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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,423
shares
|
$893,277
0.18% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
17,015
shares
|
$872,359
0.0% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
16,847
shares
|
$863,745
0.07% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
16,700
shares
|
$856,209
0.01% of portfolio
|
Q2 2025
Added 117.36%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
16,602
shares
|
$851,184
0.06% of portfolio
|
Q2 2025
Added 56.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
16,589
shares
|
$850,518
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
16,284
shares
|
$834,880
0.07% of portfolio
|
Q2 2025
Added 30.94%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
15,660
shares
|
$802,888
0.01% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
15,584
shares
|
$798,991
0.2% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,579
shares
|
$798,735
0.0% of portfolio
|
Q2 2025
Added 15.03%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,954
shares
|
$766,691
0.25% of portfolio
|
Q3 2023
Reduced 0.39%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
14,780
shares
|
$757,770
0.31% of portfolio
|
Q2 2025
Added 60.15%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
14,651
shares
|
$751,156
0.02% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
14,431
shares
|
$739,877
0.13% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
14,063
shares
|
$721,010
0.19% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
13,993
shares
|
$717,421
0.02% of portfolio
|
Q2 2025
Added 44.57%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
13,321
shares
|
$682,967
0.02% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,117
shares
|
$672,508
0.03% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
12,623
shares
|
$647,181
0.0% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
12,198
shares
|
$625,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
11,698
shares
|
$599,756
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
11,527
shares
|
$590,989
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
11,078
shares
|
$567,969
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
11,064
shares
|
$567,251
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
10,938
shares
|
$560,791
0.46% of portfolio
|
Q3 2024
New holding
|