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 81 institutions that hold shares in the stock, with a total of 4.38 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
250
shares
|
$9,285
0.0% of portfolio
|
Q4 2022
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
179
shares
|
$6,648
0.0% of portfolio
|
Q1 2023
New holding
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
96
shares
|
$3,565
0.0% of portfolio
|
Q1 2024
Reduced 95.77%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
36
shares
|
$1,337
0.0% of portfolio
|
Q1 2023
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
6
shares
|
$222
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|