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 148 institutions that hold shares in the stock, with a total of 6.39 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
11,148
shares
|
$576,017
0.25% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,804
shares
|
$558,242
0.01% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
10,778
shares
|
$556,899
0.0% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
10,586
shares
|
$546,978
0.05% of portfolio
|
Q4 2024
Added 63.52%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
10,558
shares
|
$545,531
0.01% of portfolio
|
Q4 2024
Added 63.08%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
10,525
shares
|
$543,826
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
10,525
shares
|
$543,826
0.32% of portfolio
|
Q2 2024
Added 21.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
10,332
shares
|
$533,854
0.03% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
10,313
shares
|
$532,872
0.02% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
10,250
shares
|
$529,617
0.02% of portfolio
|
Q4 2024
Reduced 22.89%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
9,969
shares
|
$515,098
0.54% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
9,822
shares
|
$507,502
0.13% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
9,750
shares
|
$503,782
0.05% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
9,669
shares
|
$499,597
0.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
9,562
shares
|
$494,068
0.21% of portfolio
|
Q2 2024
Added 21.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
9,473
shares
|
$489,469
0.0% of portfolio
|
Q4 2024
Reduced 49.92%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
9,004
shares
|
$465,236
0.21% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,747
shares
|
$451,957
0.01% of portfolio
|
Q4 2024
Added 80.31%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
8,611
shares
|
$444,930
0.09% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
8,494
shares
|
$438,884
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
8,139
shares
|
$420,542
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
8,113
shares
|
$419,198
0.11% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
7,856
shares
|
$405,919
0.0% of portfolio
|
Q4 2024
Added 24.58%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
7,811
shares
|
$403,594
0.09% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,766
shares
|
$401,269
0.0% of portfolio
|
Q4 2024
Added 2.78%
|