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 5.74 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
10,698
shares
|
$588,390
0.55% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
10,509
shares
|
$577,995
0.31% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,469
shares
|
$575,795
0.14% of portfolio
|
Q2 2025
Added 60.72%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
10,291
shares
|
$566,005
0.01% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,750
shares
|
$536,250
0.05% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
9,681
shares
|
$532,455
0.12% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
9,669
shares
|
$531,795
0.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,442
shares
|
$519,310
0.0% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
9,001
shares
|
$495,055
0.01% of portfolio
|
Q2 2025
Reduced 48.55%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
8,575
shares
|
$471,625
0.18% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
8,541
shares
|
$469,755
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,255
shares
|
$454,025
0.08% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
8,088
shares
|
$444,840
0.15% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,952
shares
|
$437,360
0.01% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,846
shares
|
$431,530
0.0% of portfolio
|
Q2 2025
Added 44.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
7,814
shares
|
$429,770
0.02% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,764
shares
|
$427,020
0.01% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
7,652
shares
|
$420,860
0.28% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$412,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
7,280
shares
|
$400,400
0.03% of portfolio
|
Q2 2025
Added 37.36%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
7,262
shares
|
$399,410
0.11% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,252
shares
|
$398,860
0.01% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
6,840
shares
|
$376,200
0.03% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
6,814
shares
|
$374,770
0.0% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
6,572
shares
|
$361,460
0.05% of portfolio
|
Q2 2025
Reduced 10.39%
|