reduced 49.11%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
11,193
shares
|
$520,026
0.05% of portfolio
|
Q2 2025
Added 39.91%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,867
shares
|
$504,880
0.0% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
10,414
shares
|
$483,834
0.0% of portfolio
|
Q2 2025
Reduced 19.96%
|