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 126 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
49,170
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2024
Added 11.35%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,023
shares
|
$2.18 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.81%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
46,477
shares
|
$2.16 Million
0.09% of portfolio
|
Q2 2024
Added 4.89%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
45,501
shares
|
$2.11 Million
1.67% of portfolio
|
Q2 2024
New holding
|
|
Sloy Dahl & Holst, LLC
|
Jul 22, 2024 Q2 2024 |
44,320
shares
|
$2.06 Million
0.42% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
38,792
shares
|
$1.8 Million
0.45% of portfolio
|
Q2 2024
Added 0.52%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
38,122
shares
|
$1.77 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
31,895
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2024
Added 38.24%
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Aug 27, 2024 Q2 2024 |
31,005
shares
|
$1.44 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
30,008
shares
|
$1.39 Million
0.27% of portfolio
|
Q2 2024
Added 138.96%
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
28,757
shares
|
$1.33 Million
0.6% of portfolio
|
Q2 2023
New holding
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
28,490
shares
|
$1.32 Million
0.52% of portfolio
|
Q2 2024
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
28,005
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Added 6.0%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
27,220
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Aug 09, 2024 Q2 2024 |
23,921
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
23,645
shares
|
$1.1 Million
0.69% of portfolio
|
Q2 2024
Added 41.94%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
22,763
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Added 3631.64%
|
|
Bouchey Financial Group LTD
|
Jul 12, 2024 Q2 2024 |
20,156
shares
|
$935,036
0.09% of portfolio
|
Q2 2024
Added 22.14%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
20,024
shares
|
$928,913
0.0% of portfolio
|
Q2 2024
Added 7.8%
|
|
Lion Street Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
19,348
shares
|
$897,553
0.32% of portfolio
|
Q2 2024
Reduced 4.56%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
19,031
shares
|
$882,848
0.0% of portfolio
|
Q2 2024
Added 161.92%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
18,845
shares
|
$874,219
0.0% of portfolio
|
Q2 2024
Reduced 18.61%
|
|
Black Point Wealth Management
Naples, FL |
Aug 09, 2024 Q2 2024 |
18,575
shares
|
$861,694
0.86% of portfolio
|
Q2 2024
New holding
|
|
Bullseye Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
18,555
shares
|
$860,766
1.25% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
18,441
shares
|
$855,477
0.02% of portfolio
|
Q2 2024
New holding
|