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 |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
4,688
shares
|
$0
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
4,666
shares
|
$0
0.15% of portfolio
|
Q2 2025
Reduced 24.04%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
4,610
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
4,250
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 32.0%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,212
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
3,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,150
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,960
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 56.8%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,885
shares
|
$0
0.11% of portfolio
|
Q1 2025
Added 54.76%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,868
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,843
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,650
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,500
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 20.63%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,489
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,172
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 25.54%
|
|
|
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 |
Aug 04, 2025 Q2 2025 |
766
shares
|
$0
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
692
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
627
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 47.53%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
556
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
500
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
475
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 61.22%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
444
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
276
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|