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 74 institutions that hold shares in the stock, with a total of 3.54 Million shares, which have been reported (via 13F filing form) to have a value of $91.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
21,877
shares
|
$567,270
0.1% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,749
shares
|
$538,021
0.02% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
20,101
shares
|
$521,218
0.01% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
19,710
shares
|
$511,080
0.42% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
19,503
shares
|
$505,712
0.14% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
17,269
shares
|
$447,785
0.02% of portfolio
|
Q2 2025
Added 54.93%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17,198
shares
|
$445,944
0.17% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
17,013
shares
|
$441,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,350
shares
|
$423,955
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,913
shares
|
$412,624
0.0% of portfolio
|
Q2 2025
Added 58.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
15,653
shares
|
$405,882
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,637
shares
|
$405,467
0.0% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
15,123
shares
|
$392,139
0.03% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
15,028
shares
|
$389,676
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,475
shares
|
$375,336
0.0% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
13,964
shares
|
$362,086
0.1% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,601
shares
|
$352,673
0.0% of portfolio
|
Q2 2025
Added 45.7%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
13,034
shares
|
$337,971
0.01% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
12,980
shares
|
$336,571
0.03% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
11,988
shares
|
$310,848
0.01% of portfolio
|
Q2 2025
Added 68.54%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
10,963
shares
|
$284,270
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
10,357
shares
|
$268,557
0.11% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
9,983
shares
|
$258,859
0.02% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
9,709
shares
|
$251,754
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
9,625
shares
|
$249,576
0.01% of portfolio
|
Q2 2025
Reduced 19.88%
|