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 54 institutions that hold shares in the stock, with a total of 2.95 Million shares, which have been reported (via 13F filing form) to have a value of $67.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,637
shares
|
$359,181
0.0% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
14,718
shares
|
$338,072
0.0% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
14,679
shares
|
$337,176
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
13,392
shares
|
$307,614
0.06% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,034
shares
|
$299,390
0.01% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,280
shares
|
$282,071
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
12,081
shares
|
$277,500
0.02% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
11,724
shares
|
$269,300
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
10,981
shares
|
$252,233
0.02% of portfolio
|
Q1 2024
Reduced 22.85%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
10,467
shares
|
$240,426
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
9,964
shares
|
$228,873
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,810
shares
|
$225,335
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
9,719
shares
|
$223,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,438
shares
|
$216,790
0.01% of portfolio
|
Q1 2022
Reduced 74.41%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,393
shares
|
$215,757
0.01% of portfolio
|
Q2 2024
Reduced 11.51%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,160
shares
|
$210,405
0.0% of portfolio
|
Q3 2024
Reduced 16.68%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
8,500
shares
|
$195,245
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
8,177
shares
|
$187,825
0.09% of portfolio
|
Q2 2024
Added 21.27%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,562
shares
|
$127,759
0.0% of portfolio
|
Q3 2024
Added 1297.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,096
shares
|
$71,115
0.0% of portfolio
|
Q2 2024
Added 424.75%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,570
shares
|
$59,032
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,542
shares
|
$58,389
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,290
shares
|
$52,601
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,956
shares
|
$44,929
0.0% of portfolio
|
Q1 2023
Added 30.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,300
shares
|
$29,861
0.0% of portfolio
|
Q2 2023
New holding
|