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 |
---|---|---|---|---|---|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
2,183
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 11.83%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
1,868
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
1,843
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
1,830
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,500
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 20.63%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
1,410
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 3.75%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
820
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Apr 30, 2024 Q1 2024 |
810
shares
|
$0
0.01% of portfolio
|
Q4 2023
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
766
shares
|
$0
0.01% of portfolio
|
Q4 2023
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
500
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
475
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 61.22%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
425
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
330
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
289
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
95
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
86
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 97.41%
|