Institutional Ownership First Tr Ex Tr Viii Cboe Vest (YMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (YMAR). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 3.54 Million shares, which have been reported (via 13F filing form) to have a value of $91.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
514,857
shares
|
$13.4 Million
4.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
370,065
shares
|
$9.6 Million
0.32% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
325,909
shares
|
$8.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
258,240
shares
|
$6.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,581
shares
|
$5.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
208,391
shares
|
$5.4 Million
0.01% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
201,948
shares
|
$5.24 Million
0.01% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
171,461
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.18%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
165,480
shares
|
$4.29 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
76,294
shares
|
$1.98 Million
4.6% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
59,743
shares
|
$1.55 Million
0.2% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,872
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
52,608
shares
|
$1.36 Million
0.15% of portfolio
|
Q2 2025
Added 279.18%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
52,478
shares
|
$1.36 Million
0.75% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
48,485
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 29.74%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
45,229
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
43,845
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 38.72%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
33,794
shares
|
$876,278
0.24% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,815
shares
|
$773,102
0.74% of portfolio
|
Q1 2025
Reduced 80.79%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
28,685
shares
|
$743,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,448
shares
|
$711,726
0.0% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
24,151
shares
|
$626,235
0.05% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
23,081
shares
|
$598,490
0.01% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,047
shares
|
$597,608
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
22,875
shares
|
$593,148
0.21% of portfolio
|
Q2 2025
New holding
|