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 8.04 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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
79,138
shares
|
$0
0.3% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
75,638
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
74,962
shares
|
$0
2.04% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
69,524
shares
|
$0
2.15% 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
|
May 05, 2025 Q1 2025 |
55,603
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 189.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,083
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 39.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
52,817
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
49,927
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
48,291
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
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 |
May 16, 2025 Q1 2025 |
47,454
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 404.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
46,906
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
44,885
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
44,462
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 29.03%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
39,113
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
37,019
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
34,309
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
33,130
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 177.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
32,910
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 20.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
32,311
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 72.82%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
30,819
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 149.06%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
28,004
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
26,333
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
26,265
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|