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 145 institutions that hold shares in the stock, with a total of 6.26 Million shares, which have been reported (via 13F filing form) to have a value of $332 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
455,677
shares
|
$24.2 Million
0.01% of portfolio
|
Q4 2024
Added 22.27%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
319,841
shares
|
$17 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
313,983
shares
|
$16.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
292,277
shares
|
$15.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
287,963
shares
|
$15.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
239,599
shares
|
$12.7 Million
4.27% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
232,280
shares
|
$12.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
221,907
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
189,539
shares
|
$10.1 Million
2.78% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
177,526
shares
|
$9.42 Million
0.0% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
170,720
shares
|
$9.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
142,825
shares
|
$7.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
137,384
shares
|
$7.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
126,378
shares
|
$6.71 Million
0.18% of portfolio
|
Q4 2020
Reduced 99.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
116,229
shares
|
$6.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
114,548
shares
|
$6.08 Million
0.2% of portfolio
|
Q4 2024
Reduced 25.12%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
114,230
shares
|
$6.06 Million
0.03% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
113,885
shares
|
$6.05 Million
0.09% of portfolio
|
Q3 2024
Added 43.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
100,338
shares
|
$5.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
93,725
shares
|
$4.97 Million
0.01% of portfolio
|
Q4 2024
Added 54.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
85,895
shares
|
$4.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
80,950
shares
|
$4.3 Million
1.12% of portfolio
|
Q4 2024
Added 789.66%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
75,507
shares
|
$4.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
75,459
shares
|
$4.01 Million
2.38% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,223
shares
|
$3.94 Million
0.0% of portfolio
|
Q3 2024
Added 2.94%
|