Institutional Ownership Ft Exch Trd Fd Viii Cboe Vest (XJUN)
This table provides information about the institutional ownership of Ft Exch Trd Fd Viii Cboe Vest (XJUN). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
351,352
shares
|
$13.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
298,103
shares
|
$11.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 29.5%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
286,887
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
224,714
shares
|
$8.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
155,022
shares
|
$6.14 Million
0.0% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
95,906
shares
|
$3.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
94,380
shares
|
$3.74 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
54,517
shares
|
$2.16 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,630
shares
|
$2.12 Million
0.15% of portfolio
|
Q4 2022
Added 0.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
53,135
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
51,926
shares
|
$2.06 Million
3.39% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
51,818
shares
|
$2.05 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
48,135
shares
|
$1.91 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
41,888
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
35,965
shares
|
$1.42 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
32,675
shares
|
$1.29 Million
0.08% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
30,822
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.72%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
29,181
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
27,815
shares
|
$1.1 Million
1.03% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
25,781
shares
|
$1.02 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
23,103
shares
|
$915,340
0.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
21,559
shares
|
$854,167
0.22% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
21,281
shares
|
$843,153
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
20,279
shares
|
$803,453
0.02% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
20,026
shares
|
$793,430
0.28% of portfolio
|
Q1 2025
Reduced 3.87%
|