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 154 institutions that hold shares in the stock, with a total of 8.39 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
|
Jul 31, 2025 Q2 2025 |
827,315
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
582,716
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
535,103
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 58.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
466,395
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
373,290
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
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%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
243,647
shares
|
$0
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
230,631
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
210,222
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
205,419
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
193,688
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 32.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
193,551
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
174,283
shares
|
$0
0.02% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
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%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
143,148
shares
|
$0
2.13% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
127,356
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
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%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
108,580
shares
|
$0
0.02% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
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
|
Aug 14, 2025 Q2 2025 |
104,232
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
82,005
shares
|
$0
0.92% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
79,542
shares
|
$0
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
79,138
shares
|
$0
0.3% of portfolio
|
Q2 2025
Reduced 11.67%
|