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 134 institutions that hold shares in the stock, with a total of 6.48 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
766
shares
|
$0
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
556
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
475
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 61.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
425
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
300
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
116
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
63
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|