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 84 institutions that hold shares in the stock, with a total of 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
422,859
shares
|
$16.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
351,352
shares
|
$13.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
296,100
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
252,752
shares
|
$9.72 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
155,022
shares
|
$5.96 Million
0.0% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
95,906
shares
|
$3.69 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
94,673
shares
|
$3.64 Million
0.64% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
63,436
shares
|
$2.44 Million
0.08% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,630
shares
|
$2.06 Million
0.15% of portfolio
|
Q4 2022
Added 0.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
53,135
shares
|
$2.04 Million
0.07% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
51,818
shares
|
$1.99 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
48,353
shares
|
$1.86 Million
3.27% of portfolio
|
Q4 2024
Reduced 58.54%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
48,214
shares
|
$1.85 Million
0.7% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
48,135
shares
|
$1.85 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
38,047
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
36,554
shares
|
$1.41 Million
0.15% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
32,675
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,689
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
31,259
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
30,822
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.72%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
27,815
shares
|
$1.07 Million
1.03% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
25,781
shares
|
$991,279
0.2% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
24,054
shares
|
$924,876
0.01% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
22,166
shares
|
$852,282
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
21,559
shares
|
$828,943
0.22% of portfolio
|
Q4 2024
Added 0.0%
|