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 |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
26,088
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,843
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
25,626
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
25,446
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
24,349
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
24,156
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 34.75%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
23,495
shares
|
$0
0.46% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
23,093
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
22,126
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
21,560
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 134.91%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
21,395
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
21,258
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
21,131
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
18,776
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
18,034
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
17,887
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
16,555
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
16,215
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,025
shares
|
$0
0.02% of portfolio
|
Q1 2021
Added 42.91%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
15,905
shares
|
$0
0.2% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
15,767
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 31.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
15,646
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,781
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 29.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,630
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
14,350
shares
|
$0
0.05% of portfolio
|
Q2 2025
Reduced 0.17%
|