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 135 institutions that hold shares in the stock, with a total of 5.8 Million shares, which have been reported (via 13F filing form) to have a value of $302 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
17,947
shares
|
$934,859
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,423
shares
|
$907,564
0.18% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
16,602
shares
|
$864,798
0.06% of portfolio
|
Q2 2025
Added 56.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
16,589
shares
|
$864,121
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
16,427
shares
|
$855,682
0.07% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
15,660
shares
|
$815,729
0.01% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
15,649
shares
|
$815,156
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
15,584
shares
|
$811,770
0.19% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,579
shares
|
$811,510
0.0% of portfolio
|
Q2 2025
Added 15.03%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
15,349
shares
|
$799,529
0.13% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,954
shares
|
$778,953
0.25% of portfolio
|
Q3 2023
Reduced 0.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,793
shares
|
$770,567
0.01% of portfolio
|
Q3 2025
Reduced 30.16%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
14,735
shares
|
$767,546
0.3% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
14,651
shares
|
$763,170
0.02% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
14,063
shares
|
$732,541
0.19% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,993
shares
|
$728,895
0.02% of portfolio
|
Q2 2025
Added 44.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
13,470
shares
|
$701,652
0.03% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,449
shares
|
$700,558
0.02% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
13,321
shares
|
$693,890
0.02% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
12,623
shares
|
$657,532
0.0% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
12,472
shares
|
$649,666
0.04% of portfolio
|
Q3 2025
Reduced 25.97%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
12,275
shares
|
$639,404
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
12,198
shares
|
$635,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
11,698
shares
|
$609,348
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
11,527
shares
|
$600,441
0.0% of portfolio
|
Q2 2025
New holding
|