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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
6,966
shares
|
$365,436
0.03% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
6,882
shares
|
$361,029
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
6,806
shares
|
$357,042
0.09% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
6,743
shares
|
$353,737
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
6,630
shares
|
$347,809
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
6,514
shares
|
$341,724
0.1% of portfolio
|
Q1 2025
Reduced 19.71%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
6,424
shares
|
$337,003
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,290
shares
|
$329,973
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
6,134
shares
|
$321,789
0.01% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
6,070
shares
|
$318,432
0.24% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,524
shares
|
$289,789
0.15% of portfolio
|
Q2 2024
Reduced 67.96%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
5,518
shares
|
$289,474
0.05% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,422
shares
|
$284,438
0.0% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,300
shares
|
$278,038
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
5,016
shares
|
$263,139
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,906
shares
|
$257,368
0.02% of portfolio
|
Q1 2025
Added 98020.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,761
shares
|
$249,762
0.01% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
4,730
shares
|
$248,135
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,686
shares
|
$245,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
4,635
shares
|
$243,152
0.06% of portfolio
|
Q4 2024
Reduced 51.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,600
shares
|
$241,316
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,527
shares
|
$237,486
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
4,503
shares
|
$236,227
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
4,479
shares
|
$234,968
0.14% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,300
shares
|
$225,578
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|