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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,023
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.81%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
46,477
shares
|
$2.21 Million
0.09% of portfolio
|
Q2 2024
Added 4.89%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
43,190
shares
|
$2.05 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
43,111
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
41,568
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
38,792
shares
|
$1.85 Million
0.43% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
29,707
shares
|
$1.41 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
28,757
shares
|
$1.37 Million
0.63% of portfolio
|
Q2 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
28,636
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
28,005
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 6.0%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
27,690
shares
|
$1.32 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
26,377
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2024
Added 30.86%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
25,839
shares
|
$1.23 Million
0.74% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
23,921
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,286
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
21,192
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,826
shares
|
$990,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
20,113
shares
|
$956,775
0.0% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
19,743
shares
|
$939,174
0.01% of portfolio
|
Q3 2024
Added 27.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,563
shares
|
$930,611
0.0% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
19,031
shares
|
$905,304
0.0% of portfolio
|
Q2 2024
Added 161.92%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
18,976
shares
|
$902,688
0.31% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
18,899
shares
|
$899,025
0.0% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
18,575
shares
|
$883,612
1.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18,441
shares
|
$877,238
0.02% of portfolio
|
Q2 2024
New holding
|