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 5.33 Million shares, which have been reported (via 13F filing form) to have a value of $220 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
47,042
shares
|
$1.94 Million
0.57% of portfolio
|
Q2 2025
Reduced 68.1%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
44,750
shares
|
$1.85 Million
0.42% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
44,750
shares
|
$1.85 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
42,779
shares
|
$1.77 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
40,907
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Added 18.17%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
40,907
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
31,981
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Added 217.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
31,868
shares
|
$1.32 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
30,426
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
27,750
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
27,700
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 147.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,139
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
26,555
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
25,606
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
23,872
shares
|
$985,674
0.04% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
23,063
shares
|
$952,271
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
20,533
shares
|
$847,807
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
20,450
shares
|
$844,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
20,127
shares
|
$831,043
0.0% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
20,000
shares
|
$825,800
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
18,773
shares
|
$775,137
0.2% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
17,205
shares
|
$710,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
16,104
shares
|
$664,934
0.24% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
15,682
shares
|
$647,509
0.47% of portfolio
|
Q1 2025
New holding
|