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 60 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $85.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
431,824
shares
|
$10.3 Million
2.12% of portfolio
|
Q4 2024
Added 235.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
430,702
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
355,916
shares
|
$8.5 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
278,637
shares
|
$6.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.21%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
241,933
shares
|
$5.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
235,235
shares
|
$5.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
213,581
shares
|
$5.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
197,365
shares
|
$4.71 Million
1.02% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
195,509
shares
|
$4.67 Million
0.01% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
155,208
shares
|
$3.7 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
76,294
shares
|
$1.82 Million
4.6% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
73,456
shares
|
$1.75 Million
1.02% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
59,743
shares
|
$1.43 Million
0.24% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
58,135
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,872
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
31,294
shares
|
$746,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
28,599
shares
|
$682,658
0.0% of portfolio
|
Q4 2024
Added 67.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
25,808
shares
|
$616,036
0.01% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
25,578
shares
|
$610,546
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
25,230
shares
|
$602,240
0.16% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
23,272
shares
|
$555,502
0.08% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
21,186
shares
|
$505,709
0.05% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
20,197
shares
|
$482,102
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
19,242
shares
|
$459,306
0.0% of portfolio
|
Q4 2024
Reduced 90.38%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
19,041
shares
|
$454,508
0.01% of portfolio
|
Q4 2024
New holding
|