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 |
---|---|---|---|---|---|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
7,908
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 44.57%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
May 10, 2024 Q1 2024 |
7,667
shares
|
$0
0.23% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
7,631
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
7,325
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
7,188
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
Savvy Advisors, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
7,149
shares
|
$0
0.17% of portfolio
|
Q1 2024
Added 37.72%
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
6,598
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 37.83%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 15, 2024 Q1 2024 |
6,570
shares
|
$0
0.21% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
6,468
shares
|
$0
0.03% of portfolio
|
Q1 2024
Added 124.82%
|
|
Arbor Capital Management Inc
Anchorage, AK |
May 13, 2024 Q1 2024 |
6,167
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Rovin Capital
|
Apr 22, 2024 Q1 2024 |
6,145
shares
|
$0
0.11% of portfolio
|
Q1 2024
New holding
|
|
Accel Wealth Management
|
Apr 19, 2024 Q1 2024 |
6,125
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pitti Group Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,077
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 16.76%
|
|
1 St Source Bank
|
May 09, 2024 Q1 2024 |
5,850
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
5,679
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Naviter Wealth, LLC
|
Apr 18, 2024 Q1 2024 |
5,250
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 21.71%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
5,203
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 4095.97%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
5,132
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
4,904
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
4,768
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
4,186
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 478.18%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
3,365
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
2,900
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,450
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,321
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 92.06%
|