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 55 institutions that hold shares in the stock, with a total of 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $67.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
361,265
shares
|
$8.42 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
321,031
shares
|
$7.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
247,725
shares
|
$5.77 Million
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
242,561
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,581
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
200,099
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
197,365
shares
|
$4.6 Million
1.02% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
192,324
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
128,708
shares
|
$3 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
81,014
shares
|
$1.89 Million
1.22% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
76,294
shares
|
$1.78 Million
4.6% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
58,135
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,872
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
49,953
shares
|
$1.16 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
25,808
shares
|
$601,326
0.01% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
25,230
shares
|
$587,859
0.16% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
25,112
shares
|
$585,109
0.0% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
23,272
shares
|
$542,237
0.08% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
21,186
shares
|
$493,633
0.05% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
20,504
shares
|
$477,743
0.02% of portfolio
|
Q2 2024
Added 95.8%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
20,197
shares
|
$470,590
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
18,604
shares
|
$433,473
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,420
shares
|
$405,886
0.0% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17,198
shares
|
$400,713
0.17% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
17,053
shares
|
$397,334
0.0% of portfolio
|
Q3 2024
New holding
|