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 133 institutions that hold shares in the stock, with a total of 5.84 Million shares, which have been reported (via 13F filing form) to have a value of $299 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
530,507
shares
|
$27.2 Million
0.01% of portfolio
|
Q2 2025
Added 785.49%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
479,491
shares
|
$24.6 Million
13.72% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
378,358
shares
|
$19.4 Million
0.03% of portfolio
|
Q2 2025
Added 267.43%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
375,050
shares
|
$19.2 Million
0.02% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
253,436
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,392
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Added 23.42%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
184,560
shares
|
$9.46 Million
0.02% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
182,509
shares
|
$9.36 Million
0.03% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
178,469
shares
|
$9.15 Million
2.35% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
161,059
shares
|
$8.26 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
158,221
shares
|
$8.11 Million
1.86% of portfolio
|
Q2 2025
Reduced 25.51%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
137,164
shares
|
$7.03 Million
0.54% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
130,991
shares
|
$6.72 Million
0.01% of portfolio
|
Q2 2025
Added 48.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,440
shares
|
$6.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
117,645
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2025
Added 37.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
115,626
shares
|
$5.93 Million
0.17% of portfolio
|
Q2 2025
Added 2288.97%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
110,905
shares
|
$5.69 Million
2.28% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
104,230
shares
|
$5.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
104,042
shares
|
$5.33 Million
0.03% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
74,912
shares
|
$3.84 Million
1.45% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
71,257
shares
|
$3.65 Million
0.68% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
70,624
shares
|
$3.62 Million
0.84% of portfolio
|
Q2 2025
Reduced 56.86%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
63,378
shares
|
$3.25 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
52,092
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
50,332
shares
|
$2.58 Million
0.2% of portfolio
|
Q2 2025
Added 5.15%
|