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 |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
64,151
shares
|
$3.53 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
63,736
shares
|
$3.51 Million
0.8% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
61,643
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
60,593
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
59,391
shares
|
$3.27 Million
0.53% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
57,656
shares
|
$3.17 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,824
shares
|
$2.74 Million
0.16% of portfolio
|
Q4 2022
Reduced 84.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
47,131
shares
|
$2.59 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
45,649
shares
|
$2.51 Million
0.02% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
44,186
shares
|
$2.43 Million
0.31% of portfolio
|
Q2 2025
Added 700.76%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
43,959
shares
|
$2.42 Million
2.44% of portfolio
|
Q2 2025
Added 51.61%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
42,159
shares
|
$2.32 Million
0.04% of portfolio
|
Q2 2025
Added 32.56%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
36,213
shares
|
$1.99 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
35,389
shares
|
$1.95 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
34,158
shares
|
$1.88 Million
0.06% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
33,720
shares
|
$1.85 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
33,185
shares
|
$1.83 Million
1.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
31,793
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
30,572
shares
|
$1.68 Million
0.43% of portfolio
|
Q1 2025
Reduced 87.24%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
30,293
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
27,891
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
27,673
shares
|
$1.52 Million
0.09% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,295
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
26,263
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,307
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.42%
|