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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
12,591
shares
|
$557,655
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
12,451
shares
|
$551,454
0.02% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
11,948
shares
|
$529,176
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
11,703
shares
|
$518,325
0.4% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
11,522
shares
|
$510,309
0.06% of portfolio
|
Q3 2024
Added 75.91%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
11,428
shares
|
$506,146
0.07% of portfolio
|
Q1 2025
Reduced 49.11%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,417
shares
|
$505,658
0.0% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
11,264
shares
|
$498,882
0.23% of portfolio
|
Q3 2024
Added 106.75%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,225
shares
|
$497,155
0.0% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,880
shares
|
$481,875
0.05% of portfolio
|
Q1 2025
Reduced 29.34%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
10,757
shares
|
$476,427
0.15% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,020
shares
|
$443,785
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
9,972
shares
|
$441,659
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,901
shares
|
$438,515
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
9,755
shares
|
$432,048
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
8,754
shares
|
$387,714
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
8,697
shares
|
$385,190
0.2% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
8,630
shares
|
$382,222
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,458
shares
|
$374,604
0.0% of portfolio
|
Q1 2025
Reduced 58.32%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
8,108
shares
|
$359,103
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,000
shares
|
$354,320
0.04% of portfolio
|
Q1 2025
Reduced 32.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
7,799
shares
|
$345,417
0.0% of portfolio
|
Q1 2025
Added 62.72%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
7,798
shares
|
$345,373
0.12% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,680
shares
|
$340,147
0.0% of portfolio
|
Q1 2025
Added 9874.03%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
7,628
shares
|
$337,844
0.04% of portfolio
|
Q1 2025
Reduced 77.04%
|