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 111 institutions that hold shares in the stock, with a total of 5.61 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
722,069
shares
|
$29.2 Million
2.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
409,444
shares
|
$16.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
357,196
shares
|
$14.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 89.74%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
305,745
shares
|
$12.3 Million
0.05% of portfolio
|
Q1 2025
Added 175.2%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
257,227
shares
|
$10.4 Million
2.37% of portfolio
|
Q1 2025
Added 42.63%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
230,093
shares
|
$9.29 Million
1.26% of portfolio
|
Q1 2025
Added 3889.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
202,671
shares
|
$8.19 Million
0.03% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
197,048
shares
|
$7.96 Million
2.08% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
196,246
shares
|
$7.93 Million
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
156,249
shares
|
$6.31 Million
2.13% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
147,947
shares
|
$5.98 Million
0.03% of portfolio
|
Q1 2025
Added 54.3%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
147,471
shares
|
$5.96 Million
2.17% of portfolio
|
Q1 2025
Added 456.1%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
139,873
shares
|
$5.65 Million
0.89% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
139,873
shares
|
$5.65 Million
0.9% of portfolio
|
Q4 2022
Added 1.99%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
115,905
shares
|
$4.68 Million
0.01% of portfolio
|
Q1 2025
Added 33.19%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
111,544
shares
|
$4.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
91,172
shares
|
$3.68 Million
0.11% of portfolio
|
Q1 2025
Reduced 74.14%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
75,906
shares
|
$3.07 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
74,456
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
72,505
shares
|
$2.93 Million
0.09% of portfolio
|
Q1 2025
Added 329.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
67,433
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
66,702
shares
|
$2.69 Million
1.41% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
63,336
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 23.52%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
54,494
shares
|
$2.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
54,241
shares
|
$2.19 Million
0.02% of portfolio
|
Q1 2025
Added 24.8%
|