Institutional Ownership First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (FJUN). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 5.54 Million shares, which have been reported (via 13F filing form) to have a value of $271 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
577,433
shares
|
$28.2 Million
0.04% of portfolio
|
Q2 2024
Added 13.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
369,889
shares
|
$18.1 Million
0.04% of portfolio
|
Q2 2024
Added 42.57%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
327,146
shares
|
$16 Million
0.01% of portfolio
|
Q2 2024
Added 36.85%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
270,183
shares
|
$13.2 Million
0.03% of portfolio
|
Q2 2024
Added 20.28%
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 22, 2024 Q2 2024 |
243,172
shares
|
$11.9 Million
4.52% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
191,627
shares
|
$9.37 Million
3.13% of portfolio
|
Q2 2024
Reduced 19.67%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
179,574
shares
|
$8.78 Million
0.04% of portfolio
|
Q2 2024
Reduced 21.89%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
172,113
shares
|
$8.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
169,610
shares
|
$8.3 Million
0.01% of portfolio
|
Q2 2024
Added 21.87%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
140,938
shares
|
$6.89 Million
0.01% of portfolio
|
Q2 2024
Added 2.28%
|
|
Ewg Elevate Inc.
|
Jul 15, 2024 Q2 2024 |
139,660
shares
|
$6.83 Million
2.66% of portfolio
|
Q2 2024
New holding
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
136,150
shares
|
$6.66 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
126,378
shares
|
$6.18 Million
0.18% of portfolio
|
Q4 2020
Reduced 99.74%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
120,690
shares
|
$5.9 Million
0.3% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
119,340
shares
|
$5.84 Million
0.03% of portfolio
|
Q2 2024
Added 13.31%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
114,118
shares
|
$5.58 Million
2.42% of portfolio
|
Q2 2024
Added 3.29%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
107,924
shares
|
$5.28 Million
0.25% of portfolio
|
Q2 2024
Added 4.06%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
96,741
shares
|
$4.73 Million
0.02% of portfolio
|
Q2 2024
Added 15.31%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
91,207
shares
|
$4.46 Million
0.08% of portfolio
|
Q2 2024
Reduced 22.94%
|
|
Financial Guidance Group, Inc.
|
Aug 07, 2024 Q2 2024 |
91,159
shares
|
$4.46 Million
2.98% of portfolio
|
Q2 2024
Reduced 22.95%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
90,821
shares
|
$4.44 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
89,113
shares
|
$4.36 Million
0.15% of portfolio
|
Q2 2024
Reduced 43.58%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
79,600
shares
|
$3.89 Million
0.06% of portfolio
|
Q2 2024
Reduced 32.11%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
72,101
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2024
Added 58.63%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
71,435
shares
|
$3.49 Million
1.86% of portfolio
|
Q2 2024
Reduced 4.53%
|