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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,044
shares
|
$675,066
0.0% of portfolio
|
Q3 2025
Added 53.5%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
11,377
shares
|
$637,680
0.03% of portfolio
|
Q3 2025
Reduced 62.44%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,806
shares
|
$605,676
0.02% of portfolio
|
Q3 2025
Added 26.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,638
shares
|
$596,259
0.0% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
10,509
shares
|
$589,029
0.29% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,291
shares
|
$576,810
0.01% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
9,742
shares
|
$546,039
0.02% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
9,733
shares
|
$545,534
0.49% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
9,669
shares
|
$541,947
0.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
9,600
shares
|
$538,080
0.03% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
9,588
shares
|
$537,407
0.12% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
9,182
shares
|
$514,651
0.04% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
9,000
shares
|
$504,450
0.18% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
8,735
shares
|
$489,596
0.01% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,320
shares
|
$466,336
0.01% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,103
shares
|
$454,173
0.01% of portfolio
|
Q3 2025
Reduced 33.82%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
8,088
shares
|
$453,332
0.14% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,981
shares
|
$447,335
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
7,847
shares
|
$439,824
0.29% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
7,803
shares
|
$437,358
0.11% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
7,605
shares
|
$426,260
0.01% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,445
shares
|
$417,292
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
7,396
shares
|
$414,545
0.01% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,280
shares
|
$408,044
0.03% of portfolio
|
Q2 2025
Added 37.36%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
7,219
shares
|
$404,624
0.0% of portfolio
|
Q3 2025
Added 54.81%
|
|