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 87 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
31,992
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Added 41.85%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
30,531
shares
|
$1.16 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
27,986
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2024
Added 153.66%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
24,222
shares
|
$923,584
0.0% of portfolio
|
Q2 2024
Added 10.46%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
23,422
shares
|
$893,080
0.29% of portfolio
|
Q2 2024
Reduced 22.37%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
20,422
shares
|
$778,690
0.01% of portfolio
|
Q2 2024
Added 12.01%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
18,073
shares
|
$689,123
0.0% of portfolio
|
Q2 2024
Added 113.98%
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
17,900
shares
|
$682,527
0.37% of portfolio
|
Q2 2024
Added 2.87%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
16,864
shares
|
$643,024
0.02% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
16,330
shares
|
$622,662
0.0% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
15,853
shares
|
$604,474
0.02% of portfolio
|
Q2 2024
Reduced 29.39%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,406
shares
|
$587,430
0.18% of portfolio
|
Q1 2022
New holding
|
|
Bouchey Financial Group LTD
|
Jul 12, 2024 Q2 2024 |
14,934
shares
|
$569,433
0.06% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
14,322
shares
|
$546,097
0.35% of portfolio
|
Q2 2024
Added 4.49%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,220
shares
|
$542,208
0.02% of portfolio
|
Q1 2021
Added 40.71%
|
|
Santori & Peters, Inc.
|
Jul 22, 2024 Q2 2024 |
13,724
shares
|
$523,296
0.22% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
11,499
shares
|
$438,456
0.15% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
11,008
shares
|
$419,735
0.04% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
9,914
shares
|
$378,020
0.0% of portfolio
|
Q2 2024
Reduced 85.71%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
9,312
shares
|
$355,066
0.0% of portfolio
|
Q2 2024
Added 158.95%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
8,973
shares
|
$342,140
0.04% of portfolio
|
Q1 2024
Added 3.64%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
8,861
shares
|
$337,869
0.19% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
8,321
shares
|
$317,279
0.01% of portfolio
|
Q2 2024
Added 33.52%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
8,017
shares
|
$305,688
0.01% of portfolio
|
Q1 2024
New holding
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
7,921
shares
|
$302,027
0.14% of portfolio
|
Q2 2024
Reduced 0.33%
|