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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
17,315
shares
|
$435,818
0.01% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17,198
shares
|
$432,873
0.17% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
16,332
shares
|
$411,076
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,042
shares
|
$403,777
0.01% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
15,637
shares
|
$393,583
0.0% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
13,874
shares
|
$349,208
0.04% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
13,034
shares
|
$328,065
0.01% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,752
shares
|
$320,967
0.0% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
12,595
shares
|
$317,016
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
12,585
shares
|
$316,764
0.03% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
12,150
shares
|
$305,815
0.0% of portfolio
|
Q1 2025
Reduced 36.86%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,013
shares
|
$302,367
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
11,464
shares
|
$288,548
0.08% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
11,146
shares
|
$280,544
0.01% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
10,783
shares
|
$271,408
0.02% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,027
shares
|
$252,379
0.0% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,438
shares
|
$237,554
0.01% of portfolio
|
Q1 2022
Reduced 74.41%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,335
shares
|
$234,961
0.0% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
9,206
shares
|
$231,715
0.1% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
8,500
shares
|
$213,945
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,113
shares
|
$179,034
0.01% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,096
shares
|
$128,266
0.0% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,096
shares
|
$77,926
0.0% of portfolio
|
Q2 2024
Added 424.75%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,634
shares
|
$66,297
0.01% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,570
shares
|
$64,686
0.0% of portfolio
|
Q2 2024
New holding
|