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 5.75 Million shares, which have been reported (via 13F filing form) to have a value of $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,831
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
23,632
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
23,454
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 126.49%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
23,093
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
21,904
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
20,823
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Added 25.23%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
20,823
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Added 25.23%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
20,601
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
18,944
shares
|
$1.06 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
18,109
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
17,801
shares
|
$997,746
0.02% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
17,714
shares
|
$992,869
0.03% of portfolio
|
Q3 2025
Reduced 26.61%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
16,969
shares
|
$951,112
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
15,502
shares
|
$868,887
0.02% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
15,495
shares
|
$868,494
0.26% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
14,593
shares
|
$817,937
0.05% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
14,510
shares
|
$813,285
0.1% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
13,440
shares
|
$753,312
0.0% of portfolio
|
Q3 2025
Added 97.24%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
13,156
shares
|
$737,393
0.51% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,699
shares
|
$711,778
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
12,681
shares
|
$710,770
0.05% of portfolio
|
Q3 2025
Reduced 30.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
12,502
shares
|
$700,737
0.03% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
12,413
shares
|
$695,748
0.27% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
12,311
shares
|
$690,031
0.01% of portfolio
|
Q3 2025
Added 64.15%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
12,178
shares
|
$682,576
0.22% of portfolio
|
Q2 2023
New holding
|
|