Institutional Ownership First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN). We have compiled data on the 118 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $210 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
728,608
shares
|
$30.1 Million
1.97% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
381,021
shares
|
$15.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
298,116
shares
|
$12.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
231,690
shares
|
$9.57 Million
1.22% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
217,641
shares
|
$8.99 Million
2.15% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
200,702
shares
|
$8.29 Million
0.0% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
194,921
shares
|
$8.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
157,337
shares
|
$6.5 Million
1.99% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
139,873
shares
|
$5.78 Million
0.89% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
139,873
shares
|
$5.78 Million
0.9% of portfolio
|
Q4 2022
Added 1.99%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
138,341
shares
|
$5.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
126,099
shares
|
$5.21 Million
0.01% of portfolio
|
Q2 2025
Added 99.1%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
108,814
shares
|
$4.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
91,261
shares
|
$3.77 Million
0.11% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
85,752
shares
|
$3.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
80,851
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Added 19.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
77,572
shares
|
$3.2 Million
0.01% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
75,906
shares
|
$3.13 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
69,705
shares
|
$2.88 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
62,054
shares
|
$2.56 Million
1.18% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
61,211
shares
|
$2.53 Million
0.08% of portfolio
|
Q2 2025
Added 27.71%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
54,639
shares
|
$2.26 Million
0.23% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
54,358
shares
|
$2.24 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
50,712
shares
|
$2.09 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
48,703
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 4.17%
|