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 143 institutions that hold shares in the stock, with a total of 5.74 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
340,189
shares
|
$18.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
265,451
shares
|
$14.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
245,306
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
226,891
shares
|
$12.5 Million
0.95% of portfolio
|
Q2 2025
Added 86.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
221,907
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
221,547
shares
|
$12.2 Million
2.54% of portfolio
|
Q2 2025
Added 88.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
208,156
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Added 23.58%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
204,416
shares
|
$11.2 Million
2.89% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
184,914
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
183,615
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
171,555
shares
|
$9.44 Million
0.02% of portfolio
|
Q2 2025
Added 32.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
163,286
shares
|
$8.98 Million
0.02% of portfolio
|
Q2 2025
Reduced 48.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
135,855
shares
|
$7.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
126,378
shares
|
$6.95 Million
0.18% of portfolio
|
Q4 2020
Reduced 99.74%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
123,036
shares
|
$6.77 Million
1.49% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
115,926
shares
|
$6.38 Million
0.08% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
113,560
shares
|
$6.25 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
111,850
shares
|
$6.15 Million
0.03% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
96,631
shares
|
$5.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
93,083
shares
|
$5.12 Million
4.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
76,563
shares
|
$4.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,223
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
71,907
shares
|
$3.95 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
71,859
shares
|
$3.95 Million
2.19% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
66,954
shares
|
$3.68 Million
1.4% of portfolio
|
Q2 2025
Reduced 1.92%
|