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 130 institutions that hold shares in the stock, with a total of 5.24 Million shares, which have been reported (via 13F filing form) to have a value of $263 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
369,889
shares
|
$18.6 Million
0.04% of portfolio
|
Q2 2024
Added 42.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
329,180
shares
|
$16.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.99%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
327,146
shares
|
$16.5 Million
0.01% of portfolio
|
Q2 2024
Added 36.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
270,183
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2024
Added 20.28%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
241,965
shares
|
$12.2 Million
4.69% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
221,907
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
192,377
shares
|
$9.67 Million
2.89% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
188,163
shares
|
$9.46 Million
0.04% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
172,113
shares
|
$8.66 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
143,249
shares
|
$7.2 Million
0.1% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
140,938
shares
|
$7.09 Million
0.01% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
126,378
shares
|
$6.36 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
|
$6.07 Million
0.3% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
119,340
shares
|
$6 Million
0.03% of portfolio
|
Q2 2024
Added 13.31%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
113,885
shares
|
$5.73 Million
0.09% of portfolio
|
Q3 2024
Added 43.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
103,760
shares
|
$5.22 Million
0.02% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
91,207
shares
|
$4.59 Million
0.08% of portfolio
|
Q2 2024
Reduced 22.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
90,821
shares
|
$4.57 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
80,666
shares
|
$4.06 Million
2.62% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,223
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
71,435
shares
|
$3.59 Million
1.86% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
66,855
shares
|
$3.36 Million
0.27% of portfolio
|
Q3 2024
Added 67.24%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
60,662
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Added 198.42%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jul 31, 2024 Q2 2024 |
59,489
shares
|
$2.99 Million
2.22% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
58,691
shares
|
$2.95 Million
0.09% of portfolio
|
Q3 2024
Reduced 34.14%
|