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 98 institutions that hold shares in the stock, with a total of 2.24 Million shares, which have been reported (via 13F filing form) to have a value of $97.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
190,177
shares
|
$8.19 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
127,908
shares
|
$5.51 Million
0.01% of portfolio
|
Q3 2024
Added 21.83%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
102,452
shares
|
$4.41 Million
1.5% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
91,924
shares
|
$3.96 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
72,549
shares
|
$3.12 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
69,102
shares
|
$2.98 Million
0.41% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
66,483
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.54%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
63,739
shares
|
$2.75 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
62,271
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2024
Added 194.44%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
51,038
shares
|
$2.2 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
50,681
shares
|
$2.18 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,660
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2024
Added 78.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
43,619
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 28.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
38,270
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Reduced 52.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
37,765
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
37,500
shares
|
$1.62 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,208
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
35,013
shares
|
$1.51 Million
0.17% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
34,784
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 65.54%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
33,502
shares
|
$1.44 Million
0.57% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
32,478
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
32,035
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
31,535
shares
|
$1.36 Million
0.32% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,037
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
29,818
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 23.52%
|