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 144 institutions that hold shares in the stock, with a total of 5.54 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
25,046
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
24,137
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 79.4%
|
|
|
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%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
20,823
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Added 25.23%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
20,651
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
20,165
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2025
Added 42.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
19,677
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
19,471
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
19,000
shares
|
$1.06 Million
0.63% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18,119
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 34.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
16,967
shares
|
$946,758
0.03% of portfolio
|
Q2 2025
Added 176.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,769
shares
|
$935,710
0.0% of portfolio
|
Q2 2025
Added 126.49%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
16,628
shares
|
$927,842
0.01% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
15,590
shares
|
$869,922
0.22% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
15,502
shares
|
$865,011
0.02% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
14,690
shares
|
$819,702
0.1% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
14,593
shares
|
$814,289
0.06% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
12,289
shares
|
$685,726
0.27% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
12,178
shares
|
$679,532
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
12,081
shares
|
$674,119
0.03% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
11,829
shares
|
$660,058
0.47% of portfolio
|
Q2 2025
Added 18.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
11,096
shares
|
$619,156
0.02% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
10,864
shares
|
$606,211
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
10,509
shares
|
$586,402
0.31% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,469
shares
|
$584,170
0.14% of portfolio
|
Q2 2025
Added 60.72%
|