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 |
---|---|---|---|---|---|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
10,799
shares
|
$462,845
0.01% of portfolio
|
Q2 2024
New holding
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
10,398
shares
|
$445,658
0.17% of portfolio
|
Q2 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,357
shares
|
$443,901
0.0% of portfolio
|
Q2 2024
Reduced 41.35%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
9,974
shares
|
$427,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
9,445
shares
|
$404,812
0.22% of portfolio
|
Q2 2024
Reduced 54.42%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
8,974
shares
|
$384,625
0.01% of portfolio
|
Q2 2024
Added 16.77%
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
8,365
shares
|
$358,523
0.23% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
8,108
shares
|
$347,508
0.01% of portfolio
|
Q2 2024
New holding
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
7,911
shares
|
$339,065
0.02% of portfolio
|
Q2 2024
Reduced 61.04%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
7,910
shares
|
$339,022
0.0% of portfolio
|
Q1 2024
Reduced 92.39%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 19, 2024 Q2 2024 |
7,330
shares
|
$314,163
0.15% of portfolio
|
Q2 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
7,020
shares
|
$300,877
0.01% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
6,945
shares
|
$297,662
0.0% of portfolio
|
Q2 2024
Added 1.91%
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
6,778
shares
|
$290,505
0.04% of portfolio
|
Q3 2022
New holding
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
6,686
shares
|
$286,561
0.0% of portfolio
|
Q2 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
6,450
shares
|
$276,447
0.09% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,301
shares
|
$270,060
0.01% of portfolio
|
Q2 2024
Reduced 26.32%
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 19, 2024 Q2 2024 |
5,864
shares
|
$251,331
0.13% of portfolio
|
Q2 2024
Added 2.05%
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
5,725
shares
|
$245,373
0.19% of portfolio
|
Q4 2023
New holding
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 06, 2024 Q2 2024 |
5,575
shares
|
$238,944
0.21% of portfolio
|
Q2 2024
Added 6.92%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
5,448
shares
|
$233,501
0.13% of portfolio
|
Q2 2024
New holding
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
5,050
shares
|
$216,443
0.02% of portfolio
|
Q2 2024
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
4,642
shares
|
$198,956
0.13% of portfolio
|
Q2 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
2,810
shares
|
$120,436
0.05% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,760
shares
|
$118,293
0.15% of portfolio
|
Q3 2022
Added 13.58%
|