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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
3,200
shares
|
$132,128
0.05% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,525
shares
|
$104,257
0.0% of portfolio
|
Q2 2025
Added 4755.77%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,235
shares
|
$92,283
0.01% of portfolio
|
Q2 2025
Reduced 30.05%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,820
shares
|
$75,147
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,650
shares
|
$68,128
0.03% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,642
shares
|
$67,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,599
shares
|
$66,022
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,490
shares
|
$61,522
0.0% of portfolio
|
Q2 2025
Added 204.08%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,328
shares
|
$54,833
0.0% of portfolio
|
Q2 2025
Reduced 78.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$53,677
0.0% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
865
shares
|
$35,715
0.0% of portfolio
|
Q3 2024
Reduced 14.78%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
780
shares
|
$32,206
0.0% of portfolio
|
Q1 2025
Added 180.58%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
327
shares
|
$13,501
0.0% of portfolio
|
Q2 2025
Reduced 60.46%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
300
shares
|
$12,387
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
275
shares
|
$11,354
0.0% of portfolio
|
Q4 2024
Reduced 56.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
70
shares
|
$2,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
29
shares
|
$1,197
0.0% of portfolio
|
Q2 2025
Reduced 77.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|