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 2.13 Million shares, which have been reported (via 13F filing form) to have a value of $99 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
9,972
shares
|
$463,299
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,277
shares
|
$431,009
0.0% of portfolio
|
Q2 2025
Reduced 48.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,859
shares
|
$411,589
0.01% of portfolio
|
Q2 2025
Reduced 93.51%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
7,842
shares
|
$364,339
0.16% of portfolio
|
Q2 2025
Reduced 30.38%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
7,840
shares
|
$364,246
0.11% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
7,799
shares
|
$362,341
0.0% of portfolio
|
Q1 2025
Added 62.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,680
shares
|
$356,812
0.0% of portfolio
|
Q1 2025
Added 9874.03%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
7,537
shares
|
$350,169
0.07% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
7,330
shares
|
$340,551
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
7,250
shares
|
$336,835
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,862
shares
|
$318,808
0.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
6,633
shares
|
$308,169
0.03% of portfolio
|
Q3 2025
Reduced 42.22%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
6,173
shares
|
$286,797
0.09% of portfolio
|
Q2 2025
Reduced 42.61%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
6,133
shares
|
$284,939
0.01% of portfolio
|
Q3 2025
Reduced 24.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
6,032
shares
|
$280,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
5,989
shares
|
$278,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
5,775
shares
|
$268,306
0.0% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
5,588
shares
|
$259,618
0.03% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,580
shares
|
$259,246
0.0% of portfolio
|
Q3 2025
Reduced 43.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,350
shares
|
$248,561
0.02% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
5,163
shares
|
$239,872
0.22% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,158
shares
|
$239,640
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,085
shares
|
$236,249
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,033
shares
|
$233,833
0.02% of portfolio
|
Q2 2025
Reduced 34.02%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
5,002
shares
|
$232,392
0.07% of portfolio
|
Q3 2025
Reduced 12.11%
|