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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,047
shares
|
$856,510
0.0% of portfolio
|
Q3 2024
Added 178.25%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
17,495
shares
|
$830,312
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,423
shares
|
$826,895
0.18% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
17,214
shares
|
$816,976
0.05% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
16,589
shares
|
$787,313
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
16,082
shares
|
$763,251
0.01% of portfolio
|
Q3 2024
Added 51.98%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
16,008
shares
|
$759,739
0.02% of portfolio
|
Q2 2024
Added 38.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
15,779
shares
|
$748,871
0.03% of portfolio
|
Q3 2024
Added 41.07%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
15,261
shares
|
$724,287
0.0% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,112
shares
|
$717,215
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
14,964
shares
|
$710,191
0.23% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,954
shares
|
$709,716
0.25% of portfolio
|
Q3 2023
Reduced 0.39%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
14,931
shares
|
$708,625
0.07% of portfolio
|
Q3 2024
Added 28.69%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
14,628
shares
|
$694,244
0.14% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
14,504
shares
|
$688,359
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
13,648
shares
|
$647,734
0.05% of portfolio
|
Q3 2024
Added 41.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,449
shares
|
$638,289
0.0% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
13,321
shares
|
$632,214
0.01% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
12,344
shares
|
$585,846
0.03% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,449
shares
|
$543,369
0.0% of portfolio
|
Q3 2024
Reduced 36.04%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
11,273
shares
|
$535,016
0.24% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
11,273
shares
|
$535,016
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
10,873
shares
|
$516,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
10,493
shares
|
$497,997
0.06% of portfolio
|
Q2 2024
Added 20.98%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,247
shares
|
$486,322
0.7% of portfolio
|
Q3 2024
Reduced 44.77%
|