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 8.08 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 |
May 14, 2025 Q1 2025 |
25,964
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
25,446
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
22,522
shares
|
$0
0.44% of portfolio
|
Q1 2024
Added 2311.35%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
22,442
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 130.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,323
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
22,047
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
21,424
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 253.41%
|
|
|
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 |
May 15, 2025 Q1 2025 |
21,256
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
20,235
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
19,339
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 34.98%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
19,046
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
18,179
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 55.48%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
17,258
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 44.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
17,195
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
16,730
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
16,245
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
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 |
Apr 28, 2025 Q1 2025 |
15,661
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 42.62%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,630
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
14,375
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
12,925
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.23%
|