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 56 institutions that hold shares in the stock, with a total of 2.99 Million shares, which have been reported (via 13F filing form) to have a value of $70.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
16,594
shares
|
$391,618
0.01% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
15,165
shares
|
$357,894
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
13,681
shares
|
$322,871
0.1% of portfolio
|
Q2 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
13,392
shares
|
$316,051
0.06% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
12,295
shares
|
$290,162
0.0% of portfolio
|
Q2 2024
Added 5.76%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
11,724
shares
|
$276,686
0.01% of portfolio
|
Q2 2024
New holding
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
11,581
shares
|
$273,311
0.02% of portfolio
|
Q2 2024
Added 23.16%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
10,994
shares
|
$259,458
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
10,981
shares
|
$259,151
0.02% of portfolio
|
Q1 2024
Reduced 22.85%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
10,475
shares
|
$247,210
0.0% of portfolio
|
Q2 2024
New holding
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
9,964
shares
|
$235,150
0.06% of portfolio
|
Q2 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
9,785
shares
|
$230,926
0.0% of portfolio
|
Q2 2024
Added 10.48%
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
9,719
shares
|
$229,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,438
shares
|
$222,736
0.01% of portfolio
|
Q1 2022
Reduced 74.41%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,393
shares
|
$221,674
0.01% of portfolio
|
Q2 2024
Reduced 11.51%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
9,233
shares
|
$217,898
0.03% of portfolio
|
Q2 2024
New holding
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
8,500
shares
|
$200,600
0.04% of portfolio
|
Q3 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
8,177
shares
|
$192,977
0.09% of portfolio
|
Q2 2024
Added 21.27%
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
3,254
shares
|
$76,794
0.01% of portfolio
|
Q3 2024
Reduced 86.54%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
3,096
shares
|
$73,065
0.0% of portfolio
|
Q2 2024
Added 424.75%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,570
shares
|
$60,652
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,290
shares
|
$54,044
0.01% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,956
shares
|
$46,161
0.0% of portfolio
|
Q1 2023
Added 30.4%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,300
shares
|
$30,680
0.0% of portfolio
|
Q2 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
938
shares
|
$22,136
0.0% of portfolio
|
Q2 2024
Added 177.51%
|