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 |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
55,966
shares
|
$2.92 Million
1.98% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
53,537
shares
|
$2.79 Million
0.12% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
52,828
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,824
shares
|
$2.6 Million
0.16% of portfolio
|
Q4 2022
Reduced 84.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
49,247
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2024
Reduced 35.98%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
45,910
shares
|
$2.4 Million
1.03% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
45,855
shares
|
$2.39 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
39,638
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
38,639
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Added 22.42%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
38,183
shares
|
$1.99 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
34,596
shares
|
$1.81 Million
1.08% of portfolio
|
Q3 2024
Added 23.35%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
34,175
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
33,856
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
31,352
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,731
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 30.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
28,168
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
28,139
shares
|
$1.47 Million
0.75% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
27,058
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
26,734
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2024
Added 9.77%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
26,124
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
25,046
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
23,784
shares
|
$1.24 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
21,382
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
19,880
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,917
shares
|
$987,089
0.0% of portfolio
|
Q3 2024
New holding
|