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 |
---|---|---|---|---|---|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
4,638
shares
|
$233,569
0.02% of portfolio
|
Q2 2024
Added 45.48%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
4,600
shares
|
$231,656
0.02% of portfolio
|
Q2 2024
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
4,300
shares
|
$216,548
0.0% of portfolio
|
Q2 2024
New holding
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
4,287
shares
|
$215,893
0.01% of portfolio
|
Q1 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
4,000
shares
|
$201,440
0.04% of portfolio
|
Q1 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
3,521
shares
|
$177,317
0.01% of portfolio
|
Q2 2024
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
3,303
shares
|
$166,339
0.01% of portfolio
|
Q2 2024
Added 13.9%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
3,150
shares
|
$158,634
0.0% of portfolio
|
Q2 2024
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
2,595
shares
|
$130,684
0.06% of portfolio
|
Q2 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
2,404
shares
|
$121,065
0.09% of portfolio
|
Q2 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,061
shares
|
$103,791
0.12% of portfolio
|
Q3 2022
Reduced 6.15%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,798
shares
|
$90,547
0.0% of portfolio
|
Q2 2024
Added 1.24%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
1,400
shares
|
$70,504
0.01% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
1,165
shares
|
$58,669
0.05% of portfolio
|
Q2 2024
Reduced 56.29%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
918
shares
|
$46,230
0.0% of portfolio
|
Q2 2024
New holding
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
782
shares
|
$39,381
0.01% of portfolio
|
Q2 2024
Reduced 21.8%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
700
shares
|
$35,252
0.0% of portfolio
|
Q2 2024
Reduced 88.69%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
700
shares
|
$35,252
0.0% of portfolio
|
Q3 2023
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
670
shares
|
$33,741
0.02% of portfolio
|
Q2 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
427
shares
|
$21,503
0.0% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
164
shares
|
$8,259
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
148
shares
|
$7,453
0.0% of portfolio
|
Q1 2024
Reduced 88.34%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 16, 2024 Q2 2024 |
131
shares
|
$6,597
0.0% of portfolio
|
Q1 2024
New holding
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
91
shares
|
$4,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
85
shares
|
$4,280
0.0% of portfolio
|
Q1 2024
Reduced 45.32%
|