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 62 institutions that hold shares in the stock, with a total of 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $74 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
388,549
shares
|
$9.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
364,590
shares
|
$9.18 Million
0.35% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
262,279
shares
|
$6.6 Million
0.01% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
252,815
shares
|
$6.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,581
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
190,226
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
183,346
shares
|
$4.61 Million
0.01% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
171,579
shares
|
$4.32 Million
0.94% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
76,294
shares
|
$1.92 Million
4.6% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
71,050
shares
|
$1.79 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
59,743
shares
|
$1.5 Million
0.26% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
59,135
shares
|
$1.49 Million
0.09% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,872
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
37,372
shares
|
$940,653
0.02% of portfolio
|
Q1 2025
Added 96.27%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
34,195
shares
|
$860,688
0.24% of portfolio
|
Q1 2025
Added 35.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
31,607
shares
|
$795,548
0.0% of portfolio
|
Q1 2025
Added 124.48%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,815
shares
|
$750,443
0.74% of portfolio
|
Q1 2025
Reduced 80.79%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
24,151
shares
|
$607,880
0.05% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
23,981
shares
|
$603,601
0.01% of portfolio
|
Q1 2025
Added 146.74%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
23,121
shares
|
$581,955
0.0% of portfolio
|
Q1 2025
Reduced 26.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,737
shares
|
$572,290
0.0% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
22,315
shares
|
$561,668
0.08% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
20,462
shares
|
$515,028
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
19,988
shares
|
$503,097
0.43% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,567
shares
|
$442,161
0.0% of portfolio
|
Q1 2025
Added 3.5%
|