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 |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
4,245
shares
|
$222,692
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,178
shares
|
$219,177
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,018
shares
|
$210,784
0.0% of portfolio
|
Q1 2025
Added 507.87%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,750
shares
|
$196,725
0.03% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,895
shares
|
$151,871
0.0% of portfolio
|
Q1 2025
Added 3611.54%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
2,587
shares
|
$135,714
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,061
shares
|
$108,120
0.12% of portfolio
|
Q3 2022
Reduced 6.15%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,600
shares
|
$83,936
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,553
shares
|
$81,470
0.0% of portfolio
|
Q1 2025
Added 1625.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,495
shares
|
$78,427
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,400
shares
|
$73,444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,300
shares
|
$68,198
0.01% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
969
shares
|
$50,833
0.06% of portfolio
|
Q1 2025
Added 582.39%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
700
shares
|
$36,722
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
493
shares
|
$25,862
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
427
shares
|
$22,400
0.0% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
400
shares
|
$20,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
243
shares
|
$12,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
148
shares
|
$7,764
0.0% of portfolio
|
Q1 2024
Reduced 88.34%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
140
shares
|
$7,344
0.0% of portfolio
|
Q1 2025
Reduced 95.41%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|