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 93 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 $95.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,050
shares
|
$222,402
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,869
shares
|
$214,430
0.0% of portfolio
|
Q3 2024
Reduced 52.99%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
4,793
shares
|
$211,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,659
shares
|
$205,182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
4,642
shares
|
$204,433
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,225
shares
|
$142,029
0.06% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,203
shares
|
$141,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,760
shares
|
$121,550
0.15% of portfolio
|
Q3 2022
Added 13.58%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,175
shares
|
$95,787
0.04% of portfolio
|
Q3 2024
Reduced 22.6%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$88,080
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,862
shares
|
$82,002
0.0% of portfolio
|
Q4 2024
Reduced 53.2%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,047
shares
|
$46,109
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,030
shares
|
$45,361
0.0% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
827
shares
|
$36,421
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
759
shares
|
$33,426
0.01% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
545
shares
|
$24,001
0.0% of portfolio
|
Q3 2024
Reduced 57.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
500
shares
|
$22,020
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
450
shares
|
$19,818
0.0% of portfolio
|
Q3 2024
New holding
|