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 127 institutions that hold shares in the stock, with a total of 5.55 Million shares, which have been reported (via 13F filing form) to have a value of $280 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
8,225
shares
|
$414,211
0.16% of portfolio
|
Q2 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
7,941
shares
|
$399,908
0.01% of portfolio
|
Q2 2024
Added 75.92%
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2024 Q2 2024 |
7,807
shares
|
$393,160
0.12% of portfolio
|
Q2 2024
New holding
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
7,655
shares
|
$385,505
0.03% of portfolio
|
Q3 2023
Reduced 10.31%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
7,556
shares
|
$380,520
0.01% of portfolio
|
Q2 2024
Reduced 54.36%
|
|
Black Point Wealth Management
Naples, FL |
Aug 09, 2024 Q2 2024 |
7,555
shares
|
$380,469
0.38% of portfolio
|
Q2 2024
New holding
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
7,411
shares
|
$373,217
0.03% of portfolio
|
Q2 2024
Added 0.64%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
7,323
shares
|
$368,786
0.06% of portfolio
|
Q2 2024
Reduced 20.99%
|
|
Wespac Advisors So Cal, LLC
|
Jul 23, 2024 Q2 2024 |
7,301
shares
|
$367,678
0.09% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,452
shares
|
$324,922
0.01% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
6,435
shares
|
$324,066
0.04% of portfolio
|
Q2 2024
New holding
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
6,424
shares
|
$323,512
0.03% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
6,367
shares
|
$320,642
0.0% of portfolio
|
Q2 2024
Added 14.04%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
6,221
shares
|
$313,289
0.01% of portfolio
|
Q2 2024
New holding
|
|
Echo Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
6,002
shares
|
$302,260
0.25% of portfolio
|
Q2 2024
Added 3.46%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
5,891
shares
|
$296,670
0.0% of portfolio
|
Q2 2024
Added 20.79%
|
|
Summit Financial Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
5,767
shares
|
$290,426
0.06% of portfolio
|
Q2 2024
New holding
|
|
Maltin Wealth Management, Inc.
|
Jul 12, 2024 Q2 2024 |
5,524
shares
|
$278,188
0.16% of portfolio
|
Q2 2024
Reduced 67.96%
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
5,505
shares
|
$277,231
0.06% of portfolio
|
Q1 2023
New holding
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,439
shares
|
$273,908
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
5,070
shares
|
$255,325
0.07% of portfolio
|
Q2 2024
Reduced 21.76%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
4,859
shares
|
$244,699
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hanlon Investment Management, Inc.
|
Aug 05, 2024 Q2 2024 |
4,797
shares
|
$241,576
0.07% of portfolio
|
Q2 2024
New holding
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 06, 2024 Q2 2024 |
4,729
shares
|
$238,152
0.21% of portfolio
|
Q2 2024
Added 4.35%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
4,700
shares
|
$236,692
0.02% of portfolio
|
Q2 2024
New holding
|