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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,290
shares
|
$57,639
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,127
shares
|
$53,536
0.0% of portfolio
|
Q1 2025
Added 63.62%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,319
shares
|
$33,199
0.0% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,310
shares
|
$32,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$30,204
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,000
shares
|
$25,170
0.0% of portfolio
|
Q1 2025
Reduced 31.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
938
shares
|
$23,609
0.0% of portfolio
|
Q2 2024
Added 177.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
581
shares
|
$14,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
307
shares
|
$7,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
300
shares
|
$7,551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
235
shares
|
$5,914
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|