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 |
|---|---|---|---|---|---|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
4,975
shares
|
$231,138
0.06% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
4,642
shares
|
$215,667
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,453
shares
|
$206,886
0.0% of portfolio
|
Q2 2025
Added 29.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,625
shares
|
$168,417
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,485
shares
|
$161,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,225
shares
|
$149,833
0.06% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,214
shares
|
$149,322
0.0% of portfolio
|
Q2 2025
Reduced 75.58%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,009
shares
|
$139,798
0.01% of portfolio
|
Q3 2025
Reduced 56.36%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,000
shares
|
$139,380
0.01% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,760
shares
|
$128,229
0.15% of portfolio
|
Q3 2022
Added 13.58%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,195
shares
|
$101,979
0.01% of portfolio
|
Q2 2025
Added 579.57%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$92,920
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,929
shares
|
$89,621
0.0% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,875
shares
|
$87,112
0.03% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,327
shares
|
$61,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,171
shares
|
$54,404
0.0% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,047
shares
|
$48,643
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$46,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
888
shares
|
$41,256
0.0% of portfolio
|
Q2 2025
Reduced 89.5%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
759
shares
|
$35,263
0.01% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
500
shares
|
$23,230
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
450
shares
|
$20,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|