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 119 institutions that hold shares in the stock, with a total of 5.62 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 |
---|---|---|---|---|---|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
22,522
shares
|
$0
0.45% of portfolio
|
Q1 2024
Added 2311.35%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
22,065
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
18,922
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 39.35%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,025
shares
|
$0
0.02% of portfolio
|
Q1 2021
Added 42.91%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,825
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
14,925
shares
|
$0
0.04% of portfolio
|
Q1 2023
New holding
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
14,365
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 31.45%
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,430
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
13,204
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 1.57%
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
12,835
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,174
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 21.83%
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
12,170
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,010
shares
|
$0
0.64% of portfolio
|
Q3 2022
Added 3.36%
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
11,755
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
11,692
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
11,267
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
11,163
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
10,911
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 10.89%
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10,660
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
10,364
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.93%
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
10,252
shares
|
$0
0.12% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,011
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 6.48%
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
9,980
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.76%
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,815
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 53.37%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
9,728
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.14%
|