Institutional Ownership First Tr Exch Tr Fd Viii Cboe (FMAY)
This table provides information about the institutional ownership of First Tr Exch Tr Fd Viii Cboe (FMAY). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 5.24 Million shares, which have been reported (via 13F filing form) to have a value of $249 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
484,658
shares
|
$23 Million
12.32% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
359,032
shares
|
$17 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
317,564
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
253,284
shares
|
$12 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
240,054
shares
|
$11.4 Million
4.28% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
206,912
shares
|
$9.82 Million
2.26% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,392
shares
|
$9.61 Million
0.01% of portfolio
|
Q3 2024
Added 23.42%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
182,039
shares
|
$8.64 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
178,330
shares
|
$8.46 Million
0.3% of portfolio
|
Q3 2024
Added 57.42%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
165,059
shares
|
$7.83 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
164,289
shares
|
$7.8 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
142,543
shares
|
$6.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
127,091
shares
|
$6.03 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,440
shares
|
$6 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
106,223
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
91,747
shares
|
$4.35 Million
1.82% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
88,592
shares
|
$4.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
78,976
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
67,381
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
66,148
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2024
Added 190.59%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
64,680
shares
|
$3.07 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
55,693
shares
|
$2.64 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
54,662
shares
|
$2.59 Million
1.97% of portfolio
|
Q3 2024
Added 20.13%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
52,567
shares
|
$2.49 Million
0.35% of portfolio
|
Q3 2024
Added 349.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,780
shares
|
$2.36 Million
0.16% of portfolio
|
Q4 2022
Reduced 62.86%
|