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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,300
shares
|
$271,731
0.0% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,901
shares
|
$251,274
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,830
shares
|
$247,634
0.02% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,663
shares
|
$239,072
0.0% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
4,490
shares
|
$230,202
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,483
shares
|
$229,843
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
4,301
shares
|
$220,512
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,254
shares
|
$218,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
4,161
shares
|
$213,334
0.02% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,092
shares
|
$209,796
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,075
shares
|
$208,925
0.0% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,041
shares
|
$207,182
0.0% of portfolio
|
Q2 2025
Added 152.88%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
3,562
shares
|
$182,623
0.22% of portfolio
|
Q1 2025
Added 48.35%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2,750
shares
|
$140,992
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,000
shares
|
$102,540
0.11% of portfolio
|
Q3 2022
Added 28.21%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$102,540
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,887
shares
|
$96,746
0.0% of portfolio
|
Q2 2025
Reduced 61.87%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
1,700
shares
|
$87,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,626
shares
|
$83,365
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
1,516
shares
|
$77,725
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,484
shares
|
$76,084
0.01% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,403
shares
|
$71,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,320
shares
|
$67,676
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,075
shares
|
$55,115
0.0% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,003
shares
|
$51,423
0.0% of portfolio
|
Q1 2025
Added 79.43%
|