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 137 institutions that hold shares in the stock, with a total of 5.4 Million shares, which have been reported (via 13F filing form) to have a value of $281 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
2,404
shares
|
$125,176
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,061
shares
|
$107,316
0.12% of portfolio
|
Q3 2022
Reduced 6.15%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,400
shares
|
$72,898
0.01% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,165
shares
|
$60,661
0.05% of portfolio
|
Q2 2024
Reduced 56.29%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$52,070
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
918
shares
|
$47,800
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
782
shares
|
$40,718
0.01% of portfolio
|
Q2 2024
Reduced 21.8%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
700
shares
|
$36,449
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
661
shares
|
$34,418
0.0% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
427
shares
|
$22,233
0.0% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
148
shares
|
$7,706
0.0% of portfolio
|
Q1 2024
Reduced 88.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14
shares
|
$728
0.0% of portfolio
|
Q3 2024
New holding
|