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 |
---|---|---|---|---|---|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
55,006
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2024
Added 481.46%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,824
shares
|
$2.41 Million
0.16% of portfolio
|
Q4 2022
Reduced 84.26%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
46,692
shares
|
$2.26 Million
1.08% of portfolio
|
Q1 2023
Reduced 0.34%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
45,452
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.9%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
39,367
shares
|
$1.91 Million
0.42% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
38,365
shares
|
$1.86 Million
0.15% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
37,203
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.26%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
35,850
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2024
Reduced 44.1%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
35,685
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.1%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
29,807
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
26,749
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2023
Added 68.75%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2024 Q1 2024 |
26,003
shares
|
$1.26 Million
0.72% of portfolio
|
Q1 2024
Added 7.88%
|
|
Kmg Fiduciary Partners, LLC
|
Apr 10, 2024 Q1 2024 |
25,046
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2023
New holding
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
24,552
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
24,354
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2023
Added 5.66%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
22,692
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 21.01%
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
21,984
shares
|
$1.06 Million
0.75% of portfolio
|
Q1 2024
Reduced 7.79%
|
|
Camelot Portfolios, LLC
|
May 08, 2024 Q1 2024 |
20,526
shares
|
$993,458
0.9% of portfolio
|
Q1 2024
Reduced 22.87%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
20,073
shares
|
$971,533
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
18,399
shares
|
$890,511
0.07% of portfolio
|
Q1 2024
Reduced 7.36%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
17,751
shares
|
$859,148
0.0% of portfolio
|
Q1 2024
Added 42.53%
|
|
Maltin Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
17,240
shares
|
$834,416
0.5% of portfolio
|
Q1 2024
Added 2.34%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
16,559
shares
|
$801,455
0.0% of portfolio
|
Q1 2024
Added 1959.58%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
16,557
shares
|
$801,358
0.03% of portfolio
|
Q1 2024
Reduced 17.36%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
16,546
shares
|
$800,826
0.0% of portfolio
|
Q1 2024
New holding
|