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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
7,908
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 44.57%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
7,752
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
7,430
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
7,250
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,211
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
6,949
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
6,743
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 74.96%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
6,552
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,353
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
6,278
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
6,255
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
6,250
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,191
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
6,143
shares
|
$0
0.21% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,031
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
5,979
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
5,570
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 54.23%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,485
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,483
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
5,321
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,224
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,064
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,007
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 37.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,821
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
4,688
shares
|
$0
0.15% of portfolio
|
Q2 2024
New holding
|