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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,883
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
12,449
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 54.76%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,312
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 41.45%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,010
shares
|
$0
0.64% of portfolio
|
Q3 2022
Added 3.36%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
11,709
shares
|
$0
0.05% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
11,557
shares
|
$0
0.15% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
11,262
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
11,075
shares
|
$0
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
10,985
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,981
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
10,876
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,814
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
10,560
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
10,523
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
10,341
shares
|
$0
0.06% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
10,086
shares
|
$0
0.11% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,643
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,517
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,429
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,050
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 512.73%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
8,833
shares
|
$0
0.1% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
8,800
shares
|
$0
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,718
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,388
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 46.06%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8,355
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.64%
|