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 146 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $306 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
66,010
shares
|
$3.46 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
59,881
shares
|
$3.14 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
56,165
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
53,336
shares
|
$2.8 Million
0.01% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
52,792
shares
|
$2.77 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
50,065
shares
|
$2.63 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,824
shares
|
$2.61 Million
0.16% of portfolio
|
Q4 2022
Reduced 84.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
39,062
shares
|
$2.05 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
38,000
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
37,259
shares
|
$1.95 Million
0.81% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
36,464
shares
|
$1.91 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
33,023
shares
|
$1.73 Million
1.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
32,440
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
32,197
shares
|
$1.69 Million
0.05% of portfolio
|
Q1 2025
Added 22.53%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
31,804
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
30,607
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
30,572
shares
|
$1.6 Million
0.66% of portfolio
|
Q1 2025
Reduced 87.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
30,277
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
30,238
shares
|
$1.59 Million
0.09% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
29,618
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.99%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
28,994
shares
|
$1.52 Million
2.27% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
27,577
shares
|
$1.45 Million
0.06% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
27,000
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
26,734
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2024
Added 9.77%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
26,576
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.23%
|