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 81 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,330
shares
|
$336,948
0.0% of portfolio
|
Q1 2025
Reduced 36.29%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
8,032
shares
|
$324,894
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
7,988
shares
|
$323,114
0.07% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
7,925
shares
|
$320,566
0.27% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
7,842
shares
|
$317,208
0.0% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
7,569
shares
|
$306,166
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
7,334
shares
|
$296,660
0.02% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
6,773
shares
|
$273,967
0.07% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,723
shares
|
$271,945
0.0% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
6,674
shares
|
$269,963
0.0% of portfolio
|
Q1 2025
Reduced 29.59%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
6,628
shares
|
$268,102
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
6,390
shares
|
$258,475
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
6,211
shares
|
$251,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
6,205
shares
|
$250,992
0.12% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
5,974
shares
|
$241,648
0.03% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
5,619
shares
|
$227,288
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,674
shares
|
$189,063
0.0% of portfolio
|
Q1 2025
Reduced 40.27%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
4,268
shares
|
$172,640
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,201
shares
|
$169,930
0.0% of portfolio
|
Q1 2025
Reduced 18.68%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
3,681
shares
|
$148,896
0.09% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
3,566
shares
|
$144,244
0.06% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,426
shares
|
$138,581
0.02% of portfolio
|
Q2 2024
Reduced 24.98%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,000
shares
|
$121,350
0.02% of portfolio
|
Q1 2023
Reduced 9.64%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,960
shares
|
$119,732
0.0% of portfolio
|
Q1 2025
Added 18400.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
1,960
shares
|
$79,282
0.02% of portfolio
|
Q1 2025
New holding
|