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 152 institutions that hold shares in the stock, with a total of 7.78 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 |
|---|---|---|---|---|---|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
4,404
shares
|
$0
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
4,250
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 32.0%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
4,078
shares
|
$0
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
3,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
3,185
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 537.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,157
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 91.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,819
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.96%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,150
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,118
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 49.72%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,960
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 56.8%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,885
shares
|
$0
0.1% of portfolio
|
Q1 2025
Added 54.76%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,742
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 20.63%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
919
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
820
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
814
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
802
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 31.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
627
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 47.53%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
600
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
600
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
496
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
475
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 61.22%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
446
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 41.78%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
295
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 80.19%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
103
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|