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 |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
75,970
shares
|
$0
1.99% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
74,303
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
70,214
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
69,524
shares
|
$0
2.14% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
59,594
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
55,917
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
55,324
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 221.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,083
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 39.36%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
49,927
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
49,236
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
48,282
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
47,424
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
44,848
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
44,591
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 38.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
41,560
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
40,832
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
39,113
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
37,204
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
33,735
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
33,106
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
31,172
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
28,004
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
27,864
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
27,854
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 165.02%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
26,333
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|