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 |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
5,278
shares
|
$215,817
0.0% of portfolio
|
Q1 2024
Reduced 23.56%
|
|
Arbor Capital Management Inc
Anchorage, AK |
May 13, 2024 Q1 2024 |
5,214
shares
|
$213,200
0.2% of portfolio
|
Q1 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
5,180
shares
|
$211,810
0.0% of portfolio
|
Q1 2024
Reduced 86.97%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
5,095
shares
|
$208,334
0.0% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
3,009
shares
|
$123,038
0.0% of portfolio
|
Q1 2024
Reduced 38.77%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
2,960
shares
|
$121,034
0.06% of portfolio
|
Q1 2024
Reduced 4.82%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,760
shares
|
$112,856
0.15% of portfolio
|
Q3 2022
Added 13.58%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
1,047
shares
|
$42,811
0.01% of portfolio
|
Q3 2020
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
1,046
shares
|
$42,770
0.0% of portfolio
|
Q2 2023
Added 74.33%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
784
shares
|
$32,057
0.0% of portfolio
|
Q1 2024
Reduced 92.56%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
647
shares
|
$26,455
0.01% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
610
shares
|
$24,942
0.0% of portfolio
|
Q4 2023
Reduced 33.19%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
539
shares
|
$22,039
0.0% of portfolio
|
Q4 2023
Reduced 81.78%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
500
shares
|
$20,445
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ogorek Anthony Joseph
|
May 03, 2024 Q1 2024 |
172
shares
|
$7,033
0.0% of portfolio
|
Q1 2024
Reduced 88.21%
|