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 89 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
10,430
shares
|
$465,699
0.05% of portfolio
|
Q1 2024
Reduced 12.03%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
9,600
shares
|
$428,640
0.0% of portfolio
|
Q3 2020
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
9,523
shares
|
$425,201
0.02% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
Valtinson Bruner Financial Planning LLC
|
Apr 29, 2024 Q1 2024 |
9,395
shares
|
$419,486
0.22% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
8,673
shares
|
$387,249
0.05% of portfolio
|
Q1 2024
Reduced 64.93%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
8,338
shares
|
$372,291
0.03% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
8,213
shares
|
$366,710
0.03% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
Fsb Premier Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
8,165
shares
|
$364,567
0.17% of portfolio
|
Q1 2024
Reduced 52.0%
|
|
Aurora Private Wealth, Inc.
|
Apr 22, 2024 Q1 2024 |
8,001
shares
|
$357,244
0.3% of portfolio
|
Q1 2024
Reduced 22.99%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
7,997
shares
|
$357,066
0.01% of portfolio
|
Q1 2024
Added 13.29%
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
7,781
shares
|
$347,421
0.0% of portfolio
|
Q1 2024
Reduced 26.75%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
7,665
shares
|
$342,242
0.0% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
7,266
shares
|
$324,426
0.0% of portfolio
|
Q1 2024
Reduced 46.91%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
7,046
shares
|
$314,603
0.0% of portfolio
|
Q1 2024
Reduced 79.61%
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
7,045
shares
|
$314,559
0.26% of portfolio
|
Q2 2023
Reduced 19.16%
|
|
Baker Tilly Wealth Management, LLC
|
May 09, 2024 Q1 2024 |
7,000
shares
|
$312,550
0.06% of portfolio
|
Q1 2024
Reduced 71.29%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
6,359
shares
|
$283,929
0.0% of portfolio
|
Q1 2024
Added 202.95%
|
|
Darwin Advisors, LLC
|
May 13, 2024 Q1 2024 |
5,479
shares
|
$244,637
0.07% of portfolio
|
Q2 2023
New holding
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
5,405
shares
|
$241,333
0.1% of portfolio
|
Q1 2024
New holding
|
|
Family Wealth Group, LLC
Lexington, KY |
Feb 14, 2024 Q4 2023 |
5,381
shares
|
$240,261
0.28% of portfolio
|
Q4 2023
New holding
|
|
Arbor Capital Management Inc
Anchorage, AK |
May 13, 2024 Q1 2024 |
5,055
shares
|
$225,705
0.21% of portfolio
|
Q1 2024
Added 2.56%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
4,982
shares
|
$222,446
0.11% of portfolio
|
Q1 2024
Reduced 11.15%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
4,937
shares
|
$220,437
0.0% of portfolio
|
Q1 2024
Reduced 96.48%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
4,880
shares
|
$217,892
0.01% of portfolio
|
Q4 2023
Reduced 94.36%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
4,842
shares
|
$216,195
0.0% of portfolio
|
Q1 2024
Reduced 22.74%
|