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 146 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
547,106
shares
|
$28.6 Million
0.01% of portfolio
|
Q1 2025
Added 20.06%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
344,391
shares
|
$18 Million
0.02% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
317,533
shares
|
$16.6 Million
0.03% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
251,763
shares
|
$13.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
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
|
Apr 17, 2025 Q1 2025 |
184,887
shares
|
$9.65 Million
2.72% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
172,524
shares
|
$9.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
169,784
shares
|
$8.86 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
168,441
shares
|
$8.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 27.48%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
148,249
shares
|
$7.74 Million
0.1% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
138,703
shares
|
$7.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
129,824
shares
|
$6.78 Million
0.02% of portfolio
|
Q1 2025
Added 38.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
126,378
shares
|
$6.6 Million
0.18% of portfolio
|
Q4 2020
Reduced 99.74%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
121,867
shares
|
$6.36 Million
0.59% of portfolio
|
Q1 2025
Added 82.6%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
117,253
shares
|
$6.12 Million
1.42% of portfolio
|
Q1 2025
Added 44.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
117,176
shares
|
$6.12 Million
0.2% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
113,735
shares
|
$5.94 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
108,868
shares
|
$5.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
98,306
shares
|
$5.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
88,206
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
74,783
shares
|
$3.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
74,735
shares
|
$3.9 Million
2.27% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
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
|
May 14, 2025 Q1 2025 |
68,268
shares
|
$3.56 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
66,551
shares
|
$3.47 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.43%
|