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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,452
shares
|
$336,665
0.01% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
6,435
shares
|
$335,778
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
6,424
shares
|
$335,204
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
6,306
shares
|
$329,047
0.0% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
6,125
shares
|
$319,602
0.24% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
5,785
shares
|
$301,861
0.2% of portfolio
|
Q3 2024
Added 763.43%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,767
shares
|
$300,922
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
5,765
shares
|
$300,817
0.02% of portfolio
|
Q3 2024
Added 24.3%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
5,740
shares
|
$299,513
0.0% of portfolio
|
Q3 2024
Added 18.13%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,564
shares
|
$290,329
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,524
shares
|
$288,242
0.15% of portfolio
|
Q2 2024
Reduced 67.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,146
shares
|
$268,518
0.01% of portfolio
|
Q3 2024
Added 55.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,129
shares
|
$267,631
0.0% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
5,087
shares
|
$265,439
0.07% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
5,076
shares
|
$264,865
0.1% of portfolio
|
Q3 2024
Reduced 97.03%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
5,016
shares
|
$261,734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,851
shares
|
$253,125
0.0% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
4,686
shares
|
$244,515
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,600
shares
|
$240,028
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,287
shares
|
$223,695
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,178
shares
|
$218,008
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,044
shares
|
$211,015
0.01% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$208,720
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,995
shares
|
$156,279
0.0% of portfolio
|
Q3 2024
Added 3423.53%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,850
shares
|
$148,713
0.0% of portfolio
|
Q3 2024
New holding
|