Institutional Ownership First Tr ETF Viii Ft Cboe Vest (FNOV)
This table provides information about the institutional ownership of First Tr ETF Viii Ft Cboe Vest (FNOV). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
61,386
shares
|
$3.02 Million
0.18% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,121
shares
|
$2.76 Million
0.02% of portfolio
|
Q4 2024
Added 37.49%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
53,689
shares
|
$2.64 Million
0.02% of portfolio
|
Q4 2024
Added 108.4%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
52,956
shares
|
$2.61 Million
0.72% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
51,760
shares
|
$2.55 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
51,043
shares
|
$2.51 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
47,568
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
47,079
shares
|
$2.32 Million
0.18% of portfolio
|
Q4 2024
Reduced 28.11%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
46,564
shares
|
$2.29 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
46,177
shares
|
$2.27 Million
1.34% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
43,249
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
39,437
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 114.51%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
38,197
shares
|
$1.88 Million
0.77% of portfolio
|
Q4 2024
Added 130.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,042
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
34,727
shares
|
$1.71 Million
0.98% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
28,568
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
27,806
shares
|
$1.37 Million
0.57% of portfolio
|
Q4 2024
Added 34.89%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
27,425
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
24,706
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
24,671
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
24,266
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 223.89%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
20,611
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
20,038
shares
|
$986,069
0.0% of portfolio
|
Q4 2024
Added 73.47%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
19,960
shares
|
$982,231
0.81% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
19,771
shares
|
$972,930
0.25% of portfolio
|
Q4 2024
Added 43.03%
|