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 116 institutions that hold shares in the stock, with a total of 7.34 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 |
---|---|---|---|---|---|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
86,243
shares
|
$0
0.37% of portfolio
|
Q1 2024
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
79,976
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 98.37%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
66,384
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 51.22%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
61,272
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 142.66%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
58,398
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 19.55%
|
|
1776 Wealth LLC
|
May 10, 2024 Q1 2024 |
55,603
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 189.0%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
52,024
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 11.06%
|
|
Keystone Wealth Services, LLC
|
Apr 12, 2024 Q1 2024 |
50,096
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 23.86%
|
|
Independent Wealth Network Inc.
|
May 20, 2024 Q1 2024 |
49,390
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
45,906
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 44.1%
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
43,025
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.31%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
36,087
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 22.77%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
35,433
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
33,001
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 86.04%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
30,072
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
28,773
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
26,428
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 74.37%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
24,918
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
Marshall Financial Group LLC
|
Apr 19, 2024 Q1 2024 |
24,136
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.33%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
24,133
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 155.21%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
23,915
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
23,654
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
22,522
shares
|
$0
0.47% of portfolio
|
Q1 2024
Added 2311.35%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
21,553
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 4.63%
|
|
Fsb Premier Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
21,415
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 51.07%
|