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 85 institutions that hold shares in the stock, with a total of 3.41 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
26,602
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 83.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,159
shares
|
$995,793
0.0% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
23,422
shares
|
$927,042
0.27% of portfolio
|
Q2 2024
Reduced 22.37%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
23,063
shares
|
$912,833
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
19,807
shares
|
$783,961
0.0% of portfolio
|
Q3 2024
Added 99.79%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
18,634
shares
|
$737,533
0.01% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
17,400
shares
|
$688,692
0.62% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
16,865
shares
|
$667,516
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,853
shares
|
$627,461
0.02% of portfolio
|
Q2 2024
Reduced 29.39%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
15,815
shares
|
$625,957
0.37% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,406
shares
|
$609,769
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,447
shares
|
$571,812
0.01% of portfolio
|
Q3 2024
Reduced 48.38%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
14,427
shares
|
$571,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,220
shares
|
$562,827
0.02% of portfolio
|
Q1 2021
Added 40.71%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
14,220
shares
|
$562,827
0.05% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,932
shares
|
$551,428
0.0% of portfolio
|
Q3 2024
Added 106.03%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
13,567
shares
|
$536,981
0.21% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
11,499
shares
|
$455,130
0.14% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,116
shares
|
$439,971
0.0% of portfolio
|
Q3 2024
Reduced 31.93%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
10,542
shares
|
$417,252
0.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
10,266
shares
|
$406,328
0.04% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
9,077
shares
|
$359,267
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
8,641
shares
|
$342,010
0.17% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
8,492
shares
|
$336,113
0.29% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,431
shares
|
$333,698
0.03% of portfolio
|
Q3 2024
New holding
|