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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
8,265
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
7,908
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 44.57%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,752
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
7,575
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 60.23%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
7,430
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,247
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
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%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
6,375
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
6,284
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
6,278
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
6,228
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,191
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
6,124
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,381
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 83.65%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,315
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,310
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
5,303
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
5,270
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,189
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,821
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,743
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 13.53%
|