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 100 institutions that hold shares in the stock, with a total of 2.14 Million shares, which have been reported (via 13F filing form) to have a value of $98.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
217,545
shares
|
$9.97 Million
0.05% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
108,515
shares
|
$4.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
95,371
shares
|
$4.37 Million
1.01% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
88,315
shares
|
$4.05 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
88,263
shares
|
$4.05 Million
0.31% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
83,388
shares
|
$3.82 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
75,004
shares
|
$3.44 Million
2.79% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
57,420
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Added 99.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
57,165
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 79.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
53,652
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
53,494
shares
|
$2.45 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
51,885
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
51,725
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 87.59%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
40,290
shares
|
$1.85 Million
0.1% of portfolio
|
Q2 2025
Added 63.85%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
39,462
shares
|
$1.81 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
38,720
shares
|
$1.78 Million
0.06% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
38,677
shares
|
$1.77 Million
0.33% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
36,392
shares
|
$1.67 Million
0.05% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,208
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
35,742
shares
|
$1.64 Million
0.59% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
35,329
shares
|
$1.62 Million
1.17% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
35,124
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
31,539
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,037
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,867
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2021
Reduced 98.93%
|