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 143 institutions that hold shares in the stock, with a total of 5.59 Million shares, which have been reported (via 13F filing form) to have a value of $313 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,862
shares
|
$384,615
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
6,314
shares
|
$353,899
0.02% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,290
shares
|
$352,554
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
6,249
shares
|
$350,256
0.04% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jan 08, 2026 Q4 2025 |
6,174
shares
|
$346,052
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
5,825
shares
|
$326,491
0.02% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,824
shares
|
$326,435
0.0% of portfolio
|
Q3 2025
Added 275.02%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
5,749
shares
|
$322,231
0.07% of portfolio
|
Q3 2025
Reduced 45.09%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
5,605
shares
|
$314,160
0.04% of portfolio
|
Q3 2025
Added 49.47%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
5,524
shares
|
$309,620
0.15% of portfolio
|
Q2 2024
Reduced 67.96%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
5,093
shares
|
$285,462
0.26% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,931
shares
|
$276,382
0.01% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,906
shares
|
$274,981
0.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
4,745
shares
|
$265,957
0.05% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,714
shares
|
$264,219
0.02% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
4,710
shares
|
$263,995
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
4,686
shares
|
$262,650
0.0% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
4,497
shares
|
$252,056
0.04% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,489
shares
|
$251,608
0.02% of portfolio
|
Q2 2025
Reduced 35.56%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
4,400
shares
|
$246,620
0.11% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,300
shares
|
$241,015
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
4,245
shares
|
$237,932
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,145
shares
|
$232,327
0.02% of portfolio
|
Q3 2025
Reduced 16.53%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
4,066
shares
|
$227,899
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,042
shares
|
$226,554
0.0% of portfolio
|
Q3 2025
Reduced 15.95%
|
|