Institutional Ownership First Exc Trd Viii Cboe Vest U (FJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (FJAN). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 7.95 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
865,980
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
576,415
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
531,203
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
473,470
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
357,733
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
332,194
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
293,767
shares
|
$0
2.99% of portfolio
|
Q2 2025
Added 53.51%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
247,365
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
232,783
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
219,976
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
205,278
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
194,396
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
176,673
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
158,146
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
124,623
shares
|
$0
2.36% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
123,485
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 39.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
120,399
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 170.01%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
109,521
shares
|
$0
1.59% of portfolio
|
Q4 2023
Reduced 6.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
106,719
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
104,621
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
97,043
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
89,308
shares
|
$0
3.47% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
84,971
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 203.42%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
77,040
shares
|
$0
0.84% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
76,900
shares
|
$0
0.09% of portfolio
|
Q3 2025
Reduced 3.32%
|
|