Institutional Ownership Ft Tr ETF Viii Ft Cboe Vest Us (DFEB)
This table provides information about the institutional ownership of Ft Tr ETF Viii Ft Cboe Vest Us (DFEB). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 01, 2024 Q2 2024 |
14,241
shares
|
$593,564
0.35% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 15, 2024 Q2 2024 |
13,857
shares
|
$577,559
0.14% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
Columbus Macro, LLC
|
Jul 12, 2024 Q2 2024 |
13,503
shares
|
$562,805
0.22% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
12,041
shares
|
$501,868
0.08% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
11,912
shares
|
$496,492
0.05% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Aug 08, 2024 Q2 2024 |
11,300
shares
|
$470,984
0.23% of portfolio
|
Q4 2022
New holding
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
10,918
shares
|
$455,062
0.08% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
10,417
shares
|
$434,180
0.2% of portfolio
|
Q1 2023
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
10,078
shares
|
$420,051
0.02% of portfolio
|
Q1 2023
Reduced 32.44%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
8,784
shares
|
$366,117
0.0% of portfolio
|
Q2 2024
Reduced 69.97%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
7,562
shares
|
$315,184
0.02% of portfolio
|
Q2 2024
Reduced 8.0%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
7,497
shares
|
$312,474
0.05% of portfolio
|
Q2 2024
Reduced 33.22%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
7,000
shares
|
$291,760
0.05% of portfolio
|
Q2 2024
Reduced 36.36%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,809
shares
|
$283,799
0.01% of portfolio
|
Q4 2023
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,766
shares
|
$282,006
0.0% of portfolio
|
Q1 2024
Reduced 24.64%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
6,707
shares
|
$279,547
0.03% of portfolio
|
Q2 2024
Reduced 8.21%
|
|
Rovin Capital
|
Jul 18, 2024 Q2 2024 |
6,562
shares
|
$273,504
0.11% of portfolio
|
Q1 2024
New holding
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
5,822
shares
|
$242,660
0.03% of portfolio
|
Q2 2024
Reduced 2.98%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
5,804
shares
|
$241,910
0.01% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
5,543
shares
|
$231,032
0.04% of portfolio
|
Q2 2024
Added 2.1%
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 19, 2024 Q2 2024 |
5,350
shares
|
$222,988
0.12% of portfolio
|
Q4 2023
New holding
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 24, 2024 Q2 2024 |
5,299
shares
|
$220,862
0.01% of portfolio
|
Q2 2024
New holding
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
5,299
shares
|
$220,862
0.01% of portfolio
|
Q2 2024
New holding
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
5,175
shares
|
$215,694
0.02% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
5,095
shares
|
$212,359
0.01% of portfolio
|
Q2 2024
New holding
|