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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
9,607
shares
|
$249,109
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,438
shares
|
$244,727
0.01% of portfolio
|
Q1 2022
Reduced 74.41%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
9,133
shares
|
$236,818
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
9,120
shares
|
$236,481
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,103
shares
|
$236,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
8,864
shares
|
$229,843
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
8,500
shares
|
$220,405
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$103,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,656
shares
|
$94,800
0.01% of portfolio
|
Q2 2025
Added 38.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,096
shares
|
$80,279
0.0% of portfolio
|
Q2 2024
Added 424.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$64,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,290
shares
|
$59,379
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,783
shares
|
$46,233
0.0% of portfolio
|
Q2 2025
Reduced 65.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$33,709
0.0% of portfolio
|
Q2 2025
Reduced 38.88%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$31,116
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$25,930
0.0% of portfolio
|
Q1 2025
Reduced 31.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
938
shares
|
$24,322
0.0% of portfolio
|
Q2 2024
Added 177.51%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
779
shares
|
$20,199
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
581
shares
|
$15,065
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
495
shares
|
$12,835
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
307
shares
|
$7,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
235
shares
|
$6,093
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
31
shares
|
$803
0.0% of portfolio
|
Q2 2025
Reduced 97.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|