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 122 institutions that hold shares in the stock, with a total of 4.74 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,374
shares
|
$418,532
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
8,181
shares
|
$408,886
0.04% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
8,083
shares
|
$403,988
0.02% of portfolio
|
Q1 2025
New holding
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,683
shares
|
$383,996
0.01% of portfolio
|
Q1 2025
Reduced 61.53%
|
|
Black Point Wealth Management
Naples, FL |
Apr 14, 2025 Q1 2025 |
7,470
shares
|
$373,350
2.0% of portfolio
|
Q1 2025
Reduced 59.78%
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
7,045
shares
|
$352,109
0.26% of portfolio
|
Q2 2023
Reduced 19.16%
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,035
shares
|
$301,629
0.1% of portfolio
|
Q2 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,737
shares
|
$286,735
0.0% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
5,644
shares
|
$282,087
0.29% of portfolio
|
Q4 2024
New holding
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,448
shares
|
$272,291
0.01% of portfolio
|
Q4 2024
Reduced 65.97%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,423
shares
|
$271,041
0.0% of portfolio
|
Q1 2025
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,300
shares
|
$264,894
0.0% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,197
shares
|
$259,746
0.0% of portfolio
|
Q1 2025
Added 1343.61%
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
5,180
shares
|
$258,896
0.02% of portfolio
|
Q3 2024
New holding
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,949
shares
|
$247,351
0.01% of portfolio
|
Q1 2025
Reduced 30.45%
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
4,925
shares
|
$246,151
0.23% of portfolio
|
Q1 2025
Added 17.77%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
4,901
shares
|
$244,951
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
4,864
shares
|
$243,102
0.03% of portfolio
|
Q4 2024
New holding
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
4,849
shares
|
$242,353
0.18% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,840
shares
|
$241,903
0.01% of portfolio
|
Q1 2025
Reduced 59.72%
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
4,665
shares
|
$233,156
0.02% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,646
shares
|
$232,207
0.0% of portfolio
|
Q1 2025
Reduced 81.25%
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,567
shares
|
$228,258
0.06% of portfolio
|
Q2 2024
Reduced 16.65%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,483
shares
|
$224,060
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
4,245
shares
|
$212,165
0.03% of portfolio
|
Q4 2024
New holding
|