Institutional Ownership First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
416,740
shares
|
$18.1 Million
0.01% of portfolio
|
Q1 2025
Added 1244.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
273,156
shares
|
$11.9 Million
0.02% of portfolio
|
Q1 2025
Added 572.15%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
187,159
shares
|
$8.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
179,838
shares
|
$7.81 Million
5.51% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
136,525
shares
|
$5.93 Million
0.19% of portfolio
|
Q1 2025
Added 1713.08%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
116,855
shares
|
$5.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
114,016
shares
|
$4.95 Million
1.19% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
106,835
shares
|
$4.64 Million
0.42% of portfolio
|
Q1 2025
Reduced 22.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
101,153
shares
|
$4.39 Million
0.1% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
72,674
shares
|
$3.15 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
54,237
shares
|
$2.35 Million
0.88% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
53,976
shares
|
$2.34 Million
0.22% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
52,771
shares
|
$2.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
50,469
shares
|
$2.19 Million
0.51% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
46,063
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
44,834
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
41,183
shares
|
$1.79 Million
0.76% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
38,647
shares
|
$1.68 Million
0.34% of portfolio
|
Q1 2025
Added 32.96%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
37,750
shares
|
$1.64 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
36,929
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,208
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
36,000
shares
|
$1.56 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
35,087
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
33,968
shares
|
$1.47 Million
0.13% of portfolio
|
Q1 2025
Added 135.15%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
33,502
shares
|
$1.45 Million
0.57% of portfolio
|
Q3 2024
Added 1.07%
|