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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18,646
shares
|
$972,948
0.02% of portfolio
|
Q3 2024
Added 937.04%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
18,503
shares
|
$965,486
0.87% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
18,462
shares
|
$963,347
0.01% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
16,411
shares
|
$856,325
0.02% of portfolio
|
Q3 2024
Reduced 54.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,204
shares
|
$845,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
15,514
shares
|
$809,520
0.01% of portfolio
|
Q3 2024
Added 40.02%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
15,502
shares
|
$808,894
0.02% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,303
shares
|
$798,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
15,250
shares
|
$795,745
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
14,881
shares
|
$776,490
0.15% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
14,068
shares
|
$734,068
0.05% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
13,292
shares
|
$693,576
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
12,901
shares
|
$673,174
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
12,451
shares
|
$649,693
0.02% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
12,178
shares
|
$635,448
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
11,931
shares
|
$622,559
0.0% of portfolio
|
Q3 2024
Added 30.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
11,728
shares
|
$611,967
0.01% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
11,148
shares
|
$581,702
0.25% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
10,840
shares
|
$565,631
0.53% of portfolio
|
Q3 2024
Added 129.22%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
10,525
shares
|
$549,194
0.32% of portfolio
|
Q2 2024
Added 21.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,248
shares
|
$534,740
0.03% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
10,224
shares
|
$533,488
0.0% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
9,969
shares
|
$520,182
0.54% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
9,902
shares
|
$516,686
0.13% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,862
shares
|
$514,599
0.05% of portfolio
|
Q2 2024
Reduced 7.81%
|