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 74 institutions that hold shares in the stock, with a total of 3.23 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
432,732
shares
|
$16.7 Million
0.04% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
423,119
shares
|
$16.3 Million
0.09% of portfolio
|
Q3 2024
Added 57.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
298,517
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
263,610
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
227,414
shares
|
$8.78 Million
2.98% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
116,616
shares
|
$4.5 Million
6.5% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
115,322
shares
|
$4.45 Million
2.71% of portfolio
|
Q2 2024
Reduced 69.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
103,487
shares
|
$4 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
84,315
shares
|
$3.26 Million
0.6% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
57,094
shares
|
$2.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
56,448
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2024
Added 77.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,630
shares
|
$2.07 Million
0.15% of portfolio
|
Q4 2022
Added 0.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
52,495
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
51,818
shares
|
$2 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
|
$1.88 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
48,518
shares
|
$1.87 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
47,976
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
47,720
shares
|
$1.84 Million
0.96% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
44,314
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
35,801
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
Reduced 24.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
31,692
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
26,397
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
26,241
shares
|
$1.01 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
24,805
shares
|
$957,969
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
23,436
shares
|
$905,098
0.01% of portfolio
|
Q3 2024
Reduced 32.03%
|