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 126 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
639,454
shares
|
$29.7 Million
0.05% of portfolio
|
Q2 2024
Added 6.93%
|
|
Focus Wealth Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
481,295
shares
|
$22.3 Million
11.98% of portfolio
|
Q2 2024
Added 4.6%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
295,613
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2024
Added 461.55%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
292,172
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2024
Added 142.15%
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 22, 2024 Q2 2024 |
243,077
shares
|
$11.3 Million
4.17% of portfolio
|
Q2 2024
Added 4.21%
|
|
Wespac Advisors So Cal, LLC
|
Jul 23, 2024 Q2 2024 |
218,135
shares
|
$10.1 Million
2.5% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
183,862
shares
|
$8.53 Million
0.04% of portfolio
|
Q2 2024
Added 97.06%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
165,913
shares
|
$7.7 Million
0.12% of portfolio
|
Q2 2024
Added 28.35%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
164,609
shares
|
$7.64 Million
2.48% of portfolio
|
Q2 2024
Added 3.72%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
163,991
shares
|
$7.61 Million
0.01% of portfolio
|
Q2 2024
Added 66.83%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
154,835
shares
|
$7.18 Million
0.02% of portfolio
|
Q2 2024
Added 62.94%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
139,090
shares
|
$6.45 Million
1.01% of portfolio
|
Q2 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
134,380
shares
|
$6.23 Million
0.0% of portfolio
|
Q2 2024
Added 359.59%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
127,370
shares
|
$5.91 Million
2.69% of portfolio
|
Q2 2024
Reduced 16.27%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
113,944
shares
|
$5.29 Million
0.01% of portfolio
|
Q2 2024
Added 5.87%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
113,283
shares
|
$5.26 Million
0.26% of portfolio
|
Q2 2024
Added 344.3%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
107,263
shares
|
$4.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
101,699
shares
|
$4.72 Million
0.56% of portfolio
|
Q2 2024
New holding
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
92,047
shares
|
$4.27 Million
1.91% of portfolio
|
Q2 2024
Added 1027.34%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
91,046
shares
|
$4.22 Million
0.02% of portfolio
|
Q2 2024
Added 36.93%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
85,598
shares
|
$3.97 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
74,968
shares
|
$3.48 Million
0.01% of portfolio
|
Q2 2024
Added 75.05%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
64,804
shares
|
$3.01 Million
0.27% of portfolio
|
Q2 2024
Reduced 8.51%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
57,408
shares
|
$2.66 Million
0.12% of portfolio
|
Q2 2024
Added 502.84%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,780
shares
|
$2.31 Million
0.16% of portfolio
|
Q4 2022
Reduced 62.86%
|