Institutional Ownership First Tr Exch Tr Fd Viii Cboe (FMAY)
This table provides information about the institutional ownership of First Tr Exch Tr Fd Viii Cboe (FMAY). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
597,986
shares
|
$26.7 Million
0.04% of portfolio
|
Q1 2024
Reduced 31.56%
|
|
|
Focus Wealth Advisors, LLC
|
Apr 11, 2024 Q1 2024 |
460,115
shares
|
$20.5 Million
11.52% of portfolio
|
Q1 2024
Added 19.56%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 30, 2024 Q1 2024 |
233,264
shares
|
$10.4 Million
3.81% of portfolio
|
Q1 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 12, 2024 Q1 2024 |
158,703
shares
|
$7.09 Million
2.42% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
152,116
shares
|
$6.79 Million
3.24% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
129,262
shares
|
$5.77 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
120,655
shares
|
$5.39 Million
0.01% of portfolio
|
Q1 2024
Added 2273.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
107,755
shares
|
$4.81 Million
0.0% of portfolio
|
Q1 2024
Added 5.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
107,630
shares
|
$4.81 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
98,298
shares
|
$4.39 Million
0.01% of portfolio
|
Q1 2024
Reduced 85.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
95,027
shares
|
$4.24 Million
0.01% of portfolio
|
Q1 2024
Reduced 43.61%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
93,304
shares
|
$4.17 Million
0.02% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
70,831
shares
|
$3.16 Million
0.32% of portfolio
|
Q4 2023
Reduced 1.8%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
66,492
shares
|
$2.97 Million
0.02% of portfolio
|
Q1 2024
Added 65.42%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
52,642
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2024
Reduced 68.45%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
50,942
shares
|
$2.27 Million
0.1% of portfolio
|
Q4 2023
Reduced 12.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,780
shares
|
$2.22 Million
0.16% of portfolio
|
Q4 2022
Reduced 62.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,023
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.81%
|
|
|
Sloy Dahl & Holst, LLC
|
Apr 18, 2024 Q1 2024 |
44,320
shares
|
$1.98 Million
0.45% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
44,157
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2024
Reduced 27.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
42,827
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.86%
|
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
38,592
shares
|
$1.72 Million
0.48% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
35,587
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2024
Added 46.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
30,405
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
29,239
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.07%
|
|