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 103 institutions that hold shares in the stock, with a total of 5.13 Million shares, which have been reported (via 13F filing form) to have a value of $249 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
511,014
shares
|
$24.7 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
259,452
shares
|
$12.6 Million
0.03% of portfolio
|
Q1 2024
Reduced 42.45%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 30, 2024 Q1 2024 |
243,255
shares
|
$11.8 Million
4.32% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
239,050
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Keystone Wealth Services, LLC
|
Apr 12, 2024 Q1 2024 |
238,550
shares
|
$11.5 Million
3.95% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
229,898
shares
|
$11.1 Million
0.05% of portfolio
|
Q1 2024
Reduced 29.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
224,628
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2024
Added 264.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
209,323
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
170,137
shares
|
$8.23 Million
0.32% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
143,455
shares
|
$6.94 Million
0.1% of portfolio
|
Q1 2024
Added 3.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
139,168
shares
|
$6.74 Million
0.01% of portfolio
|
Q1 2024
Reduced 27.77%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
137,792
shares
|
$6.67 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
126,378
shares
|
$6.12 Million
0.18% of portfolio
|
Q4 2020
Reduced 99.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
123,337
shares
|
$5.97 Million
0.23% of portfolio
|
Q1 2024
Reduced 22.25%
|
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
118,356
shares
|
$5.73 Million
0.11% of portfolio
|
Q1 2024
Added 246475.0%
|
|
|
Financial Guidance Group, Inc.
|
May 01, 2024 Q1 2024 |
118,308
shares
|
$5.73 Million
3.95% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
117,244
shares
|
$5.67 Million
0.09% of portfolio
|
Q1 2024
Reduced 14.47%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 12, 2024 Q1 2024 |
110,479
shares
|
$5.35 Million
2.68% of portfolio
|
Q1 2024
Added 7.6%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
105,321
shares
|
$5.1 Million
0.03% of portfolio
|
Q1 2024
Added 37.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
103,711
shares
|
$5.02 Million
0.23% of portfolio
|
Q1 2024
Added 138.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
97,487
shares
|
$4.72 Million
0.02% of portfolio
|
Q1 2024
Reduced 62.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
83,899
shares
|
$4.06 Million
0.02% of portfolio
|
Q1 2024
Reduced 23.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
76,930
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2023
Added 159.11%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Apr 29, 2024 Q1 2024 |
74,826
shares
|
$3.62 Million
1.9% of portfolio
|
Q1 2024
Reduced 34.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
62,660
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2024
Reduced 24.14%
|
|