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 |
---|---|---|---|---|---|
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
|
May 15, 2024 Q1 2024 |
15,905
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 3081.0%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
15,801
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
14,925
shares
|
$0
0.06% of portfolio
|
Q1 2023
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
14,008
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 34.45%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
13,685
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 66.59%
|
|
Bcgm Wealth Management, LLC
|
May 07, 2024 Q1 2024 |
13,204
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 1.57%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
13,195
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
12,640
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 11.03%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2024 Q1 2024 |
12,424
shares
|
$0
0.44% of portfolio
|
Q1 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
12,244
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 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
|
Apr 24, 2024 Q1 2024 |
11,930
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 4.37%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
11,780
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
11,496
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
11,392
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 21.23%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
11,312
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 18.65%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
11,163
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
10,696
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
10,420
shares
|
$0
0.13% of portfolio
|
Q2 2023
Reduced 54.92%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 15, 2024 Q1 2024 |
9,957
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
9,443
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 12.2%
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
9,354
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 23, 2024 Q1 2024 |
8,800
shares
|
$0
0.19% of portfolio
|
Q4 2022
New holding
|