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 72 institutions that hold shares in the stock, with a total of 3.57 Million shares, which have been reported (via 13F filing form) to have a value of $93.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
514,857
shares
|
$13.5 Million
4.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
375,893
shares
|
$9.86 Million
0.24% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
325,909
shares
|
$8.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
261,993
shares
|
$6.87 Million
0.01% of portfolio
|
Q2 2025
Added 29.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
255,992
shares
|
$6.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,581
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
208,391
shares
|
$5.47 Million
0.01% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
171,461
shares
|
$4.5 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
|
$4.34 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
76,294
shares
|
$2 Million
4.6% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
59,743
shares
|
$1.57 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
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
52,737
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
52,478
shares
|
$1.38 Million
0.75% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
48,485
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 29.74%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
45,229
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
43,845
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 38.72%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
33,421
shares
|
$876,967
0.23% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
28,685
shares
|
$752,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,448
shares
|
$720,235
0.0% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
24,151
shares
|
$633,722
0.05% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,047
shares
|
$604,753
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
22,875
shares
|
$600,240
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
22,156
shares
|
$581,373
0.01% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
21,877
shares
|
$574,052
0.1% of portfolio
|
Q2 2025
Reduced 1.96%
|