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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
6,424
shares
|
$353,320
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,290
shares
|
$345,950
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
5,970
shares
|
$328,350
0.21% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,678
shares
|
$312,290
0.02% of portfolio
|
Q1 2025
Added 31.75%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
5,524
shares
|
$303,820
0.17% of portfolio
|
Q2 2024
Reduced 67.96%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
5,435
shares
|
$298,925
0.02% of portfolio
|
Q2 2025
Reduced 29.0%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
5,092
shares
|
$280,060
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
5,046
shares
|
$277,530
0.0% of portfolio
|
Q2 2025
Reduced 64.58%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,966
shares
|
$273,130
0.02% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,809
shares
|
$264,495
0.0% of portfolio
|
Q2 2025
Reduced 32.96%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
4,806
shares
|
$264,330
0.06% of portfolio
|
Q2 2025
Reduced 29.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,761
shares
|
$261,855
0.01% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,710
shares
|
$259,050
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,686
shares
|
$257,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,663
shares
|
$256,465
0.0% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
4,520
shares
|
$248,600
0.05% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,489
shares
|
$246,895
0.02% of portfolio
|
Q2 2025
Reduced 35.56%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
4,439
shares
|
$244,145
0.14% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
4,367
shares
|
$240,185
0.22% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
4,300
shares
|
$236,500
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
4,280
shares
|
$235,400
0.03% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
4,245
shares
|
$233,475
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,178
shares
|
$229,790
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
4,108
shares
|
$225,940
0.0% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,750
shares
|
$206,250
0.03% of portfolio
|
Q1 2025
Reduced 6.25%
|