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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18,646
shares
|
$937,707
0.02% of portfolio
|
Q3 2024
Added 937.04%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
15,514
shares
|
$780,199
0.01% of portfolio
|
Q3 2024
Added 40.02%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
15,502
shares
|
$779,595
0.02% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
14,881
shares
|
$748,365
0.15% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
14,113
shares
|
$709,742
0.05% of portfolio
|
Q2 2024
Added 521.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
13,651
shares
|
$686,508
0.02% of portfolio
|
Q2 2024
Added 11.92%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
13,292
shares
|
$668,454
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
12,901
shares
|
$648,791
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
12,178
shares
|
$612,431
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
11,229
shares
|
$564,706
0.59% of portfolio
|
Q2 2024
Added 20.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
11,148
shares
|
$560,632
0.25% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
11,098
shares
|
$558,118
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
10,828
shares
|
$544,540
0.01% of portfolio
|
Q2 2024
Reduced 7.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,248
shares
|
$515,371
0.03% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
9,963
shares
|
$501,039
0.14% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
9,862
shares
|
$495,959
0.05% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
9,669
shares
|
$486,254
0.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
9,562
shares
|
$480,872
0.22% of portfolio
|
Q2 2024
Added 21.13%
|
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
9,550
shares
|
$480,269
0.13% of portfolio
|
Q2 2024
Reduced 22.9%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
9,430
shares
|
$474,234
0.14% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
9,134
shares
|
$459,348
0.0% of portfolio
|
Q2 2024
Reduced 44.84%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
9,099
shares
|
$457,588
0.17% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
9,043
shares
|
$454,772
0.26% of portfolio
|
Q3 2024
Reduced 92.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
9,040
shares
|
$454,621
0.0% of portfolio
|
Q2 2024
Reduced 49.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
8,983
shares
|
$451,755
0.0% of portfolio
|
Q2 2024
New holding
|