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 |
|---|---|---|---|---|---|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
8,333
shares
|
$344,069
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
8,315
shares
|
$343,326
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
8,192
shares
|
$338,247
0.23% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
8,135
shares
|
$335,894
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
8,064
shares
|
$332,962
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
7,800
shares
|
$322,062
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
7,601
shares
|
$313,845
0.01% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,517
shares
|
$310,376
0.16% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
7,309
shares
|
$301,788
0.15% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
7,035
shares
|
$290,475
0.27% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
6,772
shares
|
$279,615
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,641
shares
|
$274,206
0.0% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,390
shares
|
$263,843
0.0% of portfolio
|
Q1 2025
Added 4246.94%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,050
shares
|
$249,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
6,017
shares
|
$248,441
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
5,971
shares
|
$246,542
0.09% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
5,416
shares
|
$223,626
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
5,220
shares
|
$215,533
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,063
shares
|
$209,051
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,000
shares
|
$206,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
4,967
shares
|
$205,087
0.0% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,914
shares
|
$202,899
0.25% of portfolio
|
Q3 2022
Added 45.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,803
shares
|
$198,315
0.02% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,958
shares
|
$163,425
0.02% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,776
shares
|
$155,911
0.03% of portfolio
|
Q2 2025
Reduced 22.75%
|