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 151 institutions that hold shares in the stock, with a total of 8.08 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
|
Apr 29, 2025 Q1 2025 |
776,812
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 260.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
570,614
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 50.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
446,757
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 270.56%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
385,681
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
337,202
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 906.87%
|
|
|
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%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
299,289
shares
|
$0
1.11% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
293,767
shares
|
$0
2.99% of portfolio
|
Q2 2025
Added 53.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
245,622
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 38.21%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
243,647
shares
|
$0
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
218,000
shares
|
$0
0.03% of portfolio
|
Q1 2025
Added 89.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
198,529
shares
|
$0
0.03% of portfolio
|
Q1 2025
Added 24.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
174,415
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 43.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
168,774
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
155,678
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
146,079
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 38.5%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
139,387
shares
|
$0
2.22% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
131,517
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1429.45%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
114,011
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
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%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
105,896
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 63.11%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
90,592
shares
|
$0
1.0% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
88,501
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
79,542
shares
|
$0
0.11% of portfolio
|
Q1 2025
New holding
|