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 65 institutions that hold shares in the stock, with a total of 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $58.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
136,232
shares
|
$5.57 Million
0.04% of portfolio
|
Q1 2024
Added 4.52%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
100,208
shares
|
$4.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 17.74%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
85,593
shares
|
$3.5 Million
0.01% of portfolio
|
Q1 2024
Added 191.95%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
81,739
shares
|
$3.34 Million
0.01% of portfolio
|
Q1 2024
Reduced 22.95%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
74,285
shares
|
$3.04 Million
0.12% of portfolio
|
Q4 2023
Reduced 5.38%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
72,538
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2024
Reduced 29.02%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2024 Q1 2024 |
66,155
shares
|
$2.71 Million
0.44% of portfolio
|
Q1 2024
Added 6.99%
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
57,579
shares
|
$2.35 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
53,074
shares
|
$2.17 Million
1.05% of portfolio
|
Q2 2023
Added 8.15%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
34,155
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2024
Reduced 42.05%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
27,860
shares
|
$1.14 Million
0.32% of portfolio
|
Q3 2023
Added 0.05%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
27,446
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Added 100.79%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
26,860
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 46.03%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,867
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2021
Reduced 98.93%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
24,100
shares
|
$985,449
0.24% of portfolio
|
Q3 2023
Reduced 3.21%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
23,960
shares
|
$979,724
0.02% of portfolio
|
Q1 2024
Added 297.02%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
23,323
shares
|
$953,677
0.0% of portfolio
|
Q1 2024
Reduced 5.47%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
22,245
shares
|
$909,598
0.03% of portfolio
|
Q4 2023
Reduced 13.73%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
21,517
shares
|
$879,830
0.07% of portfolio
|
Q1 2024
Reduced 21.79%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
21,183
shares
|
$866,172
0.0% of portfolio
|
Q1 2024
New holding
|
|
Maltin Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
20,722
shares
|
$847,322
0.51% of portfolio
|
Q1 2024
Reduced 18.79%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
20,307
shares
|
$830,353
0.03% of portfolio
|
Q1 2024
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
20,158
shares
|
$824,260
0.0% of portfolio
|
Q2 2022
New holding
|
|
Alpha Star Capital Management, LLC
|
May 08, 2024 Q1 2024 |
20,054
shares
|
$820,008
0.08% of portfolio
|
Q1 2024
Added 12.51%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
19,638
shares
|
$802,997
0.03% of portfolio
|
Q1 2024
Added 59.76%
|