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 76 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 $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,204
shares
|
$321,268
0.0% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
8,032
shares
|
$314,533
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
8,013
shares
|
$313,789
0.07% of portfolio
|
Q4 2024
Reduced 61.49%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
7,705
shares
|
$301,727
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,575
shares
|
$296,637
0.01% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,334
shares
|
$287,199
0.03% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
6,806
shares
|
$266,522
0.08% of portfolio
|
Q2 2024
Reduced 4.56%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
6,390
shares
|
$250,232
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,738
shares
|
$224,700
0.01% of portfolio
|
Q3 2024
Added 42.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,636
shares
|
$220,705
0.0% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,619
shares
|
$220,040
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
5,411
shares
|
$211,894
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,796
shares
|
$187,811
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,268
shares
|
$167,134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,871
shares
|
$151,588
0.07% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,681
shares
|
$144,147
0.09% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,626
shares
|
$141,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,426
shares
|
$134,162
0.02% of portfolio
|
Q2 2024
Reduced 24.98%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$117,479
0.02% of portfolio
|
Q1 2023
Reduced 9.64%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,960
shares
|
$76,753
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,866
shares
|
$73,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,378
shares
|
$53,962
0.0% of portfolio
|
Q3 2024
Reduced 94.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
750
shares
|
$29,369
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
620
shares
|
$24,279
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
500
shares
|
$19,580
0.0% of portfolio
|
Q3 2024
Reduced 44.75%
|