Institutional Ownership First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (FJUN). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 5.4 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
372,666
shares
|
$19.4 Million
0.01% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
329,180
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
313,733
shares
|
$16.4 Million
0.04% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
271,022
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
241,965
shares
|
$12.6 Million
4.69% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
221,907
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
192,377
shares
|
$10 Million
2.89% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
188,163
shares
|
$9.82 Million
0.04% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
173,536
shares
|
$9.06 Million
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
152,984
shares
|
$7.98 Million
0.28% of portfolio
|
Q3 2024
Added 26.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
147,023
shares
|
$7.67 Million
0.01% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
143,249
shares
|
$7.47 Million
0.1% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
126,378
shares
|
$6.59 Million
0.18% of portfolio
|
Q4 2020
Reduced 99.74%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
113,885
shares
|
$5.94 Million
0.09% of portfolio
|
Q3 2024
Added 43.07%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
111,618
shares
|
$5.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
103,760
shares
|
$5.41 Million
0.02% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
90,196
shares
|
$4.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
80,714
shares
|
$4.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
80,666
shares
|
$4.21 Million
2.62% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,223
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
67,604
shares
|
$3.53 Million
1.48% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
66,855
shares
|
$3.49 Million
0.27% of portfolio
|
Q3 2024
Added 67.24%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
60,662
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Added 198.42%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
60,456
shares
|
$3.15 Million
0.02% of portfolio
|
Q3 2024
Added 59.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
58,691
shares
|
$3.06 Million
0.09% of portfolio
|
Q3 2024
Reduced 34.14%
|