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 |
---|---|---|---|---|---|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
17,865
shares
|
$730,499
0.09% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
17,659
shares
|
$722,076
0.0% of portfolio
|
Q1 2024
New holding
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
17,654
shares
|
$721,872
0.0% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
17,010
shares
|
$695,538
0.07% of portfolio
|
Q4 2023
Added 0.45%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
17,000
shares
|
$695,130
0.04% of portfolio
|
Q1 2023
Reduced 41.16%
|
|
Sage Capital Advisors,Llc
|
Apr 15, 2024 Q1 2024 |
16,967
shares
|
$693,780
0.2% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
15,873
shares
|
$649,046
0.01% of portfolio
|
Q1 2024
Reduced 5.25%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
15,400
shares
|
$629,706
0.0% of portfolio
|
Q1 2024
Added 12.94%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
15,082
shares
|
$616,702
0.0% of portfolio
|
Q1 2024
Reduced 12.21%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
14,904
shares
|
$609,424
0.15% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
14,802
shares
|
$605,253
0.01% of portfolio
|
Q1 2024
Reduced 19.4%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
14,281
shares
|
$583,950
0.02% of portfolio
|
Q1 2024
Reduced 20.3%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
10,779
shares
|
$440,753
0.08% of portfolio
|
Q1 2024
Added 2.08%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
10,168
shares
|
$415,769
0.0% of portfolio
|
Q1 2024
Reduced 37.19%
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
8,699
shares
|
$355,702
0.25% of portfolio
|
Q1 2024
Reduced 9.96%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
8,552
shares
|
$349,691
0.02% of portfolio
|
Q4 2023
Reduced 8.3%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
7,910
shares
|
$323,439
0.0% of portfolio
|
Q1 2024
Reduced 92.39%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
7,685
shares
|
$314,239
0.0% of portfolio
|
Q1 2024
Added 42.42%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
7,153
shares
|
$292,486
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
6,815
shares
|
$278,665
0.0% of portfolio
|
Q1 2024
Reduced 30.17%
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
6,778
shares
|
$277,152
0.04% of portfolio
|
Q3 2022
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
6,550
shares
|
$267,829
0.05% of portfolio
|
Q2 2023
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
6,442
shares
|
$263,413
0.0% of portfolio
|
Q1 2024
Reduced 45.29%
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 29, 2024 Q1 2024 |
5,746
shares
|
$234,953
0.13% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
May 14, 2024 Q1 2024 |
5,725
shares
|
$234,095
0.18% of portfolio
|
Q4 2023
New holding
|