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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
11,289
shares
|
$592,220
0.03% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
11,006
shares
|
$577,374
0.6% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
10,933
shares
|
$573,545
0.25% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,826
shares
|
$567,931
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
10,741
shares
|
$563,472
0.15% of portfolio
|
Q1 2025
Added 26.45%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
10,509
shares
|
$551,302
0.32% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
9,963
shares
|
$522,658
0.4% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
9,725
shares
|
$510,173
0.13% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
9,669
shares
|
$507,235
0.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
9,562
shares
|
$501,622
0.2% of portfolio
|
Q2 2024
Added 21.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
9,440
shares
|
$495,222
0.01% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,804
shares
|
$461,857
0.01% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
8,363
shares
|
$438,722
0.09% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
8,104
shares
|
$425,135
0.32% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
8,057
shares
|
$422,670
0.04% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
7,882
shares
|
$413,489
0.15% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
7,814
shares
|
$409,922
0.02% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
7,655
shares
|
$401,581
0.03% of portfolio
|
Q3 2023
Reduced 10.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,404
shares
|
$388,413
0.0% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,396
shares
|
$387,994
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
7,334
shares
|
$384,741
0.06% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,252
shares
|
$380,439
0.01% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,216
shares
|
$378,551
0.27% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
7,173
shares
|
$376,295
0.01% of portfolio
|
Q1 2025
Added 19.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,097
shares
|
$372,308
0.0% of portfolio
|
Q1 2025
Reduced 42.62%
|