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 |
---|---|---|---|---|---|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
2,000
shares
|
$85,720
0.01% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,296
shares
|
$55,546
0.0% of portfolio
|
Q3 2024
Added 53.19%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
1,047
shares
|
$44,874
0.01% of portfolio
|
Q3 2020
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
897
shares
|
$38,445
0.0% of portfolio
|
Q1 2024
Added 1.23%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
816
shares
|
$34,973
0.02% of portfolio
|
Q2 2024
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
647
shares
|
$27,730
0.01% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
545
shares
|
$23,358
0.0% of portfolio
|
Q3 2024
Reduced 57.78%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
539
shares
|
$23,101
0.0% of portfolio
|
Q4 2023
Reduced 81.78%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
500
shares
|
$21,430
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
172
shares
|
$7,371
0.0% of portfolio
|
Q1 2024
Reduced 88.21%
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
26
shares
|
$1,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|