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 129 institutions that hold shares in the stock, with a total of 5.09 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
488,230
shares
|
$23.3 Million
13.55% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
343,690
shares
|
$16.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
270,279
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
238,927
shares
|
$11.4 Million
3.93% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
211,367
shares
|
$10.1 Million
2.49% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,392
shares
|
$9.65 Million
0.01% of portfolio
|
Q3 2024
Added 23.42%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
198,795
shares
|
$9.47 Million
2.17% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
180,285
shares
|
$8.59 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
166,593
shares
|
$7.94 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
163,817
shares
|
$7.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
162,539
shares
|
$7.75 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
126,498
shares
|
$6.03 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,440
shares
|
$6.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
107,529
shares
|
$5.12 Million
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
106,840
shares
|
$5.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
102,050
shares
|
$4.86 Million
0.01% of portfolio
|
Q4 2024
Added 54.28%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
99,753
shares
|
$4.75 Million
1.09% of portfolio
|
Q4 2024
Added 157.15%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
87,853
shares
|
$4.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
86,671
shares
|
$4.13 Million
0.01% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
80,808
shares
|
$3.85 Million
1.62% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
71,930
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 71.6%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
63,851
shares
|
$3.04 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
53,277
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 83.22%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
52,620
shares
|
$2.51 Million
0.28% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
49,985
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.82%
|