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 85 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
422,859
shares
|
$16.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
352,256
shares
|
$13.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
296,100
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
252,752
shares
|
$9.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
140,100
shares
|
$5.46 Million
0.0% of portfolio
|
Q4 2024
Added 192.02%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
101,185
shares
|
$3.94 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
94,673
shares
|
$3.69 Million
0.64% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
94,607
shares
|
$3.69 Million
2.33% of portfolio
|
Q4 2024
Reduced 17.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
63,436
shares
|
$2.47 Million
0.08% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,630
shares
|
$2.09 Million
0.15% of portfolio
|
Q4 2022
Added 0.86%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
51,818
shares
|
$2.02 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
48,790
shares
|
$1.9 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
48,353
shares
|
$1.88 Million
3.27% of portfolio
|
Q4 2024
Reduced 58.54%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
48,214
shares
|
$1.88 Million
0.7% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
46,583
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
43,854
shares
|
$1.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
43,686
shares
|
$1.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
38,047
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
36,554
shares
|
$1.42 Million
0.15% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,689
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
31,259
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
27,815
shares
|
$1.08 Million
1.0% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
25,781
shares
|
$1 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
24,054
shares
|
$937,384
0.01% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
22,166
shares
|
$863,809
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|