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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
4,745
shares
|
$225,197
0.11% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,617
shares
|
$219,122
0.0% of portfolio
|
Q3 2024
Reduced 20.82%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,567
shares
|
$216,749
0.06% of portfolio
|
Q2 2024
Reduced 16.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,566
shares
|
$216,702
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
4,498
shares
|
$213,475
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,483
shares
|
$212,763
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
4,405
shares
|
$209,061
0.14% of portfolio
|
Q3 2024
Added 1823.58%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
4,370
shares
|
$207,400
0.03% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,339
shares
|
$205,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,321
shares
|
$205,074
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,164
shares
|
$150,163
0.01% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,028
shares
|
$143,708
0.12% of portfolio
|
Q3 2024
Reduced 29.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,859
shares
|
$135,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,439
shares
|
$115,754
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,402
shares
|
$113,998
0.0% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,324
shares
|
$110,297
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,152
shares
|
$102,133
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,000
shares
|
$94,920
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,000
shares
|
$94,920
0.11% of portfolio
|
Q3 2022
Added 28.21%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,327
shares
|
$62,979
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,142
shares
|
$54,199
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
905
shares
|
$42,951
0.0% of portfolio
|
Q2 2023
Added 483.87%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
498
shares
|
$23,635
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
200
shares
|
$9,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
64
shares
|
$3,037
0.0% of portfolio
|
Q3 2024
Reduced 81.92%
|