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 128 institutions that hold shares in the stock, with a total of 4.87 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
45,007
shares
|
$2.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
43,190
shares
|
$1.97 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
41,148
shares
|
$1.87 Million
0.1% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
37,959
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
36,208
shares
|
$1.65 Million
1.5% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
35,523
shares
|
$1.62 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
29,707
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
28,757
shares
|
$1.31 Million
0.6% of portfolio
|
Q2 2023
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
28,494
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2025
Added 24.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
28,005
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Added 6.0%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
27,065
shares
|
$1.23 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
25,660
shares
|
$1.17 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
24,785
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
23,921
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
22,445
shares
|
$1.02 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
21,441
shares
|
$975,994
0.02% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
21,232
shares
|
$966,480
0.03% of portfolio
|
Q1 2025
Added 4250.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
20,620
shares
|
$938,622
0.03% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
19,971
shares
|
$909,079
0.02% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
18,120
shares
|
$824,822
0.08% of portfolio
|
Q4 2024
Added 21.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
17,648
shares
|
$803,336
0.0% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,423
shares
|
$793,094
0.18% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
17,379
shares
|
$791,092
0.05% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
17,355
shares
|
$789,999
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
17,211
shares
|
$783,444
0.35% of portfolio
|
Q1 2025
Reduced 92.8%
|