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 106 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,617
shares
|
$337,356
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
7,375
shares
|
$326,638
0.08% of portfolio
|
Q1 2025
Reduced 66.86%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
7,330
shares
|
$324,645
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
7,330
shares
|
$324,645
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
6,862
shares
|
$303,917
0.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
6,778
shares
|
$300,197
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,032
shares
|
$267,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,989
shares
|
$265,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
5,759
shares
|
$255,066
0.1% of portfolio
|
Q1 2025
Reduced 33.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,414
shares
|
$239,786
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
5,350
shares
|
$236,951
0.02% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
5,313
shares
|
$235,312
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,158
shares
|
$228,447
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,443
shares
|
$152,490
0.0% of portfolio
|
Q1 2025
Added 269.02%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,225
shares
|
$142,835
0.06% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$132,870
0.01% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,760
shares
|
$122,240
0.15% of portfolio
|
Q3 2022
Added 13.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,000
shares
|
$88,580
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,875
shares
|
$83,043
0.04% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,862
shares
|
$82,467
0.0% of portfolio
|
Q4 2024
Reduced 53.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,327
shares
|
$58,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,054
shares
|
$46,681
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,047
shares
|
$46,371
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,000
shares
|
$44,290
0.0% of portfolio
|
Q1 2025
Reduced 68.78%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$44,290
0.01% of portfolio
|
Q4 2024
New holding
|