Institutional Ownership Ft Exch Trd Fd Viii Cboe Vest (XJUN)
This table provides information about the institutional ownership of Ft Exch Trd Fd Viii Cboe Vest (XJUN). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 3.22 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
408,760
shares
|
$15.2 Million
0.04% of portfolio
|
Q2 2024
Reduced 13.47%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
304,363
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.06%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
268,279
shares
|
$10 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
260,412
shares
|
$9.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 37.69%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
243,941
shares
|
$9.09 Million
3.07% of portfolio
|
Q2 2024
New holding
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jul 25, 2024 Q2 2024 |
160,538
shares
|
$5.98 Million
4.03% of portfolio
|
Q2 2024
New holding
|
|
Bullseye Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
116,362
shares
|
$4.34 Million
6.46% of portfolio
|
Q2 2024
Reduced 68.14%
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Aug 20, 2024 Q2 2024 |
115,322
shares
|
$4.3 Million
2.71% of portfolio
|
Q2 2024
Reduced 69.78%
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
107,115
shares
|
$3.99 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
103,662
shares
|
$3.86 Million
0.12% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
Bouchey Financial Group LTD
|
Jul 12, 2024 Q2 2024 |
59,535
shares
|
$2.22 Million
0.22% of portfolio
|
Q2 2024
Reduced 16.8%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,630
shares
|
$2 Million
0.15% of portfolio
|
Q4 2022
Added 0.86%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
52,495
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
51,818
shares
|
$1.93 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
51,518
shares
|
$1.92 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
47,243
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
47,122
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
45,728
shares
|
$1.7 Million
0.98% of portfolio
|
Q2 2024
Added 4.67%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
39,291
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2024
Added 9.35%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
34,482
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2024
Added 62.27%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
31,795
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2024
Reduced 72.21%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
31,619
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Reduced 34.8%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
29,836
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
Added 13.63%
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
28,879
shares
|
$1.08 Million
1.12% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
27,258
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Added 233.55%
|