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 117 institutions that hold shares in the stock, with a total of 6.45 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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
680,973
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
645,056
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 15.85%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
413,214
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
283,459
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 35.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
231,751
shares
|
$0
0.03% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
199,728
shares
|
$0
0.04% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
182,735
shares
|
$0
0.04% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
182,397
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 45.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
165,664
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 50.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
151,779
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 10.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
143,420
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
133,616
shares
|
$0
2.29% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
121,672
shares
|
$0
0.78% of portfolio
|
Q3 2024
Added 1600.99%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
121,100
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
117,957
shares
|
$0
1.91% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
112,956
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
110,101
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
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%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
97,391
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
96,607
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
79,978
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
78,328
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
67,752
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 197.88%
|