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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,780
shares
|
$2.55 Million
0.16% of portfolio
|
Q4 2022
Reduced 62.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,023
shares
|
$2.41 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.81%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
44,685
shares
|
$2.29 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
42,141
shares
|
$2.16 Million
0.1% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
42,045
shares
|
$2.16 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
41,395
shares
|
$2.12 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
40,355
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
39,400
shares
|
$2.02 Million
0.22% of portfolio
|
Q2 2025
Added 32.63%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
36,208
shares
|
$1.86 Million
1.53% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
32,896
shares
|
$1.69 Million
1.7% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
31,469
shares
|
$1.61 Million
0.88% of portfolio
|
Q2 2025
Added 30.95%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
28,757
shares
|
$1.47 Million
0.62% of portfolio
|
Q2 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
28,157
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
26,965
shares
|
$1.38 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
26,512
shares
|
$1.36 Million
0.98% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
25,742
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
25,424
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 31.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
24,865
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
23,921
shares
|
$1.23 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
22,985
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,935
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
21,182
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,848
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2025
Added 57.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
17,983
shares
|
$921,988
0.0% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
17,947
shares
|
$920,142
0.04% of portfolio
|
Q2 2025
New holding
|