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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
9,669
shares
|
$504,528
0.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
9,562
shares
|
$498,945
0.21% of portfolio
|
Q2 2024
Added 21.13%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
9,550
shares
|
$498,319
0.13% of portfolio
|
Q2 2024
Reduced 22.9%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
9,430
shares
|
$492,057
0.14% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
9,131
shares
|
$476,455
0.02% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
9,099
shares
|
$474,785
0.17% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
9,043
shares
|
$471,863
0.26% of portfolio
|
Q3 2024
Reduced 92.08%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
8,665
shares
|
$452,139
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
8,416
shares
|
$439,146
0.14% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
8,145
shares
|
$425,006
0.02% of portfolio
|
Q3 2024
Reduced 26.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,940
shares
|
$414,309
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
7,870
shares
|
$410,656
0.09% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,655
shares
|
$399,437
0.03% of portfolio
|
Q3 2023
Reduced 10.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,556
shares
|
$394,272
0.0% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
7,555
shares
|
$394,219
0.44% of portfolio
|
Q2 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
7,457
shares
|
$389,106
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,396
shares
|
$385,923
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
7,300
shares
|
$380,914
0.06% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
7,252
shares
|
$378,409
0.01% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
7,146
shares
|
$372,878
0.03% of portfolio
|
Q3 2024
Added 52.04%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
6,765
shares
|
$352,997
0.02% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
6,743
shares
|
$351,849
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
6,630
shares
|
$345,953
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
6,474
shares
|
$337,813
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,474
shares
|
$337,813
0.01% of portfolio
|
Q3 2024
Added 105.52%
|