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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
25,046
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
24,206
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 79.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
23,617
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
23,007
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
21,246
shares
|
$1.11 Million
0.67% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
19,881
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Added 42.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,848
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
19,471
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,760
shares
|
$984,149
0.0% of portfolio
|
Q1 2025
Added 98.04%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
18,110
shares
|
$950,050
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
17,496
shares
|
$917,840
0.01% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
17,000
shares
|
$891,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
16,437
shares
|
$862,285
0.24% of portfolio
|
Q1 2025
Added 25.49%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
15,502
shares
|
$813,234
0.02% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
15,284
shares
|
$801,798
0.07% of portfolio
|
Q1 2025
Added 44.38%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
15,250
shares
|
$800,015
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
14,297
shares
|
$750,020
0.02% of portfolio
|
Q1 2025
Added 35.41%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,245
shares
|
$747,292
0.01% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
14,156
shares
|
$742,623
0.08% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
14,090
shares
|
$739,161
0.1% of portfolio
|
Q1 2025
Reduced 25.8%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
14,068
shares
|
$738,007
0.05% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,451
shares
|
$653,179
0.02% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
12,293
shares
|
$644,890
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
12,253
shares
|
$642,792
0.02% of portfolio
|
Q1 2025
Added 73.36%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
12,178
shares
|
$638,857
0.24% of portfolio
|
Q2 2023
New holding
|