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 121 institutions that hold shares in the stock, with a total of 4.71 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
477,569
shares
|
$23.2 Million
13.41% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
345,612
shares
|
$16.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
236,075
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
212,402
shares
|
$10.3 Million
2.43% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,392
shares
|
$9.84 Million
0.01% of portfolio
|
Q3 2024
Added 23.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
175,356
shares
|
$8.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
165,949
shares
|
$8.07 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
163,706
shares
|
$7.96 Million
2.01% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
162,323
shares
|
$7.89 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
162,012
shares
|
$7.88 Million
2.2% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
141,069
shares
|
$6.86 Million
0.02% of portfolio
|
Q1 2025
Added 38.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,440
shares
|
$6.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
113,948
shares
|
$5.54 Million
2.31% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
107,535
shares
|
$5.23 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
102,975
shares
|
$5.01 Million
0.01% of portfolio
|
Q1 2025
Added 43.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
88,246
shares
|
$4.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
85,746
shares
|
$4.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
83,104
shares
|
$4.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
79,558
shares
|
$3.87 Million
1.54% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
69,757
shares
|
$3.39 Million
0.68% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
63,843
shares
|
$3.1 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
59,911
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,780
shares
|
$2.42 Million
0.16% of portfolio
|
Q4 2022
Reduced 62.86%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
47,868
shares
|
$2.33 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,023
shares
|
$2.29 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.81%
|