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 128 institutions that hold shares in the stock, with a total of 4.87 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
16,720
shares
|
$761,094
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
16,589
shares
|
$755,131
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,686
shares
|
$714,026
0.0% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
15,052
shares
|
$685,167
0.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
14,964
shares
|
$681,161
0.18% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,954
shares
|
$680,706
0.25% of portfolio
|
Q3 2023
Reduced 0.39%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,763
shares
|
$672,011
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,608
shares
|
$664,956
0.14% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
13,543
shares
|
$616,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
13,541
shares
|
$616,386
0.19% of portfolio
|
Q4 2024
Added 41.58%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
13,321
shares
|
$606,371
0.02% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,862
shares
|
$585,478
0.0% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
12,436
shares
|
$566,086
0.05% of portfolio
|
Q1 2025
Reduced 20.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
12,279
shares
|
$558,940
0.02% of portfolio
|
Q1 2025
Reduced 19.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,015
shares
|
$546,922
0.02% of portfolio
|
Q4 2024
Reduced 93.26%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
11,841
shares
|
$539,002
0.18% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
11,787
shares
|
$536,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,683
shares
|
$531,810
0.0% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
11,664
shares
|
$530,945
0.03% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
11,255
shares
|
$512,327
0.03% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,246
shares
|
$511,917
0.0% of portfolio
|
Q4 2024
Reduced 46.0%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
10,938
shares
|
$497,897
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,861
shares
|
$494,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,617
shares
|
$483,285
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
10,214
shares
|
$464,941
0.03% of portfolio
|
Q2 2024
Added 24.36%
|