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 103 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
228,293
shares
|
$10.6 Million
0.05% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
124,137
shares
|
$5.79 Million
4.57% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
117,466
shares
|
$5.48 Million
0.0% of portfolio
|
Q3 2025
Added 118.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
99,532
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
96,229
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
90,357
shares
|
$4.21 Million
0.22% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
79,253
shares
|
$3.69 Million
0.8% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
75,004
shares
|
$3.5 Million
2.79% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
74,599
shares
|
$3.48 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
72,455
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2025
Added 129.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
64,674
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
61,261
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
61,018
shares
|
$2.84 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
60,579
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
52,982
shares
|
$2.47 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
39,341
shares
|
$1.83 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
38,720
shares
|
$1.8 Million
0.05% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
38,452
shares
|
$1.79 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
36,554
shares
|
$1.7 Million
0.61% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
36,392
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,208
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
34,997
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
31,065
shares
|
$1.45 Million
1.02% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,037
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
29,819
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|